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Feature Requests
Description
Category
Admin
Messenger
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Inbox
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Magic AI and automation
Planner - Scheduling
Uncategorized
Add option to have inbox specific action notes be toggled into internal notes that can be viewed in the PSA
0
2
Copilot: Auto-recommend a new summary for low-context initial summaries
3
·
planned
39
Only select a subtype if there is a true match
Magic AI autocategorization will sometimes select a subtype that does not fit. In the event of having no subtype match, it should not select one rather than picking the wrong one.
0
5
Connect audit log to a SEIM
We want to be able to ingest the audit log in thread admin into our SEIM to be able to detect for breaches.
0
2
TimeZest - Use resource groups
Today Timezest only supports User assignments and should allow us to send resource group assignment links
0
2
For bundled threads, show notes for threads that are bundled in on the parent thread
ConnectWise shows bundled in notes on the parent thread. We would like the same functionality from the Thread Pods in the PSA.
0
3
When creating a thread from inbox, add the option to have the thread stay unassigned
0
1
Allow resolution without time entry
Add the possibility to add a note to a thread that also fills the resolution field without entering time. Sometimes a time entry has already been added and we don't want another time entry (we round off time entries to 15 minutes) but still want to fill the resolution field. Currently we need to open Autotask and manually edit the thread for this.
0
3
Add existing Thread Inbox actions to Flows
Limited actions available in workflows (e.g., TimeZest, few PSA actions like changing status are available in Thread Inbox, but not within Flows).
0
2
Ability to filter threads by Live, Non-Live, User Left the Chat, and keywords
Ability to filter threads by Live, Non-Live, User Left the Chat, and keywords in Thread Inbox and include these rule criteria in Flows.
0
2
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