8x8 Contact Center Features
Platform (30)
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Customization
Allows users to customize chat colors, text, logos, and branding.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting
Provides analytics tools that reveal important business metrics and track progress
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Live chat
Provide tools for live chat on one's website.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
Allows users to test the efficacy of various responses through A/B testing.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Augmented Analytics
Analyze data and automatically generate insights using AI/ML technologies
Proactive Chat
Copy on the page or chat window encouraging the user to engage with the chat option
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Omnichannel
Allows inflow of requests through various digital channels such as email, social media, etc.
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Mobile Access
Allows users to access the software using mobile devices.
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Queue Management
Provides queue management in case of increase in case/call inflow.
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Call Routing
Allows distribution of incoming calls to agents.
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Call Back
Allows users to request a call back.
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IVR
Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.
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Automatic Call Distribution
Allows automatic distribution of incoming calls to the agents.
Call Transfer
Transfers live calls to other agents
Contact Management
Manage, organize, and store contact information
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Survey/Poll Management
Create and administer polls and surveys
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call List Management
Manage and track all past and future calls.
Ticket and Case Management (16)
Ticket Creation User Experience
User Experience of creating and submitting a ticket
Ticket Response User Experience
User Experience of responding and receiving a response
Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
Automated Response
Respond to common requests with standard reply
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Attachments/Screencasts
Documents and files can be attached to the ticket to communicate with customer issues/resolutions
Ticket Collaboration
Share and collaborate on tickets with multiple customer service representatives
Customer/Contact Database
Central repository for account and contact information
Workflow Management
Create, design and manage workflows for repetitive tasks
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbox Management
Organize, prioritize, and manage incoming communications
Support Ticket Management
Allow customers/users to submit support queries and service requests
Email Management
Manage, store and organize emails within the system or via third-party apps
Communication Channels (6)
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Email to Case
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Live Chat Support
Ability for customer service agents to communicate with customers via live chat to solve problems live
Social Media Integration
Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Voice
Make and receive calls directly in the application. Track and record calls for analysis.
Video Chat
Chat with your counterparts over the video in real time
Self-Service Experience (5)
Knowledge Base
Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web.
Community Forums
Enables users to engage with other users to solve common issues.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Communication (7)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-time Consumer-facing Chat
Engage in direct, instant messaging with consumers
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Process (3)
Mentions
Scours various channels for brand mentions to proactively seek reparative communications.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Macros
Allows administrators to create templated responses to frequently asked questions.
Channels (12)
Email
Ability to connect agents with customers through Live Chat.
Social
Connects employees with customers through a social media solution.
Live Chat
Ability to connect agents with customers through email.
Phone
Connects employees with customers through a calling solution.
Text
Ability to connect agents with customers through text message solution.
Multi-Channel Coverage
Software incorporates multiple digital communications channels.
Open Listening
Allows incorporation of inbound contacts from non-marketing channels.
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Voice
Provides voice call functionality.
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Social
Provides an interface for one or more social media channels.
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Live Chat
Ability to chat online in real time
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Mobile SMS
Accepts contacts initiated through SMS or other mobile text functions.
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Email
Allows CSRs to receive and answer customer emails.
Insight (4)
Surveys
Provides opportunity for customers to give feedback through a survey.
Reporting
Enables administrators to create customized reports reflecting customer satisfaction.
Visitor Activity
Allows administrators to track visitor activity to understand the research that was done before turning to customer service.
Help Desk
Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.
Dialing Options (3)
Preview Dialing
Presents information about the individual being called before the call begins.
Progressive Dialing
Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
Predictive Dialing
Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.
Agent Tools (6)
Whisper Coaching
Allows a supervisor to listen to a call and train in real time.
Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves.
Call Recording
Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.
Real-Time Data
Receive data and information in real time
Live Chat
Ability to chat online in real time
Call Scheduling
Schedule date and time for callbacks/follow-up calls or reminders
Automation (10)
Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
Interactive Voice Response (IVR)
Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.
Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
Ticket Resolution
The platform is able to automatically determine how to resolve help tickets without assistance by human agents
Customization
The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence
Intelligent Routing
When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Administration (16)
Database Management
Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.
Data Workflows
Operationalizes data delivery workflows to easily scale repeatable preparation needs
Issue Management
Provide workflows to create and escalate issues related to risks and requests
Integrations
Integrates with live chat, chatbots, help desk, or other customer service software
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took
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Automation
Automates some or all operation related tasks
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Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
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Dashboards
Has a centralized dashboard for users to interact with.
