Bizagi Features
Customization (6)
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Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
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Process Design
The ability to create custom workflows aligned with business objectives.
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Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
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No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
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Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Collaboration (6)
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Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Data Unification
Compile data from across all systems so that users can view relevant information easily.
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Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Real-Time Data
Receive data and information in real time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Process Management (11)
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Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
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Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
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Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
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Unstructured Processes
Provides the ability to manage unstructured processes.
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API Connection
Connect with existing systems via API.
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Intelligence
Gives user machine learning tools for intelligent process improvement
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Document Approval
Streamline and simplify document approval processes.
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Process Library
Provides users with a repository for process maps and documentation.
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Collaboration
Allows for collaborative authoring of process documents.
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Integrations
Provides various connectors and integrations to business applications and data sources.
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Execution Management
Gives users the ability to analyze processes, find bottlenecks and identify the gaps between how things should be and how they really are.
Application Design (8)
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UI Code Extending
Gives users the ability to edit or write custom HTML, Javascript or CSS code.
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Programming Code Extending
Allows users to edit or write custom code with programming languages.
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Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
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Application Templates
Provides base-level application templates to build atop and which users can customize for specifc users and actions.
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Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Project Workflow
Create, manage, or update project workflows.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Data Control (8)
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Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
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Data Synchronization
Continuously updates data as users or external data sources are edited.
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Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Real-Time Data
Receive data and information in real time
Data Aggregation and Publishing
Assemble data from multiple sources
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Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
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Data Synchronization
Continuously updates data as users or external data sources are edited.
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Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Publishing (20)
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Application Deployment
Releases the application for access on desktop or mobile devices.
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Platform Compatability
Lets users build cross-platform applications or provide specific templates for different device types.
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Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Mobile Access
Access software remotely via mobile devices
Deployment Management
Manage the processes involved when making the application ready for use
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Integrations Management
Identify which applications need to exchange data and enable these data connections
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
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Application Deployment
Releases the application for access on desktop or mobile devices.
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Platform Compatibility
Lets users build cross-platform applications or provide specific templates for different device types.
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Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Mobile Access
Access software remotely via mobile devices
User Interface Design (8)
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WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
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Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
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App Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
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Workflow Management
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Task Management
Create, manage and track all task activities and progression
Configurable Workflow
Configure existing workflows to meet your organization's needs
Deployment Management
Manage the processes involved when making the application ready for use
Integrations Management
Identify which applications need to exchange data and enable these data connections
Automation Building (10)
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Visual Editor
Provides a visual editor to easily create automation models.
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Workflow Recording
Offers the ability to record processes performed by humans to be recreated by bots.
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Pre-Built Templates
Provides templates for workflows and processes for easier automation creation.
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Custom Automation
Allows developers to code custom automations.
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Collaboration
Offers users the ability to reuse process automations and communicate with other team members around automation building.
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Ease of Bot Creation
Allows non-technical users to create bots in an easy, intuitive manner.
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Bot Management & Execution (9)
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Bot Scheduling
Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.
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Attended Automation
Automates processes that supplement human action, often requiring human intervention and collaboration.
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Unattended Automation
Automates processes completely without the need for human intervention.
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Bot Performance Analytics
Allows users to analyze the performance of bots via dashboards.
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Data and Product Security
Insures data remains secure and compliant with industry standards.
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Scalability
Able to support large deployments.
Predictive Analytics
Predict future data based on historical data sets
Real-Time Analytics
Analyze and gain insights into data in real-time
Real-Time Data
Receive data and information in real time
Digital Workflows (3)
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Logic and Conditions
Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.
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No-Code Or Low-Code
Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
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Document Management
Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
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Data Mapping
Integrates data and processes from multiple sources into a single system.
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Templates
Build interfaces once and use them across one or more processes.
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Mobile-Friendly Forms
Gives the user the ability to build and use forms on mobile devices.
Automation (6)
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Workflow Automation
Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.
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Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
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Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
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Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
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RPA Integration
Integrates with RPA technology, either natively or via 3rd-party integrations.
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Application Development
Allow customers, partners and third-party developers to create applications on top of business processes.
Intelligent Automation (3)
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OCR
Provides OCR capabilities in order to recognize text in documents and applications.
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Machine Learning
Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.
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NLP
Provides NLP capabilities in order to understand text in documents and applications.
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
Platform (5)
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.
Process Development (1)
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Model Development (3)
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Process Mapping - Simulation Software
Give users the ability to map business processes to representative models.
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Abstraction - Simulation Software
Allows users to abstract from the particulars of the given use case and processes.
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Model Creation - Simulation Software
Can produce models that fully capture the dynamics of a business system.
Performance Metrics (2)
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Statistics - Simulation Software
Provides statistics that measure an organization's behavior, activities, and performance.
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Performance Visualization - Simulation Software
Provides dashboards and visualizations to evaluate model performance.
Visualizations (3)
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Verification - Simulation Software
Gives users tools to ensure that the model behaves as intended.
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Real-World Visualization - Simulation Software
Helps users real-world items, such as vehicles, people, buildings, and other items and processes in their models.
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Real World Maps - Simulation Software
Provides maps to allow users to visualize their simulations in the real world.
Scenario Analysis (3)
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Monte Carlo Analysis - Simulation Software
Allows users to perform Monte Carlo analysis.
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Sensitivity Analysis - Simulation Software
Allows users to perform sensitivity analysis.
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Parameter Variation Analysis - Simulation Software
Allows users to perform paramenter variation analysis.
Process Analysis (3)
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Real-Time Process Analysis
Allows users to conduct real-time process analysis, as opposed to just historical analysis.
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Process Notation
Gives process notation capabilities.
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Process Mapping
Provides tools for defining what a business entity does, who is responsible, to what standard a business process should be completed.
