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Settings and activity

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  1. Enable one-click "mark for followup"

    1 vote

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    New  ·  0 comments  ·  AI Conversation Expert (ACE, formerly RingSense), AIR & AVA » AI Conversation Expert (ACE)  ·  Admin →
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    JD shared 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 » AI Conversation Expert (ACE)  ·  Admin →
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    Implemented  ·  AdminSushant (Sr Director, Machine Learning, RingCentral) 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.

    JD supported this idea  · 

  3. 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 » AI Conversation Expert (ACE)  ·  Admin →
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    JD supported this idea  ·