Conversations

One feature that could greatly enhance our ability to communicate with clients and prospects is the ability to create group SMS chats. While multiple users can currently send SMS messages to a single contact, having the option to initiate a group chat would enable us to easily coordinate with multiple individuals and increase our chances of making meaningful touch points during the sales process. By integrating this functionality into our CRM software, we could streamline our messaging efforts and improve our overall efficiency.

I'd like to see a normal REPLY TO option when emailing from conversations, AND from automation workflows. Right now in conversations I can quasi reply, but it doesn't auto fill the subject line from what I'm replying to, and it doesn't have the body of the message I'm replying to. This also goes the same for responding back to email from an automated workflow. There's absolutely zero option to find what the subject was from the GUI, or even the API. TL-DR; Need an actual REPLY-TO email option that works.

Much like the top of conversations "Unread" - "Recents" - "Starred" - "All" I want to have a custom filtered inbox's. One for sms only, one for automated emails, ect. its very confusing when I am responding to an email and then one of my scheduled email blasts or newsletters goes out and I lost the last contact I was just writing to.

We would like to be able to view some custom fields that we have but instead of having to click on thew contacts name and be redirected to the contacts card to see the custom fields we would like to have that Information available on the conversations panel. Add a folder under Automations that says "Custom Fields" and has the ability to add fields we would need.

It would be very useful to be able to filter the conversations to see the conversations that belong to the smartlist contacts. For example, there are two employees who take care of a specific pipeline, and there is one employee who takes care of new leads only. So I would like the first 2 employees to see the conversations that only belong to the contacts who are in that pipeline. There is nothing wrong if they see all the conversations too, but for actual work they need to see only the pipeline conversations and reply to them, not to get distracted to others. No other conversations are relevant to them. So too, the 3rd employee for work only needs to see the conversations of the new contacts, who are contacting us for the first time and we have no names yet - so it would be very useful for this employee to be able to filter by a smartlist that shows only these conversations, and nothing else.

The ability to have a live web chat window with a video - for the instance of a ever-webinar style scenario or even live chat for a VSL after somebody opts in to watch a video would be GAME-CHANGING. Being able to monitor Live Chat from people watching your Webinars and then coupling that with Conversational A.I. to answer FAQs, etc... (Inspired by Jeff Mills)

I've seen a few ideas suggest video chat bubbles where you can send short video clips back and forth with website visitors and while this could be cool, taking that one step further would be video call functionality. There are a couple auto dealership chat softwares (Gubagoo and DealerInspire) that allow for live video calls. This could be very powerful for certain industries.

Contact based chat transcription for SMS conversations. Basically one button that exports the whole conversation from a contact like Twilio.

I've noticed an area in our system that could greatly benefit from an enhancement, particularly in terms of professionalism and email management. Current Situation: As it stands, the email linked to a user's account is automatically set as the sender email for all outgoing communications. This setup poses a challenge when the only available email is a personal one, which may not always convey a professional image. Proposed Solution: I believe it would be highly beneficial to integrate a feature that allows users to specify a separate sending email within their user profile. This would enable users to choose a more appropriate, professional email address for business-related correspondence, separate from their personal or default account email. Benefits: Enhanced Professionalism: Users can maintain a professional demeanor by using business-specific emails. Flexibility: Offers flexibility for users who manage multiple email addresses for different roles or departments. Efficiency: While it's currently possible to manually change the sending email for each email sent, this process is cumbersome and not practical for regular use. Implementation Considerations: This feature should allow easy switching between different sending emails. Ensuring security and privacy compliance when integrating multiple email addresses. I believe this enhancement will significantly improve our email communication process and present a more professional front to our clients and partners. Looking forward to the community's thoughts and any additional insights!

Currently, in Manual Actions, our call center team gets a timer between each call to pause and update contact details or book appointments. However, after the last call, the system instantly exits Manual Actions and marks it as complete, leaving no time to update the contact. This forces the team to manually search for the last contact to update details, which is inefficient and unnecessary. Please enable a timer for the last contact, similar to all other calls, so we can seamlessly update contact details without interruption. Thank you!