104 results found
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Texting
Have summaries and transcripts for texting as well
2 votes -
Scheduled/subscribed reports
The ability to schedule and subscribe to reports as emails will help admins view call/agent performance metrics without having to log in and filter manually saving time for the admins.
3 votes -
Suggest calls to a deal
Sometimes people dial in, use a different name / email, etc when joining a meeting. Currently deal linking is tied to those contacts on opportunities.
If it could also suggest calls to link to a deal based upon title, similar participants, topics discussed, embedding scores.
Have these show up faded out in the calls, with a quick action to add or remove these from the deal. (If Calls in Deals get searches it would be awesome for these to be included). Potentially notify / ask the call host, deal owner, and / or specific users to be able to confirm…
2 votes -
Search Calls in a Deal
When reviewing a deal, I'd like to be able to search across calls in the deal for the same kind of keywords and filters. There's a real power being able to quickly search / see participants, where particular phrases and such are mentioned in the transcript across all of the calls knowing which calls and their portions I want to look at / listen to.
Similarly add deals as a filter in the calls.
2 votes -
Ingest more recordings (internal meeting and previously recorded meetings)
With RingSense for Sales, there are use cases where we need to include in the deal review (Deal Intelligence) what has been said during internal meetings to get a full spectrum of the status of the deal (presales and post-sales).
Also, existing customer might want to process their existing recording (prior to subscribe to RingSense for Sales.1 vote -
Ability to map CRM push to selectable objects
Ability to map notes/output to selectable CRM objects (currently static)
1 vote -
AI Coach Feedback WITH timestamped feedback
With the AI Coach Feedback, can it connect/reference parts of the call? Rather than a general overview of what could be better, AI could help pinpoint specific points in the calls it references. The screenshot provides feedback that we would like linked back to examples in the transcript.
1 vote -
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 given1 vote -
Show percentage of calls per agent on trackers tab heatmap
Instead of a number of calls per agent, per tracker, it would be helpful to have a percentage of calls per rep/tracker.
7 votes -
Service Titan CRM Integration
CRM integration with a very popular HVAC/Field Services software, Service Titan - https://www.servicetitan.com
7 votes -
Sharing a RingSense Recording - Cannot search transcript while watching video, AI Meeting Summary and Highlights are missing
When sharing a RingSense recording externally, the view should allow the customer to see the video recording, search the transcript, and view AI summary all from a single view.
Today, when sharing a RingSense recording via email to an external guest, the public view is lacking (see screenshot). The customer can only see either the video recording or the transcript from the same screen but not both. The customer cannot search the transcript while watching the video. There is a lot of wasted whitespace.
The layout for public sharing should be modeled after a RCV video recording layout (screenshot attached)…
2 votes -
1 vote
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My review list, configured to find a call per team member instead of just 10 generic calls.
I have a team of people with calls to review and I would like the system to give me 2 calls per agent per week to review, not just 10 calls which could all be with the same person.
1 vote -
Integration/API to send notes to CRM/third-party tool
Request is to send the AI transcript notes to a third party tool with integration or via a Zapier connector/subscription API.
2 votesCommitted for Q3
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Assigning RingSense to Shared Lines
Need to be able to assign a RingSense for Sales license to a shared line extension.
1 vote -
Onboarding Wizard for RingSense
Some type of tutorial or walkthrough wizard that guides customers through the initial setup - Organization, Trackers, Scorecards, etc... with links to KBs or articles that elaborate on each specific area of setup.
1 vote -
RingSense: Allow for if/then questions on scorecards or optional questions.
For both RingSense for Sales and RingSense for RingCx.
Not every call will follow the exact same flow, thus there needs to be if/then logic that allows for additional questions IF they apply. AND/OR as a different option, it would be nice to add ‘not applicable’ as an additional response option within the "Yes/No" response type. As it stands today, the only options are yes or no.
2 votes -
Admin Settings for Call Transcriptions following completed calls
Give admins the ability following a completed call to have the transcript of a completed call to be sent to the customer in different formats - pdf, or text file, or similar to voicemail, "text to voicemail." The issue is about capturing the "event" or the conversation from a "compliance" standpoint, which I suspect will be more important when RingSense for Service comes about.
5 votes -
Clean up and shorten the document formatting of the downloadable transcription in RingSense
Some customers are using RingSense to capture call transcriptions of calls. The RingSense transcript download file (PDF) is formatted beautifully, however it is very inefficient from a document space management standpoint. with calls between 60 and 90 minutes, call transcript downloads are close to 50-60 pages in the PDF.
4 votes -
SMS as a Channel/Integration
Ability to integrate with RingCentral MVP SMS/MMS and RingCx SMS/MMS. Would like to be able to match SMS interactions to deals and track concepts/contexts and keywords like we can with calls.
6 votes
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