[
Atera Reviews
](https://www.g2.com/products/atera/reviews)

[
Atera Reviews
](https://www.g2.com/products/atera/reviews)

# Atera Features

##### ## Platform (19)

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

Unified Communications Platform

Facilitates communication between users and administrators.

Remote Access

Allows end users to remotely access to company's IT database.

ITIL Policy Compliance

Helps organizations establish, implement, and adhere to ITIL regulation.

Asset Tracking

Tracks IT assets and financial data.

IT Knowledge Management

Integrates all IT service support functions for consistency and accuracy.

IT Asset Management

Managing inventories and tracking changes to hardware and software configurations

Activity Tracking

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

Conversation Editor

Allows business to edit conversations to meet the unique needs of one's business.

Integration

Gives users the ability to update systems, like CRM, based on conversations.

Human-In-The-Loop

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Drag & Drop Editor

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Human-in-the-loop (HITL)

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

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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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##### ## Incident Management (6)

Automate Ticket Routing

Routes tickets automatically to the appropriate user.

Ticket Prioritization

Prioritizes tickets based on factors configured by the user.

Ticket Notifications

Notifies the IT team when a ticket needs action.

Knowledge Base

Provides a forum for answers to common questions.

Knowledge Base/Ticket Integration

Integrates knowledge base articles into a ticket.

Real-Time Notifications

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

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##### ## Reporting (4)

Dashboards

Displays important metrics relating to performance.

Time Tracking

Tracks time worked on a ticket.

Surveys

Provides surveys to measure employee satisfaction.

Activity Tracking

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

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##### ## Access & Usability (5)

Mobile

Enables access to service desk features via mobile device.

Self Service

Enables employees to view the status of their tickets.

Active Directory

Provides a directory of all users within an organization.

Multi-Channel Access

Enables access to service desk features through multiple channels such as email, phone, or the portal.

Mobile Access

Access software remotely via mobile devices

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##### ## Analysis (1)

Threat Detection

Collects and curates data insight about the performance and health of a company's system.

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##### ## Security (18)

Endpoint Protection

Allows the IT team to oversee all possible endpoints in a single source of reference.

Patch Management

Automates the updating of security measures on enterprise devices.

Disaster Recovery

Provides cloud backup or disaster recovery solution to protect enterprise data and applications.

Service Management

Utilizes data to proactively identify and prioritize IT issues.

Workflow Management

Creates new or streamlines existing workflows to better handle IT support tickets and service.

Remote Monitoring & Management

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

Task Management

Create, manage and track all task activities and progression

License Management

Track and organize the number of licenses available to the organization

Capacity Management

Monitor service demand and performance to plan for adequate resources that meet business needs

Compliance Management

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

Service Level Agreement (SLA) Management

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

Incident Management

Manage and track all disruptions and incidents

Reporting and Alerts

Creates custom reports and alerts about security updates, existing or upcoming software licenses, data access, and more.

Endpoint Protection

Protects employee, company, and data from potential vulnerabilities or malware.

Remote Wiping

Remotely clears all data from compromised devices.

Data Encryption

Implements encryption standards to secure data both in transit and at rest.

Compliance

Provides compliance to multiple industry standards like HIPAA and GDPR.

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##### ## Administration (27)

Change Management

Tools to track and implement required IT changes in a system.

Asset Management

Tools to organize and manage all IT assets within an organization.

Reports & Analytics

A means to view and analyze a large amount of data in order to gain business insights.

IT Asset Management

Managing inventories and tracking changes to hardware and software configurations

Knowledge Management

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Service Level Agreement (SLA) Management

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

Task Management

Create, manage and track all task activities and progression

Service Request Management

Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more

Release Management

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

Ticket Management

Track, manage, or resolve user requests and IT incidents/issues

Workflow Management

Create, design and manage workflows for repetitive tasks

Problem Management

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Incident Management

Manage and track all disruptions and incidents

Contract/License Management

Track, store, and access client contracts or licenses

Support Ticket Management

Allow customers/users to submit support queries and service requests

Knowledge Base Management

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

Capacity Management

Monitor service demand and performance to plan for adequate resources that meet business needs

Availability Management

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

Inventory Management

Track and manage inventory levels to maintain proper supply

Screen Sharing

Provides screen sharing options to allow access to view or control real-time activities.

File Sharing

Provides easy and seamless file transfer and sharing capabilities to increase productivity and collaboration while working remotely.

Session Recording

Provides the ability to record remote access and support sessions.

Unattended Remote Access

Provides remote access to computers at any time, without an end-user present.

Multi - Session Handling

Provides multiple technician support simultaneously.

