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Workflows

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258 VOTE

See how a rule works during rule creation/edition

As an Admin, I want to be able to create a rule and immediately see how it impacts my inbox while I am creating the rule, so that I don't need to wait a few days to better understand whether it's behaving in the way that I need it to behave. Pleas...
over 2 years ago in Rule management / Workflows 4 Launched

Access "Current Teammate" in Macro Dynamic Variables

When building a Macro, be able to access the "current teammate" in Dynamic Variables to include some information about them in the conditions or actions.
5 months ago in Macros 3 Launched

"Move message to a new conversation" rule action

The ability to create a rule to split conversations will be useful for users that utilize the conversation threading option and have some recurrent emails arriving on the same thread for different reasons. Today customers are forced to split those...
about 2 years ago in Workflows 3 Launched

Rule action to mute unsubscribe conversation

No description provided
over 4 years ago in Missing core rule actions 7 Launched

Improvements to Shift scheduling

Rather than only supporting recurring weekly shifts, add calendar shifts so that customers can plan holidays, changes in schedule week over week, etc.
over 4 years ago in Teammate availability / Workforce management 3 Launched

SLA rules being fulfilled by a resolution action

SLA rules and analytics based on resolution time, not just reply time.
over 3 years ago in Advanced rule conditions and actions 0 Launched

"Create draft" rule action

Start a draft from rules that can be reviewed by humans and sent later.
over 4 years ago in Missing core rule actions 0 Launched

Give non-admins permission to manage shifts

Add a new permission for managing shifts that can be added inside a custom role. This enables teammates other than full Workspace admins to manage shifts.
over 3 years ago in Increase granularity of admin permissions / Teammate availability / Workforce management 1 Launched

Macro Restricted by Inbox

There should be an option to allow/disallow macros based on inboxes within a workspace. This will prevent macros specific to certain operations from being executed outside of the proper inbox and allow more options for utilizing macros between teams
10 months ago in Macros 0 Launched

Forward Action in Company Rules

Enable the "Forward to" action in custom rules at the Company Rule Level - currently only available in Workspace level rules.
about 2 years ago in Company rules 0 Launched