[ Webex S... Reviews ](https://www.g2.com/products/cisco-webex-suite/reviews) [ Webex S... Reviews ](https://www.g2.com/products/cisco-webex-suite/reviews) # Webex Suite Features ##### ## Basic Communication (11) Phone Calls Enables users to place phone calls over the internet. Video Calls Enables users to place video calls over the internet. Instant Messaging Enables users to send instant messages over the internet. Screen Sharing Enables users to share screens over the internet. Conference Calls Enables multiple users to make phone or video calls over the internet at once. Desk-to-Desk Calls Enables users to contact one anothers through mobile phones and landlines. SMS Messaging Send messages via SMS Chat/Messaging Communicate using direct chat or messages within the system Video Call Recording Record and playback video calls Two-Way Audio & Video Presenter can see and hear participants and vice versa SIP Trunking Enables the connectivity to send and receive calls over the internet Show More ##### ## Advanced Features (3) Hold Music Offers users the option to play music for contacts who are on hold. Automated Attendants Offers users the option to set up an automated attendant to field calls and information when employees are unavailable. VOiP Number Offers users a unique number that can be dialed from anywhere. Show More ##### ## Access (3) Software Pairing Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365. Browser Extension Allows users to download the tool along as an extension to their browser of choice. Individual Download Requires users download the software on its own. Show More ##### ## Content Sharing (7) Video Streaming Live streams audio and video from both teacher and student managed devices Session Recording Captures each session via a stream recording feature File Sharing The ability to share PowerPoints, images, and other file types Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet Video Call Recording Record and playback video calls Two-Way Audio & Video Presenter can see and hear participants and vice versa Two Way Audio & Video Presenter can see and hear participants and vice versa. Show More ##### ## Collaboration (10) Whiteboard Contains an interactive whiteboard for both student and teacher use Hand Raising Provides a hand raising feature for students that wish to ask questions or offer insight Participation Controls Teachers control participation permissions for students Survey Tools Creates online polls within the classroom environment Screen Sharing Permits screen sharing between the teacher and students Interactive Whiteboard Virtual whiteboards allow instructors to share information with students in real-time Integrated Communications Integrates with outside communications software so its features can be used inside the application. Native Communications Provides native communication channels within the application. Board Overview Provides a map, table of contents, or overview that organizes a given workspace for easy nativagtion. Screen Sharing Allows users to share their screen within the application. Show More ##### ## Functionality (7) Technical Support Live technical support available for all users Live Chat Text chat tools within the classroom Markup Tools Ability to markup different media types within a session Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Video Support Supports various video file formats Chat/Messaging Communicate using direct chat or messages within the system Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Show More ##### ## Business Instant Messaging (9) File Sharing Allows users to send and open various file types. Notifications Notifies users when they have been contacted or tagged. Search Message content search capability. Screen Sharing Digitally share screen view with others Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Mobile Application Software can be accessed through a downloadable mobile application. Web Application Software can be accessed through a downloadable desktop app or a cloud-based site. Third-Party Integrations Set up connections to third-party platforms to improve business processes Active Directory Integration Integrates with Active Directory Show More ##### ## Business Instant Messaging (4) Audio Conferencing Allows users to communicate via audio call. Video Conferencing Allows users to communicate via video call. Two-Way Audio & Video Presenter can see and hear participants and vice versa Conferencing Show More ##### ## Visual Tools (4) Whiteboarding Provides a whiteboarding space or whiteboarding tools in the workspace. Annotations Allows users to annotate other content posted in the workspace. Graphing Auto-generates or allows users to create diagrams and graphs based on imported data. Templates Provides templates or template creation to organize workspaces. Show More ##### ## Collaboration Tools (12) Simultaneous Screen Sharing Allows multiple users to share their screen simultaneously. Document Sharing Allows users to share documents within the platform. Availability Status Allows users to set personal availability. Mobile Application Software is available as a downloadable mobile application. Screen Sharing Able to share your desktop screen or an application with the rest of the conference. Presentations Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference. Whiteboarding Provides a virtual whiteboard for collaborative use. Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Hand Raising Allows conference participants to notifiy conference hosts when they want to speak. File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Private Chat Send messages to selected individual(s) from the entire audience Real-Time Chat Engage in direct, instant messaging with customers, users, etc. Show More ##### ## Office Customization (3) Office Decor Allows users to decorate their virtual office space. Customized Floor Plans Allows administrators to design their virtual office themselves. Personal Offices Allows individual users to create personal offices within the virtual workspace. Show More ##### ## Design Tools (7) Drawing Allows users to draw on the whiteboard. Marker Colors Assigns or allows users to pick different colors to designate who is drawing. Mind Mapping Provides tools that design mind maps for brainstorming sessions. Templates Provides premade templates to organize the whiteboard. Drag-and-Drop Allows users to drag and drop images, videos, links, and other content onto the whiteboard. Project Templates Pre-designed project plans that can be customized Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Communication Tools (2) Voting Offers a built-in voting system. Commenting Allows users to annotate the whiteboard or comment on specific pieces of content on it. Show More ##### ## Integrations (3) CMS Integrations Integrates with outside content management systems to save the whiteboard or pull content from. Sharing Allows users to share or export whiteboards to other software. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Software Offering (3) In-Browser Product is available as an in-browser application. Desktop App Product is available as a downloadable desktop application. Mobile App Product is available as a mobile application. Show More ##### ## Conferencing Options (6) Group Live Chat Provides a live chat feed during a screen sharing session. Audio Conferencing Allows users to communicate via audio channels. Video Conferencing Allows users to communicate via video channels. Video Streaming Allows users to view videos without downloading media files Two-Way Audio & Video Presenter can see and hear participants and vice versa Conferencing Show More ##### ## Presenter Tools (4) Live Preview Provides a live preview of what viewers are seeing in real-time. Notifications Blocker Blocks notifications from other applications from appearing during a screen sharing session. Remote Control Allows users to give audience members control of cursors or tools on the shared screen. Switch Presenter Allows presenters to relinguish presenter access to another user in a call. Show More ##### ## Application Tools (5) Password Protection Provides password protection to screen sharing sessions. Video Call Recording Record and playback video calls In-Browser Application Software is available within browsers. Screen Recording Record and save a video file of what is happening on a computer screen On-Demand Recording Record the audio of phone conversations for quality assurance purposes Show More ##### ## Guest Tools (3) Virtual Receptionist Provides a virtual receptionist for guests. External Video Conferencing Allows users to video chat with external entities within the platform. Guest Links Provides links to allow users into the virtual workspace. Show More ##### ## Features (15) Voicemail to Email Transcribes voice messages to email. Voicemail to SMS Transcribes voice messages and delivers them via text message. File Sharing Includes a way to easily share files between users. Voice Conferencing Allows multi-participant phone conferences. Video Conferencing Can host video conferences. Conference Transcripts Records and transcribes voice and video conferences. Electronic Faxes Create, edit, preview, and send faxes electronically IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Video Call Recording Record and playback video calls Customizable Reports Alter the layout and content of reports Real-Time Reporting Active reporting of data and metrics Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Screen Sharing Digitally share screen view with others Two-Way Audio & Video Presenter can see and hear participants and vice versa Virtual Voicemail Voice messages are stored online and accessible via a visual interface Show More ##### ## Extensions (3) Tenancy Flexibility Can be deployed as a single-tenant or multi-tenant product. Native VoIP Contains its own IP telephony system. CCaaS Option Is also able to serve as contact center software. Show More ##### ## Hardware (2) Required Hardware Software requires a user to have specific hardware to support usage. Bring Your Own Device Users can run the software on their own devices. Show More ##### ## Security (2) Permissions Users can provide permissions on specific accounts or workspaces to control access for specific workspaces. Single Sign-On (SSO) Software provide integrated or native single sign-on (SSO). Show More ##### ## Meeting Coordination (9) Scheduling Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software. Video Call Recording Record and playback video calls Participant Permissions The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group. One-Click Join Allows users to join a conference without requiring a download or a sign-in Video Streaming Allows users to view videos without downloading media files On-Demand Recording Record the audio of phone conversations for quality assurance purposes Call Recording Record the audio of phone conversations for quality assurance purposes Call Recording Record the audio of phone conversations for quality assurance purposes Event Scheduling Plan an event's time and location Show More ##### ## Software Type (3) Mobile Offers a mobile app or mobile optimized website to video conference from smartphones or tablets. Browser Application Conferences can be launched within a browser without requiring a user to download an application to their desktop. Desktop Application Software is available as a downloadable desktop application. Show More ##### ## Meeting Prep - AI Meeting Assistants (3) Agenda Management Assists in creating and managing meeting agendas, ensuring that discussions stay on track and objectives are met. Virtual Meeting Hosting Hosts virtual meetings, manages attendee lists, and controls meeting features like screen sharing and recording. Automated Scheduling Helps schedule meetings by analyzing participants' calendars and finding suitable time slots for everyone involved. They can also send out meeting invitations and reminders. Show More ##### ## Meeting Automation - AI Meeting Assistants (3) Automated Note-Taking Automatically transcribes and summarizes meeting discussions. Voice Recognition Recognizes and transcribes spoken words during meetings, making note of who is speaking and when. Action Item Tracking Tracks action items and follow-up tasks, assigning responsibilities to specific participants and sending reminders. Show More ##### ## Meeting Insights - AI Meeting Assistants (3) Sentiment Analysis Analyzes the sentiment of meeting participants based on their speech patterns and provides insights into the emotional tone of the meeting. Personalization Adapts to individual preferences and learning from past interactions to provide a more personalized meeting experience. Smart Summaries Creates smart summaries that capture the essential information and insights from a meeting, allowing participants to recall key points, track action items, and have a comprehensive understanding of what transpired during the meeting Show More ##### ## Accessibility - AI Meeting Assistants (3) Language Translation Offers real-time language translation, allowing participants who speak different languages to communicate effectively. Real-Time Transcription Provides real-time transcription of spoken words. This may also include closed-captioning. Accessibility Guidelines Compliance Complies with accessibility standards and guidelines, such as the Web Content Accessibility Guidelines (WCAG), to ensure that the tool is accessible to individuals with disabilities. Show More ##### ## Generative AI - Business Instant Messaging (1) Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## AI - Business Instant Messaging (5) AI Powered Search Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms. Smart Notifications Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work. AI Powered Language Translation Uses AI-powered language translation tools to translate messages in real-time. Content Generation Creates, assists, or automates the generation of text-based content within the platform. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Platform Basics - VoIP Providers (18) PBX systems, VoIP Softphone Contains PBX & VoIP softphone that can be used within the VoIP business system. Call Management Manages incoming calls with features such as call forwarding, transferring, and routing. Network monitoring Supports real-time network monitoring via dashboards and alerts to identify and resolve issues. Integrations Enables integrations with communication and CRM platforms. Virtual PBX Provides compatibility with both hosted and virtual PBX solutions. SIP trunking services Supports SIP trunking services for local and long-distance calls. Contact Management Manage, organize, and store contact information Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Fax Management Call List Management Manage and track all past and future calls. 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 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 Real-Time Monitoring Active monitoring of systems, applications, or networks Call Monitoring Listen to live phone conversations for the purpose of training and assessing agent performance Workflow Management Create, design and manage workflows for repetitive tasks Call Center Integration Integration with third-party call center software Show More ##### ## Agentic AI - Virtual Classroom (5) Adaptive Learning Improves performance based on feedback and experience Assignment Management Assign issues and tasks based on availability or required skills Self-paced Learning Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge Blended Learning Supports learning paths that combine in-person classes with online/virtual courses Synchronous Learning Real-time, interactive learning experiences where participants engage in learning activities simultaneously Show More ##### ## Agentic AI - Business Instant Messaging (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Video Conferencing (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - VoIP Providers (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Virtual Workspaces (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Collaborative Whiteboard (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - UCaaS Platforms (5) Autonomous Task Execution Capability to perform complex tasks without constant human input 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Screen Sharing (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Visual Collaboration Platforms (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - AI Meeting Assistants (4) 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 Decision Making Makes informed choices based on available data and objectives Show More ##### ## Meeting Capture & Retention - AI Meeting Assistants (3) Bot Presence Requires an automated bot to join meetings as a participant to capture meeting content. Meeting Moments Management Enables users to search, edit, and highlight key moments within recorded content for easier reference. Audio or Video Recording Captures and stores in-meeting audio and video for post-meeting review and sharing. Show More ##### ## Additional Functionality (334) Live Chat Ability to chat online in real time Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Customizable Reports Alter the layout and content of reports Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Automatic Call Distribution Distribute/route/connect calls Real-Time Data Receive data and information in real time Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Employee Directory Access names, contact information, and roles of employees in a centralized repository 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 Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Call Scripting Provide agents with a typical response for common call subject matter Real-Time Reporting Active reporting of data and metrics Call Recording Record the audio of phone conversations for quality assurance purposes Real-Time Analytics Analyze and gain insights into data in real-time Virtual Call Center Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Auto-Dialer System that automatically dials calls Generative AI Use AI to generate content in the form of text, images, videos, etc. Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Call Transfer Transfers live calls to other agents Call Reporting Track and report on all incoming and outgoing calls Call Logging Collects essential call data such as call origin, call destination, call length, and other transaction details 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 Customizable Caller ID Mobile Access Access software remotely via mobile devices Callback Scheduling Schedules callback times IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response API Application programming interface that allows for integration with other systems/databases Interaction Tracking Track interaction history by documenting conversations for contacts Call Routing Sends voice calls to a specific queue based on predetermined criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Video Conferencing Connect with meeting participants remotely over video Call Conferencing Facilitate virtual conferences that connect multiple people remotely Call Disposition Track and report on call outcomes Predictive Dialer System calls multiple numbers at once and connects the agent to the first number that answers Spam Blocker Filters used to determine different types of malware threats On-Demand Recording Record the audio of phone conversations for quality assurance purposes Caller Profiles Store caller information within an accessible database Multiple User Accounts Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service VoIP Connection Place/receive calls through voice over IP connection Conferencing Text to