Rule management

Problem: Rules built in sandbox can't be transferred to production, forcing builders to either edit prod directly or rebuild everything twice. Request: Enable export/promotion of validated rules and macros from a sandbox environment to production.

Problem Complex dynamic variables that are used in multiple rules must be individually configured in each rule/macro/playbook. Request Allow saving dynamic variables as reusable, shared components that can be imported into any rule/macro/playbook ...

Problem: Rules and macros have no version control or rollback, so a later change can silently break things with no undo; users mitigate with external screenshot docs. Request: Add version history with the ability to roll back rules, macros, and ap...

Problem Deleting a resource like a tag, teammate, or inbox can break active rules and macros without warning, leaving broken workflows behind. Request Flag all rules and macros that reference a resource before allowing its deletion, so admins can ...

Problem When making changes to Autopilot answer rules, there's no way to verify that new rule logic still works correctly on old conversations where the original rule was previously successful. Request Create a rule testing tool that lets users bu...

Problem When a rule is created, it only applies to new conversations, leaving existing conversations unaffected even if they meet the rule conditions. Request When creating a rule, provide the option to retroactively apply it to conversations alre...

Problem Rules lack documentation about what they do, why they were created, and who is responsible for their maintenance. Request Add a description field to rules to provide context and ownership information.

Problem Testing Branch by Autopilot rules on the entire conversation may not reflect the specific message context you want to test. Recreating the same context by resending messages is infeasible. Request Add ability to test a rule on a specific m...

Problem Filters applied to the rule list (e.g., Rule Contains, Inbox filters) are not saved and reset when leaving and returning to the page. Request Save and restore rule list filters across sessions. Context This is particularly tedious for admi...

Problem With many rules, they become difficult to find and manage. Request Add folder organization for rules to improve discoverability.