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 creating an actionable item tied to the AI recommendation
Aligns with typical Salesforce task management practices where future actions are better tracked as separate pending tasks
Suggested Behavior:
The initial call task remains as-is with full AI insights in comments
A second task is created with a subject or description based on the recommended next step
The second task should be set to "Not Started" or a similar pending status and optionally assigned to the appropriate user
