Call Center Studio Features
Dialing Options (3)
Preview Dialing
Presents information about the individual being called before the call begins.
Progressive Dialing
Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
Predictive Dialing
Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.
Agent Tools (6)
Whisper Coaching
Allows a supervisor to listen to a call and train in real time.
Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves.
Call Recording
Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.
Real-Time Data
Receive data and information in real time
Live Chat
Ability to chat online in real time
Call Scheduling
Schedule date and time for callbacks/follow-up calls or reminders
Automation (6)
Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
Interactive Voice Response (IVR)
Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.
Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Quality Assurance (3)
Evaluation
Provides tools for evaluating customer interactions
Calibration
Offers features for maintaining fair and consistent scoring
Reports
Generates quality and performance reports
Engagement (4)
Feedback
Tools for providing personalized feedback and coaching sessions
Dashboards
Provides a centralized dashboard for agents to view their scores and feedback
Training
Tools for educating and training agents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance (2)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Compliance
Helps ensure customer privacy and data protection
Channels (5)
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Voice
Provides voice call functionality.
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Social
Provides an interface for one or more social media channels.
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Live Chat
Ability to chat online in real time
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Mobile SMS
Accepts contacts initiated through SMS or other mobile text functions.
Email
Allows CSRs to receive and answer customer emails.
Functions (12)
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Call Routing
Sends voice calls to a specific queue based on predetermined criteria
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Session Queuing
Callers can be routed to a queue or placed on hold until an agent becomes available.
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Concurrent Calling
Place a large or unlimited volume of calls simultaneously without diminishing the call quality.
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Speech Analytics
Provides some level of analytics based on keywords and vocal tones.
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Auto Dialer
Has auto dialing or predictive dialing functions for outbound use.
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IVR
Includes an interactive phone menu.
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Inbound Screen Pop
Populates CSR's screen with available customer data.
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Persistent Data
Maintains and shares information across channels and agents as the case progresses.
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Administrative (8)
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Session Summary Notes
Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.
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Administrator Access
Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
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Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
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Session Recording
Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
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Agent Scheduling and Assignment
Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.
Callback Scheduling
Schedules callback times
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Reporting
Track and report on all incoming and outgoing calls
Generative AI (9)
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Autonomy (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.
Customer Query Resolution - AI Customer Support Agents (5)
Automated Ticket Resolution
Allows the AI agent to autonomously resolve customer queries without human intervention.
Contextual Response Generation
Enables the AI agent to provide accurate answers based on the context of customer inquiries.
Sentiment Analysis
Allows the AI agent to analyze customer sentiment and adjust responses accordingly.
Knowledge Base Utilization
Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.
Multilingual Support
Provides users the ability to interact with the AI agent in multiple languages for global support.
Customer Interaction Automation - AI Customer Support Agents (4)
Proactive Customer Outreach
Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.
Feedback Collection
Provides users the ability to automate gathering and analyzing customer feedback after interactions.
Escalation Handling
Allows the AI agent to identify when issues require human intervention and escalate them appropriately.
Workflow Optimization
Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.
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 - Contact Center (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Agentic AI - Auto Dialer (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
AI Capabilities - Auto Dialer (7)
Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
Speech Analytics and Sentiment Analysis
Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Text to Speech
Turns text into natural sounding speech
Additional Functionality (190)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Tracking
Track and document all activities across devices, networks, and other systems
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Scripting
Provide agents with a typical response for common call subject matter
Contact Management
Manage, organize, and store contact information
Power Dialer
System automatically dials the next number on the contact list after the previous call ends
Preview Dialer
System provides callee information to agent prior to the call to help determine whether or not to make the call
Auto-Dialer
System that automatically dials calls
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Real-Time Reporting
Active reporting of data and metrics
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Integrations Management
Identify which applications need to exchange data and enable these data connections
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Automatic Call Distribution
Distribute/route/connect calls
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Interaction Tracking
Track interaction history by documenting conversations for contacts
Caller ID
Identify the number and contact information of a caller before answering the phone
Call Transfer
Transfers live calls to other agents
Call Disposition
Track and report on call outcomes
Voice Mail
Computer-based system that allows users to send and receive voice messages
Chat/Messaging
Communicate using direct chat or messages within the system
Automatic Outbound Dialer
Dials outbound calls automatically
Call Reporting
Track and report on all incoming and outgoing calls
API
Application programming interface that allows for integration with other systems/databases
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Lead Capture
Automatically identify and save contact information of potential customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Call List Management
Manage and track all past and future calls.