Multi-Monitor Support

Allows users to switch between multiple end users‚Äô monitors with a single click.

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##### ## Service Desk (4)

Help Desk

A place for users to submit tickets when they require IT help.

Incident Reports

Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.

Process Workflow

The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.

Customizable Reports

Alter the layout and content of reports

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##### ## Inventory Management - Remote Monitoring & Management (RMM) (7)

Device Management

Unifies endpoint management of employee devices

Asset Management

Maintains detailed records of network assets and their activity; detects new assets accessing the network

ITIL Policy Compliance

Supports implementation and adherence to ITIL processes and regulations

User Management

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

Task Management

Create, manage and track all task activities and progression

Issue Management

Identify and respond to unexpected problems or failures (ie. "negative events")

Mobile Device Management

Control, secure and enforce policies on mobile devices such as smartphones, tablets etc.

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##### ## Monitoring and Management (21)

Remote Monitoring

Monitor IT asset activity remotely from an administrator terminal.

Asset Tracking

Tracks IT assets and financial data.

Application Deployment

Releases applications for access on desktop or mobile devices.

Patch Management

Automates the updating of security measures on enterprise devices.

Asset Tracking

Tracks IT assets including financial and lifecycle data.

Deployment Management

Manage the processes involved when making the application ready for use

Policy Management

Create, manage, and track policies and procedures within an organization

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

IT Incident Management

Manage incidents related to outages or breaches in functionality of IT systems

Remediation Management

Identify and orchestrate execution of actions needed to restore systems to optimal conditions

Support Ticket Management

Allow customers/users to submit support queries and service requests

Compliance Management

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

Activity Tracking

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

Help Desk Management

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

Inventory Management

Track and manage inventory levels to maintain proper supply

Contract/License Management

Track, store, and access client contracts or licenses

Vendor Management

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Network Monitoring

Tracks and makes accessible data on the health of servers and other network components.

Server Monitoring

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Server Monitoring

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Network Monitoring

Tracks and makes accessible data on the health of servers and other network components.

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##### ## IT Operations & Workflow - Remote Monitoring & Management (RMM) (1)

Workflow Management

Enables creation and optimization of workflows for IT support and service delivery

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##### ## Service Management (5)

Remote Access

Controls access to legacy applications, web based applications, networks resources while employees are outside the local area network.

Service Management (Issue Prioritization)

Analyzes operational data to proactively identify and prioritize IT issues.

Ticketing

Provides tools for creating and managing support tickets across departments

Service Level Agreement (SLA) Management

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

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

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##### ## Scope (2)

Endpoint Inclusiveness

Manages numerous endpoint types, including mobile, desktop, IoT, and wearable.

Multi-OS Support

Supports diverse operating systems across several endpoint types.

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##### ## Management (39)

Device Enrollment

Registers employee-owned or company-distributed devices for IT access.

Device Configuration

Configures devices to seamlessly work with business-required applications, WiFi, VPN, etc.

Device Compliance

Ensures that employee devices are compliant with business regulations and requirements.

Usage Information

Offers visibility into employee device activity.

Data Separation

Separates personal data on devices from business-specific data.

Reporting

Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.

Administration Console

Provides administrative tools for routine maintenance, upkeep, and tracking.

Access Management

Gives administrators control over user privileges and accessibility for IT assets.

Asset Management

Gives administrators control over hardware and software resource allocation and tracking.

Policy Dictation

Controls policies and configurations across business applications and hardware.

Real-Time Reporting

Active reporting of data and metrics

Performance Baseline

Sets a standard performance baseline by which to compare live network activity.

Data Visualization

Charts or graphs live and historical network performance for quick status checking and analysis.

Path Analysis

Gives insights into which specific network paths are performing suboptimally.

Real-Time Data

Receive data and information in real time

Historical Trend Analysis

Review data from past periods to reveal recurring tendencies

System Integration

Integrates with a variety of IT systems.

Central Dashboard

Provide immediate insights, information, and updates on IT assets from a central dashboard.

Asset Policy Management

Design and implement custom or pre-built policies for asset management, onboarding, and maintenance.

Risk Management

Implement risk management policies, and push policy updates to various assets across a business network.

Integrations

Integrate with other software solutions, such as spend management and software asset management.

