57 results found
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Export/Print Option for Monthly Coaching Insights in RingSense.
We would like the ability to export or print the Monthly Coaching Insights from RingCX, ideally to Excel or PDF format. This would allow us to keep records of performance feedback shared with agents, support follow-up coaching sessions, and maintain internal documentation.
3 votesWe've introduced a new report called development plan report. This report should give you the capability to export the monthly coaching insights data for all your agents.
You can find more details here - https://support.ringcentral.com/article-v2/Using-reports-in-RingSense.html?brand=RingCentral&product=RingSense&language=en_US
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RingSense License Reassignment
Allow a RingSense license to be freed up or reassigned to another user.
7 votesThis is already supported by the RingCentral Billing portal.
For any RingSense license, you can un-assign or re-assign it any time. Please see the attached screenshot.
You can find additional details here: https://support.ringcentral.com/article-v2/Managing-licenses-in-RingCentral-account.html?brand=RingCentral&product=RingEX&language=en_US
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Call queue and Scorecard
Add a Call queue filter in Scorecard
Enable the ability to associate a scorecard with a specific call queue, ensuring that the appropriate scorecard is automatically applied to the corresponding queue.1 voteRingSense now supports scorecard targetting via call queue as well as call disposition values.
You can use these in combination with any of the pre-existing filters.
Please find additional details in the attached screenshot.
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ON INTERACTIONS PLACE A COLUMN WITH THE NAME OF THE DISPOSIOTION. THIS WILL YOU TO ASSORT AND FIND A CALL TO VEW BETTER
THIS WILL YOU TO ASSORT AND FIND A CALL TO VEW BETTER
1 voteI'm pleased to announce that you can customize the table view in RingSense and add custom columns such as Call Disposition.
Once you login to RingSense, look for Customize Table button on right side.
Then follow the instructions in the screenshot to customize your table view
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Assign managers to agents in bulk
We would like to have an option to assign agents to managers in bulk. Currently, we have to go to each agent and assign multiple managers manually. We would like to suggest having an option to select all managers in the list for a much quicker process.
8 votesThis feature is now available in your admin settings. You can bulk edit (upto 100 users) and assign them a specific role, manager, additional manager etc. You can find additional details in the attached gif
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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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ServiceNow Integration for RingSense
Customers need a way to seamlessly integrate RIngSense Summaries, Transcripts, and Recording links into ServiceNow
1 voteThis integration is now live
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Separate Reports For Each ScoreCard Questions
we would like to have a separate dashboard for each user on RingSense, and the dashboard content must include the overall rating for each question on the scorecard to identify recurring opportunities for the agents.
For example, one of the questions is, "Did the agent offer a discount?"
This question will have a dedicated average score so that they can track whether the agent is improving over time, and the same will apply to other questions.Even if we extract the call data from RingSense, it only provides scores. It doesn’t give us the actual ratings for each question on…
3 votesI'm pleased to announce that we've released 2 major features:
- Scorecard report - A new report in RingSense reports catalogue which gives you scorecard question level raw data. Along with this, you can also schedule reports
- Scorecard Intelligence - We've introduced a new tab inside Coaching module called scorecards, it gives you intelligence on scorecards at a question level. Here are the key benefits:
- Actionable visibility: Unlock insights into scorecard performance and agent outcomes
- Smarter analysis: Correlate agent scoring patterns (pass vs. fail)
- Business impact: Exportable reports enable trend analysis and informed decisions
You can find additional details in the attached screenshots
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add admin ability to delete calls /insights/ai tracking / transcripts ect
Add the option for admins to delete a ring sense recording, when auto recording in on for a line a rep may make a personal call or be discussing personal matters w/ company that should not be recorded
12 votesThank you for your valuable feedback.
I’m excited to share that RingSense admins can now delete specific interactions directly from the RingSense portal. Please find the screenshot for instructions on how to delete any interaction from RingSense.
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RingSense - Need new Industry (ISP)
Can you create a new industry for ISP. I can assist with providing call type and custom vocabulary
3 votesThanks for your valuable feedback. ISP is now added as a new industry and is available as an option to select in the industry dropdown
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Notifications for Specific trackers
There needs to be a notification option for when a specific tracker is triggered in a call. This would allow us to use our customized trackers and catch potentially missed sales opportunities by creating the ability to immediately follow up.
