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RingSense & AI

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  1. The customer wants this setting to be automatically enabled and enforced within the RingCentral Web app. AI features are already activated in both the Admin Portal and User Settings, so this option should remain enabled by default.

    4 votes

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  2. Significance: To be able to notate calls on AI for these features:
    - Multiple picked-up calls in one instance. (First call when second call is picked up should still be included in the AI Notes)
    - Calls placed on park and picked right back up should still be included in AI Notes.
    - Conference calls or calls with multiple parties should also be picked up by AI Notes.

    6 votes

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  3. I would like to bulk transcribe all calls, with CID and Agent identifying data attached to the transcription of each call.

    4 votes

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  4. Currently, only calls made through the app are transcribed and summarized with AI assistant. You should add this feature to calls made with a desktop phone, certainly if the app is open on your computer. At the very least, you should be able to send recorded calls to the AI assistant and get a summary in return

    2 votes

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  5. The customer wants us to add an AI feature that'll automatically send out transcribed notes via email

    5 votes

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  6. When an external caller is not saved in the company contacts, AI notes show the name of the caller as Participant[xxxx] (xxxx is the last 4 digits of the caller's number). Even if the caller has a CNAM, it still shows Participant[xxxx] in AI notes.

    It would be a great addition to the feature if it could incorporate the CNAM in AI notes, and display the CNAM of the caller instead of Participant[xxxx] if the caller's number is not saved in the company contacts.

    3 votes

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  7. In the RingCentral AI Analytics dashboard, the data for Transferred calls is not provided by category. The Transferred by Name report does not actually show the calls that used transferred by name skill during a call.

    2 votes

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  8. At the moment when you wish to share the notes via email, the Outlook option launches a new email in Outlook Web Access. This should be changed to follow the system settings and default email client so that "Outlook (Classic)" can be used.

    The primary use case for a lot of businesses is that Outlook's desktop client may have COM add-ins which are required for their business operations, and do not function in OWA.

    1 vote

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  9. Need the ability to have different trackers per user/teams. As the customer service team does not care about the same trackers as the sales team.

    18 votes

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    Thank you for your feedback! We’re happy to share that this feature is planned and will be available to your account by the end of this quarter.

    We appreciate your patience and continued support as we work to bring this enhancement to you soon.

  10. We would like to have the capability to configure or manage Post-call Summary and Automatic notes via the Admin Portal. This will be a great help for us Admins to manage user-level AI settings.

    13 votes

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  11. Some of us don't use SalesForce. My firm uses MyCase. I'd like to use Zapier to pull the transcription and the AI summary and post to a call item in MyCase. Right now, I can't pull recordings, transcripts, or notes through Zapier, only call logs and contacts.

    5 votes

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  12. 1 vote

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  13. It will be best if the admins can set the user permission on the account to turn on/off AI Notes.

    5 votes

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  14. Description:
    Provides administrators with the ability to archive AI-generated notes, ensuring they are preserved and not permanently lost due to retention policies or manual deletion.

    Purpose:
    To safeguard important AI notes by moving them to a secure archive, allowing for future reference or compliance needs, even after they've been removed from the active environment.

    2 votes

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  15. Mike requested an enhancement to AI notes. currently, after client calls, RingCentral emails notes with the contact's name and phone number, but not the email address. He’d like the email address included so their Cirrus Insight Outlook plug-in can automatically match the call notes to the correct Salesforce contact, saving time and manual effort.

    1 vote

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  16. send or forward all call transcription by the admin to himself, to another user or to an external contact

    1 vote

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  17. It would be helpful in evaluating phones call to have the IA notes of the call include the length of the call.

    2 votes

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  18. Let AI take notes that we can refer back to when needed, and that we can see in real time while still on the call. Noting the entire conversation for the duration of the call

    1 vote

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  19. i would like the ability to be able to upload scripts/key words that the ai would "listen" for and then supply in the notes that it takes during the call. for instance an outline of perhaps 10 items and like a checklist the ai will recognize what they did and did not comply with re asking the various 10 items and the outcomes of those responses.

    3 votes

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  20. Option to disable email notification for Conversation Digest

    I’d like to request an enhancement for RingEX with AI. Currently, I keep receiving email notifications for the Conversation Digest, but there doesn’t seem to be an option to disable them.

    Since we don’t use RingSense, it would be helpful if users had the ability to opt in or out of Conversattion Digest email notifications. A toggle or setting in the user preferences would give us more control over what communications we receive.

    1 vote

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