Automation Anywhere Aisera Solutions Features
Self-Service Experience (4)
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Knowledge Base
Provides a repository of information that can be used by those seeking support.
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Searchable Articles
Makes articles in the knowledge base searchable on the web.
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Mobile Optimization
Optimizes the customer self-service experience on mobile devices
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Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
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Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
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Automation
Automates some or all operation related tasks
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Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Administration (21)
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Change Management
Tools to track and implement required IT changes in a system.
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Asset Management
Tools to organize and manage all IT assets within an organization.
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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
Service Desk (4)
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Help Desk
A place for users to submit tickets when they require IT help.
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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.
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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
Functionality (14)
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Ticketing System
Provides a service desk for users to submit tickets for IT-related issues.
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Performance Logging
Tracks action-by-action asset performance with machine- or human-readable logs.
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Alerting
Creates alerts when tracked assets encounter errors or performance issues.
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Automation
Automates repetitive tasks associated with IT service operations and maintenance.
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
Personalization
Gives the user targeted, personalized results based on their activity or preferences.
Search Analytics
Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.
Integrations
Ability to plug the search capabilities into other applications or tools.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Management (9)
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Reporting
Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.
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Administration Console
Provides administrative tools for routine maintenance, upkeep, and tracking.
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Access Management
Gives administrators control over user privileges and accessibility for IT assets.
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Asset Management
Gives administrators control over hardware and software resource allocation and tracking.
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Policy Dictation
Controls policies and configurations across business applications and hardware.
Real-Time Reporting
Active reporting of data and metrics
System Integration
Integrates with a variety of IT systems.
Alerting
Automatically alerts necessary parties via email, text, or call when issues are identified.
Reporting
Generate sreports and dashboards highlighting trends and key metrics around issues and issue resolution.
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.
Compatibility (3)
Federated Search
Ability to search across different data sources, such as databases, intranets, and applications.
File Types
Offers search for a variety of file types.
Global Language Support
Ability to search in multiple languages without any additional work required.
Search Queries (6)
Typo Tolerance
Ability of search to handle typos.
Faceted Search
Allows the end user to filter and refine search results.
Synonyms
Ability to define synonyms for search terms.
Highlighting
Allows the user to see highlighted results to see which words or phrases match the search query.
Natural Language
Allows the user to search in a natural, intuitive manner.
Full Text Search
Search for specific words or phrases within a document or database
Responses (4)
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Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
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Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
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Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Multi-Language
Manage and support multiple languages
Platform (5)
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Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
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Integration
Gives users the ability to update systems, like CRM, based on conversations.
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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.
Customer Support (4)
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Text
Is able to process inquiries submitted by text data from live chat, email, or SMS
Speech
Comprehends human speech and can transcribe it to text for processing
Knowledge Base
The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Automation (4)
Ticket Resolution
The platform is able to automatically determine how to resolve help tickets without assistance by human agents
Customization
The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence
Intelligent Routing
When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Artificial Intelligence (4)
Learning
The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses
Language
Multilingual capabilities allow the AI to process inquiries from many languages
Conversational AI
The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI (4)
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.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Automation - AI Agents (7)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
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.
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.
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.
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.
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.
IT Ticket Management - AI IT Agents (5)
Ticket Status Updates
Provides users with automated updates on ticket progress and resolution timelines.
SLA Monitoring
Enables the AI agent to track service level agreements and ensure timely ticket resolution.
Ticket Categorization
Enables the AI agent to classify and prioritize tickets based on issue type and urgency.
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.
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.
Voice Recognition - AI Voice Assistants (1)
Voice Recognition
Helps in understanding different accents, dialects, and speech patterns.
Speech Synthesis - AI Voice Assistants (3)
Speech Synthesis
Helps to generate human-like speech responses.
Customizable speech
Provides customizable speech speed and intonation.
Multiple voice actions
Provides multiple voice options like gender, tone and style.
Security and privacy - AI Voice Assistants (1)
Encrypted communication
Allows communications to be secure and authenticated.
Compatibility - AI Voice Assistants (1)
Cross platform compatibility
Aids in syncing with multiple devices.
Agentic AI - Enterprise Search Software (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
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
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - 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
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
Conversational Automation - AI Agents for HR (2)
Conversational Assistants
Helps to engage employees through natural-language dialog to answer HR questions and guide workflows.
Multi‑Language Support & Localization
Interacts fluently across multiple languages and regions, adapting tone and HR context.
Task Automation - AI Agents for HR (1)
Autonomous Task Execution
Helps perform end-to-end HR tasks like onboarding, leave approvals, or resume screening with minimal guidance.
Predictive Analytics - AI Agents for HR (1)
Attrition and Engagement Prediction
Supports analysis sentiment and behavior data to signal disengagement or flight risk.
Compliance & Policy - AI Agents for HR (1)
Policy Enforcement & Compliance
Automatically enforce local regulation and company policy during HR workflows.
Multi‑System Integration - AI Agents for HR (1)
System Integration & Data Access
Helps fetch data from HRIS, ATS, payroll, ERP, and external sources to inform agent actions.
Proactive Intervention - AI Agents for HR (1)
Proactive Nudges & Conversation Support
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders.
Agent Governance - AI Agents for HR (1)
Human‑in‑the‑Loop Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations.
Talent Acquisition & Recruitment - AI Agents for HR (2)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates.
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication.
AI powered search - Enterprise Search Software (4)
Generative RAG (Retrieval augmented generation)
Embed generative (RAG) capabilities for enhanced answer generation using retrieved content
Relevance Tuning
Allow tuning relevance and ranking through machine-learning or Learning-to-Rank models
NLP & Semantic search
Enable the system to understand and interpret natural-language queries
Fuzzy Search
Compatibility - Enterprise Search Software (3)
File Types
Offers search for a variety of file types.
