[ Customerly Reviews ](https://www.g2.com/products/customerly/reviews) [ Customerly Reviews ](https://www.g2.com/products/customerly/reviews) # Customerly Features ##### ## Integration (6) Data Import & Export Tools Tools for importing/exporting data to/from the platform to support campaign setup and reporting. Integration APIs Supports extensibility through APIs to build and manage integrations with third-party tools. Breadth of Partner Applications "Offers a wide range of plug-and-play integrations with third-party applications. " CRM Integration Integrates with CRM software, which can help provide context to your mailing lists. Social Media Integration Integrates with Social Media platforms, which can help expand your reach. E-Commerce Integration Integrates with e-commerce platforms, which can link directly to your online store. Show More ##### ## Email Marketing (9) Email and Mobile Preview 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. Manage Email Lists List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. High-Volume Sending Ability to send thousands of unique, personalized emails per second. Building and Personalizing Emails Tools for designing, editing, and personalizing email content for recipients. Sending Outbound Emails Supports the ability to send outbound email campaigns to external recipients. Manage Email Deliverability Maximizes inbox placement by managing spam compliance and sender reputation. Automated Email Responses Automatically respond to user actions or triggers with predefined email messages. Multi-user Account Enables multiple users to login to the same account to maintain a single account for your entire marketing team. Surveys Ability to send secure and personalized survey invites to your contact list. Show More ##### ## Reporting & Analytics (1) Basic Reporting Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates. Show More ##### ## Communication (5) Pop-up Chat Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. Notifications Delivers notifications to both sides of the conversation. Targeted Emails Sends automated emails to further engage clients and potential clients. In-App Messaging Allows for live chat to be enabled within the app for customer help. Co-Browsing Allows agents to join a customer's browser session and navigate through the website with them. Show More ##### ## Internal Use (6) Customization Allows users to customize chat colors, text, logos, and branding. Conversation Archiving Archives conversations in a separate location for later reference. Lead Development Enables employees to denote potential customers. Knowledge Base Establishes a knowledge base for employee reference during conversations. Team Inbox Provides a central location for help requests, helping employees respond sooner. Customer Profiles Allows for the creation of profiles for contacts and customers. Show More ##### ## Core Conversational Capabilities - AI Chatbots (3) Controlled LLM Response Generation Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules. Context Maintenance Within Sessions Maintains context across user turns in a single session to provide coherent, relevant responses. Natural Language Understanding & Intent Inference Understands varied user phrasing and infers intent without relying solely on keywords or scripts. Show More ##### ## Task & Flow Management - AI Chatbots (2) Scripted Dialogue & Decision Tree Support Supports building conversational flows using predefined paths, rules, and decision trees. Fallback Responses for Unknown Queries Provides fallback messages or guidance when the bot cannot understand or fulfill a query. Show More ##### ## Templates (4) Text and Themes Allow users to edit text and themes on email templates Stock Images Provide a library of stock images to use for emails Proofing Offer email proofing capabilities Mobile Responsive Provide mobile responsive email templates Show More ##### ## Edit (3) Pre-Made Offer pre-made email templates Build Allow users to create their own email templates HTML Use drag-and-drop HTML editing to create email templates Show More ##### ## Logistics (4) Analytics Provide analytics reporting so that users can see how their campaigns perform Issues Allow for users to identify potential issues that would stop their emails from sending Integrations Integrate with email software or email marketing and marketing automation platforms Shareable Link Ability to share email templates via a link to collect feedback on the created emails easily Show More ##### ## Deployment & Embedding - AI Chatbots (2) API Access for Business System Integration Provides API access to connect with proprietary business systems or internal data sources. Web Widget & SDK Embedding Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools. Show More ##### ## Admin & Configuration - AI Chatbots (1) No-Code Conversation Design Allows non-developers to configure and design chatbot flows via visual or no-code interfaces. Show More ##### ## Responses (5) Customization Customize your chat workflows with rules and automations. Control Control who the chatbot converses with (and when). Route To Human Has the ability to connect interlocator with a human agent when the need arises. Menu bars Can provide interlocators with menus, through which they can choose a relevant response. Drip sequences Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion. Show More ##### ## Platform (7) Live chat Provide tools for live chat on one's website. Integrations Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. Branding Has the ability to customize look and feel of chatbot to match` company branding. Analytics Gives user the ability to analyze conversations with the chatbot and see its performance. A/B testing Allows users to test the efficacy of various responses through A/B testing. Role-based access Allows for varying access to chatbot and admin settings, depending on user, their role, etc. Collection of information Can collect and store information from interlocators, such as email, phone number, etc. Show More ##### ## Survey Management (4) Survey Builder Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor Question Types Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings Templates Offers pre-built templates for creating surveys with different audiences or use cases Survey Distribution Provides tools for distributing surveys through email, SMS, social media, etc. Show More ##### ## Survey Customization (4) Branching/Skip Logic Helps create more intelligent surveys based on respondent's actions and answers Branding Allows users to customize survey colors, logos, and URLs to match company branding Multimedia Support Ability to embed videos, photos, or other rich media Multilingual Surveys Allows for creation of surveys in different languages and advanced survey translation Show More ##### ## Survey Insights (4) Reporting & Analytics Provides tools to visualize and analyze data BI Tools Integration Allows integration with third -party reporting and business intelligence applications Data Exporting Allows users to export reports from the product into an .xsl, .csv, or .pdf file Permissions Allows administrators to set permissions on viewing, filtering, or sharing survey results Show More ##### ## Conversational Platform (4) Personalization Identifies the customer and personalizes interaction at every touchpoint. Omnichannel Allows multiple related channels to interact at once to reduce transfers. Contextual Engagement Prompts agents to engage customers based on contextual data, such as product usage or conversation history. Proactive Engagement Provides features for sending outbound messages to engage customers through proactive support. Show More ##### ## Support Automation (4) Intelligent Routing Can route contacts to agents the customer has worked with before. Seamless Escalation Provides features for escalating conversations to the appropriate agent. Transcripts Maintains a transcript of conversations from all channels. Self-Serve Support Enables customers to resolve queries or issues without the assistance of an agent. Show More ##### ## Data (2) Reliability Ensures consistent performance, delivering reliable outputs based on user prompts. Data Security Implements stringent measures to protect user data and ensure privacy. Show More ##### ## Interaction (5) Complex Query Handling Shows adeptness in comprehending and responding to complex or multi-part queries. Natural Conversation Facilitates natural and human-like conversations, delivering engaging interaction experiences. Understanding Demonstrates a sophisticated understanding of both written and spoken user commands. Context Management Exhibits proficiency in maintaining and utilizing context throughout a conversation. Customizability Offers a high degree of customization to meet individual user or business requirements. Show More ##### ## Learning (2) User Interaction Learning Features robust learning mechanisms, improving responses over time based on past user interactions. Error Learning Showcases the ability to recognize, correct, and learn from its own mistakes. Show More ##### ## Content Generation (2) Creativity Displays creativity in generating diverse, interesting, and contextually relevant responses. Content Accuracy Produces content that is accurate, factually correct, and relevant to the user's query. Show More ##### ## System (4) API Flexibility Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions. Update Frequency and Utility Regularly receives updates that contribute to continuous improvement of the product. Cross-Platform Compatibility Assesses the chatbot's ability to function seamlessly across various platforms and devices. Software Integration Seamlessly integrates with other platforms or software systems, enhancing overall utility. Show More ##### ## Generative AI (11) 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. 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. AI Text-to-Speech Simulates human-like speech from text inputs. 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. 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. 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. Show More ##### ## Automation (3) Customer Interaction Automation Allows users to automate responses to customer inquiries across various channels. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Document Processing Allows users to automate the handling, processing, and management of documents. Show More ##### ## Autonomy (4) Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. Adaptive Responses Allows the AI agent to learn from interactions and adapt its responses accordingly. Task Execution Provides the AI agent the ability to execute tasks without requiring constant user input. Problem Solving Allows the AI agent to identify and resolve issues without user intervention. Show More ##### ## Customer Query Resolution - AI Customer Support Agents (5) Automated Ticket Resolution Allows the AI agent to autonomously resolve customer queries without human intervention. Contextual Response Generation Enables the AI agent to provide accurate answers based on the context of customer inquiries. Sentiment Analysis Allows the AI agent to analyze customer sentiment and adjust responses accordingly. Knowledge Base Utilization Enables the AI agent to retrieve information from a knowledge base to assist with query resolution. Multilingual Support Provides users the ability to interact with the AI agent in multiple languages for global support. Show More ##### ## Customer Interaction Automation - AI Customer Support Agents (4) Proactive Customer Outreach Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers. Feedback Collection Provides users the ability to automate gathering and analyzing customer feedback after interactions. Escalation Handling Allows the AI agent to identify when issues require human intervention and escalate them appropriately. Workflow Optimization Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times. Show More ##### ## Agentic AI - Email Marketing (5) Autonomous Task Execution Capability to perform complex tasks without constant human input 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 Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Email Template Builder (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - AI Chatbots (7) 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 Show More ##### ## Agentic AI - Survey (3) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Monitoring & Improvement - AI Chatbots (1) Feedback-Driven Response Optimization Enables tuning or updating chatbot behavior based on user feedback or admin input (non-live learning). Show More ##### ## Reliability & Safety - AI Chatbots (1) Guardrails & Content Controls Includes safeguards to restrict inappropriate responses and ensure compliant language use. 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