Assembled WFM Features

Provides analytics tools that reveal important business metrics and track progress.

Has a centralized dashboard for users to interact with.

Is consistently available (uptime) and allows users to complete tasks reliably.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Report on the allocation and distribution of labor costs across projects

Is able to process inquiries submitted by text data from live chat, email, or SMS

Comprehends human speech and can transcribe it to text for processing

The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Integrates with business solutions such as payroll, workforce management, POS systems, etc.

Is accessible from a mobile device and by users on the go.

Forecasts scheduling needs based on important KPIs.

Provides task prioritization and management abilities.

Contains a portal to facilitate third-party or client application access.

Online portal through which end users can access the system, manage tasks, or obtain information

Manage the attendance, schedule, and payroll of the labor workforce

Manage attendance for classes, shifts, meetings, or events

Track employee schedules, availability, and performance across projects and tasks

Facilitate the scheduling and coordination of employee shifts

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage schedules and meetings via an integrated calendar

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Track the amount of time spent on a job or task

The platform is able to automatically determine how to resolve help tickets without assistance by human agents

The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence

When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to

Pre-designed layouts that can be customized to match preferences and requirements

Create, design and manage workflows for repetitive tasks

Track interaction history by documenting conversations for contacts

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allow users to access multiple services after entering their login credentials once

Online portal through which end users can access the system, manage tasks, or obtain information

Analyze and gain insights into data in real-time

A collection of customer information such as contact details, demographics, previous interactions, etc.

Private online space that lets businesses securely share documents and provide information access to clients

Track and manage inventory levels to maintain proper supply

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Configure existing workflows to meet your organization's needs

Access previous interactions or concerns to maintain customer relationships

Gauge satisfaction and receive information for improvement and success

Allow customers/users to submit support queries and service requests

Set and monitor service level agreements to ensure timely response and resolution

An extended application or connector that enables users to perform additional services with their current set of tools

Search and filter data across systems to locate required information by entering keywords or certain criteria

AI-based platform which conducts a conversation via auditory or textual methods

Pre-made examples and templates for emails

Track and document all activities across devices, networks, and other systems

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Receive data and information in real time

Application programming interface that allows for integration with other systems/databases

View and track pertinent metrics to find patterns and gain insights from data

Predefined actions automatically performed on the occurance of specific events

Seamlessly integrates with 3rd party websites

Managing service requests, incidents, IT issues & support with a ticketing system

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Monitor wait time and abandonment for incoming requests that have not been routed

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Communicate using direct chat or messages within the system

Ability to chat online in real time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Manage, store and organize emails within the system or via third-party apps

Add customized logos and colors to align with company branding

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Customize data fields to support various needs and use cases

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Track, manage and store the applications of potential future members, customers or candidates

Manage and track all internal and external communication conducted via calls, email, text, or chat

Set & manage permission levels based on user roles and restrict access to only authorized individuals

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and track employee attendance

Listen to live phone conversations for the purpose of training and assessing agent performance

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Designed for call centers

Track and measure time worked for employees

Set up connections to third-party platforms to improve business processes

Use AI to generate content in the form of text, images, videos, etc.

Track and report on everything that happens within the system or network

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Record the audio of phone conversations for quality assurance purposes

Manage the process of evaluating documents or requests submitted for approval

Track employee skills, competencies, training & qualifications

Track and document all activities across devices, networks, and other systems

Utilize third party services to cover unforeseen labor needs

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Electronic storage of staff/employee contact information and job status in a centralized repository

Track/log the amount of time employees worked per job using a timer

Agents can view and manage all customer requests and interactions.

Active reporting of data and metrics

Managing and trading shift details between employees

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Notifications that are delivered to users as soon as an event occurs

Timed notification for any upcoming task, deadline, appointment, or activity

Online portal through which end users can access the system, manage tasks, or obtain information

Electronic storage of staff/employee contact information and job status in a centralized repository

Tools that allow employees to request/schedule time off

Manage the process of evaluating documents or requests submitted for approval

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Process of familiarizing new employees with the company, their position, and responsibilities

Store and organize documents in a centralized system

Receive data and information in real time

Import and export data to and from software applications

Track and manage employee's work hours to improve payroll accuracy

Assemble applications and processes by dragging over and arranging pre-built components

Track employees' arrival and departure timings for payroll purposes

Alter the layout and content of reports

Use AI to generate content in the form of text, images, videos, etc.

