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Search includes message content but not attachments. Makes it quite hard to find an attachment if you know the file name but not the sender or date. Please index attachment file names for global search.
It would be incredibly beneficial to add the ability to select a default company for Customers when they have access to multiple companies and they open a new conversation/ticket. For example, If Customer 1 has access to Companies A, B and C. They are an employee of Company A, which is the “Parent” company of Companies B and C. We would like to be able to have it set so that when this user creates a conversation, it defaults to Company A rather than having to search through the list of companies they have access to to select this every time. The reason for this is because we have some customers that have access to 20+ companies. Having a default option for this would be amazing.
The removal of the Three Dots to view a historic thread is very inconvenient. The vast majority of our tickets are forwarded in from other members of staff, or clients themselves. Forwarding content to us is a massive part in our everyday work, so not being able to view the full thread as normal has a huge impact on us.The only option now is to view the Raw Email, which isn’t the same and is not a good solution. Reading an email in HTML format is not user-friendly, nor has it saved us any time. It removes attachments which, again, is causing huge problems.Please reinstate the Three Dots.
We’re able to view Wrap-Up Time per conversation in the dashboard, but we don’t have a way to see this summarized or aggregated at the agent or team level. It would be incredibly helpful to have a reportable metric that reflects total and average Wrap-Up Time for agents.
With the introduction of BCC to Emails, would really enjoy the ability to choose where Participants should be listed under the “Manage Participants” Section. Maybe like a Tab View to rotate over on who is listed under TO, CC, & BCC. With the BCC offering a quick add of myself “Quick Add YOU as BCC” (this concept is the idea of following the ticket).
Currently, the private apps in the developer hub show the date of the last installation or token regeneration.This is not very useful to identify whether that private app is still actively used or whether we have valid API credentials that are not needed anymore.To be able to safely delete unused private apps without the risk of breaking some usages, it would be great to have an info about the last time the token of the app was used to access the API.
We are developing a product that is highly configurable, so most of our URLs involve some id placeholders.The current URL matching capabilities of outbound message triggers or product tours make it quite hard to target our pages. We have to create multiple “contains” criteria for the various static parts of the URLs, still hoping that it does not match extra pages having those static parts in a different place.It would be great to support targeting URL patterns instead, to make this case easier.
Intercom have advised that there is no way to see the AI response and edit it before sending to a customer.We respond to complex questions, so we want to improve AI’s reponses, we can’t be the only company who wants a choice imbetween the one to not use AI and let it send messages to customer without review.
I would like the option to copy data connectors. This will save me time.
Hello,Can there be an easier way to view all tags associated to the conversation from within the conversation view? It would be nice if on the Details side bar there was a section for tags and you could easily remove or edit them.Currently if I am reviewing a case and want to see what tags are associated I have to look for the tags in various sections or read the conversation events in hopes of not missing them.Additionally, when my team gets a case transferred to them from another team, they may want to remove a tag which means they have to do the same review as above and hope they don’t miss something.It would be great to have one spot to view this and easy click to remove a tag if necessary.Thanks for your consideration.
It would be great to have a feature in the "Analyze" portion of Fin AI Agent, to mark that I've "Reviewed" a conversation. Or maybe even leave notes for myself and other managers to see outside of the context of the conversation, only in the context of the “Fin Performance” or “Optimize.” Thinking like UI green check marks I can select when I’ve reviewed something, or flag a conversation to revisit and work on later. We've been reviewing all of our Fin "sent to teammate" to see how we can get more of those resolutions from Fin. Sometimes the answer is perfect, and the customer just doesn't read... And I'd like to somehow notate that I've "Reviewed" a conversation so I don't review it again in the future
As you can’t add public holidays into the office hours, we’re having to manually adjust the office hours every time there is a support closure I think it would be helpful to be able to multi select days in this view, rather than having to add a new office hour line for every day, and then just omit the day of the closure. It’s a 1 minute job that ends up taking ages because you have to duplicate loads
The content for the product tour should have the possibility to come from an external source as well, such as an API. This allows us to centralize all help materials—tooltips, product tours, and other content—in one place for easier management.
User storyAs a product owner of a multi-tenant SaaS platform,I want to provide a unified product tour experience that dynamically adapts to the feature set available for each customer,so that I can deliver relevant onboarding without having to maintain separate tours for each customer variation. DescriptionWe have a SaaS product where all customers access the same user interface via their own subdomains (e.g., customer1.domain.com, customer2.domain.com). While the UI remains the same, each customer has a unique set of features enabled based on their subscription or use case.For example, if a product tour contains three feature-based steps: If a customer does not have Feature A, the related tour step should be hidden. If a customer has Feature A and Feature B, only the relevant steps for those features should be shown. If a customer has all three features, they should see the complete tour. So we would like to design a single, flexible product tour that: Automatically adapts to show only the steps relevant to the features available for that customer. Supports conditional logic so that we don’t have to create a separate tour for each feature combination, which is not scalable. Incorporates page-level logic based on CSS elements: If a targeted CSS element (e.g., a .button, .tab, or .widget) doesn’t exist on the page, the tour should: Fallback to another step targeting a different CSS element (if configured), or Skip the current Pointer or Post step entirely. Use a Workflow to decide the next step in the Product tour (If this, then that)
The possibility to change from only seeing chat timestamp in days to be able to see the exact date and time (as you get when hovering over the “3 day” stamp.
It would be great if the suggestions could be filtered or manually grouped so that subject experts only have to review the content that relates to them. The current system is only effective for if one person is able to review them all.
With the new CX Scores, would be great to be able to use that data field as a trigger for kicking off automated workflows. Example- Ticket or Conversation that received a 1 or 2 rating - automatically be able to send to a specific team, or alert @mention who we might need to review and potentially outreach to the customer again in hopes to improve or resolve their experience. Right now its manual and reactive by going through reports.
There is really two parts to my idea. For one, we find it really annoying to have to create a tag to use a csv file to send a one off email through the Outbound section. We don’t want our workspace to get overloaded with a bunch of tags just because we are sending an email. Although you can use audience rules, a lot of the times we have to do email=xxx.com or email=xxx.com for how many people we are wanting to send to just to get around from having to tag them. Could it be possible to make tagging the users from a CSV upload in an outbound email to be optional? Also, a way to send dynamic emails to certain emails would be nice too rather than having to use the ruling. So maybe like a bar that lets you type in an email and send without ever having to update the email or add an attribute that I have to edit under each person per each email I need to be set up like this.
Please allow to choose multiple selection in the List option when close the conversation.
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