User Management

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

Support Ticket Management

Allow customers/users to submit support queries and service requests

Requisition Management

Review, approve and cancel requests for goods/services to be purchased

Inventory Management

Track and manage inventory levels to maintain proper supply

Email Management

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

Maintenance Management

Manage, maintain and track the performance of assets and equipment

Workflow Management

Create, design and manage workflows for repetitive tasks

Problem Management

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Service Level Agreement (SLA) Management

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

Supplier Management

Manage all supplier data and operations

Procurement Management

Organize and manage all processes/procedures involved in purchasing goods and/or services

Knowledge Base Management

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

Task Management

Create, manage and track all task activities and progression

Change Management

Track and monitor efficient handling of all changes/transitions

Incident Management

Manage and track all disruptions and incidents

Contract/License Management

Track, store, and access client contracts or licenses

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

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##### ## Functionality (13)

Ticketing System

Provides a service desk for users to submit tickets for IT-related issues.

Performance Logging

Tracks action-by-action asset performance with machine- or human-readable logs.

Alerting

Creates alerts when tracked assets encounter errors or performance issues.

Automation

Automates repetitive tasks associated with IT service operations and maintenance.

Performance Monitoring

Continuously monitors network performance across the entire span of a network.

Alerting

Sends alerts via pop-up notifications, texts, emails, or calls regarding network issues or failures.

Improvement Suggestions

Suggests potential remedies or improvements to slowdowns, errors, or failures.

Multi-Network Capability

Provides monitoring capabilities for multiple networks at once.

Artificial Intelligence

Utilizes artificial intelligence to analyze big data.

Machine Learning

Utilizes machine learning to analyze big data.

Systems Monitoring

Monitors logs and activities from a wide range of IT systems.

IT Monitoring

Gather metrics to assess the performance of IT infrastructure and network in real-time

Performance Monitoring

Monitoring and measurement of relevant metrics to assess the performance of IT resources

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##### ## Issue Resolution (3)

Root Cause Identification

Directly identifies, or increases identification speed for, root causes for IT system issues.

Proactive Identification

Proactively identifies trends on IT systems that could lead to failures or errors.

Resolution Guidance

Provides paths, suggestions, or other general assistance towards issue resolution.

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##### ## Asset Inventory (5)

Hardware Asset Inventory

Create an inventory of a company's hardware assets.

Software Asset Inventory

Create an inventory of a company's software assets.

Cloud Asset Inventory

Create an inventory of a company's cloud assets.

Mobile Asset Inventory

Create an inventory of a company's mobile assets.

Asset Discovery

Detect new assets as they enter a network and add them to asset inventory.

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##### ## Responses (4)

Personalization

Provides personalized responses to interlocator based on segmentation or past responses.

Route To Human

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Natural Language Understanding (NLU)

Can have a natural, human-like conversation with an interlocator.

Multi-Language

Manage and support multiple languages

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##### ## Maintenance (2)

Remote Reboot

Remotely wake, restart, and install applications on sleeping devices.

Remote Printing

Print files from remote computer onto the local printer, without having to transfer the file between computers.

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##### ## Communication (3)

VoIP

Provides voice over IP calling solutions.

Video Conference Call

Provides pre-session or in-session video call options to resolve issues.

Screen Annotations

Allows to draw, highlight, encircle, and box certain areas on the screen of the remote computer to enhance support and communicate better.

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##### ## Device Support (4)

Mobile Device Access

Allows mobile device access to provide support or connect to your computer from anywhere.

Multi-Platform Support

Provides support across iOS, Mac, Android, PC and other devices.

Cross-Platform

Allows cross-platform device support, supporting Windows, Mac, Linux, iOS, Android, and Chromebook devices.

Video Support

Supports various video file formats

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##### ## Performance (1)

Reporting

Provides robust reporting capbilities like session details, technician performance information, and end users‚Äô survey summaries.

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##### ## Generative AI (12)

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 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 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 Generation

Allows users to generate text based on a text prompt.

Generative AI

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

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##### ## Automation - AI Agents (2)

Natural Language Processing

Process and analyze human language in text or audio form

Simulation and Scenario Generation

Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.

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##### ## Autonomy - AI Agents (4)

Independent Decision Making

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Adaptive Responses

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Task Execution

Provides the AI agent the ability to execute tasks without requiring constant user input.

Problem Solving

Allows the AI agent to identify and resolve issues without user intervention.

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##### ## Monitoring - Network Monitoring (7)

360-Degree Network Visibility

Offers full observability of all network environments, including on-premises, cloud, SD-WAN, WLAN, and edge computing.

Automated Network Discovery

Automatically detects and maps all network devices and architectures, reducing manual effort and improving visibility.

Real-Time Monitoring

Provides true real-time network monitoring to detect and resolve issues instantly, rather than relying on near-time data.

