Artificial intelligence (AI) and chatbot involvement.
Live Chat
Live human component of conversations.
Customization Interface
Quality of interface for designing and customizing conversation maps.
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.
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.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
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.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Responses (3)
Control
Control who the chatbot converses with (and when). 27 reviewers of Expertise AI have provided feedback on this feature.
Route To Human
As reported in 25 Expertise AI reviews. 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. This feature was mentioned in 25 Expertise AI reviews.
Platform (5)
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. This feature was mentioned in 26 Expertise AI reviews.
Branding
Has the ability to customize look and feel of chatbot to match` company branding. This feature was mentioned in 28 Expertise AI reviews.
Analytics
Based on 28 Expertise AI reviews. Gives user the ability to analyze conversations with the chatbot and see its performance.
Role-based access
As reported in 26 Expertise AI reviews. 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. 27 reviewers of Expertise AI have provided feedback on this feature.
Generative AI (4)
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. 27 reviewers of Expertise AI have provided feedback on this feature.
AI Text Summarization
Based on 27 Expertise AI reviews. Condenses long documents or text into a brief summary.
Agentic AI - Salesforce AppExchange Apps (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 (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
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