DoubleTick Product Roadmap

Kindly add a date filter in the chat section so that we can view chats based on specific date requirements.

The option to close chats in bulk and to use tags to create folders instead of only a filter.

Need an API endpoint to export Notes or a filter for the same within DoubleTick.

Can you integrate a grammer check feature into chats as it is essential in sending out right information to clients.

"We have thousands of chats, but there is no option to search messages. This makes it extremely difficult to manage and retrieve information. Without a proper search feature, the system feels very inefficient and unprofessional."

I want to connect my OpenAI API key directly to my API, so that I can enable “Automated Response”, so ChatGPT responds to incoming customer queries automatically. Also I can also adjust the model, temperature, token limits, and other parameters

When one user applies the filter on the top ribbon, same filter gets applied to all the users. This impacts simultaneous workings of team members

Hello DoubleTick Team, A basic CRM must provide a search option to quickly locate any data — orders, chats and customer interactions. Your system currently lacks this capability, which is causing major problems with our order filtering and processing. We are unable to search orders efficiently and this is disrupting operations. We request the immediate development and deployment of a robust search engine that includes: Keyword search across orders, chat messages and customer profiles; Filters such as Order ID, Customer Name, Date Range, Product, Order Status; Ability to search chat transcripts and attachments (if feasible); Reasonable response times and role-based access control. If this cannot be implemented promptly, we will be forced to evaluate other CRM providers. Please confirm the actions you will take and an expected timeline for delivery. Regards, Chetan Jain

We feel completely stuck with DoubleTick — it has turned out to be more of a waste of time than an upgrade. Basic features like search are missing, and we end up wasting the entire day just trying to locate old chats. We switched from WhatsApp Business App to API hoping for a smoother, more powerful experience, but the reality has been the exact opposite. Even simple functionalities, like bot trigger from images, don’t work. Without these basic developments, the overall experience feels like a disaster, not an improvement. After all, what’s the use of bots if we can’t even filter and manage potential leads properly?