270 results found
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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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12 votes
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12 votes
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Ability to remove/delete implicit teams within RIngSense
Customers would like the ability to remove an implicit team if that manager role no longer applies to that user. Right now, you can remove all the team members from that manager's team, but the team remains with one member ... which is that manager. The only workaround is to unassign that user's license in the admin portal. The team (along with the user) in RingSense will then be removed. You can then reassign the user and pick a role for them in RingSense.
11 votes -
add n/a to the yes/no responses on scorecards
Yes and No are great, but sometimes, the item doesn't apply and shouldn't be considered in the agents overall score, while the rest of the card still does...
11 votesI’m pleased to let you know that we’ve added this feature—it’s now live and ready to use. You can select N/A as an option for any scorecard response. Please find the screenshot for additional details.
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Ability for managers to select which user scorecard is for
If there are multiple reps on a call, the managers who have access to the call should have a drop-down on the scorecards to choose which rep they are grading on the scorecard. The current limitation only allows managers/admin to grade the host of the call. In several cases, the host of the call is not speaking the most.
11 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.11 votes -
RingSense Audit Trail
Create Audit Trail for Admins to monitor Manual Downloads of Audio and or Transcriptions (show individual interactions).
Audit Trail will monitor new role/permission for Redactions and Remove Redactions (show individual interactions).
Audit Trail will bolster Security of Data
Audit Trail should not be able to be deleted by anyone, should run for 12 months or more. Search and results should be able to be downloaded or printed. NOTE: emailing a file like this unencrypted is less desirable and poses data privacy issues.
11 votes -
RingSense Auto & Manual Redaction
In Conjunction with the Auto Redaction, Offer a new Role/Permission for Manual Redaction allowing an authorized user to redact via audio timeline and or the transcript that places the traditional marker line over the audio/text section. When redacted all corresponding data will be updated with the marker hiding the text/audio.
Playback will keep the original timeline and simply play dead air over the redacted portions. Transcribed/text data will be redacted in the traditional "Classified" style,
Download of audio or transcript retains redactions.
Redactions can be removed by a user with a proper Role/Permissions to "Remove Redactions". There should be an…
11 votes -
Comments: Notification, Tallying and Coaching Insights
Currently we can see the # of Feedback, # of Scorecard and # of Calls listened to. But from an auditing and coaching point of view we aren't seeing a tally of # of Comments provided.
Yes this is mainly a management based platform but the comments let us know that the coached isn't just accepting the AI/manual feedback and scores, with no rebuttal or agreement.
Being able to see that Agent A received X amount of feed back, on X amount of calls and then provided X amount of comments would expand the Coaching Insights into a more comprehensive…
10 votes -
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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Filter by Scorecard completed
- Add an option to filter by Scorecard completed, similar to the feedback filter.
- Ability to filter further by scorecard completed by selected manager or admin would also be helpful.
10 votesLook for "Scorecard completed" filter in "All Filters" on the Calls page
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Add average AI generated score and rename columns on the Scorecards tab within the Coaching tab
On the Leaderboard within Coaching > Scorecards, add in "Average AI Score" as a column and change "Average Score" to "Average Human Score." Placement should be to the right of "Average Human Score" on Leaderboard. On the table below, add in "Average Human Score" to the right of Scored ("Scored" could be changed to scored by human)
10 votes -
Integration with Zendesk
CRM Integration with Zendesk. This will be key for both RingSense for Sales and RingSense for RingCx. Zendesk is currently 1/2 CRM integrations we have for RingCx. Very popular integration for MVP and CC accounts.
10 votes -
Add a "feature request" and "report an issue" button in RingSense
The suggestion is to add an easily accessible button for customers to submit feature ideas and report issues in the native platform.
10 votes -
RingSense: Anonymize some of the call/meetings recorded to be shared as a training
RingSense for Sales can be used to show to new employees what could be a great example to follow or showing what not to do. It would be beneficial to anonymize the interaction shared with the entire teams (when stored in the library folder).
At least scrapping the employee names (optional) (ideally cover their videos too). Please consider to disable it through API.10 votes -
call recording and csat scores
Have one continuous recording of a call regardless of how many times the call is transferred from physical devise to soft-phone or even from EX to CX (and vice versa). If not possible an option to allow call linking as coming in and out of calls means that you loose the original call and the full thread.
With the ability to have one call recording, this would link into one CSAT score, as currently any agents on CX, one of their main task is to route calls to the correct department on EX and the highest score they can achieve…
9 votes -
Export Details/Data
I would like to be able to export the scorecard details, please see below for reference. Thank you!
9 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.
9 votes -
Negative Tracker Alert
The ability to create negative trackers and receive alerts when they are triggered would be a valuable feature. For instance, if a tracker for negative customer sentiment is triggered, it can automatically notify the manager.
9 votesOnce you configured a view by setting one or more filters to capture your criteria for calls of interest, you can configure daily, weekly or monthly notifications to get notified when new calls match your criteria.
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