Drift Features
Self-Service Experience (4)
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Knowledge Base
Provides a repository of information that can be used by those seeking support.
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Searchable Articles
Makes articles in the knowledge base searchable on the web.
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Mobile Optimization
Optimizes the customer self-service experience on mobile devices
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Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
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Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
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Automation
Automates some or all operation related tasks
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Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Communication (7)
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Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
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Notifications
Delivers notifications to both sides of the conversation.
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Targeted Emails
Sends automated emails to further engage clients and potential clients.
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In-App Messaging
Allows for live chat to be enabled within the app for customer help.
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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
Internal Use (6)
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Customization
Allows users to customize chat colors, text, logos, and branding.
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Conversation Archiving
Archives conversations in a separate location for later reference.
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Lead Development
Enables employees to denote potential customers.
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Knowledge Base
Establishes a knowledge base for employee reference during conversations.
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Team Inbox
Provides a central location for help requests, helping employees respond sooner.
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Customer Profiles
Allows for the creation of profiles for contacts and customers.
Messenger (5)
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Sequencing
Mapped-out responses for conversations.
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AI
Artificial intelligence (AI) and chatbot involvement.
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Video Chat
Chat with your counterparts over the video in real time
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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.
Channels (6)
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Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
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Website
Conversations enacted through embedding or pop-ups on websites.
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Text Message (SMS)
Conversations enacted through text message (SMS).
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Voice Assistants
Conversations enacted through voice assistants.
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Other
Conversations enacted through other channels.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Customers (7)
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Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
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Profiles
Creation and modification of customer profiles based on conversations.
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Analytics
Reporting based around specific and overall conversation results.
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Lead Gathering
Capture and organization of leads from conversations.
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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
Lead Facilitation (4)
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Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
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Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
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Lead Follow-up
Automatically contacts all leads.
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Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (15)
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Opportunity and Pipeline Management
Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide
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Data Entry
Automates the entry of collected data.
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Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Call Management
Document Management
Store, manage, and track all electronic documents in a centralized location
Contact Management
Manage, organize, and store contact information
Task Management
Create, manage and track all task activities and progression
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Notes Management
Allow users to create, edit, and sort multiple notes
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Email Management
Manage, store and organize emails within the system or via third-party apps
Performance Analysis (4)
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Coaching
Provides real-time coaching to sales representatives.
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Peformance Tracking
Tracks and analyzes sales representative performance.
Email Tracking
Track delivered, received, and opened emails
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Sales Analysis (2)
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ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
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Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Responses (5)
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Customization
Customize your chat workflows with rules and automations.
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Control
Control who the chatbot converses with (and when).
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Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
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Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
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Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (9)
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Live chat
Provide tools for live chat on one's website.
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Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
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Branding
Has the ability to customize look and feel of chatbot to match` company branding.
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Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
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A/B testing
Allows users to test the efficacy of various responses through A/B testing.
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Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
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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
Conversational Platform (4)
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Personalization
Identifies the customer and personalizes interaction at every touchpoint.
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Omnichannel
Allows multiple related channels to interact at once to reduce transfers.
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Contextual Engagement
Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
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Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support.
Support Automation (3)
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Seamless Escalation
Provides features for escalating conversations to the appropriate agent.
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Transcripts
Maintains a transcript of conversations from all channels.
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Self-Serve Support
Enables customers to resolve queries or issues without the assistance of an agent.
Integrations (6)
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MS Teams Integration
This software integrates with Microsoft Teams.
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Email Integration
This software integrates with popular email providers.
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Zoom Integration
This software integrates with Zoom.
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Google Meet Integration
This software integrates with Google Meet.
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Salesforce Integration
This software integrates with Salesforce.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Branding & Customizatio (5)
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Custom Booking Page
Provide the ability to create a custom booking page.
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Personalized Links
Provide the ability to create custom scheduling URLs.
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Personalized Web Embed
Provide the ability to create a personalized web embed.
Online Booking
Book meetings and appointments through a website or digital platform
Room Booking
Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held
Automatic Rules & Configurations (4)
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Set Working Hours
Allow users to set automatic working hours.
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Automatic Updates
Automatically update calendars after a meeting has been booked.
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Buffer Times
Provide the ability to incorporate buffer times, leaving time before and after meetings.
Real-Time Updates
Receive system updates as soon as any changes are made
Customer Support (4)
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Text
Is able to process inquiries submitted by text data from live chat, email, or SMS
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Speech
Comprehends human speech and can transcribe it to text for processing
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Knowledge Base
The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Automation (4)
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Ticket Resolution
The platform is able to automatically determine how to resolve help tickets without assistance by human agents
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Customization
The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence
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Intelligent Routing
When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Artificial Intelligence (4)
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Learning
The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses
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Language
Multilingual capabilities allow the AI to process inquiries from many languages
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Conversational AI
The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI (15)
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AI Text Generation
Allows users to generate text based on a text prompt.
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text Generation
Allows users to generate text based on a text prompt.
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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.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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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.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Bot Platforms (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 - Customer Self-Service (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 - AI Sales Assistant (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
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
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
Agentic AI - Business Scheduling (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Additional Functionality (203)
Email Response Control
Speech Recognition
Train your system to interpret and transcribe voice messages
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Chat/Messaging
Communicate using direct chat or messages within the system
AI Writing Assistant
Generates and edits text using machine learning
For Sales Teams/Organizations
Caters to sales teams
Sales Automation
Automate processes to manage leads, contacts, opportunities and sales activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Predictive Analytics
Predict future data based on historical data sets
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Templates
Sample files or documents that could be customized as needed or used as is
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Email Templates
Pre-made examples and templates for emails
SMS Messaging
Send messages via SMS
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Lead Engagement
Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Omnichannel Outreach
Using different methods or channels to connect with customers
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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
Task Scheduling
Track and manage the scheduling of tasks
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Fields
Customize data fields to support various needs and use cases
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Shift Swapping
Managing and trading shift details between employees
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Mobile Access
Access software remotely via mobile devices
Real-time Scheduling
Based on availability, instantly confirm or deny a request when a new booking is made
Multi-Location
Manage and support multiple locations
Personalization and Recommendation
Generative AI models can create personalized recommendations for users based on their preferences and behavior.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Resource Scheduling
Allocate and manage resources, such as employees, equipment, facilities, and other assets
Activity Tracking
Track and document all activities across devices, networks, and other systems
Timesheet Management
Track the amount of time spent on a job or task
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
API
Application programming interface that allows for integration with other systems/databases
Absence Management
Manage and track employee attendance
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Class Scheduling
Schedule in-person or online classes
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Booking Management
Create, update, and manage bookings, itineraries, and reservations
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Group Scheduling
Automatically find mutually available meeting time slots across multiple calendars
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Appointment Scheduling
Schedule appointments via a calendar
Time Zone Tracking
Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
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
Workflow Management
Create, design and manage workflows for repetitive tasks
Interaction Tracking
Track interaction history by documenting conversations for contacts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Single Sign On
Allow users to access multiple services after entering their login credentials once
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Inventory Management
Track and manage inventory levels to maintain proper supply
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Customer History
Access previous interactions or concerns to maintain customer relationships
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Support Ticket Management
Allow customers/users to submit support queries and service requests
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Email Templates
Pre-made examples and templates for emails
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Integration
Seamlessly integrates with 3rd party websites
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Chat/Messaging
Communicate using direct chat or messages within the system
Live Chat
Ability to chat online in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
Customizable Forms
Customize contracts and forms to collect specific information
Customer Communication
Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals




