73 results found
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RingSense Scorecard-Non Applicable (N/A) to only be selectable as a score for specific questions
We asked for Non Applicable to be included as part of the Scorecard template. We are really happy this has been added, HOWEVER, in Admin it needs to ONLY be selectable for specific questions, not all questions. The overall scoring will be inconsistent if a Team Leader chooses N/A when it doesn't apply to that question and it should be either a Yes or a No .
When setting up the template question, there should be an option to choose whether N/A should be applied to that question.
9 votesRingSense/ACE now allows flexibility to mark a scorecard question as mandatory or optional
As an admin, you can specify which questions are optional v/s required. See the attached screenshot.
Key benefits of this feature include:
- Ensures consistent evaluations by making critical questions mandatory
- Enables flexible scoring with optional questions for non-applicable scenarios
- Gives admins tighter control over quality standards and compliance requirements
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Ringsense Call scoring
It appears that the issue with scorecards where you can now change a score to Yes/No/NA is fixed which is great. From there, we can just edit and submit which then shows that we monitored the call. However, if a call was scored without making any changes on the scorecard (because the AI score is already accurate) it does not notify/ show that we already monitored the call.
Plus, it would be helpful if there's a Scorecard reporting that shows agent monitored/scorecard used/scorecard score/date/and a call identifier.
7 votesI'm glad to announce that this feature has now been implemented. Any scorecard will be attributed to the managers who audited the scorecard even if they didn't make any changes to AI score. This will ensure accurate reporting for managers
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Assign managers to agents in bulk
We would like to have an option to assign agents to managers in bulk. Currently, we have to go to each agent and assign multiple managers manually. We would like to suggest having an option to select all managers in the list for a much quicker process.
10 votesThis feature is now available in your admin settings. You can bulk edit (upto 100 users) and assign them a specific role, manager, additional manager etc. You can find additional details in the attached gif
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RingSense License Reassignment
Allow a RingSense license to be freed up or reassigned to another user.
7 votesThis is already supported by the RingCentral Billing portal.
For any RingSense license, you can un-assign or re-assign it any time. Please see the attached screenshot.
You can find additional details here: https://support.ringcentral.com/article-v2/Managing-licenses-in-RingCentral-account.html?brand=RingCentral&product=RingEX&language=en_US
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ACE Sentiment API Access
Team - We have a current customer (Relation Insurance - UID: 2077623020) who are power users for ACE and steadily growing to beyond 400 agents... They are requesting API access to the Sentiment portion of ACE. Their use case is below:
"This is a must have for all users of the product. This is one of the main use cases for using the RingSense product and the fact that we cannot export your sentiment score means we need to take the call transcripts and recalculate this ourselves so the data can interact with other system. Diminishing the value of the…
2 votesSentiment is now available as part of the ACE API payload
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Instant Notifications added to views
The ability to get daily, weekly, and monthly notifications are great for the various views. It would be critical for some businesses to get instant notifications for calls hitting certain criteria.
10 votesI'm pleased to announce that this feature is now available in your account. You can create a saved view and use it to subscribe for immediate notifications/alerts for the view.
You can find additional details in the attached image.
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Views for Trackers
ability to create and save custom filter views on the Trackers page, similar to the Interactions page.
4 votesI'm pleased to announce that this feature is now available on your account. You can save filters and create specific views on the trackers page.
Please find details in the attached screenshot
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RingSense integration with Zendesk Support
RingSense integration with Zendesk Support is not available at this time. Currently, Zendesk Sell is the only Zendesk CRM supported by RingSense.
2 votesI'm glad to report that zendesk support is now available as an integration in ACE (formerly RingSense). You can find it in the integration catalogue
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Export/Print Option for Monthly Coaching Insights in RingSense.
We would like the ability to export or print the Monthly Coaching Insights from RingCX, ideally to Excel or PDF format. This would allow us to keep records of performance feedback shared with agents, support follow-up coaching sessions, and maintain internal documentation.
3 votesWe've introduced a new report called development plan report. This report should give you the capability to export the monthly coaching insights data for all your agents.
You can find more details here - https://support.ringcentral.com/article-v2/Using-reports-in-RingSense.html?brand=RingCentral&product=RingSense&language=en_US
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Export scorecard data
Ability to exportscorecard data into csv files.
This can be used to measure improvement over time for specific teams or individuals, correlate data with external measures, and provide better reporting insights that can impact revenue using the tool.
42 votesThank you so much for your valuable feedback. I'm pleased to announce that we've now released this feature.
We've released the following new reports:
- Scorecard report - Shows how agents are performing on scorecards. Use it to spot trends, identify where agents are struggling, and turn scoring data into coaching opportunities. (part of this feature request)
- Saved views report - Generates a report based on a saved view from your Interactions page. Use it to download interaction info for review, performance monitoring, or sharing.
- Development plan report - Tracks how many development plans are created and shared, and with which agents. Use it to monitor coaching activity and consistency over time.
