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Feature Requests
What features should we add?
Description
Category
Web
Ticket Dashboard
Ticket Details
Contacts Page
Calls Page
Broadcast Page
Insights Page
Manage Page
Payments Page
Admin Page
User Profile
Mobile
Uncategorized
Calls between Advisors, Teams and Locations inside Expert Connect
We need to be able to communicate through expert connect between various Teams, Locations, and Departments. Right now if a call is made to an Advisor inside expert connect, it calls their cell number and does not ring the app.
0
25
Split Tickets Into Two or More
The ability to split a ticket into two separate tickets would be quite beneficial. If a client calls or texts in for a second issue while the first is still ongoing, it gets added to the original ticket and can't be split out.
1
11
Save Filters
Hold the filters selected on the type of calls. Currently if you leave the Calls page the filters go back to default and you have to select the filters again.
5
54
Ability to customize the Do Not Disturb timeframe in the app
This would make it quicker and simpler for staff to stop receive notifications until their next shift starts and no need to remember to go in and turn on notifications for their next shift. Also would assist when on lunch or off for a weekend to be able to change it once and last for more or less than the 12 hr preset. Would also be helpful to have this in the web application
1
23
Insights Data - Refresh Live
Currently the data is set to refresh daily every morning, can we make this be able so the data in the "Insights" refreshes live, no different when you input data on a ticket saves automatically.
0
6
Outbound Caller ID
Is there a way when calling out to customers through EC it shows which team are calling them and has the company name and location?
0
34
Mobile text "Delivered" verification
In the mobile app there is no way to know if a text message went through. On the website it gives a "delivered" or "undelivered" tag below the message, but for mobile there is no way to know. It would be very helpful to have a way of knowing if texts are going through, as a lot of customers are using the website widget with a landline number and aren't getting our responses.
0
8
Reply when SMS to landline
When we send SMS to a landline we don't get a notification that it is a landline like you see on an iPhone.
3
38
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.
5
107
The ability to stop advisors listening to call recordings of tickets not assigned to them.
2
21
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