Track and manage sick leave time

Track/log the amount of time employees worked per job using a timer

Automatically create schedules based on business needs or employee availability and qualifications

Manage and record overtime hours for hourly employees

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Access software remotely via mobile devices

Alter the layout and content of reports

Assign and distribute work schedules to individual employees or teams within an organization

Use AI to generate content in the form of text, images, videos, etc.

Manage and support multiple locations

Timed notification for any upcoming task, deadline, appointment, or activity

Schedule shifts via online calendars and available employees

View and track pertinent metrics to find patterns and gain insights from data

Calculate labor costs associated with employing a workforce, including wages, salaries, benefits

Managing and trading shift details between employees

Define levels of authorization for access to specific files or systems

Communicate using messages within the system

Import and export data to and from software applications

Manage the process of evaluating documents or requests submitted for approval

Electronic storage of staff/employee contact information and job status in a centralized repository

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Notifications via mobile devices

Request, track, and manage time off requests and vacation time

Track and document all activities across devices, networks, and other systems

Assemble applications and processes by dragging over and arranging pre-built components

Facial or other physical recognition to confirm identity

Application programming interface that allows for integration with other systems/databases

Notifications that are delivered to users as soon as an event occurs

Receive data and information in real time

Assign available resources to various projects and tasks

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use a dashboard to view benefits that are selected by employees or offered by employers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Create, share, and manage the distribution of job descriptions/duties

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage advertising space and its sales within your network or publication

Track, manage and store the applications of potential future members, customers or candidates

Manage, store and organize emails within the system or via third-party apps

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

Automates some or all operation related tasks.

Provides robust sharing options for communication with both internal and external stakeholders.

Provides users with a pre-built library of useable content.

Predict the number and types of employees necessary to meet anticipated demand to control labor costs.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.

Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.

Identify high performing employees with potential to be promoted with minimal development.

Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.

Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.

Managers and employees can create or claim available work shifts and receive notifications on their mobile device.

Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.

Create budgets based on historical data and future projections

Automatically create schedules based on business needs or employee availability and qualifications

Assign working shifts or tasks to employees based on their availability

Track and manage employee time-off, vacation, and sick leave requests

Create, design and manage workflows for repetitive tasks

Track the amount of time spent on a job or task

Tools to find, assess, and hire suitable candidates for a job within an organization

Organize and manage the accomplishments and development of employees or performance of applications or systems

Manage employee salary processes, data, taxes, and records administration efficiently

Manage attendance for classes, shifts, meetings, or events

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Track and document all activities across devices, networks, and other systems

Track and manage sick leave time

Request, track, and manage time off requests and vacation time

Track employee skills, competencies, training & qualifications

Utilize third party services to cover unforeseen labor needs

View and track pertinent metrics to find patterns and gain insights from data

Offers complete visibility into agent availability to efficiently create and manage schedules.

Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Allows agents to set their own preferences, request time off, and trade shifts.

Allows users to access the software using mobile devices.

Set and monitor service level agreements to ensure timely response and resolution

Organize and manage the accomplishments and development of employees or performance of applications or systems

Monitor wait time and abandonment for incoming requests that have not been routed

Track and manage adherence to policies for any service, product, process, or supplier

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Manage attendance for classes, shifts, meetings, or events

Track employee schedules, availability, and performance across projects and tasks

Track and manage employee time-off, vacation, and sick leave requests

Automates some or all operation related tasks

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Has a centralized dashboard for users to interact with.

Predict labor requirements based on past and present data/trends

Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses

Multilingual capabilities allow the AI to process inquiries from many languages

The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers

Use AI to generate content in the form of text, images, videos, etc.