Skip to main content

Smart notes, call transcripts, server-side call logging and more!

  • January 13, 2025
  • 8 replies
  • 290 views
Smart notes, call transcripts, server-side call logging and more!
ByrneReese
Community Manager
Forum|alt.badge.img+3

We are excited to announce what is easily one of the most significant releases in App Connect's history. This release is the culmination of countless interviews with users, and months of research and work. It finally delivers two of the most requested features of all time: server-side call logging and support for RingCentral’s AI Assistant

In version 1.3.4, we released the following new features:

  • Support for RingCentral's AI Assistant (experimental): Gain access to real-time transcription and call notes depending upon your RingCentral subscription. Transcriptions, call notes and action items will be logged in your CRM as well, according to your RingCentral plan
  • Server-side Call Logging for Bullhorn (experimental): Allows admins to instruct App Connect to log all calls in their company automatically, even if users do not have the App Connect client installed in their browser. 
  • New Call Logging Preferences: Select specific details about a call to log in your CRM, enabling more focused and relevant activity logs in your CRM.
  • Support for Bullhorn Leads: When logging calls, you can now create notes for leads in addition to candidates and contacts.

Other changes behind the scenes:

  • Enhanced the precision and accuracy of logged call information, including better indication of a call's recording availability status in activity records.
  • Fixed an issue preventing admins from seeing the Admin tab without reloading App Connect.
  • Implemented a heartbeat mechanism to validate connections to Bullhorn, addressing connection issues and tracking disconnection events to provide Bullhorn with better data for resolution.

Being successful with server-side call logging

  • Currently supported for Bullhorn only.
  • Can only be enabled for all users in the organization.
  • Once enabled, automatic client-side logging will be disabled.
  • Recommend all users to have the App Connect client installed to resolve logging conflicts.
  • Admins can select which extensions and phone numbers to exclude from automated call logging.

Disclaimer about experimental features

The implementation of RingCentral's AI Assistant and server-side call logging for Bullhorn are both marked as experimental. This indicates that users should expect these features to have minor issues and expect future changes. We released these features to collect feedback from customers to better meet their needs and expectations. The following features are still in development:

  • Server-side call logging for all other CRMs (not just Bullhorn)
  • Server-side call logging of AI notes and transcripts

We look forward to your feedback and hope these new features enhance your App Connect experience. Stay tuned for further updates!

Did this thread help you find an answer to your question?

8 replies

Forum|alt.badge.img
  • Known Participant
  • 21 replies
  • January 15, 2025

I posted a reply yesterday which went for mod review but still hasn’t shown up yet.. (it was all very positive!)


Forum|alt.badge.img
  • Known Participant
  • 21 replies
  • January 15, 2025

Guess I’ll write it again then!

This tool is quickly becoming a game-changer for us, so thanks to you and the team behind it continuing to put in these changes and improve it. The fact we can now log agent notes, call details, AI notes and transcription all very quickly without leaving the extension is fantastic.

Few thoughts/notes

  • Transcription/AI Notes - From my brief testing I have found that transcription/AI seems to work better or is more reliable in the full fat client. I'm not sure whether this is an extension issue, browser issue or something else. I haven't given it a good test in the browser version of RC softphone so need to do a bit of that before I can comment further.
  • Server side call logging - Great feature addition but I'm very nervous switching this an experimental feature on when it applies to all users. To confirm, if I add all numbers to the exclusion section apart from 1/2 test numbers, then it won't apply to everyone else? Need to be able to test this first without it touching the end-user.
  • Admin tab - Again this is great and much welcomed. Do you know how long it takes admin selected settings to apply to users? 
    • Being able to control region from admin menu for all users would be good
  • Reporting - Have mentioned in another post but introducing usage stats would be great. 

Thanks


Forum|alt.badge.img
  • Known Participant
  • 21 replies
  • January 16, 2025

​@ByrneReese The two lenghty replies I’ve written out still haven’t been published… 

 

The next thing that would be super helpful for our teams is the ability to use Templates within the manual note section. Our consultants have templates in Word/OneNote which contain the questions they’re going to ask and provides them structure for their manual note taking. They can copy and paste this into the note-taking box but it would be ideal if they could select a template once the call has started. 

