Appy Pie Features
Platform (16)
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Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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Customization
Allows users to customize chat colors, text, logos, and branding.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Reporting
Provides analytics tools that reveal important business metrics and track progress
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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
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Live chat
Provide tools for live chat on one's website.
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
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Branding
Has the ability to customize look and feel of chatbot to match` company branding.
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Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
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A/B testing
Allows users to test the efficacy of various responses through A/B testing.
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Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
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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
Ticket and Case Management (16)
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Ticket Creation User Experience
User Experience of creating and submitting a ticket
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Ticket Response User Experience
User Experience of responding and receiving a response
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Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
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Automated Response
Respond to common requests with standard reply
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Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
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Attachments/Screencasts
Documents and files can be attached to the ticket to communicate with customer issues/resolutions
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Ticket Collaboration
Share and collaborate on tickets with multiple customer service representatives
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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)
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Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
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Email to Case
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
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Live Chat Support
Ability for customer service agents to communicate with customers via live chat to solve problems live
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Social Media Integration
Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
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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
User Interface Design (8)
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WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
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Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
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App Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
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Workflow Management
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Task Management
Create, manage and track all task activities and progression
Configurable Workflow
Configure existing workflows to meet your organization's needs
Deployment Management
Manage the processes involved when making the application ready for use
Integrations Management
Identify which applications need to exchange data and enable these data connections
Data Control (7)
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Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
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Data Synchronization
Continuously updates data as users or external data sources are edited.
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Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
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Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
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Data Synchronization
Continuously updates data as users or external data sources are edited.
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Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Real-Time Data
Receive data and information in real time
Publishing (4)
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Application Deployment
Releases the application for access on desktop or mobile devices.
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Platform Compatibility
Lets users build cross-platform applications or provide specific templates for different device types.
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Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Mobile Access
Access software remotely via mobile devices
Self-Service Experience (5)
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Knowledge Base
Provides a repository of information that can be used by those seeking support.
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Searchable Articles
Makes articles in the knowledge base searchable on the web.
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Community Forums
Enables users to engage with other users to solve common issues.
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Mobile Optimization
Optimizes the customer self-service experience on mobile devices
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Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
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Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
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Automation
Automates some or all operation related tasks
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Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Communication (7)
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Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
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Notifications
Delivers notifications to both sides of the conversation.
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Targeted Emails
Sends automated emails to further engage clients and potential clients.
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In-App Messaging
Allows for live chat to be enabled within the app for customer help.
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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)
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Customization
Allows users to customize chat colors, text, logos, and branding.
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Conversation Archiving
Archives conversations in a separate location for later reference.
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Lead Development
Enables employees to denote potential customers.
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Knowledge Base
Establishes a knowledge base for employee reference during conversations.
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Team Inbox
Provides a central location for help requests, helping employees respond sooner.
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Customer Profiles
Allows for the creation of profiles for contacts and customers.
Customizations (8)
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Templates
Provides ready-made templates for simplified website creation.
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Drag and Drop
Allows users to drag and drop items and content to customize their site's look.
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HTML Input
Permits HTML-savvy administrators to input code to uniquely customize their website.
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Domain Name
Offers customers the option to purchase a unique domain name.
Custom Domains
Create branded link campaigns or short links with one or multiple custom domains.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Growth (7)
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SEO
Provides insight into words that would increase search engine optimization.
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Site Analytics
Gives users insight into unique pageviews, subscribers, location of viewers, etc.
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Marketing Tools
Provides tools that aid in user marketing efforts.
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E-Commerce
Allows users to turn their website into an online store by offering e-commerce capabilities.
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Hosting
Hosts domains within the tool.
Online Booking Tools
Add tools to web pages to handle online bookings
Website Analytics
Track and analyze information regarding website visitors
Content (11)
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Email Integrations
Provides an email for users to field communication within their website builder too.
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Content Management
Manages content such as blogs, marketing tools, newsletters, etc.
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Permissions
Allows administrators to create role or password-based permissions to ensure users see only what they should see.
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WordPress Tool
Website Builder
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Website Management
Built-in website builder or integration with third-party site
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Website Integration
Seamlessly integrates with 3rd party websites
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Design (4)
Templates - Mobile E-Commerce
Include templates that non-technical users can use to create apps
Versions - Mobile E-Commerce
Allows users to create versions of the same app, such as user version and admin version
Testing - Mobile E-Commerce
Provide features to test apps and identify potential issues before launch
Multichannel - Mobile E-Commerce
Simulate real-life scenarios for app testing
Personalization (4)
Branding - Mobile E-Commerce
Helps users align with the company brand guidelines
Localization - Mobile E-Commerce
Deliver localization features such as multi-language or multi-currency management
Digital Content - Mobile E-Commerce
Manage content such as images, videos, or documents used to create apps
Geofencing - Mobile E-Commerce
Target users with personalized content based on their locations
Analysis (3)
Dashboards - Mobile E-Commerce
Track app performance using personalized dashboards
User Behavior - Mobile E-Commerce
Monitor app user behavior and identify trends or challenges
Sales - Mobile E-Commerce
Analyze sales volumes and amounts by product, type of user, channel, etc.
Responses (5)
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Customization
Customize your chat workflows with rules and automations.
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Control
Control who the chatbot converses with (and when).
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Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
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Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
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Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Development (16)
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Real-Time Integration
Supports event or transaction based integrations that react to changes in real-time
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API Designer
Provides a web-based interface for designing, documenting, and testing APIs.
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Flow Designer
Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.
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Pre-Built Connectors
Facilitiates API development and integrations with prebuilt connectors, templates, and examples.
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Custom Connectors
Provides the ability to create connectors from existing services and APIs in catalog.
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Reusable connectors
Provides prebuilt, reusable connectors and workflows for all user integration requirements.
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Multi - tenant architecture
Enables multiple tenants (customers) to securely share physical computing resources.
Data Connectors
Connect to big data sources
QuickBooks Integration
Integrates with QuickBooks
Active Directory Integration
Integrates with Active Directory
Cloud Data Integration
Integrating data specifically through the cloud
ERP integration
Integrate with existing ERP systems
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.
Accounting Integration
Integrate with a third-party accounting system
Website Integration
Seamlessly integrates with 3rd party websites
Management (23)
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Monitoring & Notification
Console for monitoring resource utilization, system health, ability to start and stop processes, etc.
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Routing And Orchestration
Enables data routing on configuration basis and management of complex workflows through an orchestration engine.
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Data Mapping
Facilitates to and fro data map according to the data model between applications/web services.
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Data Transformation
Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.
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API Management
Supports and oversees the management of API products across their full lifecycle
Data Management
Ability to handle large datasets
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Transaction Management
Manage, record and track all business exchanges in form of money and its related interactions in the system
Metadata Management
Collect and maintain structured information that describes data or content
Integrations Management
Identify which applications need to exchange data and enable these data connections
Data Storage Management
Manage and store data in a database
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Email Management
Manage, store and organize emails within the system or via third-party apps
Integration Management
Identify which applications need to exchange data and enable these data connections
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Sales Management
Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Security (4)
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Data Encryption
Employs data encryption both at rest and in transit.
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Security Standards
Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.
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Communication Protocol
Supports secure communication protocols like FTPS, SFTP etc
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Integration Options (6)
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Data Virtualization
Integrates data from disparate sources, without physical data movement
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Managed File Transfers
Provides one or more methods to securely transfer data from one location to another through a network
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Big Data Processing
Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)
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EDI
Provides Integrations to EDI service providers.
Real-Time Data
Receive data and information in real time
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Support (1)
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Customer Support
Customer Support
Deployment (2)
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Hybrid
Supports deployment of integration apps both on-premisis and cloud environments/
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Cloud to Cloud
Supports deployment of integration apps to a managed cloud environment
Functionality (4)
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App complexity
Allows users to create complex applications with rich features.
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App Variety
Allows users to create a wide variety of application types.
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Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
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Application Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
Generative AI (17)
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AI Text Generation
Allows users to generate text based on a text prompt.
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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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.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text-to-3D
Provides the ability to generate 3D renderings from a text prompt.
Photos/Images
Photos/Images
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Drag and Drop App Builder (3)
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
Agentic AI - No-Code Development Platforms (3)
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
Agentic AI - Photo Editing (1)
Cross-system Integration
Works across multiple software systems or databases
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
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
Editor - Low-Code Mobile App Builder (3)
Hardware Support
Enables apps to be compiled without requiring specialized hardware
Visual UI Builder
Provides a drag-and-drop, graphical, or other intuitive interface to design mobile app screens and layouts
Real-time Preview
Allows instant previews of app changes on iOS and Android devices or simulators.
