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  1. My client would like the 'defer' option (which is available in RingCX Agent) to be available in our CX CRM integrations as well.

    The purpose is that they frequently would prefer to 'schedule' an outbound digital interaction for later in the day versus compose and send the digital interaction in the moment. Their current system (integrated into Salesforce) allows for 'deferring' or 'scheduling' an SMS to be sent out at a specificed time.

    The justification would be for 'parity' with our RingCX Agent experience which does offer 'defer' option today

    2 votes

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  2. Looking for a way to pull up a reporting solely for Same day callers that separates the new/potential callers with the callers that are calling multiple times in a day.

    4 votes

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  3. Customer is using SPoG and an agent script to present the IB call's Queue Name when call is connected. They don't want their agents to know what IB Queue calls are ringing and prefer to intentionally NOT disclose the IB queue name in the SPoG visual IB call notification. Agents are in a Sales group and answer calls for Home and Auto Sales and want these queue names to be discreet until the agent is connected.

    1 vote

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  4. Enhancement suggestion for the "Route to Last Agent" (LCA) functionality in voice queue events.

    Current Behaviour: The current LCA queue event employs a strict policy, exclusively routing a call to the last-contacted agent. A key issue arises when this agent is unavailable (e.g., busy, away, or offline), as the call remains queued for the event's duration. This results in preventable delays and extended customer wait times.

    Suggested Improvement: The LCA functionality should be enhanced to be more flexible. It should still first attempt to route the call to the last-contacted agent; however, if that agent is unavailable, the system should…

    8 votes

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  5. RingCentral CIF for Dynamics 365 only searches the Regarding field using these endpoints:

    /api/data/v9.0/accounts

    /api/data/v9.0/contacts

    /api/data/v9.0/leads

    /api/data/v9.0/opportunities

    /api/data/v9.0/incidents

    That means searches are limited to just the name or title fields, which is pretty restrictive.

    Request

    Switch to using the Dynamics 365 Search API endpoints:

    /api/search/v1.0/suggest

    /api/search/v1.0/query

    These endpoints allow searches across all fields that Dynamics administrators have marked as searchable, including any custom fields customers add.

    Why this matters

    Users can find records based on any searchable field, not just name/title.

    A single API call can return Accounts, Leads, Contacts, Opportunities, and Incidents.

    Custom fields are fully supported, so organizations…

    2 votes

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  6. Please add the option to edit a real-time dashboard for all users it's shared with, and a way to view whom a dashboard has been shared with. This would greatly improve the experience for admins and make it easier for them to create and share dashboards with supervisors.

    4 votes

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  7. Add "Not Live Person" flag and option for pre-recorded message for Manual calls.
    In disposition this is not available now and only available in the auto dialer outbound calls.

    1 vote

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  8. There is currently no setting that can remove the option to "Escalate to video" for agents on chat. Please give us the option to toggle it on and off.

    1 vote

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    New  ·  0 comments  ·  Digital experience  ·  Admin →
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  9. Right now, when the AI grades calls, it applies all questions in the questionnaire with only "Yes" or "No" options. However, not all questions are always relevant to every call.

    It would be helpful to add an "N/A" (Not Applicable) option so that irrelevant questions don’t impact the overall score.

    8 votes

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    Implemented  ·  Sushant Hiray responded

    Thank you for your valuable feedback. We've now implemented this feature and is available on your account. Scorecard answers can also include N/A as an option.

