86 results found
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Matching Team Structure from Service Web
Customer suggested bringing over team structure (Manager and subordinates), roles, permissions, etc... from Service Web. All you would need to do in RingSense to select a pre-existing group to bring over.
3 votes -
Ability to add a summary note to recordings saved in a Library
It would be helpful to have an ability to add a summary note when moving a recording into a Library folder. This would allow people to quickly determine the reason why the recording is being saved, and what is the critical information to get from it.
Note that the summary should also include who wrote it and have the ability to edit/add additional notes.8 votes -
Ability to search by phone numbers without having to follow a specific format
Ability to search by a customer's phone number in the search bar without having to follow a specific format. Right now the search bar seems overly dependent on the number format (w/ plus sign, hyphenated, etc.)
6 votes -
3 votes
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Customizable reports
Have the ability for the Admin to generate more reports dashboard-style and be able to export it other than the utilization and the Trackers dashboard. Being able to filter through and run different reports will help us have a better understanding of the things that matter to us the most.
3 votes -
The ability to change the AI score
Ability for a manager to change the AI score if they disagree with it.
6 votes -
Create admin setting for emailing call recording to user
Just as voicemail recordings are emailed to the user following a call, so should a call that a RingSense user finishes. The admin should have the ability to choose this setting for each user, so it's able to be for some users but not others.
6 votes -
Suggest calls to a deal
Sometimes people dial in, use a different name / email, etc when joining a meeting. Currently deal linking is tied to those contacts on opportunities.
If it could also suggest calls to link to a deal based upon title, similar participants, topics discussed, embedding scores.
Have these show up faded out in the calls, with a quick action to add or remove these from the deal. (If Calls in Deals get searches it would be awesome for these to be included). Potentially notify / ask the call host, deal owner, and / or specific users to be able to confirm…
2 votes -
Search Calls in a Deal
When reviewing a deal, I'd like to be able to search across calls in the deal for the same kind of keywords and filters. There's a real power being able to quickly search / see participants, where particular phrases and such are mentioned in the transcript across all of the calls knowing which calls and their portions I want to look at / listen to.
Similarly add deals as a filter in the calls.
2 votes -
Ability to filter calls that do not match a specific tracker
As an example, an organization needs for the receptionist to say "xyz" during each call. Would like to be able to filter on calls where that does not take place (i.e. calls that do not have that tracker).
7 votes -
Sharing a RingSense Recording - Cannot search transcript while watching video, AI Meeting Summary and Highlights are missing
When sharing a RingSense recording externally, the view should allow the customer to see the video recording, search the transcript, and view AI summary all from a single view.
Today, when sharing a RingSense recording via email to an external guest, the public view is lacking (see screenshot). The customer can only see either the video recording or the transcript from the same screen but not both. The customer cannot search the transcript while watching the video. There is a lot of wasted whitespace.
The layout for public sharing should be modeled after a RCV video recording layout (screenshot attached)…
2 votes -
Ability to use "AND" as a conjunction between filters in Call Review Section
Users would find it useful to have the option to state that both A AND B filters need to be present for a recorded call to appear.
Currently users only have the option for either A OR B in terms of filtering on calls.3 votes -
CRM Contact/Phone Number Matching Improvements
RingSense for Sales CRM Integrations need to be able to query for phone numbers from any and all phone number objects.
For example:
Mobile Phone
Other Phone
Home Phone
Secondary Phone
Assistant Phone2 votes -
RingSense: Allow for if/then questions on scorecards or optional questions.
For both RingSense for Sales and RingSense for RingCx.
Not every call will follow the exact same flow, thus there needs to be if/then logic that allows for additional questions IF they apply. AND/OR as a different option, it would be nice to add ‘not applicable’ as an additional response option within the "Yes/No" response type. As it stands today, the only options are yes or no.
2 votes -
Admin Settings for Call Transcriptions following completed calls
Give admins the ability following a completed call to have the transcript of a completed call to be sent to the customer in different formats - pdf, or text file, or similar to voicemail, "text to voicemail." The issue is about capturing the "event" or the conversation from a "compliance" standpoint, which I suspect will be more important when RingSense for Service comes about.
5 votes -
Clean up and shorten the document formatting of the downloadable transcription in RingSense
Some customers are using RingSense to capture call transcriptions of calls. The RingSense transcript download file (PDF) is formatted beautifully, however it is very inefficient from a document space management standpoint. with calls between 60 and 90 minutes, call transcript downloads are close to 50-60 pages in the PDF.
4 votes -
Service Titan CRM Integration
CRM integration with a very popular HVAC/Field Services software, Service Titan - https://www.servicetitan.com
6 votes -
export
Ability to export reports such as trackers, and scorecard 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.
2 votes -
Import lead calls missing from integration with RS4S
Add Lead Calls to data import section of Zoho for RS4S integration.
2 votes -
Scheduled/subscribed reports
The ability to schedule and subscribe to reports as emails will help admins view call/agent performance metrics without having to log in and filter manually saving time for the admins.
2 votes
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