Customers.ai Features
Communication (5)
Pop-up Chat
Based on 101 Customers.ai reviews. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
As reported in 107 Customers.ai reviews. Delivers notifications to both sides of the conversation.
Targeted Emails
Based on 96 Customers.ai reviews. 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. 103 reviewers of Customers.ai have provided feedback on this feature.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them. This feature was mentioned in 36 Customers.ai reviews.
Internal Use (6)
Customization
As reported in 106 Customers.ai reviews. Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference. 39 reviewers of Customers.ai have provided feedback on this feature.
Lead Development
Enables employees to denote potential customers. 41 reviewers of Customers.ai have provided feedback on this feature.
Knowledge Base
Establishes a knowledge base for employee reference during conversations. This feature was mentioned in 37 Customers.ai reviews.
Team Inbox
Provides a central location for help requests, helping employees respond sooner. This feature was mentioned in 97 Customers.ai reviews.
Customer Profiles
Allows for the creation of profiles for contacts and customers. 102 reviewers of Customers.ai have provided feedback on this feature.
Messenger (4)
Sequencing
Based on 156 Customers.ai reviews and verified by the G2 Product R&D team. Mapped-out responses for conversations.
AI
Based on 151 Customers.ai reviews and verified by the G2 Product R&D team. Artificial intelligence (AI) and chatbot involvement.
Live Chat
Based on 153 Customers.ai reviews and verified by the G2 Product R&D team. Live human component of conversations.
Customization Interface
Based on 155 Customers.ai reviews and verified by the G2 Product R&D team. Quality of interface for designing and customizing conversation maps.
Channels (5)
Social Media
Based on 160 Customers.ai reviews and verified by the G2 Product R&D team. Conversations enacted over social media.
Website
Based on 148 Customers.ai reviews and verified by the G2 Product R&D team. Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Based on 136 Customers.ai reviews and verified by the G2 Product R&D team. Conversations enacted through text message (SMS).
Voice Assistants
Based on 125 Customers.ai reviews and verified by the G2 Product R&D team. Conversations enacted through voice assistants.
Other
Based on 128 Customers.ai reviews and verified by the G2 Product R&D team. Conversations enacted through other channels.
Customers (5)
Targeting
Based on 157 Customers.ai reviews and verified by the G2 Product R&D team. Overall quality of customer targeting based on needs or situations.
Profiles
Creation and modification of customer profiles based on conversations. 152 reviewers of Customers.ai have provided feedback on this feature.
Analytics
Based on 159 Customers.ai reviews and verified by the G2 Product R&D team. Reporting based around specific and overall conversation results.
Lead Gathering
Based on 160 Customers.ai reviews and verified by the G2 Product R&D team. Capture and organization of leads from conversations.
Sales Conversion
Based on 152 Customers.ai reviews and verified by the G2 Product R&D team. Success rate of conversations leading to customer purchases.
Integrated Workflows (7)
Task Management
As reported in 28 Customers.ai reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
As reported in 25 Customers.ai reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Based on 23 Customers.ai reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
As reported in 25 Customers.ai reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. This feature was mentioned in 24 Customers.ai reviews.
Calendar
Integrates with calendar software so users can seamlessly schedule calls. 24 reviewers of Customers.ai have provided feedback on this feature.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 24 Customers.ai reviews.
Repeatability and Reportability (5)
Content Management
As reported in 25 Customers.ai reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
As reported in 27 Customers.ai reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
As reported in 27 Customers.ai reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 25 Customers.ai reviews.
Gamification
Based on 25 Customers.ai reviews. Provides gamifaction features to rank sales reps on performance
Retargeting (7)
A/B Testing
Test which ads convert better. 43 reviewers of Customers.ai have provided feedback on this feature.
Audience Segmentation
Based on 49 Customers.ai reviews. Deliver certain ads to specific audiences.
Behavioral Targeting
Deliver certain ads based on observed behavior. This feature was mentioned in 46 Customers.ai reviews.