Speech Turns text into natural sounding speech Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data VoIP Call Queues Place callers on hold sorted in line based on the order of the incoming calls until the next available agent can pick up the call Call Screening View caller ID details such as name and number and determine how to respond by prioritizing or blocking it Access Controls/Permissions Define levels of authorization for access to specific files or systems Online Voice Transmission Transmit voice and other information digitally Unified Communications Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration Voicemail Transcription Transcribe voicemail audio messages to written text that is sent over email Video Support Supports various video file formats AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Attendance Management Manage attendance for classes, shifts, meetings, or events Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Single Sign On Allow users to access multiple services after entering their login credentials once Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Email Management Manage, store and organize emails within the system or via third-party apps Calendar Management Track and manage schedules and meetings via an integrated calendar Transcripts/Chat History View messages sent by both parties during the chat conversation Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Security Protect sensitive data for digital privacy Document Storage Store and organize documents in a centralized system Document Management Store, manage, and track all electronic documents in a centralized location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Branding Add customized logos and colors to align with company branding Two-Way Audio & Video Presenter can see and hear participants and vice versa Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Conferencing Breakout Rooms Sub-room created within virtual meeting/class Third-Party Integrations Set up connections to third-party platforms to improve business processes API Application programming interface that allows for integration with other systems/databases Generative AI Use AI to generate content in the form of text, images, videos, etc. Chat/Messaging Communicate using direct chat or messages within the system Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet Surveys & Feedback Gauge satisfaction and receive information for improvement and success Mobile Access Access software remotely via mobile devices Video Conferencing Connect with meeting participants remotely over video User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access File Transfer Move files across different systems or networks Email Reminders Reminders sent via email Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Microsoft Outlook Integration CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Auto Framing Detect speech to highlight frame subjects On-Demand Webcasting An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience Automatic Transcription Use AI to convert voice into text automatically Two Way Audio & Video Presenter can see and hear participants and vice versa. User Profiles Profiles of users providing basic information Video Management Store and manage online video content Polls/Voting Enable custom polls/voting to facilitate decision-making or increase engagement Event Management Schedule and manage the logistics of activities and other gatherings Brand Management The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience. HD Audio/Video High-definition audio and/or video capabilities Presentation Tools Share and present designs Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Host Controls Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc. Document Storage Store and organize documents in a centralized system Chat/Messaging Communicate using direct chat or messages within the system File Transfer Move files across different systems or networks Third-Party Integrations Set up connections to third-party platforms to improve business processes Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet On-Demand Webcasting An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience Screen Capture Save a screenshot of your desktop as an image Calendar Management Track and manage schedules and meetings via an integrated calendar Multi-Participant Screen Sharing Allow several participants to share screens simultaneously Mobile Access Access software remotely via mobile devices Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals API Application programming interface that allows for integration with other systems/databases Calendar Sync Synchronize with other calendars to view mutual availability and schedules Surveys & Feedback Gauge satisfaction and receive information for improvement and success Customizable Branding Add customized logos and colors to align with company branding Email Reminders Reminders sent via email Desktop/Browser Sharing Share screens of either your computer's desktop or your browser tab with another computer Email Management Manage, store and organize emails within the system or via third-party apps Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Screen Mirroring Display your computer screen wirelessly on a TV or projector screen for real-time sharing with a large audience Annotations Highlight content and/or make notations about parts of content Generative AI Use AI to generate content in the form of text, images, videos, etc. Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Targeted/Locked Screen Sharing Share only a specific tab on your desktop while continuing to work in other tabs without sharing them 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 Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns File Management Create, save, and store files Mobile Screen Sharing Share screens from your tablet or smartphone Video Management Store and manage online video content User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Real Time Screen Sharing Share your screen with a third party to enable them to see what changes/actions are being performed as they happen CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Presenter Control Management Allow one presenter to pass control of the screen sharing to another participant Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Microsoft Outlook Integration SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Video Support Supports various video file formats Scheduling Plan availability and assign specific time slots for tasks and resources Access Controls/Permissions