Federated Search
Ability to search across different data sources, such as databases, intranets, and applications.
Global Language Support
Ability to search in multiple languages without any additional work required.
Functionality - Enterprise Search Software (3)
Personalization
Gives the user targeted, personalized results based on their activity or preferences.
Search Analytics
Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.
Integrations
Ability to plug the search capabilities into other applications or tools.
Search Queries - Enterprise Search Software (4)
Highlighting
Allows the user to see highlighted results to see which words or phrases match the search query.
Faceted Search
Allows the end user to filter and refine search results.
Typo Tolerance
Ability of search to handle typos.
Synonyms
Ability to define synonyms for search terms.
Intent & Action Handling - Conversational Interface Agents (3)
Data Retrieval from Connected Systems
Retrieves information from integrated enterprise systems in response to conversational queries
Intent Recognition & Mapping
Identifies user intent and maps requests to predefined system actions, queries, or workflows
Action & Workflow Triggering
Initiates tasks, processes, or system workflows based on interpreted user requests
Natural Language Interaction - Conversational Interface Agents (3)
Natural Language Query Understanding
Interprets user requests expressed in natural language to identify intent and relevant entities
Multi-Turn Conversation Management
Maintains dialogue continuity across multiple messages to support contextual back-and-forth interactions
Voice & Text Interface Support
Enables users to interact with agents through chat, messaging platforms, or voice commands
Context & Personalization - Conversational Interface Agents (2)
Conversation Context Persistence
Maintains contextual information across interactions to support coherent multi-turn conversations
User Identity & Permission Awareness
Adjusts responses and available actions based on the user’s identity, role, and system permissions
Enterprise Integration & Deployment - Conversational Interface Agents (2)
Enterprise Application Integrations
Connects conversational agents with enterprise systems such as CRM, ERP, ITSM, or collaboration tools
Security & Access Controls
Enforces authentication, authorization, and governance policies for conversational interactions
Additional Functionality (181)
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.
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
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Data Import/Export
Import and export data to and from software applications
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Data Storage Management
Manage and store data in a database
Single Sign On
Allow users to access multiple services after entering their login credentials once
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
Multiple Data Sources
Allows users to manage data from a number of sources
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Forecasting
Form predictions based on past and present data/trends
Metadata Management
Collect and maintain structured information that describes data or content
File Management
Create, save, and store files
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Indexing
Compile and organize data into specific metrics
Autocomplete
Autocompletion of a word or phrase that the user is typing
For eCommerce
Intended to be used by online stores
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Query Suggestions
See options for potential search queries within the system
Document Management
Store, manage, and track all electronic documents in a centralized location
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Task Management
Create, manage and track all task activities and progression
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Data Visualization
Graphical representation of data
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
For Enterprises
Designed for large businesses
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Interaction Tracking
Track interaction history by documenting conversations for contacts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Single Sign On
Allow users to access multiple services after entering their login credentials once
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Inventory Management
Track and manage inventory levels to maintain proper supply
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Customer History
Access previous interactions or concerns to maintain customer relationships
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Support Ticket Management
Allow customers/users to submit support queries and service requests
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Email Templates
Pre-made examples and templates for emails
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Integration
Seamlessly integrates with 3rd party websites
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Chat/Messaging
Communicate using direct chat or messages within the system
Live Chat
Ability to chat online in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Forms
Customize contracts and forms to collect specific information
Customer Communication
Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Feedback Management (1)
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Proactive Error Detection (1)
Proactive Error Detection
Proactively detect errors or bugs, delivering actionable and team-oriented suggestions for remediation
Usage Tracking/Analytics (1)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Document Management (1)
Document Management
Store, manage, and track all electronic documents in a centralized location
Self Service Portal (1)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Security & Compliance (1)
Security & Compliance
Maintain security, compliance, and data privacy protocols for all interactions
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Natural Language Processing (1)
Natural Language Processing
Process and analyze human language in text or audio form
Conversational AI (1)
Conversational AI
Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses
Multi-Language (1)
Multi-Language
Manage and support multiple languages
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
Predictive Analytics (1)
Predictive Analytics
Predict future data based on historical data sets
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.
Adaptive Learning (1)
Adaptive Learning
Intuitive interface and user-friendly design which seamlessly integrate with existing workflows
IT Incident Management (1)
IT Incident Management
Manage incidents related to outages or breaches in functionality of IT systems
Automated Routing (1)
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Service Level Agreement (SLA) Management (1)
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Knowledge Base Integration (1)
Knowledge Base Integration
Connect to organizational knowledge repositories and databases
Support Ticket Management (1)
Support Ticket Management
Allow customers/users to submit support queries and service requests
Workflow Automation (1)
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
HR System Integration (1)
HR System Integration
Integrate with core HR systems such as HRIS, ATS, knowledge bases, and payroll software
Escalation Management (1)
Escalation Management
Define a process for transferring calls/tickets to management
Proactive Tasking (1)
Proactive Tasking
Provide proactive or multi-step task support, not only reactive conversational responses
Proactive Intervention (1)
Proactive Intervention
Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders
AI‑Powered Candidate Screening (1)
AI‑Powered Candidate Screening
Automates the evaluation of applicants by matching resumes to job requirements and shortlisting top candidates
Policy Enforcement (1)
Policy Enforcement
Automatically enforce local regulation and company policy during HR workflows.
Interview & Scheduling Agent (1)
Interview & Scheduling Agent
Autonomously schedules interviews, follows up with candidates, and manages communication
Agent Governance (1)
Agent Governance
Helps routing complex or critical decisions to humans, keeping oversight central to operations
HR Automation (1)
HR Automation
Autonomously perform or assist with HR tasks across the employee lifecycle
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