Customerly Features

Tools for importing/exporting data to/from the platform to support campaign setup and reporting. This feature was mentioned in 11 Customerly reviews.

Supports extensibility through APIs to build and manage integrations with third-party tools. 11 reviewers of Customerly have provided feedback on this feature.

Based on 11 Customerly reviews. "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.

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. 16 reviewers of Customerly have provided feedback on this feature.

Based on 17 Customerly reviews. List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.

Based on 13 Customerly reviews. Ability to send thousands of unique, personalized emails per second.

Tools for designing, editing, and personalizing email content for recipients. 17 reviewers of Customerly have provided feedback on this feature.

Supports the ability to send outbound email campaigns to external recipients. This feature was mentioned in 16 Customerly reviews.

As reported in 14 Customerly reviews. Maximizes inbox placement by managing spam compliance and sender reputation.

Based on 16 Customerly reviews. 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.

As reported in 10 Customerly reviews. Ability to send secure and personalized survey invites to your contact list.

Based on 16 Customerly reviews. Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates.

Based on 31 Customerly reviews and verified by the G2 Product R&D team. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Based on 31 Customerly reviews and verified by the G2 Product R&D team. Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients. This feature was mentioned in 27 Customerly reviews.

Based on 29 Customerly reviews and verified by the G2 Product R&D team. Allows for live chat to be enabled within the app for customer help.

Based on 18 Customerly reviews. Allows agents to join a customer's browser session and navigate through the website with them.

Based on 29 Customerly reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding.

Based on 29 Customerly reviews and verified by the G2 Product R&D team. Archives conversations in a separate location for later reference.

Based on 29 Customerly reviews and verified by the G2 Product R&D team. Enables employees to denote potential customers.

Based on 27 Customerly reviews and verified by the G2 Product R&D team. Establishes a knowledge base for employee reference during conversations.

Based on 29 Customerly reviews and verified by the G2 Product R&D team. Provides a central location for help requests, helping employees respond sooner.

Based on 28 Customerly reviews and verified by the G2 Product R&D team. 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.

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

Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings

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

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

Helps create more intelligent surveys based on respondent's actions and 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

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.

Exhibits proficiency in maintaining and utilizing context throughout a conversation.

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

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.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Based on 15 Customerly reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. This feature was mentioned in 15 Customerly reviews.

Simulates human-like speech from text inputs.

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.

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

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.