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Labor Forecasting
Predict labor requirements based on past and present data/trends
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Intraday Management
Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Scheduling
Ability to schedule push notifications at a specific date and time, or set an expiration for time-bound messages
Triggered Notifications
Provides the ability to automate notifications based on user behavior
Segmentation
Ability to segment audiences based on device type, location, demographics, customer behavior, etc.
Integrations
Ability to integrate with other software that stores customer data to generate reminders (i.e. CRM software)
Compliance (4)
Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Data Governance
Ensures user access management, data lineage, and data encryption
Compliance
Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.
Auditing
Perform ad-hoc or ongoing IT audits at different levels of the company.
Data Security (5)
Risk Data Attributes
Identify risk data attributes such as description, category, owner, or hierarchy.
Data Transport
Protects data with some form of encryption as it leaves your secure or local network.
Access Management
Allows administrators to set user access privileges to permit approved parties to access sensitive data.
Multi-Factor Authentication
Requires a second level of authentication, such as sms messaging or customized tokens, to access data.
Data Security
Protect sensitive data for digital privacy
Design (9)
Communications Strategy Development
Allows planning and deployment of an overall communications strategy.
Create Content
Includes or integrates with content creation apps.
Personalization
Outbound communications are segmented and personalized.
Inbound Identification
Inbound contacts are identified and handled based on history.
Regulatory Compliance
Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.
Batch Communications
Send messages, notifications, or documents to an entire customer base at the same time
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
On-Demand Communications
Generate personalized communications upon request to meet customer needs
Interactive Content
Allow the audience to interact or engage with the content
Quality Assurance (3)
Evaluation
Provides tools for evaluating customer interactions
Calibration
Offers features for maintaining fair and consistent scoring
Reports
Generates quality and performance reports
Engagement (4)
Feedback
Tools for providing personalized feedback and coaching sessions
Dashboards
Provides a centralized dashboard for agents to view their scores and feedback
Training
Tools for educating and training agents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance (2)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Compliance
Helps ensure customer privacy and data protection
Functions (12)
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Call Routing
Sends voice calls to a specific queue based on predetermined criteria
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Session Queuing
Callers can be routed to a queue or placed on hold until an agent becomes available.
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Concurrent Calling
Place a large or unlimited volume of calls simultaneously without diminishing the call quality.
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Speech Analytics
Provides some level of analytics based on keywords and vocal tones.
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Auto Dialer
Has auto dialing or predictive dialing functions for outbound use.
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IVR
Includes an interactive phone menu.
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Inbound Screen Pop
Populates CSR's screen with available customer data.
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Persistent Data
Maintains and shares information across channels and agents as the case progresses.
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Administrative (12)
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Session Summary Notes
Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.
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Administrator Access
Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
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Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
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Session Recording
Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
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Agent Scheduling and Assignment
Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.
Callback Scheduling
Schedules callback times
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Reporting
Track and report on all incoming and outgoing calls
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Call Recording
Allows supervisors/managers to record and review telephone conversations of agents.
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Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Call Reporting
Track and report on all incoming and outgoing calls
Real-Time Reporting
Active reporting of data and metrics
Knowledge Management (3)
Knowledge Base
Enables the creation of an internal repository of knowledge articles
Publishing Workflows
Provides workflows for writing, editing, approving, and publishing knowledge article content
Analytics
Helps users understand which knowledge articles are working and identifies areas of improvement
Customer Support (7)
Intelligent Search
Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query
Suggestions
Analyzes customer support tickets or conversations to suggest relevant knowledge articles
Decision Trees
Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues
Text
Is able to process inquiries submitted by text data from live chat, email, or SMS
Speech
Comprehends human speech and can transcribe it to text for processing
Knowledge Base
The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Responses (5)
Customization
Customize your chat workflows with rules and automations.
Control
Control who the chatbot converses with (and when).
Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Workforce Management (17)
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Agent Availability
Offers complete visibility into agent availability to efficiently create and manage schedules.
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Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
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Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
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Agent Self-Service
Allows agents to set their own preferences, request time off, and trade shifts.
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Mobile Access
Allows users to access the software using mobile devices.
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
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Call Monitoring
Allow managers/supervisors to monitor calls for quality assurance purposes.
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Performance Evaluation
Allows managers/supervisors to evaluate the performance of agents.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Conversational Platform (4)
Personalization
Identifies the customer and personalizes interaction at every touchpoint.
Omnichannel
Allows multiple related channels to interact at once to reduce transfers.
Contextual Engagement
Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support.
Support Automation (4)
Intelligent Routing
Can route contacts to agents the customer has worked with before.
