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Jetpiloto
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Member since ‎Dec 19, 2017
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  • Upvotes Given
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CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
864 upvotes
431 Replies
Jetpiloto
Contributor
November 30, 2018
I have to do two quotes because they pay an initial fee up front and a monthly fee. The fees are not related and paid seperatly, so it's weird that i...read more
ClaireH on June 21, 2018
Internal note and mentions within the conversations inbox
I would like the ability to write an internal note and mention/tag a colleague in the conversations inbox. I see that you can "add note" to the user contact info who is emailing but this is in a different space. As a customer success manager, read more
Reply Idea Conversations
29 upvotes
12 Replies
Jetpiloto
Contributor
November 05, 2018
This could work with Bots as well, tagging me or my team when a visitor has initiated a chat with the bot, but before it gets transfered to us.
SmithCorona on October 18, 2018
Tasks with NO due date
It would be SUPER helpful for my team if we had to ability to create tasks without due dates. There are simply some tasks that while they need to be created to make sure they are in a queue, are not important enough to assign a due date. Does a read more
Reply Idea Tasks
48 upvotes
30 Replies
Jetpiloto
Contributor
October 22, 2018
Yes. We are constantly entering a date for unimportant tasks, then having to go in a bulk change the dates when they aren't completed by the due date...read more
fxholl on April 29, 2017
Create and share task queues with other users
I created some queues for my tasks to organize the tasks. Sometimes I need to pass a task to someone else to complete. It would be great to have the ability to share queues, so shared tasks in a queue would already appear in the correct queue for read more
Reply Idea Tasks
257 upvotes
110 Replies
Jetpiloto
Contributor
October 12, 2018
It's been almost a year and a half on this issue and nothing? Is it in the works? The only options I have in viewing tasks are for one person at a ti...read more
wredek on August 10, 2018
Chat properties for workflow triggers
It would be great if there was an option to use conversation properties for workflow triggers. Specifically, if we could have "chat agent" as an option so we could create workflows to assign tasks or send emails to the internal team managing liv read more
Reply Idea Workflows
54 upvotes
19 Replies
Jetpiloto
Contributor
October 11, 2018
Yes! We would like to take over from the bot sometimes if we're available and know the conversation is going on. Or to just be ready ahead of time wh...read more
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