501 results found
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Create deals without having a CRM connected
Allow admins/managers to create custom deals when there is no CRM
Integrations connected.2 votes -
Chat Feature in RingSense
Customer Feedback from a RS demo ---
(RingSense) needs an "ask me anything" chat-like feature for post-call action items
- ex: can ask ringsense "what closing questions could I have asked to win that deal?", "write me a follow-up email with next steps and a recap"6 votes -
Service Titan CRM Integration
CRM integration with a very popular HVAC/Field Services software, Service Titan - https://www.servicetitan.com
16 votesServiceTitan is now available as a CRM integration in RingSense.
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Allow Comments and Feedback anywhere I listen to a call
Currently in both RingSense for Sales and RingSense for RingCX, the only place you can add Comments or Feedback is from the Call Details page. If playing a call from the Summary tab, would be good to expose option for additional functions (ie: Feedback) via a right-click, or adding a header bar above the Playback controls.
3 votes -
Call filtering base on completed/not completed scorecard
Ability to filter calls based on the completion status of scorecards.
6 votesRingSense now supports rich scorecard filtering capabilities. You can filter by scorecard status, who was it filled by and optionally the final score of the scorecard.
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disable video meeting
Customer want to turn off or turn on video meeting from users extension , or for standard Roles.
2 votes -
Ability to map CRM push to selectable objects
Ability to map notes/output to selectable CRM objects (currently static)
3 votes -
Allow to set review and coaching goals for managers
Is there any way to set coaching goals in RingSense for Sales? As part of the internal adoption motion we're asking managers hit the goal below weekly -
Managers Goal:
provided coaching on at least 3 calls (per week)
coaching activities calculated by the sum of:
* of comments given
* of feedbacks given
* of calls listened to
* of scorecards given3 votes -
Auto-Assign Managers in RingSense
Requesting a means of automatically assigning user managers in RingSense based on a user's participating in a RingEX user group.
Ex: User A is the manager of a user group that includes User B and User C. When User B and User C are assigned RingSense for Sales licenses, User A is auto-assigned as their manager in RingSense, creating a corresponding RingSense team under User A.
2 votes -
Separate Note Deletion and Call History Deletion
Currently if you delete an AI note from a phone call it also deletes that call from your call history. I would like to see these separated so you can delete the note but leave the call in your call history if needed.
1 vote -
"IVR Callback Option with Automated Contact Information Delivery"
*The customer has an idea : Is it possible to set up an IVR where their customers have the option to press 1 for a callback and receive a link to chat? Alternatively, can the system automatically send their information for contact purposes?"
3 votes -
When making or receiving incoming call. Switch the call to another device by pressing any key on the dialer
It will be more easier if we make an outgoing call, we can easily switch the call to mobile app even still the number is ringing by just dialing any key from the dialer
3 votes -
User AI Writer with Outlook integration to launch email client
Enhance existing integrations with Outlook to use Ai writer to automatically launch new message window to send email from RingEx.
1 vote -
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 Phone5 votes -
Add ability for Client to add custom prompts
Having the ability to customize the prompt on the summary section would allow us to gain consistent summary for our claims file. The tool is focused on Sales but we could customize it more for service. I believe this would increase demand for the product, overall it is pretty nice but some customization over some of the AI features could be nice. For example, If I take the following prompt it would significantly improve the use of ring sense for us for call summary
"You are an expert claims adjuster specializing in auto accident investigation. Please summarize this recorded conversation…
1 voteThanks so much for sharing this suggestion! I’m happy to let you know that we’ve added it to our product roadmap for the upcoming quarter. We’ll update this thread and let you know here as soon as it’s live for our customers.
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Enable one-click "mark for followup"
We have countless inbound calls, some of which require follow-up, some of which don't. We want a one-click button for "mark for followup" available immediately after a call ends in the RC app, and then for that response to also populate as a filter field in RingSense. That way, every afternoon when I do my follow-ups, I can filter (in RingSense) by "marked for followup", read the summary of the original inbound call, and execute my followup callbacks quickly and efficiently.
1 vote -
Pipedrive
Would love to see Pipedrive integration for RingSense AI
1 voteThank you for your suggestion! I’m excited to let you know this feature has now been implemented and is live!
You can find the Pipedrive CRM in the integration catalog.
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Ringsense Feedback tab for members
Client wanted to provide a feedback tab on their members too. A feedback tab that collates all the feedback for that agent. At the moment the feedback is just showing on the notification on members end. Also a feeback tab for managers or admin that shows all the feedback history.
2 votes -
Integrating With CompanyCam
Integrating CompanyCam with RingSense by RingCentral would provide several benefits, enhancing both efficiency and communication for your business. Here’s why it could be a good fit:
Streamlined Communication: RingSense offers AI-powered communication and collaboration tools. Integrating it with CompanyCam would allow your team to have instant notifications and alerts when important tasks, updates, or photos are uploaded to CompanyCam. This ensures real-time communication and prevents delays in addressing critical issues at job sites.
Automated Notifications: By integrating with RingSense’s notifications, you can automatically alert the right people when specific jobs are updated or completed. For example, when a new set…
1 vote -
Ability to assign multiple reporting managers to a member/team
Request is for the ability to assign multiple reporting managers to multiple members/teams across the board. Stated in another way, the goal is for RingSense to support multiple managers per agent within the RingSense hierarchy. This could be especially helpful for BPOs, which often have agents working for more than one client, so in addition to supporting multiple managers per agent, there needs to be a way to support managers from different clients looking at the same agent but only focusing on the respective manager’s aligned business' calls.
8 votes
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