6 votesI'm pleased to announce that this feature is now live on your account. You can use RingSense to create a saved view (which is just a selection of filters of interest, eg: trackers). Please find additional details here - https://support.ringcentral.com/article-v2/Searching-for-calls.html?brand=RingCentral&product=RingSense&language=en_US
Along with this we also recently launched a feature to enable immediate notifications for any saved view. This will allow you to get immediately notified when the alert criteria is met.
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if scorecards can show timestamps for when the behaviors are observed.
if scorecards can show timestamps for when the behaviors are observed.
5 votesThanks again for the suggestion! I’m pleased to let you know that we’ve added this feature—it’s now live and ready to use.
RingSense AI now annotates the timestamp where the certain situation was observed based on the scorecard question. This should allow you to easily jump to relative sections in the conversations while reviewing the call.
Please find the attached screenshot which details the section where you can find the player in the AI scorecard.
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Reports
I would like to have a report where you can see the evaluation of the scorecard per week per user, that would improve my huddles with the Consultants
1 voteI'm pleased to announce that we've released scorecard intelligence inside RingSense. You can find it live in your RingSense account in the Coaching module with a new tab - Scorecards.
These are the key benefits:
- Actionable visibility: Unlock insights into scorecard performance and agent outcomes
- Smarter analysis: Correlate agent scoring patterns (pass vs. fail)
- Business impact: Exportable reports enable trend analysis and informed decisions
Additionally, you can also export a report from these scorecards to get access to the raw data
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Show all Scorecards in RingSense calls regardless of call category
Currently, the system is designed to display scorecards based on the call category.
It would help if the system has the ability or option to show all scorecards for every call, regardless of the call category.3 votesWe’re excited to announce that, based on your feedback, RingSense now supports displaying all scorecards, irrespective of the call category. The scorecards are sorted by default by the scorecard targeting filters.
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Ability to Change Implicit Team Names
Currently, an implicit team is built when you assign a user in the system a manager. That manager's name will be the team name (John Doe's Team) and cannot be changed. Many customers would like to be able to edit this team name because they have teams that are not associated directly with that manager. Ex. John Doe is the manager of Target Hospital Denver and has an implicit team so that he can only see his Target Hospital Denver team. A regional director wants to see all hospitals teams, but doesn't want to see John Doe's name, just the…
24 votesRingSense now supports the ability to rename your implicit team names. See more details here
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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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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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Scorecard Additional Option
When using a scorecard with "YES" or "NO" answer options, have an N/A option or a way to unclick what AI selected.
8 votesThanks again for the suggestion! I’m pleased to let you know that we’ve added this feature—it’s now live and ready to use.
You can now select N/A as an option for any scorecard response. Please find the screenshot for additional details.
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Automated/Scheduled Reporting
Ability to set up predefined reports and schedule for email delivery.
1 voteI’m excited to share that RingSense now supports scheduled reports!
As an admin, you can now create and customize reports, schedule them at various frequency intervals (daily, weekly, or monthly), and manage your report subscriptions directly within the RingSense Admin Portal.
This latest update also gives you a clean, organized view of all your subscribed reports, complete with easy download options for quick access.
Attached a screenshot with the new scheduling interface
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Export scorecard data
Ability to exportscorecard 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.
42 votesThank you so much for your valuable feedback. I'm pleased to announce that we've now released this feature.
We've released the following new reports:
- Scorecard report - Shows how agents are performing on scorecards. Use it to spot trends, identify where agents are struggling, and turn scoring data into coaching opportunities. (part of this feature request)
- Saved views report - Generates a report based on a saved view from your Interactions page. Use it to download interaction info for review, performance monitoring, or sharing.
- Development plan report - Tracks how many development plans are created and shared, and with which agents. Use it to monitor coaching activity and consistency over time.
- Users export report - Generates a roster of users with details like managers, roles, and license assignments. Use it for audits, access reviews, and keeping external records up to date.
Additionally, you can now schedule reports with the following…
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