230 results found
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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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The title of the uploaded calls in RingSense should sync with the RingCentral contacts list.
The title of the uploaded calls in RingSense should be synchronized with the RC Contact list. It should display the contact name instead of just showing the phone number when calls are uploaded, similar to the Call Logs, where the saved contact name from the Personal Contact List is displayed rather than just the phone number.
23 votes -
Automatically Sync SMS and voicemail to RingSense and Integrated CRM
It would be more productive if the SMS and voicemails received in RingSense should also show on the customer integrated CRM.
1 vote -
RingSense Task to set to closed automatically
I recently upgraded our RingCentral for Salesforce package and now our reps are noticing when a RingCentral task is generated in Salesforce, the status of that task is automatically set to "Open". This heavily skews their view of incomplete tasks. Is there a way to automatically "Close" these tasks? For example, whenever an inbound call comes in, RingCentral creates a task (which is correct), but it leaves it "Open". We need it to be "Closed"
2 votes -
Advanced People/Team view in RingSense
Currently the people view is limited, some additions:
1. An advanced view with additional columns
2. Ability to export the lists
3. Ability to edit users in bulk
- Should be able to assign role, manager, etc to multiple users.. currently have to drill into each user and assign manager or role individually
4. Team setup is not intuitive and editing is limited even with full admin
- Added a Director as an additional manager on the users they oversee, while those users have a different direct manager. The set up of additional manager created 2 different teams under that…4 votes -
create a limited feature license that only features SOME of the modules, without spending so much on a standard license
Create a more limited license to access certain "modules" of the product.
For my use case, I don't need all the features available. I need to be able to easily search for calls, but not all of the analytics and monitoring that is available across the platform.
1 vote -
ability to delete interactions in bulk
It would be more convenient for the customer if they would have an option to delete the interaction in bulk if in case they wanted to delete more than 1 interaction
1 vote -
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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Ability to remove/delete implicit teams within RIngSense
Customers would like the ability to remove an implicit team if that manager role no longer applies to that user. Right now, you can remove all the team members from that manager's team, but the team remains with one member ... which is that manager. The only workaround is to unassign that user's license in the admin portal. The team (along with the user) in RingSense will then be removed. You can then reassign the user and pick a role for them in RingSense.
10 votes -
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 -
ai receptionist
RE: AI receptionist and incoming caller ID for transferred calls
I would like the extension being called to display either the actual phone number being called or the name of the AI receptionist being called, which is the user's extension on the app.
Case #: 28752073
1 vote -
Retroactive Tracker Reporting
The ability for businesses to analyze past insights is crucial for understanding the full scope of an issue. While implementing a tracker moving forward provides valuable data, it doesn't address the need to retroactively identify keywords or concepts.
Businesses often need to size how long a problem has been occurring to truly understand its impact. Capturing these historical data points would be a significant value proposition for Ringsense and RingCentral, allowing customers to uncover potential past issues and gain a more complete picture of their operational health. This capability would not only enhance the product's value but also provide a…
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 -
Show in coming phone number
Display incoming phone number
3 votes -
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 -
Call type filter in tracker in RingSense
Customer wants to have an Call type option when creating a Tracker in RingSense. The Customer wants to produce an Tracker that would include the call type.
3 votes -
RingSense Interactions Tab
RingSense does not have the ability to view the interactions for a single user. It would be helpful to include the internal calls to the ALL interactions tab instead of the My Interactions Tab only.
3 votes -
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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Please add an ability to edit the scorecard by moving questions up are down by priority once the card has been created.
Please add an ability to edit the scorecard by moving questions up or down by priority once the card has been created. If I have questions 1 through 5 and would like to edit the card by moving 3 to the number 1 spot, it seems I have to delete them and add them back.
1 vote -
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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