Seamless Escalation
Provides features for escalating conversations to the appropriate agent.
Transcripts
Maintains a transcript of conversations from all channels.
Self-Serve Support
Enables customers to resolve queries or issues without the assistance of an agent.
Messaging Channels (4)
SMS Messaging
Ability to send reminders via SMS messaging to a mobile device
Email
Ability to send proactive notifications via email
Voice Messaging
Ability to send reminders via voice messaging
Two way messaging
Ability to support a two way messaging/conversation between customer and customer support agent
Artificial Intelligence (4)
Learning
The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses
Language
Multilingual capabilities allow the AI to process inquiries from many languages
Conversational AI
The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI (31)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Autonomy (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Customer Query Resolution - AI Customer Support Agents (5)
Automated Ticket Resolution
Allows the AI agent to autonomously resolve customer queries without human intervention.
Contextual Response Generation
Enables the AI agent to provide accurate answers based on the context of customer inquiries.
Sentiment Analysis
Allows the AI agent to analyze customer sentiment and adjust responses accordingly.
Knowledge Base Utilization
Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.
Multilingual Support
Provides users the ability to interact with the AI agent in multiple languages for global support.
Customer Interaction Automation - AI Customer Support Agents (4)
Proactive Customer Outreach
Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.
Feedback Collection
Provides users the ability to automate gathering and analyzing customer feedback after interactions.
Escalation Handling
Allows the AI agent to identify when issues require human intervention and escalate them appropriately.
Workflow Optimization
Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Call Center Infrastructure (CCI) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Multi-Language
Manage and support multiple languages
Agentic AI - Contact Center (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Agentic AI - Help Desk (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Auto Dialer (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
AI Capabilities - Auto Dialer (7)
Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
Speech Analytics and Sentiment Analysis
Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Text to Speech
Turns text into natural sounding speech
Additional Functionality (412)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Tracking
Track and document all activities across devices, networks, and other systems
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Scripting
Provide agents with a typical response for common call subject matter
Contact Management
Manage, organize, and store contact information
Power Dialer
System automatically dials the next number on the contact list after the previous call ends
Preview Dialer
System provides callee information to agent prior to the call to help determine whether or not to make the call
Auto-Dialer
System that automatically dials calls
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Real-Time Reporting
Active reporting of data and metrics
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Integrations Management
Identify which applications need to exchange data and enable these data connections
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Automatic Call Distribution
Distribute/route/connect calls
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Interaction Tracking
Track interaction history by documenting conversations for contacts
Caller ID
Identify the number and contact information of a caller before answering the phone
Call Transfer
Transfers live calls to other agents
Call Disposition
Track and report on call outcomes
Voice Mail
Computer-based system that allows users to send and receive voice messages
Chat/Messaging
Communicate using direct chat or messages within the system
Automatic Outbound Dialer
Dials outbound calls automatically
Call Reporting
Track and report on all incoming and outgoing calls
API
Application programming interface that allows for integration with other systems/databases
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Capture
Automatically identify and save contact information of potential customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Call List Management
Manage and track all past and future calls.
Progressive Dialer
Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls
Campaign Specific Caller ID
Control the name and number that appears on outbound caller ID
List Management
Manage contacts across multiple mailing lists
Customizable Fields
Customize data fields to support various needs and use cases
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Campaign
Manage multiple campaigns in one system
Workflow Management
Create, design and manage workflows for repetitive tasks
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Lead Distribution
Route and distribute your leads to third party buyers
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbound Call Center
A call center that primarily receives calls, typically customer service focused
For Sales Teams/Organizations
Caters to sales teams
Data Security
Protect sensitive data for digital privacy
Outbound Call Center
A call center that primarily makes calls, typically sales focused
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Mobile Access
Access software remotely via mobile devices
Email Management
Manage, store and organize emails within the system or via third-party apps
Live Chat
Ability to chat online in real time
Call Transfer
Transfers live calls to other agents
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Call Tagging
Highlight specific time marks for annotation and review purposes
Call List Management
Manage and track all past and future calls.