Bandwidth Monitoring

Measure the actual bandwidth available on a local network (LAN or WiFi)

IP Address Monitoring

Monitor the IP addresses of the incoming traffic

Server Monitoring

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Multi-Location Monitoring

Monitor networks, websites, or other assets across multiple locations

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##### ## Analytics - Network Monitoring (2)

Predictive Performance Analytics

Uses AI-driven analysis of historical and real-time data to forecast network issues before they impact performance.

Packet & Flow Analysis

Combines packet and flow analysis techniques to provide a comprehensive view of network traffic and performance.

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##### ## Security - Network Monitoring (25)

Encrypted Data Transmission

Ensures all monitored network data is securely encrypted both in transit and at rest.

Zero Trust and Identity Management

Supports integration with Zero Trust frameworks and identity management solutions to enhance network security.

Integrated Network Security

Unifies network performance monitoring with security intelligence to identify and mitigate threats in real-time.

Service Level Agreement (SLA) Management

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

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Application Management

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

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

Data Storage Management

Manage and store data in a database

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Workflow Management

Create, design and manage workflows for repetitive tasks

Compliance Management

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

Inventory Management

Track and manage inventory levels to maintain proper supply

Remote Monitoring & Management

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Capacity Management

Monitor service demand and performance to plan for adequate resources that meet business needs

Change Management

Track and monitor efficient handling of all changes/transitions

User Management

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

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

User Management

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

Remote Monitoring & Management

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Capacity Management

Monitor service demand and performance to plan for adequate resources that meet business needs

Compliance Management

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

Service Level Agreement (SLA) Management

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

Remediation Management

Identify and orchestrate execution of actions needed to restore systems to optimal conditions

Network Resource Management

Monitor and manage resource utilization for network infrastructure

Patch Management

Install software updates and bug fixes remotely

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##### ## Network Performance - Network Monitoring (2)

Dynamic Network Optimization

Continuously analyzes and adjusts network configurations to optimize performance and reliability.

Automated Tasks Routing

Automates routine network monitoring tasks, reducing operational overhead and human error.

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##### ## AI Automation - Network Monitoring (3)

Machine Learning-Based Anomaly Detection

Uses machine learning to identify network anomalies, preventing security and performance issues before they escalate.

Self-Healing Networks

Automates corrective actions for common network issues, reducing downtime and manual intervention.

Predictive Network Maintenance

Leverages AI to anticipate hardware failures, capacity issues, and performance bottlenecks before they occur.

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##### ## Automation - AI IT Agents (2)

Document Processing

Allows users to automate the handling, processing, and management of documents.

Feedback Collection

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

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##### ## Autonomy - AI IT Agents (4)

Adaptive Responses

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Task Execution

Provides the AI agent the ability to execute tasks without requiring constant user input.

Independent Decision Making

Provides an AI agent that is able to make decisioning independently.

Problem Solving

Allows the AI agent to identify and resolve issues without user intervention.

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##### ## IT Ticket Management - AI IT Agents (3)

Ticket Status Updates

Provides users with automated updates on ticket progress and resolution timelines.

Ticket Assignment

Allows the AI agent to route tickets to the appropriate team or individual for resolution.

Automated Ticket Creation

Allows the AI agent to automatically generate tickets from user inquiries or issues.

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##### ## IT Support Automation - AI IT Agents (5)

Knowledge Base Utilization

Enables the AI agent to retrieve and apply solutions from an IT knowledge base.

Workflow Automation

Enables the AI agent to automate repetitive IT tasks, such as password resets or software installations.

Real-Time Troubleshooting

Allows the AI agent to diagnose and resolve IT issues without human intervention.

User Self-Service Assistance

Provides users with instant, automated guidance to resolve common IT problems.

Proactive Issue Detection

Allows the AI agent to identify and address potential IT issues before they escalate.

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##### ## Agentic AI - Service Desk (8)

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

Third-Party Integrations

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

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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

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##### ## Agentic AI - Network Monitoring (8)

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

Third-Party Integrations

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

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##### ## Agentic AI - Enterprise IT Management (9)

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

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Third-Party Integrations

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

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##### ## Agentic AI - IT Asset Management (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 - IT Service Management (ITSM) Tools (10)

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

Third-Party Integrations

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

Resource Allocation & Planning

Assign available resources (human and/or non-human) to various projects and tasks

Multi-Language

Manage and support multiple languages

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##### ## Agentic AI - Remote Monitoring & Management (RMM) (9)

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

Third-Party Integrations

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

Active Directory Integration

Integrates with Active Directory

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##### ## Agentic AI - Unified Endpoint Management (UEM) (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 - AIOps Platforms (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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##### ## Monitoring and Management - Autonomous Endpoint Management (1)

Self-Healing

Equips endpoints with the ability to self-diagnose and repair certain issues without manual intervention.

