My Benefits, LLC unifies client data & boosts team collaboration with RingCentral AI and App Gallery

See how My Benefits, LLC leverages the RingCentral App Gallery to bridge their communication platform directly with Salesforce, completely eliminating data silos and team communication gaps. By upgrading to this unified platform, the retirement plan administration firm transforms how they track phone data across their organization.

Combining the AI Virtual Assistant (AVA) for dynamic call summaries with custom AI Conversation Expert (ACE) trackers allows them to seamlessly log client interactions and accelerate team training, with future plans to add the AI Receptionist (AIR).

This video explores how My Benefits, LLC leverages RingCentral’s integrated ecosystem to optimize operational efficiency and deliver elite client outcomes.

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Видео My Benefits, LLC unifies client data & boosts team collaboration with RingCentral AI and App Gallery канала RingCentral