601 results found
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RingSense to Microsoft Dynamicxs 365 - Task to be and open task instead o automatically completed
Once RingSense processes everything in the background, the information appears in Dynamics as a task within the contact record. While the task can be viewed, it is not editable.
The customer would like to change the "Regarding" field of these tasks—linking them to an opportunity, Help Exchange, or other entities instead of defaulting to the contact. However, when the task appears in Dynamics, it is already marked as Completed, which prevents any modifications.
2 votes -
Support for CallRail Whisper Message When Forwarding to RingCentral
Current Behavior:
When a call is forwarded from CallRail to RingCentral, the whisper message configured in CallRail is not played. Instead, the call is passed directly to the call handling flow set up within RingCentral.Requested Feature:
Enable the whisper message configured in CallRail to be played to the recipient (agent/user) even when the call is forwarded to RingCentral.1 vote -
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…
2 votes -
notes on deskphone call - through desktop app
Would like to see notes/summary on a call that is initiated through desktop app - but using paired desk phone. Currently the record feature works - but AI won't transcribe the recording.
18 votes -
Option to hide or make IVR Menus Unsearchable
We need an option to exclude or hide IVR menus in AI Receptionist.
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.
2 votes -
coaching insights for super admins
Wants a coaching insights for super admins to show on the ringsense portal
5 votes -
Make a few edits to the recap and tasks in AI
I love the recap and the task list. AI must get better at deciphering/translating some of the terms used in the conversation. However, I'm still very impressed and can just make a few edits to the recap and tasks. This certainly beats trying to manually take notes during a conversation!
1 vote -
AI Assistance Notes Archive Feature
Description:
Provides administrators with the ability to archive AI-generated notes, ensuring they are preserved and not permanently lost due to retention policies or manual deletion.Purpose:
To safeguard important AI notes by moving them to a secure archive, allowing for future reference or compliance needs, even after they've been removed from the active environment.3 votes -
Configurable Data Retention Period for AI Notes
Description:
Allow administrators to set and manage the data retention period specifically for AI-generated notes.Use Case:
Organizations may have different compliance or data governance policies. The ability to configure how long AI notes are retained helps meet internal data lifecycle requirements or external regulatory obligations.Requested Functionality:
Set custom retention period (e.g., 30/60/90 days or custom date).
Option to delete notes manually or automate deletion based on the set period.
Visibility or logs showing retention status.
14 votes -
Option to assign SMS on AI Receptionist to another user
Right now, only the Primary Super Admin is set for SMS in AI Receptionist. There should be an option to assign SMS on AI Receptionist to another user
15 votes -
Call Type Trackers - Trackers to include a filter to track by the service line call journey
We would like to be able to filter Trackers not just at Customer Service Level (highest level) but by call journey to quantify the number of calls into a specific service line - such as Repairs / Streetpride / Waste etc and then to track the concept or phrase asked of it.
2 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 -
Train Ringsense with Our Policies, SOPs & Training Materials
To make Ringsense even more helpful, we can upload our internal policy documents, SOPs, training manuals, and guides directly into the platform. This would allow Ringsense to answer questions and provide support based on our actual procedures and documentation—cutting down on manual lookups and boosting accuracy in day-to-day operations.
✅ Supports formats like PDFs, DOCs, and other common file types
✅ Great for onboarding, compliance, and consistent support
✅ Scales knowledge-sharing across teams12 votes -
Feed the AI with our polocies and procedures
Teaching Ringsense our policies and procedures for better scoring
3 votes -
Ads and feature notification should be opt-in only
Ads and feature notification should be opt-in only. So that the cx will have an option if they want to stop that add or continue to show up. One of the example is the banner about AI assistance
2 votes -
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 -
Email AI Receptionist Call History Summary After Each Call
Description:
Add an option for the AI receptionist to automatically email a detailed summary of each call once the call ends.Details:
The email should be sent immediately after the call concludes.
The content and layout of the email should match exactly what is displayed when clicking on the call in the AI receptionist’s call history interface.
Include all available details, such as:
Caller name
Phone number
Date and time of the call
Duration
Call status (answered, missed, transferred, etc.)
Department or person transferred to (if applicable)
Full conversation transcript
Any assigned tags or notes
Caller location and caller ID…
35 votes -
Auto-email AI Assistant phone call transcripts to RingCentral User
Our team would like a feature to set AI-generated phone call transcripts to automatically be emailed to the RingCentral user, instead of needing to manually send the transcript for each phone call.
13 votes
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