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##### ## Additional Functionality (397)

Root Cause Analysis

Identify and analyse the reasons behind accidents

AI Copilot

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

Application Security

Identify and respond to security threats to developed applications

Reporting/Analytics

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

Data Aggregation

Collect, process and structure data from multiple sources for further analysis

Incident Management

Manage and track all disruptions and incidents

Alerts/Notifications

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

Prioritization

Arrange tasks based on the level of priority or urgency

Service History

Track work performed and resources used for past customers, sites, or assets

Client Portal

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

Customizable Forms

Customize contracts and forms to collect specific information

AI Copilot

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

API

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

Service Catalog

Database containing accurate and up-to-date information on all operational services

Real-Time Notifications

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

SSL Security

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

Activity Dashboard

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

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Generative AI

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

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Drag & Drop

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

Self Service Portal

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

Alerts/Notifications

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

Automated Responses

Automatic reply functionality for incoming messages

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

Support Ticket Tracking

Track the status of support tickets/escalations as they move through the service queue

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Macros/Templated Responses

Templated responses for responding quickly to recurring support requests

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.

Reporting & Statistics

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

Customizable Fields

Customize data fields to support various needs and use cases

Activity Tracking

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

Search

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

Alerts/Escalation

System alerts about the need to escalate an issue or request

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Dashboard Creation

Creation and customization of dashboards

Remote Access & Monitoring

Control system behavior and appearance, and access and report on system status/health from a distant location

Asset Tracking

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Chat/Messaging

Communicate using direct chat or messages within the system

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

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

Agent Collaboration

Multiple agents work together, share tasks, and coordinate to achieve common goals.

Data Governance

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Prompt Engineering

Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models

Feedback Management

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

For No-Code Development

Build applications without the use of code

Version Control

Track revisions and updates made to files and navigate between different versions

Role-Based Permissions

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

Dynamic Modeling

Model the varying behavior of a system over time through diagrams

API

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

Memory Management

Store and save retrievable data

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Scalability

Manage a growing amount of work to meet increased demand without compromising performance

Cost Management

Manage budgets, track and optimize spending and align capacity to workload demand

Scheduling

Plan availability and assign specific time slots for tasks and resources

Natural Language Interface

Interact with agents using conversational language

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Multiple LLM Models

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Integration Management

Identify which applications need to exchange data and enable these data connections

Customizable Frameworks

Flexible architecture allowing tailored configurations

Pre-built Templates

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Analytics

Tools for the systematic analysis of various types of data or statistics

Intent Recognition

Helps understand a user's intentions/actions

Contextual Guidance

Interprets what a user is doing based on context and helps guide them through the process.

Rules-Based Workflow

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Attended Automation

Bots that work alongside humans on tasks that cannot be fully automated

Drag & Drop

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

For Sales/Marketing

Used as a promotional or demonstration tool in sales and marketing presentations

Generative AI

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

Business Process Automation

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

AI Copilot

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

Third-Party Integrations

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

Multi-Channel Communication

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

Sentiment Analysis

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Deep Learning

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Code-free Development

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Compliance Management

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

Automated Responses

Automatic reply functionality for incoming messages

Knowledge Management

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Transfers/Routing

Transfer queries and organize messages between agents

Personalization

Adjust communications based on previous interactions or personal preferences

Activity Dashboard

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

Customer Experience Management

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

Virtual Personal Assistant (VPA)

Program systems that assist users with their daily administrative responsibilities

Chatbot

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

Speech Recognition

Train your system to interpret and transcribe voice messages

Reporting/Analytics

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

Task Management

Create, manage and track all task activities and progression

Customer Engagement

Initiate interactions with customers by proactively starting conversations or providing informational content

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Configurable Workflow

Configure existing workflows to meet your organization's needs

Unattended Automation

Automate processes from start to finish without human assistance

Conversation Intelligence

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Proactive Error Detection

Managing and resolving errors that occur during program execution to maintain stability

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Single Sign On

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

Security Tools

Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats

Server Monitoring

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Generative AI

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

Self Service Portal

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

Event Logs

A chronological record of actions or occurrences within a network, software, or process

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

Data Import/Export

Import and export data to and from software applications

Personalization and Recommendation

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

AI Copilot

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

IT Reporting

Tracking KPIs over a certain period to assess helpdesk issues, ticket status & resolution, costs and revenue stats, assets usage & more

Alerts/Notifications

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Issue Auditing

Inspecting the issue resolution process for compliance with related systems and regulatory guidelines