Deployment - Low-Code Mobile App Builder (3)
Source Code Export
Allows developers to export and edit the underlying source code
Infrastructure
Provides cloud-based build services or integrates with CI/CD pipelines
Publishing
Supports publishing apps directly to Apple App Store and Google Play Store
Additional Functionality (249)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Graphical User Interface
A visual way of interacting with an application or operating system using items such as windows, icons, and menus
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Real-Time Reporting
Active reporting of data and metrics
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integrated Development Environment
An application for source code editing, compiling, and debugging
Customizable Forms
Customize contracts and forms to collect specific information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Custom Development
Development of custom software, web apps, mobile apps, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customizable Reports
Alter the layout and content of reports
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Authentication
Verify the identity of users/devices to enable secure access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For No-Code Development
Build applications without the use of code
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Pre-Built Modules
Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Graphical User Interface
A visual way of interacting with an application or operating system using items such as windows, icons, and menus
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Real-Time Reporting
Active reporting of data and metrics
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integrated Development Environment
An application for source code editing, compiling, and debugging
Customizable Forms
Customize contracts and forms to collect specific information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Custom Development
Development of custom software, web apps, mobile apps, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customizable Reports
Alter the layout and content of reports
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Authentication
Verify the identity of users/devices to enable secure access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Shopping Cart
Checkout of online store
Online Store Builder
Includes functionalities for creating custom eCommerce websites
Real Time Editing
Preview and make real-time changes in the web content
Multi-Language
Manage and support multiple languages
Landing Pages/Web Forms
Create landing pages or online forms designed to capture new leads and prospects
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
API
Application programming interface that allows for integration with other systems/databases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Visitor Tracking
Track visitors and purpose of visits
Survey Builder
Create and manage surveys
Auto Update
Automatic update of information / software
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Data Import/Export
Import and export data to and from software applications
Customizable Fields
Customize data fields to support various needs and use cases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Media Library
Collection of images, videos and other digital content that can be used
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
Real-Time Updates
Receive system updates as soon as any changes are made
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Warehouse
Data vault where data is aggregated for later distribution to applications.
Data Import/Export
Import and export data to and from software applications
ETL
Process of extracting, transforming, and loading data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Database Support
Supports common databases such as MySQL and Oracle
Alerts/Escalation
System alerts about the need to escalate an issue or request
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Real-Time Reporting
Active reporting of data and metrics
API
Application programming interface that allows for integration with other systems/databases
Multiple Data Sources
Allows users to manage data from a number of sources
Activity Tracking
Track and document all activities across devices, networks, and other systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Configurable Workflow
Configure existing workflows to meet your organization's needs
Data Aggregation and Publishing
Assemble data from multiple sources
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
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
Web Services
Allows the integration of data between different web services
Real-Time Analytics
Analyze and gain insights into data in real-time
SMS Messaging
Send messages via SMS
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Dashboard Creation
Creation and customization of dashboards
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Event Tracking
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Ad hoc Reporting
Generate one-off reports that meet information requirements
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
File Conversion
Convert files to a different format
Image Editing
Edit, touch up, and convert images for publishing
Real Time Editing
Preview and make real-time changes in the web content
Social Sharing
Allows businesses to share their videos on social media.
File Management
Create, save, and store files
Animations & Transitions
Ability to insert animations/transitions
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Presentation Tools
Share and present designs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Multiple Output Formats
Create content in various formats, such as print, PDF, HTML and more
File Storage
Store and access documents, forms, and photos in one centralized place
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Task Management
Create, manage and track all task activities and progression
Image Library
Store and manage images
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
API
Application programming interface that allows for integration with other systems/databases
Content Sharing
Digitally share pre-made materials and self-created content with others
Content Import/Export
Import or export content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Preview Functionality
Preview materials before finalizing projects
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Image Protection
Protect a range of image file formats
Media Management
Planning, organizing, and controlling the distribution of information or videos, images, audio, and other content
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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