- Users export report - Generates a roster of users with details like managers, roles, and license assignments. Use it for audits, access reviews, and keeping external records up to date.
Additionally, you can now schedule reports with the following…
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Can RingSense be filterable on disposition code?
Can RingSense be filterable on disposition code? This would be helpful with focusing coaching on specific aspects of our business
14 votesYou can filter ACE interactions based on the disposition code. Disposition is automatically imported from the underlying system, RCX or NICE.
Additionally, you can use the new advanced filters section to also type your query in plain text, to filter and find relevant calls
eg: Show me calls with disposition as disconnected.
You can find additional details in the attached screenshots
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Ability to Change Implicit Team Names
Currently, an implicit team is built when you assign a user in the system a manager. That manager's name will be the team name (John Doe's Team) and cannot be changed. Many customers would like to be able to edit this team name because they have teams that are not associated directly with that manager. Ex. John Doe is the manager of Target Hospital Denver and has an implicit team so that he can only see his Target Hospital Denver team. A regional director wants to see all hospitals teams, but doesn't want to see John Doe's name, just the…
24 votesRingSense now supports the ability to rename your implicit team names. See more details here
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add admin ability to delete calls /insights/ai tracking / transcripts ect
Add the option for admins to delete a ring sense recording, when auto recording in on for a line a rep may make a personal call or be discussing personal matters w/ company that should not be recorded
12 votesThank you for your valuable feedback.
I’m excited to share that RingSense admins can now delete specific interactions directly from the RingSense portal. Please find the screenshot for instructions on how to delete any interaction from RingSense.
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Ability to use RingSense on Queue Calls
Being able to use RingSense on call queue calls would be greatly helpful. At this point RingSense captures all non-queue calls and only a handful of queue calls, but a bulk of our inbound call handling is done through a call queue, effectively making RingSense useless for our use case.
49 votesSee "Call Queue" filter in "All filters" on the Calls page.
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Scoring
It would be appreciated if the score for calls did not need a human to review the call to complete the scoring. Most of our calls have only a partial score and require a person to go in and review the call to add the score for those sections. This creates more work for the people involved rather than simplifying by having the AI score the whole call and allowing us to focus on where the AI has identified the need for improvement.
1 voteThis feature is now live on your account. As an admin, you can mark scorecard questions as required or optional. AI will automatically fill out all required questions ensuring no human scoring is needed.
Please see the attached screenshot for more details
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The title of the uploaded calls in RingSense should sync with the RingCentral contacts list.
The title of the uploaded calls in RingSense should be synchronized with the RC Contact list. It should display the contact name instead of just showing the phone number when calls are uploaded, similar to the Call Logs, where the saved contact name from the Personal Contact List is displayed rather than just the phone number.
24 votesI'm pleased to announce that this feature is now available in your account.
Head over to Admin Settings - Integrations - REX - Manage Integration
There is a new flag available in RingEX Integration to provide ACE permissions to pull contact data.
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Notifications for Specific trackers
There needs to be a notification option for when a specific tracker is triggered in a call. This would allow us to use our customized trackers and catch potentially missed sales opportunities by creating the ability to immediately follow up.
6 votesI'm pleased to announce that this feature is now live on your account. You can use RingSense to create a saved view (which is just a selection of filters of interest, eg: trackers). Please find additional details here - https://support.ringcentral.com/article-v2/Searching-for-calls.html?brand=RingCentral&product=RingSense&language=en_US
Along with this we also recently launched a feature to enable immediate notifications for any saved view. This will allow you to get immediately notified when the alert criteria is met.
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adjust how AI notes summarize calls
have AI transcribe calls from the perspective of the call taker. adjust how AI notes summarize calls. Right now, the notes use a third-person perspective, but I would like them to be written from the perspective of the call taker.
14 votesI'm glad to announce that this feature is now live in your account.
Account -> Admin Settings ->. ... -> Templates.
In the templates section, you can customize summary for each template
You can customize the summary template, including the ability to summarize it in 1st person.
You can find the relevant section in the attached screenshot
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Calls processed in RingSense should display the Contact Name.
When integrated with Salesforce, calls processed in Ringsense should display the Contact Name rather than the Account Name in the Title.
12 votesThank you so much for your valuable feedback.
We've now implemented various advanced settings for Salesforce configuration.
Advanced configuration settings for Salesforce include:
- Enhanced call title formatting options - choose from Account, Lead, Contact, Opportunity (this feature request)
- Choose priority list in case there are multiple matching records for the same phone number/email
- Choose the behavior in case no matching record is found in CRM
Please follow the instructions in the screenshot to update the relevant settings.
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Call queue and Scorecard
Add a Call queue filter in Scorecard
Enable the ability to associate a scorecard with a specific call queue, ensuring that the appropriate scorecard is automatically applied to the corresponding queue.1 voteRingSense now supports scorecard targetting via call queue as well as call disposition values.
You can use these in combination with any of the pre-existing filters.
Please find additional details in the attached screenshot.
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