CloudTalk Features
Basic Communication (11)
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Phone Calls
Enables users to place phone calls over the internet.
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Video Calls
Enables users to place video calls over the internet.
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Instant Messaging
Enables users to send instant messages over the internet.
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Screen Sharing
Enables users to share screens over the internet.
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Conference Calls
Enables multiple users to make phone or video calls over the internet at once.
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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
Advanced Features (3)
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Hold Music
Offers users the option to play music for contacts who are on hold.
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Automated Attendants
Offers users the option to set up an automated attendant to field calls and information when employees are unavailable.
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VOiP Number
Offers users a unique number that can be dialed from anywhere.
Access (3)
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Software Pairing
Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365.
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Browser Extension
Allows users to download the tool along as an extension to their browser of choice.
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Individual Download
Requires users download the software on its own.
Calling (5)
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Record Calls
Records calls for future reference.
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Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up.
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Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
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Click-to-Call
Gathers contacts from integrated tools, allowing users to call with one click.
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Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (4)
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Personalization
Retains a log of extraneous contact information such as timezone and contact engagement.
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Information Locater
Finds and opens saved contact information for reference at the time of a new call.
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Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Contact Management
Manage, organize, and store contact information
Insights (7)
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Notes
Allows users to take notes during or after the call for future reference.
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Daily Summary
Delivers users a daily summary of activity.
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Automated Voicemails
Sends automated voicemails to prospective clients who fail to answer.
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Automated Emails
Sends automated emails to increase engagement with prospective clients.
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Sorts Prospects
Organizes contacts based on probability of success.
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Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Dialing Options (2)
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Preview Dialing
Presents information about the individual being called before the call begins.
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Progressive Dialing
Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
Agent Tools (6)
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Whisper Coaching
Allows a supervisor to listen to a call and train in real time.
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Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves.
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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 (3)
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Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
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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.
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Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
Quality Assurance (3)
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Evaluation
Provides tools for evaluating customer interactions
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Calibration
Offers features for maintaining fair and consistent scoring
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Reports
Generates quality and performance reports
Engagement (4)
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Feedback
Tools for providing personalized feedback and coaching sessions
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Dashboards
Provides a centralized dashboard for agents to view their scores and feedback
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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)
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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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.
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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
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Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Administrative (12)
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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
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Call Reporting
Track and report on all incoming and outgoing calls
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Call Recording
Allows supervisors/managers to record and review telephone conversations of agents.
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Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Call Reporting
Track and report on all incoming and outgoing calls
Real-Time Reporting
Active reporting of data and metrics
Workforce Management (17)
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Agent Availability
Offers complete visibility into agent availability to efficiently create and manage schedules.
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Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
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Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
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Agent Self-Service
Allows agents to set their own preferences, request time off, and trade shifts.
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Mobile Access
Allows users to access the software using mobile devices.
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
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Call Monitoring
Allow managers/supervisors to monitor calls for quality assurance purposes.
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Performance Evaluation
Allows managers/supervisors to evaluate the performance of agents.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Administration (6)
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Automation
Automates some or all operation related tasks
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Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
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Dashboards
Has a centralized dashboard for users to interact with.
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Labor Forecasting
Predict labor requirements based on past and present data/trends
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Intraday Management
Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Platform (14)
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Omnichannel
Allows inflow of requests through various digital channels such as email, social media, etc.
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Mobile Access
Allows users to access the software using mobile devices.
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Queue Management
Provides queue management in case of increase in case/call inflow.
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Call Routing
Allows distribution of incoming calls to agents.
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Call Back
Allows users to request a call back.
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IVR
Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.
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Automatic Call Distribution
Allows automatic distribution of incoming calls to the agents.
Call Transfer
Transfers live calls to other agents
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.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Survey/Poll Management
Create and administer polls and surveys
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call List Management
Manage and track all past and future calls.
Generative AI (10)
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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.
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Basic Communication - Cloud PBX (11)
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Call Management
Supports incoming calls, call forwarding, transferring and conferencing.
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Communication Management
Can handle voicemail, instant messaging, screen sharing, video calls, text messages or other forms of communication for the business.
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Scalability
Scales to add additional phone capacity in order to accommodate growth in an organization.
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Integrations
Integrates with business tools such as CRMs, APIs, browsers, business music and more.
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Mobile Accessibility
Able to connect with employee's mobile devices for further ease of access.
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Accessibility
Accessible from any location with wifi connection via cloud infrastructure.
Contact Management
Manage, organize, and store contact information
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Call List Management
Manage and track all past and future calls.
Fax Management
Advanced Features - Cloud PBX (5)
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Security and Compliance
Ensures security of voice communications with encryption for calls.