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

API

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

Real-Time Notifications

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

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Generative AI

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

Configurable Workflow

Configure existing workflows to meet your organization's needs

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Risk Assessment

Initiate collection and analysis of known risks

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Compliance Tracking

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

Reporting & Statistics

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

Self-Updating Maps

Dynamic maps that update whenever network changes are made

IT Asset Tracking

Monitor the movement of one or more IT assets throughout the organization

Dependency Tracking

Track and manage task relationships and dependencies

Data Import/Export

Import and export data to and from software applications

Data Connectors

Connect to big data sources

Drag & Drop

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

Map Exporting

Export a map or layout to share

API

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

Color Codes/Icons

A way to visually represent data where different categories of items are marked with different colors

Uptime Reporting

Track the availability time for a designated network or website over a given period of time

Document Storage

Store and organize documents in a centralized system

Activity Dashboard

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

Scheduling

Plan availability and assign specific time slots for tasks and resources

Event Logs

A chronological record of actions or occurrences within a network, software, or process

Customizable Reports

Alter the layout and content of reports

Web Traffic Reporting

Collect and analyze traffic data about website visitors

Downtime Tracking

Track unplanned equipment or network failures

Threshold Alerts

Alerts for when traffic utilization or network performance deviates from pre-defined threshold settings

Simple Network Management Protocol (SNMP)

Internet standard protocol for collecting information about managed devices on a network

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Troubleshooting

Take actions to troubleshoot issues for networks, devices, etc.

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

Network Mapping

Network topology maps providing infrastructure visualization for devices, connections, configurations, etc.

Performance Metrics

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

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Search/Filter

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

Vulnerability Scanning

Discover patch statuses and vulnerabilities

Virtualization

Create a virtual version of operating systems, storage devices, or computer network resources

Baseline Manager

Define network parameters and threshold settings to monitor network health and take necessary precautions

Real-Time Notifications

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

Mobile Alerts

Notifications via mobile devices

Alerts/Escalation

System alerts about the need to escalate an issue or request

Bug/Issue Capture

The creation of a bug/issue ticket, submitted by a team member, customer or end user

Mobile Network Troubleshooting

Issue Auditing

Inspecting the issue resolution process for compliance with related systems and regulatory guidelines

Customizable Dashboard

Alter the layout and content of dashboards

Email Alerts

Receive and/or send email notifications for urgent updates, requests, or other information

Anti Virus

Prevents, detects and removes malware

Diagnostic Tools

Access client's system information, including hardware and software configuration, to perform diagnostics

Remote Update/Installation

Deploy updates or install new software remotely

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Procurement Management

Organize and manage all processes/procedures involved in purchasing goods and/or services

CMDB

Configuration Management Database

AI Copilot

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

Generative AI

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

IT Risk Management

Manage risks related to IT systems

Service Catalog

Database containing accurate and up-to-date information on all operational services

Inventory Management

Track and manage inventory levels to maintain proper supply

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Chat/Messaging

Communicate using direct chat or messages within the system

Change Management

Track and monitor efficient handling of all changes/transitions

Reporting & Statistics

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

Task Management

Create, manage and track all task activities and progression

Email Templates

Pre-made examples and templates for emails

Benchmarking

Compare key metrics for the business against prominent players in the industry

Localization Automation

Adapt content to display differently based on viewer location

Real-Time Reporting

Active reporting of data and metrics

Customer Support

Provide online support for your customers through live chat or help desk functionality

Scheduled/Automated Reports

Set a time to generate routine reports automatically

Alerts/Escalation

System alerts about the need to escalate an issue or request

Release & Deployment

Planning, coordinating, and executing the deployment of software or system changes into a live or production environment

Email Management

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

Contract/License Management

Track, store, and access client contracts or licenses

Workflow Management

Create, design and manage workflows for repetitive tasks

Problem Management

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Analytics

Tools for the systematic analysis of various types of data or statistics

Service Level Agreement (SLA) Management

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

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

API

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

IT Asset Management

Managing inventories and tracking changes to hardware and software configurations

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

Live Chat

Ability to chat online in real time

Customizable Reports

Alter the layout and content of reports

Incident Management

Manage and track all disruptions and incidents

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Support Ticket Management

Allow customers/users to submit support queries and service requests

Customizable Templates

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

Customizable Branding

Add customized logos and colors to align with company branding

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Build Automation

Writing code or scripts to automate repetitive tasks, streamline processes, and increase efficiency within an IT environment

Alerts/Notifications

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

Scheduling

Plan availability and assign specific time slots for tasks and resources

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

Generative AI

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

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Endpoint Protection

Protect users working remotely and provide secure environments for personal devices to access company programs

