234 results found
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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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RingSense: Anonymize some of the call/meetings recorded to be shared as a training
RingSense for Sales can be used to show to new employees what could be a great example to follow or showing what not to do. It would be beneficial to anonymize the interaction shared with the entire teams (when stored in the library folder).
At least scrapping the employee names (optional) (ideally cover their videos too). Please consider to disable it through API.10 votes -
Create deals without having a CRM connected
Allow admins/managers to create custom deals when there is no CRM
Integrations connected.2 votes -
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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Allow Comments and Feedback anywhere I listen to a call
Currently in both RingSense for Sales and RingSense for RingCX, the only place you can add Comments or Feedback is from the Call Details page. If playing a call from the Summary tab, would be good to expose option for additional functions (ie: Feedback) via a right-click, or adding a header bar above the Playback controls.
3 votes -
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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Auto-Assign Managers in RingSense
Requesting a means of automatically assigning user managers in RingSense based on a user's participating in a RingEX user group.
Ex: User A is the manager of a user group that includes User B and User C. When User B and User C are assigned RingSense for Sales licenses, User A is auto-assigned as their manager in RingSense, creating a corresponding RingSense team under User A.
2 votes -
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 -
Add ability for Client to add custom prompts
Having the ability to customize the prompt on the summary section would allow us to gain consistent summary for our claims file. The tool is focused on Sales but we could customize it more for service. I believe this would increase demand for the product, overall it is pretty nice but some customization over some of the AI features could be nice. For example, If I take the following prompt it would significantly improve the use of ring sense for us for call summary
"You are an expert claims adjuster specializing in auto accident investigation. Please summarize this recorded conversation…
1 voteThanks so much for sharing this suggestion! I’m happy to let you know that we’ve added it to our product roadmap for the upcoming quarter. We’ll update this thread and let you know here as soon as it’s live for our customers.
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Enable one-click "mark for followup"
We have countless inbound calls, some of which require follow-up, some of which don't. We want a one-click button for "mark for followup" available immediately after a call ends in the RC app, and then for that response to also populate as a filter field in RingSense. That way, every afternoon when I do my follow-ups, I can filter (in RingSense) by "marked for followup", read the summary of the original inbound call, and execute my followup callbacks quickly and efficiently.
1 vote -
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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Ringsense Feedback tab for members
Client wanted to provide a feedback tab on their members too. A feedback tab that collates all the feedback for that agent. At the moment the feedback is just showing on the notification on members end. Also a feeback tab for managers or admin that shows all the feedback history.
2 votes -
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 -
12 votes
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Add @mention into RingSense for feedback/Comment
This is an important way to help drive user adoption with RingSense (for Sales but the ask is for all RingSense).
14 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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log transcripts read the same as calls listened
There's currently no way to track which calls i've read the transcripts on, or how many transcripts I've read. Would love to see those metrics.
2 votes -
Integrate CRM: medicarepro
Please add the CRM MedicarePro
https://www.medicareproapp.com/1 vote -
Automatic scoring of calls
Scoring Insights by the AI Coach is nice because it helps with providing coaching insights to the agent but it would be much nicer if we can have the option for the AI to score the calls based on the parameters that we set up for it to look for certain key words and phrases. That way we can weed out calls that did not flag on our radar for our key words and phrases. Also, it would be helpful if there an option to enable AI to grade calls based on our Scorecards.
5 votes -
12 votes
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