338 results found
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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.
4 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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Feature request/roll back: Filtering by Teams
The removal of Teams filter for users (excluding admins) has not made use of the dashboard easier.
We have a multi-level management structure with various roles and sub-teams that need to be accessed quickly, without further filtering.
Seeing "All calls" when we receive hundreds per user has had a negative impact on the day-to-day review of calls.
Whilst yes, we can use the additional filters, this is just another example of small updates with no warning that disrupt user comfort with on the many dashboards.
2 votes -
Availability of Translated RingSense Transcripts in Salesforce
Currently, RingSense only allows the original-language transcript to be imported into Salesforce. While a translated version of the transcript is available, it can only be accessed through the RingSense portal and is not synced to the CRM.
It would be highly beneficial if the translated transcript could also be made available directly in Salesforce. This enhancement would significantly improve efficiency by eliminating the need to access the RingSense portal separately, saving time and streamlining workflows for users who rely on CRM-integrated records.
2 votes -
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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automatic notify for the frustrated customers via email
automatic notify for the frustrated customers that are under tracker via email
1 vote -
RingSense ScoreCard Template
We would like to request the addition of a feature that allows users to upload a template for RingSense Scorecard questionnaires.
Currently, each time we need to create a new set of scorecard questions, we have to input them manually one by one. This process is not only time-consuming but also inefficient, especially when dealing with larger or multiple sets of questionnaires.
Having the ability to upload a pre-formatted template—such as a CSV or Excel file—would significantly streamline the process, reduce manual entry errors, and improve overall user experience.
We hope you will consider adding this functionality as part of…
6 votes -
The "Next Steps" Notes on a call should be in a separate List of To DO's to monitor and check off without having to go into each and every c
The "Next Steps" Notes on a call should be in a separate List of To DO's to monitor and check off without having to go into each and every call
1 vote -
Scorecard with templated script options to provide answers
The ability to implement one or more scripts as answers to questions in Scorecards.
For example, currently, there could be a question like "Did the agent greet the caller in a friendly manner?" "Yes/No", we would have an AI-generated answer of perhaps "Yes".
But if a customer has a specific script to say as the welcome message, for example "Thank you for calling XYZ, you've reached the Customer Services team, how can I help?", it could be selected in the Scorecard as the correct statement or phrase in order to achieve a "Yes".
The same could be applied for things…
9 votes -
The non-obvious process of enabling integration for Salesforce
Please highlight the "Manage" button on the integrations page for Salesforce that is in the "in progress" state.
1 vote -
Buld Download for Transcripts in Ringsense All Interractions
We would like to have the ability to bulk download all interaction call transcripts.
It would be much better if we can add it to the existing call data in all interactions so we can have them all in one report.9 votes -
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.
43 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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LeadDocket Integration
You already have an integration for Filevine, it would be wonderful to have an integration for Lead Docket as well since they're developed by the same company.
1 vote -
Integrating AI for Recruiters to take transcript and apply a template to it to organize information
Integrating AI like ChatGPT for Recruiters to take transcript and apply a template to it to organize the information
1 vote -
Please limit Coaching so that each individual user should be able to view their own Coaching instead of the entire team.
Please limit Coaching so that each individual user should be able to view their own Coaching instead of the entire team.
Admins or Super Admins should be able to see the entire team or entire organization but each individual user does not need to have access to other users coaching.
Please let me know once this has been implemented.1 vote -
RingSense x RingCentral call analytics
It would be great if you integrated RingCentral analytics into RingSense dashboard, in order to pair the data for inbound / outbound calls. That we can create reports with call grading and the initial call data.
2 votes -
In RingSense, let your customer choose call types from other industries in the organization settings
RingSense currently requires organizations to select a single industry, which auto-assigns predefined Call Types. This creates limitations for companies whose operating model spans multiple industries and functions. As a REIT, our business includes real estate (leasing), property management, home services, customer care, and accounts receivable/collections, all supported by cross-trained associates. Because of this, no single industry preset fits our operation.
We need the ability to fully customize Call Types independent of industry selection and have those Call Types follow the associate or skill profile, not remain tied only to the industry or queue.
2 votes -
Include conversations with AI Receptionist to be processed by ACE.
Include conversations with AI Receptionist to be processed by ACE.
1 vote -
Total login event on Utilization Report
Currently the utilization report # of logins counts unique login days and not total number of logins within a given day. Customers look for total logins when searching utilization reports.
1 vote -
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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contacts
Allow Call Log and RingSense to filter by a group of contacts
1 vote
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