Define levels of authorization for access to specific files or systems Availability Indicator Indication whether a resource is available or protected from allocation @mentions An @mention is a way to tag or notify a specific person about a message/post Commenting/Notes Leave comments and notes on documents for others to view Reminders Timed notification for any upcoming task, deadline, appointment, or activity Progress Tracking Reporting on how each user, task or process has advanced since its initiation Single Sign On Allow users to access multiple services after entering their login credentials once Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Data Import/Export Import and export data to and from software applications Audio Calls Ability to make voice calls within the system Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Generative AI Use AI to generate content in the form of text, images, videos, etc. Voice Mail Computer-based system that allows users to send and receive voice messages SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access 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. Activity Tracking Track and document all activities across devices, networks, and other systems Interaction Tracking Track interaction history by documenting conversations for contacts Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Virtual Backgrounds Upload or use pre-set virtual backgrounds during video meetings Mobile Access Access software remotely via mobile devices Contact Management Manage, organize, and store contact information Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Call Transfer Transfers live calls to other agents Group Messaging Group messaging lets multiple people carry on a group conversation Call Recording Record the audio of phone conversations for quality assurance purposes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Call Monitoring Listen to live phone conversations for the purpose of training and assessing agent performance Task Management Create, manage and track all task activities and progression SMS Messaging Send messages via SMS Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Call Routing Sends voice calls to a specific queue based on predetermined criteria Multi-User Collaboration Two-way actions and communication between multiple users in real time Single Sign On Allow users to access multiple services after entering their login credentials once Chat/Messaging Communicate using direct chat or messages within the system Group Messaging Group messaging lets multiple people carry on a group conversation Bulk Send Process of sending a large number of documents, messages or emails to multiple recipients at once Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Mobile Access Access software remotely via mobile devices Rich Text Editor Input different types of content and edit text formats, fonts, font sizes, and colors Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Transcripts/Chat History View messages sent by both parties during the chat conversation Contact Management Manage, organize, and store contact information User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Message Recall Retrieve sent messages from mailboxes of recipients who haven't yet opened it Canned Responses Shortcuts for inputting frequently used messages Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities 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. Workflow Configuration Alter the default workflow to meet your organization's needs Single Sign On Allow users to access multiple services after entering their login credentials once Access Controls/Permissions Define levels of authorization for access to specific files or systems Task Management Create, manage and track all task activities and progression Reminders Timed notification for any upcoming task, deadline, appointment, or activity Read Receipts Ability to see if recipient has viewed/opened the message @mentions An @mention is a way to tag or notify a specific person about a message/post API Application programming interface that allows for integration with other systems/databases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Chat Engage in direct, instant messaging with customers, users, etc. SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Secure Data Storage Securely stores data to prevent data loss or breaches Activity Tracking Track and document all activities across devices, networks, and other systems Broadcast Messaging Notify large groups of people simultaneously about important updates. Customizable Branding Add customized logos and colors to align with company branding Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Commenting/Notes Leave comments and notes on documents for others to view Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository One-to-One Messaging Send personal messages to clients or attendees Event Calendar A list of events with their respective dates Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Updates Receive system updates as soon as any changes are made Employee Photos Store photos of employees Mobile Alerts Notifications via mobile devices Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Blogs Allows users to publish blogs on social site Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Visual Workflow Management Create, design, and visually represent processes within the software Task Planning 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 Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Chat/Messaging Communicate using direct chat or messages within the system Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Document Management Store, manage, and track all electronic documents in a centralized location Project Workflow Create, manage, or update project workflows. Template Management Create, save, and re-purpose templates for emails, forms, etc. Single Sign On Allow users to access multiple services after entering their login credentials once Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Categorization/Grouping Organize and group data or items based on various criteria Projections Estimate or forecast of a future scenario based on the study of present trends Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Mind Maps Diagram used to organize information in a hierarchical way to show relationships Video Conferencing Connect with meeting participants remotely over video Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Diagramming Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Sketching and Annotation Tools Create, draw, and annotate graphical content directly within the software application Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Workflow Management Create, design and manage workflows for repetitive tasks Screen Recording Record and save a video file of what is happening on a computer screen Project Planning Organize and schedule projects Ideation The creation, development, and sharing of potentially innovative new ideas Digital Canvas Canvas that can be used to create and collaborate in person and online. Real-Time Updates Receive system updates as soon as any changes are made API Application programming interface that allows for integration with other systems/databases Commenting/Notes Leave comments and notes on documents for others to view Generative AI Use AI to generate content in the form of text, images, videos, etc. Task Scheduling Track and manage the scheduling of tasks Planning Tools Multi-Department/Project Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Access Controls/Permissions Define levels of authorization for access to specific files or systems 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 Presentation Tools Share and present designs Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users File Transfer Move files across different systems or networks Presentation Streaming Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet Task Progress Tracking Track the status and progress of tasks Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Image Library Store and manage images Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Generative AI Use AI to generate content in the form of text, images, videos, etc. Polls/Voting Enable custom polls/voting to facilitate decision-making or increase engagement Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Assessment Management Creation, administration, and evaluation of assessments or tests Video Management Store and manage online video content Scheduling Plan availability and assign specific time slots for tasks and resources Real-Time Data Receive data and information in real time Interactive Content Allow the audience to interact or engage with the content Video Conferencing Connect with meeting participants remotely over video Real-time Broadcasting Broadcast live video streams Breakout Rooms Sub-room created within virtual meeting/class Data Import/Export Import and export data to and from software applications Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Attendance Management Manage attendance for classes, shifts, meetings, or events Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Attendance Tracking Track the attendance of specific individuals or groups Class Scheduling Schedule in-person or online classes 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 Student Management Database of students to track personal information of individuals and families Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Learning Management Organize and track educational activities Customizable Branding Add customized logos and colors to align with company branding API Application programming interface that allows for integration with other systems/databases LMS Integration (LTI) Integration with LMS system Conferencing Course Authoring Developing custom training courses for educating employees or for teachers to create courses for their students Student Portal Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Virtual Classroom Classes/sessions accessible via web browser of built-in video conferencing Progress Reports Document and report the progress of ongoing projects API Application programming interface that allows for integration with other systems/databases @mentions An @mention is a way to tag or notify a specific person about a message/post Commenting/Notes Leave comments and notes on documents for others to view Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Branding Add customized logos and colors to align with company branding Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Surveys & Feedback Gauge satisfaction and receive information for improvement and success Progress Tracking Reporting on how each user, task or process has advanced since its initiation Single Sign On Allow users to access multiple services after entering their login credentials once Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. 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 Data Import/Export Import and export data to and from software applications Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Audio Calls Ability to make voice calls within the system Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Calendar Sync Synchronize with other calendars to view mutual availability and schedules Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Third-Party Integrations (1) Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agenda Management (1) Agenda Management Access event or meeting agenda online Show More ##### ## Speech Recognition (1) Speech Recognition Train your system to interpret and transcribe voice messages Show More ##### ## Scheduling (1) Scheduling Plan availability and assign specific time slots for tasks and resources Show More ##### ## Video Conferencing (1) Video Conferencing Connect with meeting participants remotely over video Show More ##### ## Decision Support (1) Decision Support Tools that provide relevant information at specific times to support judgments and courses of action Show More ##### ## Accessibility Compliance (WCAG) (1) Accessibility Compliance (WCAG) WCAG accessibility compliance Show More ##### ## Real-Time Language Translation (1) Real-Time Language Translation Offers real-time language translation for multilingual participants Show More ##### ## Autonomous Task Execution (1) Autonomous Task Execution Completes tasks independently without constant human intervention Show More ##### ## Meeting Notes (1) Meeting Notes Create and share notes/annotations taken during meetings Show More ##### ## Action Management (1) Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Show More ##### ## Sentiment Analysis (1) Sentiment Analysis Categorize emotions expressed and identify if they are positive, negative or neutral Show More ##### ## Call Transcription (1) Call Transcription Voice conversion to text Show More ##### ## Recording (1) Recording Record live video calls to play later Show More ##### ## Transcript Search & Annotation (1) Transcript Search & Annotation Allow users to search, edit, and highlight meeting moments Show More ##### ## Action Item Tracking (1) Action Item Tracking Track the 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