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Settings and activity

17 results found

  1. When using Ringsense with Salesforce and Click To Dial, Record Summary/Transcript of the Call to SF Contact Record

    3 votes

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    New  ·  0 comments  ·  AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » ACE (AI Conversation Expert)  ·  Admin →
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    Aaron supported this idea  · 

  2. Calls processed in RingSense should display the Contact Name.

    12 votes

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    1 comment  ·  AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » ACE (AI Conversation Expert)  ·  Admin →
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    Implemented  ·  Sushant Hiray responded

    Thank you so much for your valuable feedback.

    We've now implemented various advanced settings for Salesforce configuration.

    Advanced configuration settings for Salesforce include:

    • Enhanced call title formatting options - choose from Account, Lead, Contact, Opportunity (this feature request)
    • Choose priority list in case there are multiple matching records for the same phone number/email
    • Choose the behavior in case no matching record is found in CRM

    Please follow the instructions in the screenshot to update the relevant settings.

    Aaron supported this idea  · 

  3. RingSense Integration for Salesforce -Fetched Summary, Transcripts and Notes to be posted in Notes Section of Salesforce

    16 votes

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    New  ·  0 comments  ·  AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » ACE (AI Conversation Expert)  ·  Admin →
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    Aaron supported this idea  · 

  4. Template Tab with Pre-Configured Questionnaire

    6 votes

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    New  ·  0 comments  ·  AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » ACE (AI Conversation Expert)  ·  Admin →
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    Aaron supported this idea  · 

  5. edit transcripts

    28 votes

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    New  ·  2 comments  ·  AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » ACE (AI Conversation Expert)  ·  Admin →
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    Aaron supported this idea  · 

  6. Ringsense and salesforce sync

    2 votes

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    New  ·  0 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Salesforce  ·  Admin →
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    Aaron shared this idea  · 

  7. Salesforce

    1 vote

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    New  ·  0 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Salesforce  ·  Admin →
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    Aaron shared this idea  · 

  8. Be able to track calls in RC and Salesforce when making a call from personal cell phone

    2 votes

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    0 comments  ·  Phone & Messaging » General Phone  ·  Admin →
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    Aaron supported this idea  · 

  9. Ability to set up automated messages with RingCentral Salesforce

    3 votes

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    0 comments  ·  Phone & Messaging » SMS/Text  ·  Admin →
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    Aaron supported this idea  · 

  10. Salesforce plugin - Please update the product so that it supports lookup fields

    6 votes

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    Under Review  ·  0 comments  ·  Phone & Messaging » Application  ·  Admin →
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    Aaron supported this idea  · 

  11. MMS for RingCentral for Salesforce app

    4 votes

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    Under Review  ·  0 comments  ·  Phone & Messaging » Other  ·  Admin →
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    Aaron supported this idea  · 

  12. MMS/Group text capability in Salesforce Integration

    11 votes

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    Future Consideration  ·  2 comments  ·  Phone & Messaging » SMS/Text  ·  Admin →
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    Aaron supported this idea  · 

  13. Call Log Sync from RingCentral Mobile App to Salesforce

    16 votes

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    Under Review  ·  2 comments  ·  Phone & Messaging » Application  ·  Admin →
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    Aaron supported this idea  · 

  14. SMS Feature Integrated to Salesforce

    6 votes

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    New  ·  0 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Salesforce  ·  Admin →
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    Aaron supported this idea  · 

  15. The title of the uploaded calls in RingSense should sync with the RingCentral contacts list.

    24 votes

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    3 comments  ·  AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » ACE (AI Conversation Expert)  ·  Admin →
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    Implemented  ·  Sushant Hiray responded

    I'm pleased to announce that this feature is now available in your account.


    Head over to Admin Settings - Integrations - REX - Manage Integration


    There is a new flag available in RingEX Integration to provide ACE permissions to pull contact data.

    An error occurred while saving the comment
    Aaron commented  · 

    ideally, it would be great to push calls initiated from mobile or desktop back to the related contact record in Salesforce.

    Aaron supported this idea  · 

  16. Allow customers to add template to Salesforce and Google widgets.

    1 vote

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    New  ·  0 comments  ·  Developer Platform, APIs, & Integrations » Integrations: Salesforce  ·  Admin →
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    Aaron shared this idea  · 

  17. Outbound Automatic Voicemail Drop

    273 votes

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    Future Consideration  ·  56 comments  ·  Phone & Messaging » Other  ·  Admin →
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