Generative AI (6)
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 Summarization
Condenses long documents or text into a brief summary.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Functionality - Process Orchestration (5)
Peak Demand Handling
Supports scaling to handle peak demand scenarios in processes
Process Customization
Allows customization of processes to fit specific business requirements
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Process Automation
Allows users to automate complex business processes efficiently
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Workflow Management
Enables the management and optimization of workflow tasks
High-Stakes Process Automation
Automates critical, high-stakes business processes effectively
Integration & Adaptability - Process Orchestration (8)
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Third-Party Software Integration
Enables seamless integration with a wide range of third-party software tools
Endpoint Integration
Provides the ability to integrate various endpoints like APIs, microservices, and human tasks
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Intuitive Process Design
Offers an intuitive interface for designing and visualizing processes
Real-Time Process Monitoring
Offers real-time monitoring capabilities for ongoing processes
Business Process Adaptation
Facilitates adaptation of processes to meet changing business needs
Customer-Facing Process Management
Manages customer-facing processes
Multi-Endpoint Execution
Supports execution across multiple types of endpoints
Regulatory Compliance Management
Ensures processes comply with relevant regulations and standards
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.
Workflow Design & Orchestration (2)
Task Logic and Sequencing
Supports defining task order, dependencies, and conditional logic in workflows.
Visual Workflow Builder
Provides a visual interface for managing workflows without code.
Integrations & Connectivity (2)
Pre-Built Integrations
Offers pre-built connectors for widely used business applications and systems.
Custom Integration Capabilities
Provides API and webhook support for building and managing custom integrations.
Automation Execution & Intelligence (2)
AI-Powered Optimization
Provides AI-driven insights or suggestions to improve workflow performance and efficiency.
Trigger-Based Automation
Supports initiating workflows based on schedules, user actions, or system events.
Development & Customization (2)
Low-Code/No-Code Tools
Provides a low-code or no-code interface for creating and modifying workflows.
Reusable Components
Allows reuse of workflow elements such as templates, forms, or logic blocks.
Governance & Security (2)
Audit Logging
Offers detailed audit trails to monitor changes and user activity within workflows.
Role-Based Access Control
Provides tools to manage access permissions based on user roles.
Reporting & Analytics (2)
Real-Time Dashboards
Offers real-time dashboards to track progress and automation impact.
Workflow Analytics
Provides metrics and insights into workflow performance and bottlenecks.
Agentic AI - Low-Code Development Platforms (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - No-Code Development Platforms (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Business Automation Platforms (BAPs) (6)
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
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 - Business Process Management (8)
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Multi-step Planning
Ability to break down and plan multi-step processes
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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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
Agentic AI - Robotic Process Automation (RPA) (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
Multi-Language
Manage and support multiple languages
Agentic AI - Process Mining (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 - Digital Process Automation (DPA) (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
Additional Functionality (200)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Graphical User Interface
A visual way of interacting with an application or operating system using items such as windows, icons, and menus
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Real-Time Reporting
Active reporting of data and metrics
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integrated Development Environment
An application for source code editing, compiling, and debugging
Customizable Forms
Customize contracts and forms to collect specific information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Custom Development
Development of custom software, web apps, mobile apps, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customizable Reports
Alter the layout and content of reports
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Authentication
Verify the identity of users/devices to enable secure access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For No-Code Development
Build applications without the use of code
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Pre-Built Modules
Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.
Custom Development
Development of custom software, web apps, mobile apps, etc.
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI-assisted Development
Receive suggestions from an automated tool on the next steps to take in the development process based on your prior activity
Collaborative Development
Work with others within one platform/system on the application development process
Document Storage
Store and organize documents in a centralized system
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Real-Time Reporting
Active reporting of data and metrics
Customizable Reports
Alter the layout and content of reports
Performance Monitoring
Monitoring and measurement of relevant metrics to assess the performance of IT resources
Version Control
Track revisions and updates made to files and navigate between different versions
Database Support
Supports common databases such as MySQL and Oracle
Data Import/Export
Import and export data to and from software applications
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Fields
Customize data fields to support various needs and use cases
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
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
Document Management
Store, manage, and track all electronic documents in a centralized location
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
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Multiple Data Sources
Allows users to manage data from a number of sources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Address Extraction
Extract email addresses from multiple data sources
Forms Management
Store, manage and track all forms in a centralized location
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Workflow Management
Create, design and manage workflows for repetitive tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Process Builder
Outline and document business processes via step-by-step building blocks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
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
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Secure Data Storage
Securely stores data to prevent data loss or breaches
Process Control
Monitor and manage manufacturing and production processes.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Ad hoc Analysis
Image Recognition
Ability of software to identify an image among other data
Data Storage Management
Manage and store data in a database
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Management
Create, manage and track all task activities and progression
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Reports
Alter the layout and content of reports
Version Control
Track revisions and updates made to files and navigate between different versions
Integration into Third Party Applications
Embed/link applications into third party software so it can be accessed within a third party system
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Task Progress Tracking
Track the status and progress of tasks
API
Application programming interface that allows for integration with other systems/databases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Commenting/Notes
Leave comments and notes on documents for others to view
Forms Management
Store, manage and track all forms in a centralized location
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
Configurable Workflow
Configure existing workflows to meet your organization's needs
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Change Tracking
Document any changes or proposed changes made to business processes or workflows
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Fields
Customize data fields to support various needs and use cases
Version Control
Track revisions and updates made to files and navigate between different versions
Forms Automation
Automate repetitive tasks such as filling out information or creating certain types of forms
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Management
Create, manage and track all task activities and progression
Customizable Reports
Alter the layout and content of reports
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.


