[
Convin.ai Reviews
](https://www.g2.com/products/convin-ai/reviews)

[
Convin.ai Reviews
](https://www.g2.com/products/convin-ai/reviews)

# Convin.ai Features

##### 
## Call Analytics (7)

Call Recording

Records sales calls and facilitates playback

Machine Learning

Utilizes machine learning technology to analyze recorded sales calls

Call Analysis

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Lead Qualification

Leverages analytics to qualify and score calls in real time

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Real-Time Data

Receive data and information in real time

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

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##### 
## Artificial Intelligence - Conversation Intelligence (3)

Customer Scoring

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Speech-to-Text

Transcribes sales calls from speech to text

Sentiment Analysis

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

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##### 
## Quality Assurance (3)

Evaluation

Provides tools for evaluating customer interactions

Calibration

Offers features for maintaining fair and consistent scoring

Reports

Generates quality and performance reports

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##### 
## Engagement (4)

Feedback

Tools for providing personalized feedback and coaching sessions

Dashboards

Provides a centralized dashboard for agents to view their scores and feedback

Training

Tools for educating and training agents

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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##### 
## Performance (2)

Integrations

Integrates with other customer service or CRM software

Compliance

Helps ensure customer privacy and data protection

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##### 
## Generative AI (8)

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Call Routing

Sends voice calls to a specific queue based on predetermined criteria

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### 
## Agentic AI - Conversation Intelligence (9)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Forecasting

Form predictions based on past and present data/trends

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##### 
## Additional Functionality (129)

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Keyword Filtering

Monitor and collect information from social media based on specific keywords

Natural Language Processing

Process and analyze human language in text or audio form

For Contact Centers

Designed for contact centers.

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Call Tracking

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automatic Transcription

Use AI to convert voice into text automatically

Playbooks

Tactical guides providing information and instructions for teams to navigate through tasks and processes

Employee Coaching Tools

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Text Mining

Transforming unstructured text into a structured format to identify meaningful patterns and new insights

Trend/Problem Indicators

Visually identify direction of development and areas that require attention

Notes Management

Allow users to create, edit, and sort multiple notes

Retention Tracking

Measures the retention rate and satisfaction of customers.

Feedback Management

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Recommendations

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Dashboard

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Multi-Channel Communication

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

API

Application programming interface that allows for integration with other systems/databases

Rules-Based Workflow

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Intent Recognition

Helps understand a user's intentions/actions

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Prioritization

Arrange tasks based on the level of priority or urgency

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

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

Show More

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##### Categories on G2

[
Conversation Intelligence
](https://www.g2.com/categories/conversation-intelligence)[
Contact Center Quality Assurance
](https://www.g2.com/categories/contact-center-quality-assurance)[
Speech Analytics
](https://www.g2.com/categories/speech-analytics)

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