Uniform layout of RingSense for MS Teams and Salesforce
The current UI layout (tab order, insight placement, and data visualization) varies between the MS Teams and Salesforce integrations. This inconsistency causes navigation friction for users who switch between these platforms throughout the day.
Proposed Solution
Introduce Global UI Templates within the RingSense Admin Portal that allow administrators to:
Synchronize Layouts: Force a identical tab order (e.g., Summary > Insights > Transcript) for all integrations.
Centralize Configuration: Design a "Master View" that applies the same CSS/component layout to both the MS Teams embedded app and the Salesforce side-panel.
Consistent Mapping: Ensure CRM-linked fields appear in the same location regardless of the host environment.