Progressive Dialer
Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls
Campaign Specific Caller ID
Control the name and number that appears on outbound caller ID
List Management
Manage contacts across multiple mailing lists
Customizable Fields
Customize data fields to support various needs and use cases
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Campaign
Manage multiple campaigns in one system
Workflow Management
Create, design and manage workflows for repetitive tasks
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Lead Distribution
Route and distribute your leads to third party buyers
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbound Call Center
A call center that primarily receives calls, typically customer service focused
For Sales Teams/Organizations
Caters to sales teams
Data Security
Protect sensitive data for digital privacy
Outbound Call Center
A call center that primarily makes calls, typically sales focused
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Mobile Access
Access software remotely via mobile devices
Email Management
Manage, store and organize emails within the system or via third-party apps
Live Chat
Ability to chat online in real time
Call Transfer
Transfers live calls to other agents
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Call Tagging
Highlight specific time marks for annotation and review purposes
Call List Management
Manage and track all past and future calls.
Real-Time Analytics
Analyze and gain insights into data in real-time
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
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
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Automatic Call Distribution
Distribute/route/connect calls
Activity Tracking
Track and document all activities across devices, networks, and other systems
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Scheduled Recording
Automatically record calls at predetermined times
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
File Transfer
Move files across different systems or networks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Reporting
Track and report on all incoming and outgoing calls
Call Transcription
Voice conversion to text
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call Disposition
Track and report on call outcomes
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Contact Management
Manage, organize, and store contact information
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Voice Mail
Computer-based system that allows users to send and receive voice messages
Caller ID
Identify the number and contact information of a caller before answering the phone
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Recording
Record live video calls to play later
Auto-Dialer
System that automatically dials calls
Chat/Messaging
Communicate using direct chat or messages within the system
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Customizable Reports
Alter the layout and content of reports
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Conferencing
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Interaction Tracking
Track interaction history by documenting conversations for contacts
Predictive Analytics
Predict future data based on historical data sets
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Audio Capture
Record audio or import/upload audio files
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Self-Service Search
Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support
Natural Language Processing
Process and analyze human language in text or audio form
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Automatic Transcription
Use AI to convert voice into text automatically
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Request Assignment
Speech-to-Text Analysis
Analyze, correct, and monitor speech for transcriptions or recordings
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Call Recording
Record the audio of phone conversations for quality assurance purposes
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Language
Manage and support multiple languages
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Data Security
Protect sensitive data for digital privacy
Call Scripting
Provide agents with a typical response for common call subject matter
Customer Service Analytics
Quality Assurance
Systematic evaluation of various aspects of a project or service to prevent defects or issues
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Categorization/Grouping
Organize and group data or items based on various criteria
Language Detection
Identify different languages
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
Call Transfer
Transfers live calls to other agents
Data Import/Export
Import and export data to and from software applications
Call Scripting
Provide agents with a typical response for common call subject matter
Interaction Tracking
Track interaction history by documenting conversations for contacts
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Customizable Reports
Alter the layout and content of reports
Contact Management
Manage, organize, and store contact information
Activity Tracking
Track and document all activities across devices, networks, and other systems
Automatic Call Distribution
Distribute/route/connect calls
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Agent Interface
Agents can view and manage all customer requests and interactions.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Customer History
Access previous interactions or concerns to maintain customer relationships
Voice Mail
Computer-based system that allows users to send and receive voice messages
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Call List Management
Manage and track all past and future calls.