Real-Time Analytics
Analyze and gain insights into data in real-time
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Real-Time Monitoring
Active monitoring of systems, applications, or networks
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Automatic Call Distribution
Distribute/route/connect calls
Activity Tracking
Track and document all activities across devices, networks, and other systems
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Scheduled Recording
Automatically record calls at predetermined times
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
File Transfer
Move files across different systems or networks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Reporting
Track and report on all incoming and outgoing calls
Call Transcription
Voice conversion to text
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call Disposition
Track and report on call outcomes
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Contact Management
Manage, organize, and store contact information
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Voice Mail
Computer-based system that allows users to send and receive voice messages
Caller ID
Identify the number and contact information of a caller before answering the phone
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Recording
Record live video calls to play later
Auto-Dialer
System that automatically dials calls
Chat/Messaging
Communicate using direct chat or messages within the system
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Customizable Reports
Alter the layout and content of reports
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Conferencing
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Interaction Tracking
Track interaction history by documenting conversations for contacts
Predictive Analytics
Predict future data based on historical data sets
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Audio Capture
Record audio or import/upload audio files
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Self-Service Search
Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support
Natural Language Processing
Process and analyze human language in text or audio form
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Automatic Transcription
Use AI to convert voice into text automatically
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Request Assignment
Speech-to-Text Analysis
Analyze, correct, and monitor speech for transcriptions or recordings
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Call Recording
Record the audio of phone conversations for quality assurance purposes
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Language
Manage and support multiple languages
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Data Security
Protect sensitive data for digital privacy
Call Scripting
Provide agents with a typical response for common call subject matter
Customer Service Analytics
Quality Assurance
Systematic evaluation of various aspects of a project or service to prevent defects or issues
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Categorization/Grouping
Organize and group data or items based on various criteria
Language Detection
Identify different languages
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Canned Responses
Shortcuts for inputting frequently used messages
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Transfers/Routing
Transfer queries and organize messages between agents
Geotargeting
Geographic location of visitors determines behavior of the software
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Document Storage
Store and organize documents in a centralized system
Screen Sharing
Digitally share screen view with others
Contact Management
Manage, organize, and store contact information
Autoresponders
Create and automatically send premade copy in response to customer messages
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offline Form
Form to collect visitor contact information when live chat isn't available
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Leave Tracking
Manage and track employee attendance
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Call Centers
Designed for call centers
Employee Time Tracking
Track and measure time worked for employees
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Monitoring
Track and report on everything that happens within the system or network
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Call Recording
Record the audio of phone conversations for quality assurance purposes
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Skills Tracking
Track employee skills, competencies, training & qualifications
Activity Tracking
Track and document all activities across devices, networks, and other systems
Variable Workforce
Utilize third party services to cover unforeseen labor needs
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Agent Interface
Agents can view and manage all customer requests and interactions.
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Autoresponders
Create and automatically send premade copy in response to customer messages
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Monitoring
Active monitoring of systems, applications, or networks
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Gamification
Games or game-like elements to track progress and reward accomplishments
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Customizable Fields
Customize data fields to support various needs and use cases
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Live Chat
Ability to chat online in real time
Task Automation
Automatically handle routine, repetitive tasks and processes without the need for manual intervention
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Language Detection
Identify different languages
Multiple Data Sources
Allows users to manage data from a number of sources
Predictive Analytics
Predict future data based on historical data sets
API
Application programming interface that allows for integration with other systems/databases
Alerts/Escalation
System alerts about the need to escalate an issue or request
Data Security
Protect sensitive data for digital privacy
Interaction Tracking
Track interaction history by documenting conversations for contacts
Prioritization
Arrange tasks based on the level of priority or urgency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Macros/Templated Responses
Templated responses for responding quickly to recurring support requests
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Mobile App
Access the system via a mobile application
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Templates
Pre-made examples and templates for emails
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Automated Responses
Automatic reply functionality for incoming messages
Data Import/Export
Import and export data to and from software applications
Personalization
Adjust communications based on previous interactions or personal preferences
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Language Detection
Identify different languages
Pre-Configured Bot
Existing bot models for AI-based tools commonly used for auditory and textual conversation methods
Lead Capture
Automatically identify and save contact information of potential customers
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Natural Language Processing
Process and analyze human language in text or audio form
Multi-Language
Manage and support multiple languages
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Automated Responses
Automatic reply functionality for incoming messages
Customer Support
Provide online support for your customers through live chat or help desk functionality
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Intent Recognition
Helps understand a user's intentions/actions
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Query Suggestions
See options for potential search queries within the system
Transfers/Routing
Transfer queries and organize messages between agents
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Canned Responses
Shortcuts for inputting frequently used messages
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Call Transfer
Transfers live calls to other agents
Data Import/Export
Import and export data to and from software applications
Call Scripting
Provide agents with a typical response for common call subject matter
Interaction Tracking
Track interaction history by documenting conversations for contacts
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Customizable Reports
Alter the layout and content of reports
Contact Management
Manage, organize, and store contact information
Activity Tracking
Track and document all activities across devices, networks, and other systems
Automatic Call Distribution
Distribute/route/connect calls
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Agent Interface
Agents can view and manage all customer requests and interactions.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Customer History
Access previous interactions or concerns to maintain customer relationships
Voice Mail
Computer-based system that allows users to send and receive voice messages
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Call List Management
Manage and track all past and future calls.
