195 results found
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RingSense: Additional Task for AI-driven next steps
Overview:
Currently, when RingSense integrates with Salesforce, it logs AI-generated call results including the overview, Q&A, insights, and more by creating a task in Salesforce. All relevant information is posted in the comments section of that task, which is extremely helpful for context and visibility.Request:
If the AI identifies and recommends clear next steps as part of its analysis, it would be highly beneficial for RingSense to automatically create a second, pending task in Salesforce to represent that follow-up action.Value:
Ensures that next steps are not missed or buried in task comments
Improves workflow continuity and accountability by…
1 vote -
Assigning tracker index number
Pre-assignment of the trackers Index number instead of dragging would save time and help with immediate organization of the trackers.
1 vote -
Grouping Trackers
Grouping of trackers would be great for testing and organization. Once you get into the 25 or more it tends to be congestive.
1 vote -
coaching insights for super admins
Wants a coaching insights for super admins to show on the ringsense portal
4 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…
8 votes -
Be able to download RCX call recording using the RingSense portal
Be able to download RCX call recording using the RingSense portal
1 vote -
ringsense save call audio
We need the ability to download call audio from RingSense.
Clients want copies of calls, I would rather our call monitors work through Ringsense to take advantage of ring sense capabilities and download calls they want or need to share with clients by downloading them from RingSense.
Right now the only way to download the audio is from RingCX, therefore they will work from the RingCX report or have to go back and forth between the two. This will cause us to use RingSense less because it causes double work.I would have expected the ability to save calls straight…
1 vote -
RingSense to SalesForce Activity Data
We would like to request that RingSense AI-generated summaries be reflected in Salesforce as Activity Data rather than just as Logs.
Currently, the RingSense AI summaries are only visible in the log section, which limits their accessibility and usability for our team. Having these summaries appear under each user's Activity Data would provide greater visibility, enhance productivity tracking, and support more effective follow-ups within our process.
Implementing this change would be highly beneficial for our workflow.
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…
6 votes -
Duration Total
When filtering a list based on participant, the bottom of the screen shows the call total. Next to it or when clicked on, have metrics that are from that. Duration total (talk time), unique numbers called, etc.
1 vote -
Conacts
Contact information should carry over from Ring Central, so you can easily identify who the transcription belongs too.
1 vote -
Limit Manager Access to Interactions in RingSense
Feature Request: Limit Manager Access to Interactions in RingSense
We wish there was a way to limit managers’ access to interactions in RingSense.For example, a manager should only be able to view the interactions of users who are directly assigned to them as their manager. They should not have access to interactions from other teams or users outside their scope.
Currently, even if we:
Customize roles
Create a dedicated team for the manager
…the manager can still view all interactions across other teams in the RingSense dashboard.
Benefit of Having This Feature
Enhanced Data Privacy & Security: Ensures sensitive…3 votes -
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.2 votes -
Show in coming phone number
Display incoming phone number
3 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.
6 votes -
Call type filter in tracker in RingSense
Customer wants to have an Call type option when creating a Tracker in RingSense. The Customer wants to produce an Tracker that would include the call type.
3 votes -
Template Tab with Pre-Configured Questionnaire
Introduce a new "Template" tab within the RingSense conversation overview screen alongside the existing tabs (Transcript, Trackers, AI Coach, Next Steps, Q&As).
This Template tab would allow admins to pre-configure question templates (such as a pre-screen questionnaire or sales scripts) and have RingSense AI automatically extract answers from the conversation based on the transcript/audio data.Link: https://docs.google.com/document/d/1Y3rHbD1GPO_qq98R4Q10bqypIzUwXWFzG5XImaUHQQg/edit?tab=t.0
How This Differs From Existing Trackers, Q&As, and Other RingSense Features
While RingSense already provides powerful tools like Trackers and Q&As, the Template Tab introduces a fundamentally different workflow and user experience:
Trackers are keyword or phrase-based detections that flag when specific terms…5 votes -
Template Tab with Pre-Configured Questionnaire
Introduce a new "Template" tab within the RingSense conversation overview screen alongside the existing tabs (Transcript, Trackers, AI Coach, Next Steps, Q&As).
This Template tab would allow admins to pre-configure question templates (such as a pre-screen questionnaire or sales scripts) and have RingSense AI automatically extract answers from the conversation based on the transcript/audio data.How This Differs From Existing Trackers, Q&As, and Other RingSense Features
While RingSense already provides powerful tools like Trackers and Q&As, the Template Tab introduces a fundamentally different workflow and user experience:
Trackers are keyword or phrase-based detections that flag when specific terms appear in…1 vote -
AI email follow up button
You need to add Follow Up button for RingSense CX so that CX team can follow up with customer after the call. It doesn't make sense that ringsense CX doesnt have option to add that button
1 vote -
Advanced People/Team view in RingSense
Currently the people view is limited, some additions:
1. An advanced view with additional columns
2. Ability to export the lists
3. Ability to edit users in bulk
- Should be able to assign role, manager, etc to multiple users.. currently have to drill into each user and assign manager or role individually
4. Team setup is not intuitive and editing is limited even with full admin
- Added a Director as an additional manager on the users they oversee, while those users have a different direct manager. The set up of additional manager created 2 different teams under that…3 votes
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