We’re starting to use AI for notes but being able to take manual notes and reference these templates won’t be doing away. 


ByrneReese
Community Manager
Forum|alt.badge.img+3
  • Author
  • Product Manager
  • 244 replies
  • January 28, 2025

​@rossonomous I am sorry for the delay in publishing. I will investigate why your post was held for moderation. I see no logical reason for it to have flagged.

First of all, let express my gratitude for your kind words. I am glad this tool is becoming indispensable for you. This is a real driver for us working on App Connect. We are excited to be in direct conversation with customers, and learning from them on how we can improve. 

Regarding your feedback:

Transcription/AI Notes - From my brief testing I have found that transcription/AI seems to work better or is more reliable in the full fat client. I'm not sure whether this is an extension issue, browser issue or something else. I haven't given it a good test in the browser version of RC softphone so need to do a bit of that before I can comment further.

I think your perception is accurate. This is something we will be working to optimize over time. 

Server side call logging - Great feature addition but I'm very nervous switching this an experimental feature on when it applies to all users. To confirm, if I add all numbers to the exclusion section apart from 1/2 test numbers, then it won't apply to everyone else? Need to be able to test this first without it touching the end-user.

You are not alone. I too have felt anxious at times working with customers as it is turned on for the first time. Rest assured however, we do have people actively testing the feature, and we are identifying ways to make it better and to build greater confidence in its ability to function is a seamless manner. 

Admin tab - Again this is great and much welcomed. Do you know how long it takes admin selected settings to apply to users? 

I believe it can take up 60 minutes for setting to propagate completely. I could be off on that - ​@dakong can you confirm?

Admin tab - Being able to control region from admin menu for all users would be good

That is something we can fix. 

Reporting - Have mentioned in another post but introducing usage stats would be great. 

I really love this idea. But this will require more time to plan and design properly. Would you like to author a post in which you describe the idea in more detail? We can then discuss with this broader community. 

The ability to use Templates within the manual note section. Our consultants have templates in Word/OneNote which contain the questions they’re going to ask and provides them structure for their manual note taking. They can copy and paste this into the note-taking box but it would be ideal if they could select a template once the call has started. 

You know, this is something that could be pretty quick to throw together. We could repurpose an old SMS templating system we once had to use for this purpose. 


ByrneReese
Community Manager
Forum|alt.badge.img+3
  • Author
  • Product Manager
  • 244 replies
  • January 28, 2025

​@rossonomous I am reviewing all of these feature requests with the team. They are on holiday right now (returning Feb 5/6), and when they return I will follow up with you and the community.


Forum|alt.badge.img
  • Known Participant
  • 21 replies
  • February 4, 2025

​@ByrneReese Great, looking forward to further feedback! 

Back on the server side logging point - Can you confirm on my question? 

 To confirm, if I add all numbers to the exclusion section apart from 1/2 test numbers, then it won't apply to everyone else? Need to be able to test this first without it touching the end-user.


ByrneReese
Community Manager
Forum|alt.badge.img+3
  • Author
  • Product Manager
  • 244 replies
  • February 5, 2025
rossonomous wrote:

​@ByrneReese Great, looking forward to further feedback! 

Back on the server side logging point - Can you confirm on my question? 

 To confirm, if I add all numbers to the exclusion section apart from 1/2 test numbers, then it won't apply to everyone else? Need to be able to test this first without it touching the end-user.

 

I think a more reliable method is to list all extensions except the ones you want to test. However, once server-side call logging is turned on, it turns off automatic client-side logging for everyone - even if they are on the block list.

In the coming days I hope to release a feature to enable server-side call logging for a single user to allow an admin to test the feature before rolling it out to everyone. Would that be helpful?


Forum|alt.badge.img
  • Known Participant
  • 21 replies
  • February 5, 2025

​@ByrneReese Yes it certainly would! 


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings