[
Appy Pie Reviews
](https://www.g2.com/products/appy-pie/reviews)

[
Appy Pie Reviews
](https://www.g2.com/products/appy-pie/reviews)

# Appy Pie Features

##### ## Platform (16)

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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##### ## 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

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##### ## 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

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##### ## User Interface Design (8)

WYSIWYG Editor

Provides the ability to drag-and-drop elements into the application to customize interface.

Customized Branding

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

App Templates

Provides base-level application templates to build atop and customize for specifc users and actions.

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

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##### ## Data Control (7)

Data Migration

Lets users add data from existing sources when creating the initial application or changing data sources.

Data Synchronization

Continuously updates data as users or external data sources are edited.

Data Security

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Data Migration

Lets users add data from existing sources when creating the initial application or changing data sources.

Data Synchronization

Continuously updates data as users or external data sources are edited.

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

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##### ## Publishing (4)

Application Deployment

Releases the application for access on desktop or mobile devices.

Platform Compatibility

Lets users build cross-platform applications or provide specific templates for different device types.

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

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##### ## 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

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##### ## 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

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##### ## 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

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##### ## 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.

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##### ## Customizations (8)

Templates

Provides ready-made templates for simplified website creation.

Drag and Drop

Allows users to drag and drop items and content to customize their site's look.

HTML Input

Permits HTML-savvy administrators to input code to uniquely customize their website.

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

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##### ## Growth (7)

SEO

Provides insight into words that would increase search engine optimization.

Site Analytics

Gives users insight into unique pageviews, subscribers, location of viewers, etc.

Marketing Tools

Provides tools that aid in user marketing efforts.

E-Commerce

Allows users to turn their website into an online store by offering e-commerce capabilities.

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

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##### ## Content (11)

Email Integrations

Provides an email for users to field communication within their website builder too.

Content Management

Manages content such as blogs, marketing tools, newsletters, etc.

Permissions

Allows administrators to create role or password-based permissions to ensure users see only what they should see.

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

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##### ## 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

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##### ## 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

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##### ## 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.

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##### ## 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.

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##### ## Development (16)

Real-Time Integration

Supports event or transaction based integrations that react to changes in real-time

API Designer

Provides a web-based interface for designing, documenting, and testing APIs.

Flow Designer

Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.

Pre-Built Connectors

Facilitiates API development and integrations with prebuilt connectors, templates, and examples.

Custom Connectors

Provides the ability to create connectors from existing services and APIs in catalog.

Reusable connectors

Provides prebuilt, reusable connectors and workflows for all user integration requirements.

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

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##### ## Management (23)

Monitoring & Notification

Console for monitoring resource utilization, system health, ability to start and stop processes, etc.

Routing And Orchestration

Enables data routing on configuration basis and management of complex workflows through an orchestration engine.

Data Mapping

Facilitates to and fro data map according to the data model between applications/web services.

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.

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

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##### ## Security (4)

Data Encryption

Employs data encryption both at rest and in transit.

Security Standards

Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.

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

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##### ## Integration Options (6)

Data Virtualization

Integrates data from disparate sources, without physical data movement

Managed File Transfers

Provides one or more methods to securely transfer data from one location to another through a network

Big Data Processing

Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)

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

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##### ## Support (1)

Customer Support

Customer Support

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##### ## Deployment (2)

Hybrid

Supports deployment of integration apps both on-premisis and cloud environments/

Cloud to Cloud

Supports deployment of integration apps to a managed cloud environment

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##### ## Functionality (4)

App complexity

Allows users to create complex applications with rich features.

App Variety

Allows users to create a wide variety of application types.

Customized Branding

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

Application Templates

Provides base-level application templates to build atop and customize for specifc users and actions.

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##### ## Generative AI (17)

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-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.

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##### ## 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

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##### ## 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

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##### ## Agentic AI - Photo Editing (1)

Cross-system Integration

Works across multiple software systems or databases

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##### ## 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

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##### ## 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

Show More

##### ## 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.

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##### ## 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

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##### ## 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

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