  10. Provide AI Summary endpoints or direct variables applicable for webhooks and API workflows for Digital Channels (Inbound and Outbound)

    These endpoints should allow customers to programmatically retrieve AI-generated summaries in real time or near real time, independent of RCX Workflow-only implementations.
    Benefits

    Delivers on the originally communicated AI value proposition
    Enables true omnichannel AI insights across voice and email
    Supports deeper system integrations and automation use cases
    Reduces dependency on workflow-only extraction methods
    Improves customer satisfaction and trust in RingCX AI roadmap

    Supporting AI summary extraction across all major communication channels is critical to achieving feature parity, enabling scalable integrations,…

    1 vote

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    New  ·  0 comments  ·  Digital experience  ·  Admin →
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  11. the Agent Disposition Notes field is present in order to complete call disposition. With the ability for agents to now edit and update the Summary field, this requirement often results in duplicated information and increased after-call work.
    We understand that the Agent Disposition Notes field is a core product design element and cannot currently be disabled at the account level. However, for many customers, the Summary field is sufficient—and preferred—for capturing call outcomes and context.
    Requested enhancement:
    Add an account-level configuration option that allows customers to disable the Agent Disposition Notes field, enabling teams to rely solely on the Summary…

    1 vote

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  12. Aligning the REX interface with the RCX layout is essential for operational consistency. Having a uniform design minimizes the learning curve for supervisors and reduces navigation errors when switching between platforms.

    2 votes

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  13. Currently, data is fragmented across two platforms, creating a disconnected view of agent performance. Consolidating these reports is essential to ensure a single source, eliminate manual data reconciliation, and provide leadership with a holistic view of inbound/outbound calling productivity.

    2 votes

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  14. Agent Search on the Platform

    The search functionality within the Agents section does not return any results when used to assign the IB-MAIL or IB-Phone skill. This behavior is abnormal and prevents proper identification or selection of the relevant skills.
    Access Path:
    User Interface → Agents → Select User → Digital Access or Inbound Access → Search for an Agent
    Expected Behavior:
    The search should:

    Display IB-MAIL or IB-Phone agents as a priority (highlighted or listed first),
    Correctly show the skill that matches the entered criteria.

    Additional Observation:
    The search works correctly when performed through the Customer Journey menu. However,…

    4 votes

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    New  ·  0 comments  ·  Admin experience  ·  Admin →
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  15. When transferring a call, and clicking the Ask First button, the system creates a blind conference call with the caller still on the line.

    Expected behavior is to put the caller on hold, while the agent speaks with the person to which they are trying to transfer the call.

    4 votes

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  16. The ability to turn on auto answer for digital interactions to make agents work more efficiently and conversations to be allocated quicker meaning SLA's are not impacted by acceptance times.

    10 votes

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    Auto-accept digital interactions is in production now.

    The feature can be enabled in Agent Roles > Permissions > Digital Interactions > Enable Auto-Accept:

    • Auto-accept digital interactions management (The control is displayed for the agent in the session information window)
    • Auto-accept digital interactions on by default (Turn the feature on by default, when agents log in)


  17. It would be helpful if admins had an option to include the Custom Field from Campaign Criteria Plan when filtering the reports in Lead Search Criteria.

    3 votes

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  18. The ability for a bot or supervisor to put a message into a chat for only an agent to see.

    Our main use case for this would be to put a conversation summary at the end of a bot conversation in a whisper that only the agent will see this allows us to use language/abbreviations the agent will be able to understand that the customer wouldn't.

    This will also allow for supervisors to prompt or direct agents without directly interrupting them from the chat.

    5 votes

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    New  ·  0 comments  ·  Digital experience  ·  Admin →
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  19. • Summary

    Request the development of a Custom Survey Dashboard to provide a simple, centralized, and actionable view of survey performance, similar to the functionality offered by Simplesat. The goal is to make it easy for stakeholders to quickly understand what data is available, how surveys are performing, and to drill down into individual feedback.

    • Business Objective

    Improve visibility into survey results across multiple support groups

    Reduce time required to interpret survey data

    Enable data-driven decisions through clear metrics and accessible feedback

    • High-Level Requirements

    1. Dashboard Overview

    A top-level Overview that summarizes all groups being measured

    At-a-glance visibility into…

    2 votes

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  20. We would like to implement a feature in RingCX that prevents our agents from muting any ongoing interactions. This option should ensure that all communications remain audible and transparent, thereby enhancing accountability and ensuring that all parties are fully engaged in the conversation. This could help minimize misunderstandings and promote a higher level of service quality.

    0 votes

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