48 results found
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Negative Tracker Alert
The ability to create negative trackers and receive alerts when they are triggered would be a valuable feature. For instance, if a tracker for negative customer sentiment is triggered, it can automatically notify the manager.
9 votesOnce you configured a view by setting one or more filters to capture your criteria for calls of interest, you can configure daily, weekly or monthly notifications to get notified when new calls match your criteria.
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export
Ability to export reports such as trackers, and scorecard 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.
9 votes -
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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Adding Custom Notifications within RingSense
To increase user adoption, RingSense (for Sales) should alert the Manager when there is relevant information. For example:
- if a manager leaves a coaching comment, a notification gets sent
- a weekly summary to show week over week progress for the AE and his/her manager.
- an email to remind that the manager has not reviewed any recordings for a specific period of time (for his/her team or for a specific individual).21 votesDaily/weekly/monthly email notifications can be configured for a saved view that a user creates on the Calls page.
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Service Titan CRM Integration
CRM integration with a very popular HVAC/Field Services software, Service Titan - https://www.servicetitan.com
17 votesServiceTitan is now available as a CRM integration in RingSense.
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Call filtering base on completed/not completed scorecard
Ability to filter calls based on the completion status of scorecards.
6 votesRingSense now supports rich scorecard filtering capabilities. You can filter by scorecard status, who was it filled by and optionally the final score of the scorecard.
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CRM Contact/Phone Number Matching Improvements
RingSense for Sales CRM Integrations need to be able to query for phone numbers from any and all phone number objects.
For example:
Mobile Phone
Other Phone
Home Phone
Secondary Phone
Assistant Phone5 votes -
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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Ability to assign multiple reporting managers to a member/team
Request is for the ability to assign multiple reporting managers to multiple members/teams across the board. Stated in another way, the goal is for RingSense to support multiple managers per agent within the RingSense hierarchy. This could be especially helpful for BPOs, which often have agents working for more than one client, so in addition to supporting multiple managers per agent, there needs to be a way to support managers from different clients looking at the same agent but only focusing on the respective manager’s aligned business' calls.
8 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.
5 votesI’m excited to share that RingSense now includes scheduled report support!
Admins can now create and customize reports, schedule them at different frequency intervals, and manage subscriptions directly from the RingSense Admin Portal.
This latest update also introduces a clean, organized view of all your subscribed reports, complete with download options for easy access.
Attached a screenshot of the new scheduling interface.
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Filter by Scorecard completed
- Add an option to filter by Scorecard completed, similar to the feedback filter.
- Ability to filter further by scorecard completed by selected manager or admin would also be helpful.
10 votesLook for "Scorecard completed" filter in "All Filters" on the Calls page
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Integration with Zendesk
CRM Integration with Zendesk. This will be key for both RingSense for Sales and RingSense for RingCx. Zendesk is currently 1/2 CRM integrations we have for RingCx. Very popular integration for MVP and CC accounts.
10 votes -
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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Add a "feature request" and "report an issue" button in RingSense
The suggestion is to add an easily accessible button for customers to submit feature ideas and report issues in the native platform.
10 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)…
3 votesWe’re excited to announce that, based on your feedback in User Voice, RingSense now supports custom selection for also sharing AI metrics when sharing a recording.
This enhancement gives you greater control and flexibility in deciding which insights are shared with end users, ensuring the information is always relevant and tailored to your needs.
Thank you for helping us shape the future of RingSense — your ideas make a difference!
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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.
3 votesWe have both an API and a new Zapier trigger that makes this use case possible.
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Ability to filter calls that do not match a specific tracker
As an example, an organization needs for the receptionist to say "xyz" during each call. Would like to be able to filter on calls where that does not take place (i.e. calls that do not have that tracker).
9 votesUse the "Trackers" filter to choose some trackers and then select the "none of" option in order to implement this negative logic.
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Assign Scorecards based on Team/Individual
Currently when filling out scorecards, you can only apply all the scorecards to all the calls, then scroll through which ones you do/don't want to grade. Ideally, being able to create a scorecard and assign it (just like you would a role in the admin portal) to a team/individual would make it smoother and a better experience for managers.
9 votesRingSense has added support to assign scorecards to specific teams; call types; duration; source etc. These filters can be used for precise targeting of a scorecard.
You can find the details in the release notes - https://support.ringcentral.com/release-notes/ringsense.html
and the support website - https://support.ringcentral.com/article-v2/Creating-and-managing-scorecards-in-RingSense.html?brand=RingCentral&product=RingSense&language=en_US
Additionally, you can see the criteria while creating a new scorecard or editing an existing one as shown in the attached screenshot
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Ability to search by phone numbers without having to follow a specific format
Ability to search by a customer's phone number in the search bar without having to follow a specific format. Right now the search bar seems overly dependent on the number format (w/ plus sign, hyphenated, etc.)
7 votes -
filter
Ability to filter to only inbound calls. And also only calls over a certain time threshold such as 30 or 60 seconds.
1 voteNow we have both a "Duration" and "Call direction" filters - see them in "All Filters" on the Calls page
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