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Analytics and Reporting
Provides call analytics based on data such as call volumes, durations, and other metrics.
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Support and Reliability
Provides virtual technical support for business communication services for improving phone performance.
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Automated attendant
Offers an automated attendant to field calls when employees are unavailable.
Real-Time Analytics
Analyze and gain insights into data in real-time
Platform Basics - VoIP Providers (18)
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PBX systems, VoIP Softphone
Contains PBX & VoIP softphone that can be used within the VoIP business system.
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Call Management
Manages incoming calls with features such as call forwarding, transferring, and routing.
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Network monitoring
Supports real-time network monitoring via dashboards and alerts to identify and resolve issues.
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Integrations
Enables integrations with communication and CRM platforms.
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Virtual PBX
Provides compatibility with both hosted and virtual PBX solutions.
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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
Call Center Infrastructure (CCI) (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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
Multi-Language
Manage and support multiple languages
Agentic AI - Contact Center (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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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 - Outbound Call Tracking (2)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Auto Dialer (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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
Agentic AI - VoIP Providers (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
AI Capabilities - Auto Dialer (7)
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Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
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Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
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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 (358)
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
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
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Leave Tracking
Manage and track employee attendance
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Call Centers
Designed for call centers
Employee Time Tracking
Track and measure time worked for employees
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Monitoring
Track and report on everything that happens within the system or network
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
API
Application programming interface that allows for integration with other systems/databases
Call Recording
Record the audio of phone conversations for quality assurance purposes
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Skills Tracking
Track employee skills, competencies, training & qualifications
Activity Tracking
Track and document all activities across devices, networks, and other systems
Variable Workforce
Utilize third party services to cover unforeseen labor needs
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Agent Interface
Agents can view and manage all customer requests and interactions.
Virtual Extensions
Call Disposition
Track and report on call outcomes
Customizable Caller ID
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
SMS Messaging
Send messages via SMS
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Recording
Record the audio of phone conversations for quality assurance purposes
Conferencing
Call Transfer
Transfers live calls to other agents
Callback Scheduling
Schedules callback times
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Automatic Call Distribution
Distribute/route/connect calls
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
Real-Time Updates
Receive system updates as soon as any changes are made
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
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
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Voice Mail
Computer-based system that allows users to send and receive voice messages
Video Conferencing
Connect with meeting participants remotely over video
Caller ID
Identify the number and contact information of a caller before answering the phone
SIP Trunking
Enables the connectivity to send and receive calls over the internet
For Cloud Phone Systems
For Cloud-based phone system that sends and receives calls via the internet.
Ring Groups
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
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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
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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
Chat/Messaging
Communicate using direct chat or messages within the system
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Customer History
Access previous interactions or concerns to maintain customer relationships
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Analytics
Analyze and gain insights into data in real-time
Phone Key Input
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
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
Activity Tracking
Track and document all activities across devices, networks, and other systems
Live Chat
Ability to chat online in real time
Call Scripting
Provide agents with a typical response for common call subject matter
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Voice Mail
Computer-based system that allows users to send and receive voice messages
Voice Customization
API
Application programming interface that allows for integration with other systems/databases
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
SMS Messaging
Send messages via SMS
Callback Scheduling
Schedules callback times
Caller ID
Identify the number and contact information of a caller before answering the phone
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Auto-Dialer
System that automatically dials calls
Pre-recorded Messages
Set of pre-recorded messages for candidates that can be shared before, during and after the video interview
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Multiple Scripts
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Disposition
Track and report on call outcomes
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Lead Distribution
Route and distribute your leads to third party buyers
Workflow Management
Create, design and manage workflows for repetitive tasks
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Email Management
Manage, store and organize emails within the system or via third-party apps
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Activity Tracking
Track and document all activities across devices, networks, and other systems
Email Templates
Pre-made examples and templates for emails
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Sales Pipeline Management
Pipeline view and tracking lead status
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Call Distribution
Distribute/route/connect calls
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Lead Capture
Automatically identify and save contact information of potential customers
Deal Management
Defines specific deal parameters to negotiate and secure deals
Call List Management
Manage and track all past and future calls.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Call Recording
Record the audio of phone conversations for quality assurance purposes
For Contact Centers
Designed for contact centers.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Data Management
Ability to handle large datasets
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Chat/Messaging
Communicate using direct chat or messages within the system
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
API
Application programming interface that allows for integration with other systems/databases
Task Management
Create, manage and track all task activities and progression
Interaction Tracking
Track interaction history by documenting conversations for contacts
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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