[
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Custome... Reviews
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# Customers.ai Features

##### 
## Communication (7)

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.

Real-Time Notifications

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

Real-time Consumer-facing Chat

Engage in direct, instant messaging with consumers

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##### 
## 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.

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##### 
## Messenger (5)

Sequencing

Mapped-out responses for conversations.

AI

Artificial intelligence (AI) and chatbot involvement.

Video Chat

Chat with your counterparts over the video in real time

Customization Interface

Quality of interface for designing and customizing conversation maps.

Generative AI

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

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##### 
## Channels (6)

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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.

Multi-Channel Marketing

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

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##### 
## Customers (7)

Audience Targeting

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

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.

Customer Service Analytics

Reporting/Analytics

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

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##### 
## Integrated Workflows (13)

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.

Business Process Automation

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Sales Pipeline Management

Pipeline view and tracking lead status

Communication Management

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

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

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##### 
## 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

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## Platform (9)

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.

Augmented Analytics

Analyze data and automatically generate insights using AI/ML technologies

Proactive Chat

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

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##### 
## Lead Monitoring (4)

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

Lead Capture

Automatically identify and save contact information of potential customers

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##### 
## 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

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##### 
## 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.

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##### 
## Customization (6)

Web Forms

Web form that allows users to enter data that is sent and processed for different reasons

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

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

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##### 
## 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.

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##### 
## Generative AI (10)

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.

Generative AI

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

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.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

Generative AI

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

Lead Generation

Manage the process of attracting and converting business prospects into leads

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##### 
## Agentic AI - Lead Intelligence (1)

Cross-system Integration

Works across multiple software systems or databases

Show More

##### 
## Agentic AI - Visitor Identification (3)

Cross-system Integration

Works across multiple software systems or databases

Third-Party Integrations

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

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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##### 
## Agentic AI - Lead Capture (2)

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Sales Engagement (8)

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

Strategic Planning

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

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##### 
## Agentic AI - Conversational Marketing (9)

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

Third-Party Integrations

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

Multi-Language

Manage and support multiple languages

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

##### 
## Additional Functionality (218)

Prospecting Tools

Tools designed to streamline the process of lead generation and management for sales teams

Reporting/Analytics

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

AI Copilot

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

Auto-Dialer

System that automatically dials calls

For Sales Teams/Organizations

Caters to sales teams

Real-Time Analytics

Analyze and gain insights into data in real-time

Email Management

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

API

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

Single Sign On

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

Search/Filter

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

Collaboration Tools

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

Third-Party Integrations

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

Activity Dashboard

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

Canned Responses

Shortcuts for inputting frequently used messages

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Reporting/Analytics

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

Transfers/Routing

Transfer queries and organize messages between agents

Geotargeting

Geographic location of visitors determines behavior of the software

Interaction Tracking

Track interaction history by documenting conversations for contacts

CRM

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

Transcripts/Chat History

View messages sent by both parties during the chat conversation

Document Storage

Store and organize documents in a centralized system

Screen Sharing

Digitally share screen view with others

Contact Management

Manage, organize, and store contact information

Autoresponders

Create and automatically send premade copy in response to customer messages

Multi-Channel Communication

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

Mobile Access

Access software remotely via mobile devices

AI Copilot

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

Offline Form

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

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Support Ticket Management

Allow customers/users to submit support queries and service requests

File Sharing

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

Customizable Fields

Customize data fields to support various needs and use cases

API

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

Real-Time Notifications

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

Lead Nurturing

Engage with a lead throughout the sales process by actively providing information

Human Handover

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Product Recommendations

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

Customer Experience Management

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

SMS Messaging

Send messages via SMS

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Chat/Messaging

Communicate using direct chat or messages within the system

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Lead Distribution

Route and distribute your leads to third party buyers

Campaign Segmentation

Group campaigns by project, client, or campaign for better management.

Data Import/Export

Import and export data to and from software applications

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Real-Time Data

Receive data and information in real time

Real-time Conversations

Send and receive messages in real-time via an online communication channel

Customizable Branding

Add customized logos and colors to align with company branding

Lead Qualification

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

Template Management

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

Autoresponders

Create and automatically send premade copy in response to customer messages

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customer Segmentation

Process of dividing customers into groups based on common characteristics

One-to-One Messaging

Send personal messages to clients or attendees

Communication Management

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

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Activity Dashboard

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

Lead Capture

Automatically identify and save contact information of potential customers

Appointment Scheduling

Schedule appointments via a calendar

Reporting & Statistics

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

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

Chatbot

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

Group Messaging

Group messaging lets multiple people carry on a group conversation

AI Copilot

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

Customer Database

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

Multi-Channel Communication

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

Email Automation

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

CRM

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

Engagement Tracking

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

Lead Segmentation

Divide leads into buckets based on predefined criteria and routing rules

Conversion Tracking

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Activity Dashboard

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

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

AI Copilot

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

Pipeline Management

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Drag & Drop

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

Reporting & Statistics

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

Multi-Campaign

Manage multiple campaigns in one system

Prospecting Tools

Tools designed to streamline the process of lead generation and management for sales teams

Customizable Fields

Customize data fields to support various needs and use cases

Lead Distribution

Route and distribute your leads to third party buyers

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

Engagement Tracking

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

Generative AI

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

Chat/Messaging

Communicate using direct chat or messages within the system

CRM

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

Email Marketing

Create and send email blasts/campaigns

Template Management

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

Lead Nurturing

Engage with a lead throughout the sales process by actively providing information

