Feature Update

Rules can now identify message content to associate accounts for better routing

Related products: Scale
Rules can now identify message content to associate accounts for better routing

When a message is associated with an account, but the email domain is not recognized, you can set up a rule to detect message subject or content and convert it to an account, while also assigning it to the account manager. This makes it easier to see all relevant conversations under that account. For example, if you work at a marketing agency that works with external partners to support clients, your conversations will come from those partners but could be about any number of different clients. With this feature, you can match the right conversation to the right account, and then assign that to the correct teammate, based on the client’s company name in the message.

 

 

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