Feature Requests

Summarize activities, insights, tasks, and progress for each client in an annual report.

Detect dissatisfaction trends across messages, meetings, and sentiment to warn managers.

Evaluate meeting performance using coaching criteria and provide improvement recommendations.

Compare sentiment trends between staff members or across client accounts.

Track sentiment at the client level across weeks, months, or quarters.

Provide coaching insights, trends, and training materials based on real meeting patterns.

Structured training for accountants on communication, processes, and advisory work.

Firms define their own criteria for quality calls; Ping grades calls using that rubric.

Identify when a conversation may indicate interest in an additional paid service.

Users can customize their Ping dashboard layouts and widgets.