API

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

Real-Time Reporting

Active reporting of data and metrics

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Anti Virus

Prevents, detects and removes malware

Security Tools

Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats

Performance Metrics

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

Event Logs

A chronological record of actions or occurrences within a network, software, or process

Self Service Portal

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

Real-Time Analytics

Analyze and gain insights into data in real-time

Backup and Recovery

Create backups and provide methods to recover deleted/lost data

CRM

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

Real-Time Updates

Receive system updates as soon as any changes are made

AI Copilot

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

Customizable Reports

Alter the layout and content of reports

Usage Tracking/Analytics

Track and interpret metrics on the usage of company resources

Task Scheduling

Track and manage the scheduling of tasks

Automatic Backup

Data is backed up automatically to prevent data loss

Device Auto Discovery

Automatically scan the network for devices and take pre-defined actions upon discovery

Vulnerability Scanning

Discover patch statuses and vulnerabilities

For MSPs

Intended to be used by managed service providers

Customizable Branding

Add customized logos and colors to align with company branding

Real-time Alerts

Receive notification of issues as soon as they occur

Activity Dashboard

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

Real-Time Data

Receive data and information in real time

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Reporting/Analytics

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

Network Security

Prevent and monitor unauthorized access, misuse, modification, or denial of a computer network and network-accessible resources

Uptime Reporting

Track the availability time for a designated network or website over a given period of time

Remote Monitoring & Management

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

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

File Transfer

Move files across different systems or networks

Two-Factor Authentication

Extra layer of security that requires not only a password and username but also something specific to that user

Single Sign On

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

Compliance Management

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

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Summary Reports

Activity Dashboard

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

Chat/Messaging

Communicate using direct chat or messages within the system

Generative AI

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

Session Transfer

Transfer a support session to another team member

Remote Update/Installation

Deploy updates or install new software remotely

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Customizable Branding

Add customized logos and colors to align with company branding

Server Monitoring

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Real-Time Updates

Receive system updates as soon as any changes are made

Troubleshooting

Take actions to troubleshoot issues for networks, devices, etc.

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Workflow Management

Create, design and manage workflows for repetitive tasks

Multiple User Accounts

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Multi-Channel Communication

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

CRM

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

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Activity Tracking

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

Self Service Portal

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

API

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

Support Ticket Management

Allow customers/users to submit support queries and service requests

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

User Management

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

Customizable Reports

Alter the layout and content of reports

Real-Time Notifications

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

Video Conferencing

Connect with meeting participants remotely over video

Diagnostic Tools

Access client's system information, including hardware and software configuration, to perform diagnostics

Third-Party Integrations

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

Reporting/Analytics

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

Cost Tracking

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Prioritization

Arrange tasks based on the level of priority or urgency

Customizable Fields

Customize data fields to support various needs and use cases

Data Import/Export

Import and export data to and from software applications

Asset Tracking

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Customizable Branding

Add customized logos and colors to align with company branding

API

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

Alerts/Notifications

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

Reporting/Analytics

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

Barcode/Ticket Scanning

Scan barcodes to ensure accurate pricing and label tracking

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Customizable Forms

Customize contracts and forms to collect specific information

Compliance Tracking

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

Data Visualization

Graphical representation of data

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

AI Copilot

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

Self Service Portal

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

Customizable Reports

Alter the layout and content of reports

Alerts/Notifications

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

Patch Prioritization

Determine which patches should receive immediate attention

Status Tracking

Track the status over time for a request, process, asset, or transaction

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Network Wide Management

The ability to manage all patches within a network

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

Remote Monitoring & Management

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Vulnerability Scanning

Discover patch statuses and vulnerabilities

Activity Tracking

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

Policy Management

Create, manage, and track policies and procedures within an organization

Remote Update/Installation

Deploy updates or install new software remotely

IT Asset Tracking

Monitor the movement of one or more IT assets throughout the organization

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Automatic Patch Deployment

Set a time to deploy patches automatically

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Customization

Create labels for products that contain required information such as colors, sizes, dates, etc.

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Patch Testing

Test patches before deployment to mitigate security risks

Support Ticket Management

Allow customers/users to submit support queries and service requests

Automatic Scans

Setup recurring or automatic scans

Active Directory Integration

Integrates with Active Directory

Compliance Management

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

Application Management

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

API

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

Risk Assessment

Initiate collection and analysis of known risks

Scheduling

Plan availability and assign specific time slots for tasks and resources

Reporting & Statistics

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

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

Generative AI

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

Real-Time Updates

Receive system updates as soon as any changes are made

Usage Tracking/Analytics

Track and interpret metrics on the usage of company resources

AI Copilot

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

Patch Management

Install software updates and bug fixes remotely

Third-Party Integrations

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

Server Monitoring

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Real-Time Reporting

Active reporting of data and metrics

Event Logs

A chronological record of actions or occurrences within a network, software, or process

Service Level Agreement (SLA) Management

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

Mobile Content Management

Creating, updating, monitoring accuracy, and ensuring brand consistency for all materials distributed to mobile devices.

