Capacity Features
Platform (5)
Mobile Access
Access software remotely via mobile devices
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Live chat
Provide tools for live chat on one's website.
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Augmented Analytics
Analyze data and automatically generate insights using AI/ML technologies
Proactive Chat
Copy on the page or chat window encouraging the user to engage with the chat option
Ticket and Case Management (13)
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Ticket Response User Experience
User Experience of responding and receiving a response
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Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
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Automated Response
Respond to common requests with standard reply
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Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
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Ticket Collaboration
Share and collaborate on tickets with multiple customer service representatives
Workflow Management
Create, design and manage workflows for repetitive tasks
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbox Management
Organize, prioritize, and manage incoming communications
Support Ticket Management
Allow customers/users to submit support queries and service requests
Email Management
Manage, store and organize emails within the system or via third-party apps
Communication Channels (2)
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Email to Case
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Video Chat
Chat with your counterparts over the video in real time
Self-Service Experience (1)
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Knowledge Base
Provides a repository of information that can be used by those seeking support.
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
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Communication (2)
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-time Consumer-facing Chat
Engage in direct, instant messaging with consumers
Account Options (2)
Single Sign-On (SSO)
Allows users to sign in using a single sign-on (SSO) login in.
History
Records a user's viewing and posting history.
Q&A Tools (2)
Integrations
Integrates with other popular software in a business's stack.
Analytics
Tracks key metrics related to content and members
Knowledge Management (2)
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Knowledge Base
Enables the creation of an internal repository of knowledge articles
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Analytics
Helps users understand which knowledge articles are working and identifies areas of improvement
Customer Support (3)
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Intelligent Search
Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query
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Suggestions
Analyzes customer support tickets or conversations to suggest relevant knowledge articles
Decision Trees
Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues
Administration (3)
Integrations
Integrates with live chat, chatbots, help desk, or other customer service software
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took
Responses (2)
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Customization
Customize your chat workflows with rules and automations.
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Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Conversational Platform (4)
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Personalization
Identifies the customer and personalizes interaction at every touchpoint.
Omnichannel
Allows multiple related channels to interact at once to reduce transfers.
Contextual Engagement
Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support.
Support Automation (4)
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Intelligent Routing
Can route contacts to agents the customer has worked with before.
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Seamless Escalation
Provides features for escalating conversations to the appropriate agent.
Transcripts
Maintains a transcript of conversations from all channels.
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Self-Serve Support
Enables customers to resolve queries or issues without the assistance of an agent.
Generative AI (16)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-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 Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
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.
Automation (3)
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.
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.
Conversational AI - Conversational Commerce Platforms (5)
AI chatbots
Allow Gen AI powered chatbots to provide intelligent responses and tailored product recommendations.
Messaging and Notifications
Trigger messages based on specific customer actions such as personalized messages, promotions or cart abandonment.
AI agents
Use Agentic AI to deliver superior customer engagement through human-like conversations.
Voice assistants
Allow users to use voice assistants, such as Alexa, Google Assistant, and Siri to shop using voice commands.
Communication apps
Enable users to engage in communication apps such WhatsApp, Facebook Messenger, Instagram, WeChat etc.
Platform integration - Conversational Commerce Platforms (4)
Ecommerce stores
Allow integration with e-commerce stores to import products, manage inventory and get order notifications.
Sales channels
Add conversational commerce functionality across various sales channels and customer touchpoints.
Payment Platform
Integrate with payment platform for accepting payments from the chat interface
Internal tools
Integrate with CRM, POS or any marketing marketing tools for sending discounts, offers, recommendations and personalized campaigns.
Analytics and Reporting - Conversational Commerce Platforms (2)
Conversational analytics
Provide insights into customer behavior, sales trends, and chatbot performance.
Advance reporting
Track KPIs like customer satisfaction, conversion rates, and overall sales driven by conversational channels.
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 - Help Desk (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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.
Additional Functionality (91)
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Canned Responses
Shortcuts for inputting frequently used messages
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Transfers/Routing
Transfer queries and organize messages between agents
Geotargeting
Geographic location of visitors determines behavior of the software
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Document Storage
Store and organize documents in a centralized system
Screen Sharing
Digitally share screen view with others
Contact Management
Manage, organize, and store contact information
Autoresponders
Create and automatically send premade copy in response to customer messages
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offline Form
Form to collect visitor contact information when live chat isn't available
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Autoresponders
Create and automatically send premade copy in response to customer messages
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Monitoring
Active monitoring of systems, applications, or networks
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Gamification
Games or game-like elements to track progress and reward accomplishments
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Customizable Fields
Customize data fields to support various needs and use cases
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Live Chat
Ability to chat online in real time
Task Automation
Automatically handle routine, repetitive tasks and processes without the need for manual intervention
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Language Detection
Identify different languages
Multiple Data Sources
Allows users to manage data from a number of sources
Predictive Analytics
Predict future data based on historical data sets
API
Application programming interface that allows for integration with other systems/databases
Alerts/Escalation
System alerts about the need to escalate an issue or request
Data Security
Protect sensitive data for digital privacy
Interaction Tracking
Track interaction history by documenting conversations for contacts
Prioritization
Arrange tasks based on the level of priority or urgency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Macros/Templated Responses
Templated responses for responding quickly to recurring support requests
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Mobile App
Access the system via a mobile application
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Templates
Pre-made examples and templates for emails
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Automated Responses
Automatic reply functionality for incoming messages
Data Import/Export
Import and export data to and from software applications
Personalization
Adjust communications based on previous interactions or personal preferences
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Language Detection
Identify different languages
Pre-Configured Bot
Existing bot models for AI-based tools commonly used for auditory and textual conversation methods
Lead Capture
Automatically identify and save contact information of potential customers
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Natural Language Processing
Process and analyze human language in text or audio form
Multi-Language
Manage and support multiple languages
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Automated Responses
Automatic reply functionality for incoming messages
Customer Support
Provide online support for your customers through live chat or help desk functionality
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Intent Recognition
Helps understand a user's intentions/actions
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Query Suggestions
See options for potential search queries within the system
Transfers/Routing
Transfer queries and organize messages between agents
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Canned Responses
Shortcuts for inputting frequently used messages
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Dashboard (1)
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Speech Recognition (1)
Speech Recognition
Train your system to interpret and transcribe voice messages
Usage Tracking/Analytics (1)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Sentiment Analysis (1)
Sentiment Analysis
Categorize emotions expressed and identify if they are positive, negative or neutral
Data Security (1)
Data Security
Protect sensitive data for digital privacy
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.
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
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
Interaction Tracking (1)
Interaction Tracking
Track interaction history by documenting conversations for contacts
Workflow Automation (1)
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Knowledge Base Management (1)
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
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.
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
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