Customizable Branding

Add customized logos and colors to align with company branding

Contact Management

Manage, organize, and store contact information

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Email Management

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

Real-Time Notifications

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

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Activity Tracking

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

Alerts/Notifications

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

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Lead Notifications

Real-time alerts or notifications that inform teams about new leads or prospects

Reporting/Analytics

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

Dashboard

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

Business Card/Badge Scanning

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Lead Generation

Manage the process of attracting and converting business prospects into leads

Customer Database

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

Autoresponders

Create and automatically send premade copy in response to customer messages

Lead Qualification

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

API

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

Forms Management

Store, manage and track all forms in a centralized location

Visitor Tracking

Track visitors and purpose of visits

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Campaign Analytics

Track and interpret campaign performance metrics

Search/Filter

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

Campaign Planning

Plan and strategize marketing campaigns

Lead Scoring

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Email Tracking

Track delivered, received, and opened emails

Drip Campaigns

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

Campaign Segmentation

Group campaigns by project, client, or campaign for better management.

Lead Verification/Validation

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Source Tracking

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Interaction Tracking

Track interaction history by documenting conversations for contacts

Opportunity Management

Track all opportunities for potential sales and convert them into recurring revenue

Sales Reports

Reports specific to sales analysis for trends and strategies

Document Storage

Store and organize documents in a centralized system

Sales Trend Analysis

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Monitoring

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

For Sales Teams/Organizations

Caters to sales teams

Sales Forecasting

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Workflow Management

Create, design and manage workflows for repetitive tasks

Task Management

Create, manage and track all task activities and progression

Customer Surveys

Tool to send questionnaires to customers to gauge feedback

Lead Qualification

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

Transcripts/Chat History

View messages sent by both parties during the chat conversation

Language Detection

Identify different languages

Pre-Configured Bot

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

Lead Capture

Automatically identify and save contact information of potential customers

Code-free Development

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

Natural Language Processing

Process and analyze human language in text or audio form

Multi-Language

Manage and support multiple languages

For Sales/Marketing

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

Contextual Guidance

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

Automated Responses

Automatic reply functionality for incoming messages

Customer Support

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

Chatbot

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

Intent Recognition

Helps understand a user's intentions/actions

Sentiment Analysis

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

Customer Experience Management

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

Query Suggestions

See options for potential search queries within the system

Transfers/Routing

Transfer queries and organize messages between agents

AI Copilot

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

Canned Responses

Shortcuts for inputting frequently used messages

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Multi-Channel Communication

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

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Conversion Rate Optimization

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

SEO Management

Optimize and manage the search engine optimization efforts for a website or digital content

Drag & Drop

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

Visual Analytics

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

API

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

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Data Import/Export

Import and export data to and from software applications

Reporting & Statistics

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

Real-Time Reporting

Active reporting of data and metrics

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Real-Time Data

Receive data and information in real time

A/B Testing

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Screen Activity Recording

Capture what is happening on a computer screen

Site Search Tracking

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

Visitor Tracking

Track visitors and purpose of visits

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Engagement Tracking

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

Activity Tracking

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

Sales Trend Analysis

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Funnel Analysis

Method of analysis that visualizes the series of events that lead towards a defined goal.

Widgets

An extended application or connector that enables users to perform additional services with their current set of tools

Alerts/Escalation

System alerts about the need to escalate an issue or request

Real-Time Analytics

Analyze and gain insights into data in real-time

Heatmaps

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Search/Filter

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

Conversion Tracking

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Reporting/Analytics

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

Referral Tracking

Log and store the source of contacts/leads

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Generative AI

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

Data Visualization

Graphical representation of data

Behavior Tracking

Track visitors'/audience's responses across web pages and other optimized content

Keyword Tracking

Track and monitor a specific set of keywords

Pageview Tracking

Customizable Reports

Alter the layout and content of reports

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Visualization

Graphical representation of data or processes

Activity Dashboard

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

Real-Time Notifications

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Time on Site Tracking

Track the amount of time users spend on websites

Web Traffic Reporting

Collect and analyze traffic data about website visitors

Monitoring

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

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Dashboard Creation

Creation and customization of dashboards

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Campaign Analytics

Track and interpret campaign performance metrics

Customizable Branding

Add customized logos and colors to align with company branding

Alerts/Notifications

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

User Interaction Tracking

Monitor user activity through engagement methods

AI Copilot

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

Customer Journey Mapping

Visualize and analyze customer experience across all touchpoints and channels

Goal Setting/Tracking

Establish measurable goals and objectives and track their progress over a specific period of time

Multiple Site Management

Website Analytics

Track and analyze information regarding website visitors

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[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.

[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.

Customers.ai Comparisons

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Manychat

4.5/5(165)

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Chatfuel

4.4/5(45)

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Drift

4.4/5(1,255)

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##### Categories on G2

[
Sales Engagement
](https://www.g2.com/categories/sales-engagement)[
Live Chat
](https://www.g2.com/categories/live-chat)[
Lead Capture
](https://www.g2.com/categories/lead-capture)

[
Conversational Marketing
](https://www.g2.com/categories/conversational-marketing)[
Chatbots
](https://www.g2.com/categories/chatbots)[
Lead Intelligence
](https://www.g2.com/categories/lead-intelligence)[
Visitor Identification
](https://www.g2.com/categories/visitor-identification)[
Retargeting
](https://www.g2.com/categories/retargeting)

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Pros and Cons Details
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Best rated multi-country payroll provider
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Which app monetization platforms maintain consistent page speed while scaling revenue?
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Which BIM objects platforms work best for a large architectural practice that needs to manage and distribute a custom content library across multiple offices and project teams?
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Which payment analytics platforms are best for teams that need to track transaction trends across multiple payment gateways from a single dashboard?
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Tontine
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Pros and Cons Details
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