Generative AI

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

Remote Access & Monitoring

Control system behavior and appearance, and access and report on system status/health from a distant location

Deployment Management

Manage the processes involved when making the application ready for use

Policy Management

Create, manage, and track policies and procedures within an organization

Patch Management

Install software updates and bug fixes remotely

Encryption

Convert data into a code for security

Compliance Management

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

Alerts/Notifications

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

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

User Management

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

Support Ticket Management

Allow customers/users to submit support queries and service requests

BYOD Management

Manage and secure access to business data and applications on personal devices.

AI Copilot

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

Mobile Device Management

Control, secure and enforce policies on mobile devices such as smartphones, tablets etc.

Endpoint Management

Track status, assign actions, and control access to systems for devices within the organization

App Management

Download applications that can be internally saved

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

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##### ## Feedback Management (1)

Feedback Management

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

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##### ## Proactive Error Detection (1)

Proactive Error Detection

Proactively detect errors or bugs, delivering actionable and team-oriented suggestions for remediation

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##### ## Alerts/Notifications (1)

Alerts/Notifications

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

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##### ## Document Management (1)

Document Management

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

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##### ## Self Service Portal (1)

Self Service Portal

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

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##### ## Autonomous Task Execution (1)

Autonomous Task Execution

Completes tasks independently without constant human intervention

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##### ## Reporting/Analytics (1)

Reporting/Analytics

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

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##### ## Security & Compliance (1)

Security & Compliance

Maintain security, compliance, and data privacy protocols for all interactions

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##### ## Natural Language Processing (1)

Natural Language Processing

Process and analyze human language in text or audio form

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##### ## Integration into Third Party Applications (1)

Integration into Third Party Applications

Embed/link applications into third party software so it can be accessed within a third party system

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##### ## AI Agent Configuration (1)

AI Agent Configuration

Define and manage the persona, response style, and functional scope of AI agents to suit different use cases and business processes.

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##### ## Adaptive Learning (1)

Adaptive Learning

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows

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##### ## IT Incident Management (1)

IT Incident Management

Manage incidents related to outages or breaches in functionality of IT systems

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##### ## Automated Routing (1)

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

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##### ## Service Level Agreement (SLA) Management (1)

Service Level Agreement (SLA) Management

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

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##### ## Knowledge Base Integration (1)

Knowledge Base Integration

Connect to organizational knowledge repositories and databases

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##### ## Support Ticket Management (1)

Support Ticket Management

Allow customers/users to submit support queries and service requests

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##### ## Workflow Automation (1)

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

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## Top-Rated Alternatives

[

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NinjaOne

4.7/5(5,027)

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[

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TeamViewer

4.5/5(4,155)

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[

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SuperOps

4.4/5(200)

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[SLA Management](/glossary/sla-management)

SLA management makes sure providers deliver on the service commitments promised to customers. Learn its process, the types of SLAs, and best practices.

[Remote Access](/glossary/remote-access-definition)

Remote access lets users connect to and control a computer, device, or network remotely via VPN, RDP, or SSH. Learn how it works and how to secure it.

Atera Comparisons

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[AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations)[Help Desk](https://www.g2.com/categories/help-desk)[IT Service Management (ITSM) Tools](https://www.g2.com/categories/it-service-management-itsm-tools)[Remote Support](https://www.g2.com/categories/remote-support)[Endpoint Management](https://www.g2.com/categories/endpoint-management)[Patch Management](https://www.g2.com/categories/patch-management)[Unified Endpoint Management (UEM)](https://www.g2.com/categories/unified-endpoint-management-uem)[IT Asset Management](https://www.g2.com/categories/it-asset-management)[Enterprise IT Management](https://www.g2.com/categories/enterprise-it-management)[Network Monitoring](https://www.g2.com/categories/network-monitoring)[Remote Monitoring & Management (RMM)](https://www.g2.com/categories/remote-monitoring-management-rmm)[Service Desk](https://www.g2.com/categories/service-desk)[AIOps Platforms](https://www.g2.com/categories/aiops-platforms)[Autonomous Endpoint Management (AEM)](https://www.g2.com/categories/autonomous-endpoint-management-aem)[AI IT Agents](https://www.g2.com/categories/ai-it-agents)

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