Chat/Messaging
Communicate using direct chat or messages within the system
Workforce Management
A set of processes to optimize the productivity of its employees
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
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
Caller ID
Identify the number and contact information of a caller before answering the phone
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Agent Interface
Agents can view and manage all customer requests and interactions.
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Workforce Management
A set of processes to optimize the productivity of its employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Video Conferencing
Connect with meeting participants remotely over video
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
KPI Monitoring
Tracking the status of previously identified performance measurements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Contact Management
Manage, organize, and store contact information
Multiple Scoring Models
Create multiple models or equations for generating scores
Real-Time Updates
Receive system updates as soon as any changes are made
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Recording
Record the audio of phone conversations for quality assurance purposes
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Screen Recording
Record and save a video file of what is happening on a computer screen
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Activity Tracking (1)
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversation Intelligence (1)
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
API (1)
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Dashboard (1)
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Contact Management (1)
Contact Management
Manage, organize, and store contact information
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Alerts/Escalation (1)
Alerts/Escalation
System alerts about the need to escalate an issue or request
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
CRM (1)
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Speech Recognition (1)
Speech Recognition
Train your system to interpret and transcribe voice messages
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data (1)
Real-Time Data
Receive data and information in real time
Role-Based Permissions (1)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Video Conferencing (1)
Video Conferencing
Connect with meeting participants remotely over video
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export (1)
Data Import/Export
Import and export data to and from software applications
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Collaboration Tools (1)
Collaboration Tools
Provides a channel for team members to share AI models, media files, communicate, and work together
Multiple Data Sources (1)
Multiple Data Sources
Allows users to manage data from a number of sources
Monitoring (1)
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Fields (1)
Customizable Fields
Customize data fields to support various needs and use cases
Drag & Drop (1)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Document Storage (1)
Document Storage
Store and organize documents in a centralized system
Multi-Channel Communication (1)
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis (1)
Sentiment Analysis
Categorize emotions expressed and identify if they are positive, negative or neutral
Social Media Integration (1)
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Real-Time Reporting (1)
Real-Time Reporting
Active reporting of data and metrics
Key Performance Indicators (1)
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Template Management (1)
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Conferencing (1)
Conferencing
Real-Time Analytics (1)
Real-Time Analytics
Analyze and gain insights into data in real-time
On-Demand Recording (1)
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Task Management (1)
Task Management
Create, manage and track all task activities and progression
Voice Recognition (1)
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Calendar/Reminder System (1)
Calendar/Reminder System
Notifications/alerts for upcoming events or tasks
Contact Database (1)
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Computer Telephony Integration (1)
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Data Security (1)
Data Security
Protect sensitive data for digital privacy
File Transfer (1)
File Transfer
Move files across different systems or networks
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Human-in-the-loop (HITL) (1)
Human-in-the-loop (HITL)
Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.
Agentic Task Execution (1)
Agentic Task Execution
Autonomously executes tasks such as scheduling, refunds, and renewals by integrating with external systems and APIs.
Real-Time Monitoring (1)
Real-Time Monitoring
Active monitoring of systems, applications, or networks
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
Chat/Messaging (1)
Chat/Messaging
Communicate using direct chat or messages within the system
SMS Messaging (1)
SMS Messaging
Send messages via SMS
Performance Metrics (1)
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Predictive Analytics (1)
Predictive Analytics
Predict future data based on historical data sets
Surveys & Feedback (1)
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Lead Management (1)
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Email Management (1)
Email Management
Manage, store and organize emails within the system or via third-party apps
Interaction Tracking (1)
Interaction Tracking
Track interaction history by documenting conversations for contacts
Search/Filter (1)
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Call Reporting (1)
Call Reporting
Track and report on all incoming and outgoing calls
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
Support Ticket Management (1)
Support Ticket Management
Allow customers/users to submit support queries and service requests
Call Transcription (1)
Call Transcription
Voice conversion to text
Recording (1)
Recording
Record live video calls to play later
Callback Scheduling (1)
Callback Scheduling
Schedules callback times
Knowledge Base Management (1)
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Email Tracking (1)
Email Tracking
Track delivered, received, and opened emails
Tagging (1)
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Lead Capture (1)
Lead Capture
Automatically identify and save contact information of potential customers
CRM Integration (1)
CRM Integration
Integration with third-party CRM systems
Inquiry Routing (1)
Inquiry Routing
Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.
