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Feature Requests
What features should we add?
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Web (625)
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Mobile (77)
Customizable Notifications for Advisors
The ability for each advisor to customize their own ExpertConnect notifications including what notifications they want to receive, when, and how (app, SMS, email, etc.)
10
·
under review
90
Pause Call Recording
The ability to pause a call recording during a conversation if the customer is about to share confidential information such as bank / credit card numbers.
6
·
Web
·
under review
80
Team-Specific Manager
Create additional permission levels that allow an Advisor to be a Manager of a specific team, but not all the teams for the entire company.
18
·
Web
·
under review
213
Ring Schedule Templates
Need the option to use ring schedules I've created for other teams. Creating the same ring schedule over and over for multiple teams seems unnecessary. Should be able to see all previously created schedules in my company in the "View List" tab.
9
·
Web
·
under review
84
Warm Call Transfer (speak to other advisors before transferring)
It would be nice to be able to speak to the advisor you want to put a call through to before they speak to the customer, that way you can give them any other details of the ticket and know what is going on before they start talking to the customer.
19
·
Web
·
under review
223
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