Reporting & Analytics
As reported in 45 Customers.ai reviews. Features to track clicks on conversions on retargeting ads.
Geo Targeting
Based on 43 Customers.ai reviews. Deliver retargeting ads based on the user's location.
Cross-channel Retargeting
Based on 44 Customers.ai reviews. Enables users to retarget ads across multiple channels, including web, mobile, and social.
Personalization
Personalize retargeting ads based on items a user has viewed. 43 reviewers of Customers.ai have provided feedback on this feature.
Lead Intelligence (5)
Lead Validation
As reported in 21 Customers.ai reviews. Product accurately cleans, deduplicates, and verifies lead data.
Lead Enrichment
Product enriches existing lead data with missing information. This feature was mentioned in 21 Customers.ai reviews.
Lead Quality
Product provides accurate, up-to-date contact information for leads, such as email address or phone number. This feature was mentioned in 21 Customers.ai reviews.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc. 21 reviewers of Customers.ai have provided feedback on this feature.
Browser Extension
As reported in 17 Customers.ai reviews. Product offers a browser extension that validates or enriches lead information within the user’s browser.
Responses (5)
Customization
Based on 120 Customers.ai reviews. Customize your chat workflows with rules and automations.
Control
Based on 119 Customers.ai reviews. 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. 118 reviewers of Customers.ai have provided feedback on this feature.
Menu bars
Based on 117 Customers.ai reviews. Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
As reported in 118 Customers.ai reviews. Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (7)
Live chat
Based on 114 Customers.ai reviews. Provide tools for live chat on one's website.
Integrations
Based on 120 Customers.ai reviews. Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Based on 118 Customers.ai reviews. Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
As reported in 117 Customers.ai reviews. Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
Based on 109 Customers.ai reviews. 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. 111 reviewers of Customers.ai have provided feedback on this feature.
Collection of information
As reported in 116 Customers.ai reviews. Can collect and store information from interlocators, such as email, phone number, etc.
Lead Monitoring (3)
Features
As reported in 57 Customers.ai reviews. Provides features to create and manage lists of potential customers
Performance
Monitors form’s performance and contribution to the sales pipeline 57 reviewers of Customers.ai have provided feedback on this feature.
Identification
Based on 61 Customers.ai reviews. Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
Data Capture (4)
Mobile
As reported in 60 Customers.ai reviews. Records leads using different types of devices
Websites
As reported in 60 Customers.ai reviews. Captures form submissions from existing forms on websites or landing pages
Social Media
Captures leads across social media channels This feature was mentioned in 57 Customers.ai reviews.
Data
Captures measurable, real customer data gathered directly from a website This feature was mentioned in 57 Customers.ai reviews.
Analytics (2)
Export/Import
Based on 59 Customers.ai reviews. Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Reporting
As reported in 60 Customers.ai reviews. Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Customization (4)
Forms
Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter 55 reviewers of Customers.ai have provided feedback on this feature.
Personalization
Based on 57 Customers.ai reviews. Changes colors, calls to action, or form length to personalize lead capture
Templates
Based on 56 Customers.ai reviews. Provides pre-configured templates that can be customized by users
Integration
As reported in 57 Customers.ai reviews. Integrates with sales and marketing software solutions to transfer lead data between them
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 23 Customers.ai reviews.
Lead Scoring
As reported in 24 Customers.ai reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
As reported in 23 Customers.ai reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 23 reviewers of Customers.ai have provided feedback on this feature.
Machine Learning
As reported in 22 Customers.ai reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Generative AI (6)
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
Based on 12 Customers.ai reviews. Allows users to generate text based on a text prompt.
Agentic AI - Lead Intelligence (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Visitor Identification (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (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
Agentic AI - Conversational Marketing (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
Agentic AI - Retargeting (6)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives

You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.
Audience segmentation separates an audience into small groups sharing similar characteristics. Discover the types and learn why it’s important.




