[ Custome... Reviews ](https://www.g2.com/products/customers-ai/reviews) [ Custome... Reviews ](https://www.g2.com/products/customers-ai/reviews) # Customers.ai Features ##### ## 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 ##### ## Messenger (4) Sequencing Mapped-out responses for conversations. AI Artificial intelligence (AI) and chatbot involvement. Live Chat Live human component of conversations. Customization Interface Quality of interface for designing and customizing conversation maps. Show More ##### ## Channels (5) Social Media Conversations enacted over social media. Website Conversations enacted through embedding or pop-ups on websites. Text Message (SMS) Conversations enacted through text message (SMS). Voice Assistants Conversations enacted through voice assistants. Other Conversations enacted through other channels. Show More ##### ## Customers (5) Targeting Overall quality of customer targeting based on needs or situations. Profiles Creation and modification of customer profiles based on conversations. Analytics Reporting based around specific and overall conversation results. Lead Gathering Capture and organization of leads from conversations. Sales Conversion Success rate of conversations leading to customer purchases. Show More ##### ## Integrated Workflows (7) Task Management Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Calls and Voice Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. Other Outreach Options 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. Calendar Integrates with calendar software so users can seamlessly schedule calls. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Show More ##### ## Repeatability and Reportability (5) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance 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. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## Retargeting (7) A/B Testing Test which ads convert better. Audience Segmentation Deliver certain ads to specific audiences. Behavioral Targeting Deliver certain ads based on observed behavior. Reporting & Analytics Features to track clicks on conversions on retargeting ads. Geo Targeting Deliver retargeting ads based on the user's location. Cross-channel Retargeting Enables users to retarget ads across multiple channels, including web, mobile, and social. Personalization Personalize retargeting ads based on items a user has viewed. Show More ##### ## Lead Intelligence (5) Lead Validation Product accurately cleans, deduplicates, and verifies lead data. Lead Enrichment Product enriches existing lead data with missing information. Lead Quality Product provides accurate, up-to-date contact information for leads, such as email address or phone number. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Browser Extension Product offers a browser extension that validates or enriches lead information within the user’s browser. 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 ##### ## Lead Monitoring (3) Features Provides features to create and manage lists of potential customers Performance Monitors form‚Äôs performance and contribution to the sales pipeline Identification Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page Show More ##### ## Data Capture (4) Mobile Records leads using different types of devices Websites Captures form submissions from existing forms on websites or landing pages Social Media Captures leads across social media channels Data Captures measurable, real customer data gathered directly from a website Show More ##### ## Analytics (2) Export/Import Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. Reporting Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. Show More ##### ## Customization (4) Forms Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter Personalization Changes colors, calls to action, or form length to personalize lead capture Templates Provides pre-configured templates that can be customized by users Integration Integrates with sales and marketing software solutions to transfer lead data between them Show More ##### ## AI and Automation (5) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. Lead Scoring Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage Best Time of Day Scheduling 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. Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## 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 Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Lead Intelligence (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Visitor Identification (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Lead Capture (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More [ ![Snitcher](https://images.g2crowd.com/uploads/product/hd_favicon/3a9c441be83a2a15be14a8bc9b47a8ae/snitcher.svg "Snitcher") Sponsored Snitcher 4.8/5 (219) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Drift](https://images.g2crowd.com/uploads/product/hd_favicon/0dde34d086fccc39e604a4d17950cdb2/drift.svg "Drift") Drift 4.4/5 (1,204) ](https://www.g2.com/products/drift/reviews) [ ![Fin](https://images.g2crowd.com/uploads/product/hd_favicon/5d5fd30de40ef30f077664aa44f9775a/fin.svg "Fin") Fin 4.5/5 (3,701) ](https://www.g2.com/products/fin/reviews) [ ![Tidio](https://images.g2crowd.com/uploads/product/hd_favicon/5a3c39079f10e3e53bd18da51a13870e/tidio.svg "Tidio") Tidio 4.6/5 (1,842) ](https://www.g2.com/products/tidio/reviews) [ View All Alternatives ](https://www.g2.com/products/customers-ai/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Audience Segmentation](/glossary/audience-segmentation-definition) Audience segmentation separates an audience into small groups sharing similar characteristics. Discover the types and learn why it’s important. [Machine Learning](/glossary/machine-learning-definition) 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. 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