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DerekVest
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Member since ‎Oct 28, 2022
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Derek Vest

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Stellaivano on April 11, 2019
Chatbot Quick replies: edit possibilities
Good morning. When building chatbots, it would be great to edit the quick replies added under a message for two reasons: 1. Right now I have to delete it and add it again (and it would be added after the last one). 2. I can't move the quick re read more
Reply Idea Conversations
125 upvotes
43 Replies
DerekVest
Member
January 18, 2023
This isn't just annoying, it's a radical limitation. We are leveraging the chatbot because I appreciate the level of integration it has in objects. T...read more
TomHero on April 26, 2021
Chatflow: Editing and rearranging quick reply options
I've encountered a very annoying little thing while building a new chatflow for a chatbot: You can't edit or rearrange the answer options on a question once created. This can lead to very frustrating situations and a lot extra work. For instance, read more
Reply Idea Live Chat & Bots
56 upvotes
21 Replies
DerekVest
Member
January 18, 2023
This isn't just annoying, it's a radical limitation. We are leveraging the chatbot because I appreciate the level of integration it has in objects. T...read more
Calebb on July 12, 2019
Auto-set chat agents to Away at the end of business hours
A nice to have chatflow is the ability to auto-set all users/teams to "Away" when the business hours end of day parameter has been met so that our agents do not forget to do this themselves. Is it possible to set a global or individual daily re read more
Reply Idea Conversations Workflows
82 upvotes
17 Replies
DerekVest
Member
January 10, 2023
The lack of ability to have a chatbot stay up after business hours in any automated fashion is a big miss. A customer should have the ability to leve...read more
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
568 upvotes
161 Replies
DerekVest
Member
December 28, 2022
I wanted to use a workflow to copy the content of a note to a property that I could display on the deal tile. We have a Quick Update property to ...read more
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