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60 results found

  1. We would like to be able to map dispositions to the call Outcome field in RingCX for Hubspot

    1 vote

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  2. Instead of Hubspot being an extension, work with hubspot to embed the agent console into the CRM

    4 votes

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  3. RingCX for Zoho Embedded Agent >Due to limited space, Digital Email seen in window is not large enough and cannot scroll to the edge of the email...Need the capability to scroll and see the full email either vertically or horizontally in some manner

    3 votes

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  4. The ability to keep the RingCX Embedded app logged in when refreshing just the Zendesk integration. Currently

    3 votes

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  5. Requesting a feature that allows RingSense AI transcription and summary links added to Salesforce cases via the RingCX integration to be stored in a read-only/uneditable field.

    Business Need:
    Currently, agents can modify or delete the transcription link in Salesforce, which may result in lost access to critical call recordings and AI-generated summaries. Ensuring the transcription link is immutable preserves data integrity and ensures that all team members can reliably access the original AI call records.

    Benefits:

    Maintains consistent access to AI-generated transcriptions and summaries.

    Prevents accidental deletion or modification by agents.

    Supports compliance, audit, and quality assurance processes.

    Ensures historical…

    2 votes

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  6. Specific Request: Enable CRM Contact Search for Outbound SMS in RingCX for HubSpot Embedded Agent

    Summary:
    Allow RingCX agents to search and select contacts directly from the connected CRM (HubSpot) when sending outbound SMS messages via the Embedded Agent interface.

    Description:
    Currently, RingCX agents must manually copy and paste contact numbers from the CRM (HubSpot) into the SMS field on the agent user interface. This process is time-consuming and increases the risk of human error.

    By enabling CRM contact search functionality within the outbound SMS interface, agents will be able to:

    1. Search for and select contacts by name, email, or…

    7 votes

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  7. Beetexting is currently available for RingEx accounts. However, there is a desire to have the ability to assign Beetexting licenses to RingCX numbers.

    3 votes

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    New  ·  0 comments  ·  Integrations & APIs  ·  Admin →
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  8. The integrated CX Zendesk application (and the CX browser application in general) was that the popup only appears inside of the Zendesk browser, it doesn’t appear as a new popup or window over all other windows. Our agents do work with two screens, however if they have a PDF attachment open, and our ERP on the other screen, Zendesk is not prominent and we might miss the popup alerting them of the call.

    The application for EX pops a window up over all other windows, alerting the agent of the inbound call no matter how many windows they have open…

    1 vote

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  9. While using the RingCX HubSpot extenstion you should be able to send SMS by hovering over the contact records phone number just like you can with the EX extension. You should also be able to send SMS through the workflows with the CX extension. It is inefficient to have agents go back and forth between EX and CX so they they can do SMS.

    6 votes

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    We're excited to announce that we've listened to your feedback have rolled out a new update for the RingCX for HubSpot extension!

    The Click to SMS feature is now available.

    https://support.ringcentral.com/article-v2/Navigating-RingCX-for-HubSpot-as-a-user.html?brand=RingCentral&product=RingCX&language=en_US

  10. Title: RCX to SFDC: Task isn't created when users are on call > it's created post-call automatically if the agents follow process and a proper Contact record is selected in the softphone panel.

    Description: Problem is how it feeds back via the API, and if the contact record doesn't map to an account, the task never generates > If the agent selects the right one, then it will match
    Must follow thru with phone panel via manual clicks and field selections > potentially leading to limitations with the API config and a hygiene issue simultaneously

    2 votes

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  11. Ability to populate Pre-Chat Form Data to Zoho CRM

    Data to populate:
    1. Name
    2. Email Address
    3. Phone Number

    1 vote

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  12. The RingCX API should expose agent statuses (such as availability and offhook state) in addition to supporting event subscriptions.

    2 votes

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    New  ·  0 comments  ·  Integrations & APIs  ·  Admin →
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  13. The more our customers leverage RingCX, they need a way to avoid web page refreshes disconnecting calls. Salesforce (SFDC) encounters a lot of random refreshes that are impacting the SFDC Agent widget when on calls (since it's just the RCX native with a skin on it). If the agent can use the embedded RCX within the desktop version of RingEX, and they can access SFDC content in-app, that would be a solid workaround for the refresh issue.

    SFDC content to access in-app includes: customer profiles, records, accounts, opportunities, etc.

    5 votes

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    1. Additional details for the feature that you are requesting: Requesting the source Queue to be visible when a call is received in Salesforce
    2. What is your use case for this feature request? We are a multi-branded company. When a call comes in, the phones team would like to be able to answer with the correct prompt (eg: "Thank you for calling <brand>, how can I help you?")
    3. What problem are you trying to solve or what problems does the current functionality cause? This is functionality that is available when using RingCX in the browser, but is not available in Salesforce.…
    2 votes

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  14. When a call is answered with the RingCX embedded agent, it can be configured to pop an interaction within Service Now. While the interaction is created and popped to the agent's screen, it is not written or saved to ServiceNow. An agent must manually click "Save" on the interaction record to get it written to Service Now. Our existing ACD product saves the interaction to Service Now automatically.

    We're requesting a feature change so that once an interaction is created and popped by the RingCX embedded agent, that the interaction is saved/written to ServiceNow at the same time, automatically, and…

    2 votes

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  15. Pediatrics Associates Family of Companies' (UID#185248027, RCX#
    31740001) ServiceNow developer's recommendation/request, after installing the RCX for SNow integration, would be for RC to expand upon their ServiceNow offering to allow for an ITSM-friendly approach for the many ServiceNow clients out there who are just leveraging ITSM and may not have CSM entitlements. I don't think it would take much heavy lifting aside from offering a system property within ServiceNow to indicate whether to leverage CSM or not to leverage CSM. Based on that flag, their softphone iframe can either display Case/Case Task or Interaction lookup capabilities. Also, instead of account,…

    2 votes

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  16. We need the ability to screenpop Intake or Matter and have the ability to create call logs unto those objects as well

    4 votes

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  17. Hubspot for RingCx - have an automatic call log created for call attempts such as manual outbound or dialer calls that are not answered

    2 votes

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  18. https://support.ringcentral.com/article-v2/uploading-and-managing-salesforce-leads-in-ringcx-with-lead-list-loader.html?brand=RingCentral&product=RingCX&language=en_US

    Similar to the Salesforce List Loader tool, it would be really helpful to have this for Hubspot to eliminate the need to build APIs to load leads into RingCX.

    1 vote

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  19. currently an agent cannot be logged into bot the Ringcx web app and the RingCX Salesforce integration. This means agents that use salesforce with the ringcx integration cannot see how many calls are in the ques they log in to or their agent stats. Please make that information available to the ringcx salesforce integration

    7 votes

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