Chat/Messaging
Communicate using direct chat or messages within the system
Workforce Management
A set of processes to optimize the productivity of its employees
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Caller ID
Identify the number and contact information of a caller before answering the phone
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Agent Interface
Agents can view and manage all customer requests and interactions.
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Workforce Management
A set of processes to optimize the productivity of its employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Video Conferencing
Connect with meeting participants remotely over video
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
KPI Monitoring
Tracking the status of previously identified performance measurements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Contact Management
Manage, organize, and store contact information
Multiple Scoring Models
Create multiple models or equations for generating scores
Real-Time Updates
Receive system updates as soon as any changes are made
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Recording
Record the audio of phone conversations for quality assurance purposes
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Screen Recording
Record and save a video file of what is happening on a computer screen
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Chat/Messaging
Communicate using direct chat or messages within the system
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Call Recording
Record the audio of phone conversations for quality assurance purposes
Autoresponders
Create and automatically send premade copy in response to customer messages
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
SMS Messaging
Send messages via SMS
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Language
Manage and support multiple languages
Interaction Tracking
Track interaction history by documenting conversations for contacts
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Video Support
Supports various video file formats
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Inbox Management
Organize, prioritize, and manage incoming communications
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Tracking
Track and document all activities across devices, networks, and other systems
Workflow Management
Create, design and manage workflows for repetitive tasks
Interaction Tracking
Track interaction history by documenting conversations for contacts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Single Sign On
Allow users to access multiple services after entering their login credentials once
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Inventory Management
Track and manage inventory levels to maintain proper supply
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Customer History
Access previous interactions or concerns to maintain customer relationships
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Support Ticket Management
Allow customers/users to submit support queries and service requests
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Email Templates
Pre-made examples and templates for emails
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Integration
Seamlessly integrates with 3rd party websites
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Chat/Messaging
Communicate using direct chat or messages within the system
Live Chat
Ability to chat online in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Forms
Customize contracts and forms to collect specific information
Customer Communication
Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Chat/Messaging
Communicate using direct chat or messages within the system
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Customer History
Access previous interactions or concerns to maintain customer relationships
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Analytics
Analyze and gain insights into data in real-time
Phone Key Input
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Tracking
Track and document all activities across devices, networks, and other systems
Live Chat
Ability to chat online in real time
Call Scripting
Provide agents with a typical response for common call subject matter
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Voice Mail
Computer-based system that allows users to send and receive voice messages
Voice Customization
API
Application programming interface that allows for integration with other systems/databases
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
SMS Messaging
Send messages via SMS
Callback Scheduling
Schedules callback times
Caller ID
Identify the number and contact information of a caller before answering the phone
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Auto-Dialer
System that automatically dials calls
Pre-recorded Messages
Set of pre-recorded messages for candidates that can be shared before, during and after the video interview
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Multiple Scripts
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Disposition
Track and report on call outcomes
Dashboard (1)
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Speech Recognition (1)
Speech Recognition
Train your system to interpret and transcribe voice messages
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Sentiment Analysis (1)
Sentiment Analysis
Categorize emotions expressed and identify if they are positive, negative or neutral
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Human-in-the-loop (HITL) (1)
Human-in-the-loop (HITL)
Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.
Agentic Task Execution (1)
Agentic Task Execution
Autonomously executes tasks such as scheduling, refunds, and renewals by integrating with external systems and APIs.
Natural Language Processing (1)
Natural Language Processing
Process and analyze human language in text or audio form
Conversational AI (1)
Conversational AI
Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses
Performance Metrics (1)
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Interaction Tracking (1)
Interaction Tracking
Track interaction history by documenting conversations for contacts
Knowledge Base Management (1)
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
CRM Integration (1)
CRM Integration
Integration with third-party CRM systems
Inquiry Routing (1)
Inquiry Routing
Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.
Contextual Guidance (1)
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Communications Management (1)
Communications Management
Record and track all relevant internal and external communications
Proactive Chat (1)
Proactive Chat
Copy on the page or chat window encouraging the user to engage with the chat option
Ticket Management (1)
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues


