Customerly Features

Tools for importing/exporting data to/from the platform to support campaign setup and reporting.

Supports extensibility through APIs to build and manage integrations with third-party tools.

"Offers a wide range of plug-and-play integrations with third-party applications. "

Integrates with CRM software, which can help provide context to your mailing lists.

Integrates with Social Media platforms, which can help expand your reach.

Integrates with e-commerce platforms, which can link directly to your online store.

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

Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.

List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.

Ability to send thousands of unique, personalized emails per second.

Tools for designing, editing, and personalizing email content for recipients.

Supports the ability to send outbound email campaigns to external recipients.

Maximizes inbox placement by managing spam compliance and sender reputation.

Automatically respond to user actions or triggers with predefined email messages.

Enables multiple users to login to the same account to maintain a single account for your entire marketing team.

Ability to send secure and personalized survey invites to your contact list.

Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients.

Allows for live chat to be enabled within the app for customer help.

Allows agents to join a customer's browser session and navigate through the website with them.

Notifications that are delivered to users as soon as an event occurs

Engage in direct, instant messaging with consumers

Allows users to customize chat colors, text, logos, and branding.

Archives conversations in a separate location for later reference.

Enables employees to denote potential customers.

Establishes a knowledge base for employee reference during conversations.

Provides a central location for help requests, helping employees respond sooner.

Allows for the creation of profiles for contacts and customers.

Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules.

Maintains context across user turns in a single session to provide coherent, relevant responses.

Understands varied user phrasing and infers intent without relying solely on keywords or scripts.

Supports building conversational flows using predefined paths, rules, and decision trees.

Provides fallback messages or guidance when the bot cannot understand or fulfill a query.

Allow users to edit text and themes on email templates

Provide a library of stock images to use for emails

Offer email proofing capabilities

Provide mobile responsive email templates

Offer pre-made email templates

Allow users to create their own email templates

Use drag-and-drop HTML editing to create email templates

Provide analytics reporting so that users can see how their campaigns perform

Allow for users to identify potential issues that would stop their emails from sending

Integrate with email software or email marketing and marketing automation platforms

Ability to share email templates via a link to collect feedback on the created emails easily

Provides API access to connect with proprietary business systems or internal data sources.

Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools.

Allows non-developers to configure and design chatbot flows via visual or no-code interfaces.

Customize your chat workflows with rules and automations.

Control who the chatbot converses with (and when).

Has the ability to connect interlocator with a human agent when the need arises.

Can provide interlocators with menus, through which they can choose a relevant response.

Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.

Provide tools for live chat on one's website.

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.

Has the ability to customize look and feel of chatbot to match` company branding.

Gives user the ability to analyze conversations with the chatbot and see its performance.

Allows users to test the efficacy of various responses through A/B testing.

Allows for varying access to chatbot and admin settings, depending on user, their role, etc.

Can collect and store information from interlocators, such as email, phone number, etc.

Analyze data and automatically generate insights using AI/ML technologies

Copy on the page or chat window encouraging the user to engage with the chat option

Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor

Tailored or customizable questions for more targeted and relevant data collection

Offers pre-built templates for creating surveys with different audiences or use cases

Provides tools for distributing surveys through email, SMS, social media, etc.

Distribute a survey via mobile devices

Survey popup over a webpage to specific users based on their behavior

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Survey design technique that directs respondents to different questions based on their previous answers

Allows users to customize survey colors, logos, and URLs to match company branding

Ability to embed videos, photos, or other rich media

Allows for creation of surveys in different languages and advanced survey translation

Provides tools to visualize and analyze data

Allows integration with third -party reporting and business intelligence applications

Allows users to export reports from the product into an .xsl, .csv, or .pdf file

Allows administrators to set permissions on viewing, filtering, or sharing survey results

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

Share and present designs

Analyze survey results via statistical testing or crosstabs directly within the software

Receive data and information in real time

Interact with data visualization elements, such as charts and graphs, to drill down into data

Identifies the customer and personalizes interaction at every touchpoint.

Allows multiple related channels to interact at once to reduce transfers.

Prompts agents to engage customers based on contextual data, such as product usage or conversation history.

Provides features for sending outbound messages to engage customers through proactive support.

Can route contacts to agents the customer has worked with before.

Provides features for escalating conversations to the appropriate agent.

Maintains a transcript of conversations from all channels.

Enables customers to resolve queries or issues without the assistance of an agent.

Ensures consistent performance, delivering reliable outputs based on user prompts.

Implements stringent measures to protect user data and ensure privacy.

Shows adeptness in comprehending and responding to complex or multi-part queries.

Facilitates natural and human-like conversations, delivering engaging interaction experiences.

Demonstrates a sophisticated understanding of both written and spoken user commands.

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

Offers a high degree of customization to meet individual user or business requirements.

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, design and manage workflows for repetitive tasks

Manage, store and organize emails within the system or via third-party apps

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Features robust learning mechanisms, improving responses over time based on past user interactions.

Showcases the ability to recognize, correct, and learn from its own mistakes.

Displays creativity in generating diverse, interesting, and contextually relevant responses.

Produces content that is accurate, factually correct, and relevant to the user's query.

Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions.

Regularly receives updates that contribute to continuous improvement of the product.

Assesses the chatbot's ability to function seamlessly across various platforms and devices.

Seamlessly integrates with other platforms or software systems, enhancing overall utility.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to automate responses to customer inquiries across various channels.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows users to automate the handling, processing, and management of documents.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Allows the AI agent to autonomously resolve customer queries without human intervention.

Enables the AI agent to provide accurate answers based on the context of customer inquiries.

Allows the AI agent to analyze customer sentiment and adjust responses accordingly.

Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.

Provides users the ability to interact with the AI agent in multiple languages for global support.

Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.

Provides users the ability to automate gathering and analyzing customer feedback after interactions.

Allows the AI agent to identify when issues require human intervention and escalate them appropriately.

Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Enables tuning or updating chatbot behavior based on user feedback or admin input (non-live learning).

Includes safeguards to restrict inappropriate responses and ensure compliant language use.

Analyze and gain insights into data in real-time

Manage, store and organize emails within the system or via third-party apps

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

Allow users to access multiple services after entering their login credentials once

Search and filter data across systems to locate required information by entering keywords or certain criteria

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

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

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

Shortcuts for inputting frequently used messages

Gauge satisfaction and receive information for improvement and success

View and track pertinent metrics to find patterns and gain insights from data

Transfer queries and organize messages between agents

Geographic location of visitors determines behavior of the software

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

View messages sent by both parties during the chat conversation

Store and organize documents in a centralized system

Digitally share screen view with others

Manage, organize, and store contact information

Create and automatically send premade copy in response to customer messages

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

Access software remotely via mobile devices

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

Form to collect visitor contact information when live chat isn't available

Active monitoring of systems, applications, or networks

Allow customers/users to submit support queries and service requests

Public or private sharing of digital files such as documents, audio/video, images, and more

Allow users to access multiple services after entering their login credentials once

Survey or poll in which voice broadcast recipients can communicate responses via the phone

Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page

Allow media to be embedded in the question or answer options

Tracks metrics that provide insight into how a user interacts with any interface or product

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Graphical representation of data

Create and administer polls and surveys

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

Visual representations of words that give greater prominence to words that appear more frequently

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

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

Customize data fields to support various needs and use cases

Create, save, and re-purpose templates for emails, forms, etc.

Manage, store and organize emails within the system or via third-party apps

Allow the audience to interact or engage with the content

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Gauge satisfaction and receive information for improvement and success

Track and document all activities across devices, networks, and other systems

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

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

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Create and send email blasts/campaigns

Protect sensitive data for digital privacy

Allow reviewers to provide anonymous feedback to encourage honest conversations

Modifying a website's URL to enhance readability, branding, or campaign alignment

Integration of respondents' answers from previous survey questions into subsequent questions or text

Practice of collecting data and responses for market research/surveys without an internet connection

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

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

Assemble applications and processes by dragging over and arranging pre-built components

Import and export data to and from software applications

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Process of dividing customers into groups based on common characteristics

Limit the number of participants with certain characteristics you want to complete the survey

Manage and support multiple languages

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Reminders sent via email

Games or game-like elements to track progress and reward accomplishments

Randomize the displayed order of questions and answer options

Create and automatically send premade copy in response to customer messages

Configure existing workflows to meet your organization's needs

Process and analyze human language in text or audio form

Add customized logos and colors to align with company branding

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Analyze and gain insights into data in real-time

Existing bot models for AI-based tools commonly used for auditory and textual conversation methods

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

Ability to chat online in real time

Active monitoring of systems, applications, or networks

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

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

Train your system to interpret and transcribe voice messages

Assemble applications and processes by dragging over and arranging pre-built components

View and track pertinent metrics to find patterns and gain insights from data

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

AI-based platform which conducts a conversation via auditory or textual methods

Helps understand a user's intentions/actions

Automatically identify and save contact information of potential customers

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

Search and filter data across systems to locate required information by entering keywords or certain criteria

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

Communicate using direct chat or messages within the system

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

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

Interprets what a user is doing based on context and helps guide them through the process.

Ability to interact with the application using human languages such as English

Observe and track the demand, usage, progress or quality of a system, product, or user

The ability of a bot to respond to user queries in synthesised voice

Notifications that are delivered to users as soon as an event occurs

A collection of customer information such as contact details, demographics, previous interactions, etc.

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

For the intention to be used by developers

Process of dividing customers into groups based on common characteristics

System alerts about the need to escalate an issue or request

Tracks metrics that provide insight into how a user interacts with any interface or product

Tool to send questionnaires to customers to gauge feedback

Score a lead on their quality or likelihood to buy based on certain behaviors

View messages sent by both parties during the chat conversation

Identify different languages

Existing bot models for AI-based tools commonly used for auditory and textual conversation methods

Automatically identify and save contact information of potential customers

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Process and analyze human language in text or audio form

Manage and support multiple languages

Used as a promotional or demonstration tool in sales and marketing presentations

Interprets what a user is doing based on context and helps guide them through the process.

Automatic reply functionality for incoming messages

Provide online support for your customers through live chat or help desk functionality

AI-based platform which conducts a conversation via auditory or textual methods

Helps understand a user's intentions/actions

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

See options for potential search queries within the system

Transfer queries and organize messages between agents

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

Shortcuts for inputting frequently used messages

Software program that continuously adjusts its behavior based on observed data

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

Tickets are automatically assigned to specific agents based on predefined rules

Streamlining repetitive tasks and activities through automated and predefined workflows

Adjust communications based on previous interactions or personal preferences

Create and automatically send premade copy in response to customer messages

Process of dividing customers into groups based on common characteristics

Create and update newsletter content to increase engagement

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

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Tracks metrics that provide insight into how a user interacts with any interface or product

Preview materials before finalizing projects

Track delivered, received, and opened emails

Plan, execute, and analyze email marketing campaigns

Create landing pages or online forms designed to capture new leads and prospects

Add customized logos and colors to align with company branding

Automatically identify and save contact information of potential customers

Optimize content to ensure it is easily accessible for mobile users

Visualize and analyze customer experience across all touchpoints and channels

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

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

Customize data fields to support various needs and use cases

View and track pertinent metrics to find patterns and gain insights from data

Track the amount of clicks on individual products to measure campaign results

Manage contacts across multiple mailing lists

Ensure compliance with the General Data Protection Regulation protocols

Add or remove subscribers from mailing lists

Set up automated email sequences to streamline outreach and engage leads/contacts

Set campaign schedules by selecting start, pause, and end dates

Predefined actions automatically performed on the occurance of specific events

Manage and support multiple languages

Create, save, and re-purpose templates for emails, forms, etc.

Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.)

Analyze and gain insights into data in real-time

Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience

Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Add, edit, and manipulate HTML code directly

Manage, organize, and store contact information

Send automated marketing emails based on user actions over a predetermined period

Track and interpret campaign performance metrics

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

Store and manage images

Streamlining repetitive tasks and activities through automated and predefined workflows

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

Train your system to interpret and transcribe voice messages

Track and manage adherence to policies for any service, product, process, or supplier

Completes tasks independently without constant human intervention

Categorize emotions expressed and identify if they are positive, negative or neutral

Protect sensitive data for digital privacy

Addition of necessary external data, applications, tools, or features

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

Autonomously executes tasks such as scheduling, refunds, and renewals by integrating with external systems and APIs.

Process and analyze human language in text or audio form

Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses

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

Track interaction history by documenting conversations for contacts

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Integration with third-party CRM systems

Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.

Interprets what a user is doing based on context and helps guide them through the process.

Record and track all relevant internal and external communications

Copy on the page or chat window encouraging the user to engage with the chat option

Track, manage, or resolve user requests and IT incidents/issues