24 results found
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RingCX SFDC Embedded Agent -doesn't auto remember the previous call and not showing a match
Issue: When a customer calls in and their phone number is associated with multiple Salesforce accounts, the system does not automatically recall the account from the previous interaction. As a result, it fails to show a match or defaults to presenting multiple matches.
Expected Fix:
The system should automatically associate the incoming call with the same account that was used in the most recent interaction. For example, if the last call was matched to Account 1, the system should prioritize and automatically match the incoming call to Account 1 instead of prompting for selection among all associated accounts.
1 vote -
CRM Task Automation
A Menu that allows you to Automate CRM Task, No code Bi Directional Sync. Task like Adding a Note to the CRM, Logging a call, Updating a contact, Creating a case, Creating a Ticket in the CRM. The Event triggers for the task should be selectable, events like inbound call, Outbound call etc..
Competitors are delivering this automated functionality, heres an example - https://support.talkdesk.com/hc/en-us/articles/201078959-Automating-tasks-in-your-Zoho-Integration.3 votes -
Disable Redirect Post-Call when using Zoho Embedded Agent
In our Zoho Embedded Agent, when our agent completes their call the, "call detail" window pops up and they must manually close it on every call, which could happen up to 6k times per day based on outbound call volume . The RCX Product team has mentioned this is expected behavior. We would like a coding change or setting to allow disabling this popup, preventing workflow delays.
1 vote -
Phorest Integration
Integrate with Phorest Salon Software
1 vote
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