Task Automation (1)
Task Automation
Automatically handle routine, repetitive tasks and processes without the need for manual intervention
Contextual Guidance (1)
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Communications Management (1)
Communications Management
Record and track all relevant internal and external communications
Proactive Chat (1)
Proactive Chat
Copy on the page or chat window encouraging the user to engage with the chat option
Ticket Management (1)
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Shared Contacts (1)
Shared Contacts
Share contacts with other applications like Gmail and CRM
Live Chat (1)
Live Chat
Ability to chat online in real time
Batch Processing (1)
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
List Management (1)
List Management
Manage contacts across multiple mailing lists
Automatic Call Distribution (1)
Automatic Call Distribution
Distribute/route/connect calls
Campaign Management (1)
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call List Management (1)
Call List Management
Manage and track all past and future calls.
Call Scripting (1)
Call Scripting
Provide agents with a typical response for common call subject matter
Voice Mail (1)
Voice Mail
Computer-based system that allows users to send and receive voice messages
Call Center Management (1)
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Call Recording (1)
Call Recording
Record the audio of phone conversations for quality assurance purposes
Scheduled Recording (1)
Scheduled Recording
Automatically record calls at predetermined times
Gamification (1)
Gamification
Games or game-like elements to track progress and reward accomplishments
Caller ID (1)
Caller ID
Identify the number and contact information of a caller before answering the phone
Sales Pipeline Management (1)
Sales Pipeline Management
Pipeline view and tracking lead status
Call Tracking (1)
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Call Transfer (1)
Call Transfer
Transfers live calls to other agents
Auto-Dialer (1)
Auto-Dialer
System that automatically dials calls
Chatbot (1)
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Sales Forecasting (1)
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Pipeline Reports (1)
Pipeline Reports
Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
Archiving & Retention (1)
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
IVR (1)
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Customer Portal (1)
Customer Portal
A website or login for customers to access information
Language Detection (1)
Language Detection
Identify different languages
Call Disposition (1)
Call Disposition
Track and report on call outcomes
Prospecting Tools (1)
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Autoresponders (1)
Autoresponders
Create and automatically send premade copy in response to customer messages
Text to Speech (1)
Text to Speech
Turns text into natural sounding speech
Queue Management (1)
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Segmentation (1)
Segmentation
Group leads or contacts based on their specific characteristics
Campaign Specific Caller ID (1)
Campaign Specific Caller ID
Control the name and number that appears on outbound caller ID
FCC Compliance (1)
FCC Compliance
Federal Communications Commission (FCC) compliance
FTC Compliance (1)
FTC Compliance
Federal Trade Commission (FCC) compliance
Call Scheduling (1)
Call Scheduling
Schedule date and time for callbacks/follow-up calls or reminders
Event Triggered Actions (1)
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Video Chat (1)
Video Chat
Chat with your counterparts over the video in real time
VoIP (1)
VoIP
VoIP Connection (1)
VoIP Connection
Place/receive calls through voice over IP connection
Call Tagging (1)
Call Tagging
Highlight specific time marks for annotation and review purposes
Call Monitoring (1)
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Call Routing (1)
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Progressive Dialer (1)
Progressive Dialer
Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls
Predictive Dialer (1)
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Inbox Management (1)
Inbox Management
Organize, prioritize, and manage incoming communications


