ExpertConnect
Roadmap
Feature Requests
Changelog

Roadmap

Under Review

Microsoft teams integration
Feature Requests
Click on Notification to Open Ticket
Feature Requests
Warm Call Transfer (speak to other advisors before transferring)
Feature Requests
Customizable Notifications for Advisors
Feature Requests

Planned

Customize Ringtone for Advisors by Team
Feature Requests
Active Call Indicator in Tickets
Feature Requests
“In Office / Out of Office” Toggle
Feature Requests
Allow Advisors to be online or offline to receive calls
Feature Requests
Change ring tone
Feature Requests

In Progress

settings for vacations and public holidays
Feature Requests
CarPlay/Android Auto Functionality
Feature Requests
Team-Specific Manager
Feature Requests
ability to answer calls with the ear bud or headset
Feature Requests
Website Widget
Feature Requests
Payment feature enabled in canada
Feature Requests
Could we please add a feature on the dashboard that will show which help tickets have been responded to from the customer? Our old system we could tag help tickets that we were waiting on a response.
Feature Requests
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