Forethought AI Agents 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
Administration (6)
Database Management
Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.
Data Workflows
Operationalizes data delivery workflows to easily scale repeatable preparation needs
Issue Management
Provide workflows to create and escalate issues related to risks and requests
Integrations
Integrates with live chat, chatbots, help desk, or other customer service software
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took
Compliance (4)
Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Data Governance
Ensures user access management, data lineage, and data encryption
Compliance
Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.
Auditing
Perform ad-hoc or ongoing IT audits at different levels of the company.
Data Security (5)
Risk Data Attributes
Identify risk data attributes such as description, category, owner, or hierarchy.
Data Transport
Protects data with some form of encryption as it leaves your secure or local network.
Access Management
Allows administrators to set user access privileges to permit approved parties to access sensitive data.
Multi-Factor Authentication
Requires a second level of authentication, such as sms messaging or customized tokens, to access data.
Data Security
Protect sensitive data for digital privacy
Knowledge Management (3)
Knowledge Base
Enables the creation of an internal repository of knowledge articles
Publishing Workflows
Provides workflows for writing, editing, approving, and publishing knowledge article content
Analytics
Helps users understand which knowledge articles are working and identifies areas of improvement
Customer Support (7)
Intelligent Search
Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query
Suggestions
Analyzes customer support tickets or conversations to suggest relevant knowledge articles
Decision Trees
Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues
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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
Responses (9)
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Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
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Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
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Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Multi-Language
Manage and support multiple languages
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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 (13)
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Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
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Integration
Gives users the ability to update systems, like CRM, based on conversations.
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Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Human-in-the-loop (HITL)
Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.
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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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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
Automation (7)
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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
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Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
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Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
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Document Processing
Allows users to automate the handling, processing, and management of documents.
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 (7)
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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.
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.
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AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Automation - AI Agents (7)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Natural Language Processing
Process and analyze human language in text or audio form
Simulation and Scenario Generation
Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Autonomy (4)
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Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
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Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
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Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
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Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Customer Query Resolution - AI Customer Support Agents (5)
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Automated Ticket Resolution
Allows the AI agent to autonomously resolve customer queries without human intervention.
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Contextual Response Generation
Enables the AI agent to provide accurate answers based on the context of customer inquiries.
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Sentiment Analysis
Allows the AI agent to analyze customer sentiment and adjust responses accordingly.
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Knowledge Base Utilization
Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.
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Multilingual Support
Provides users the ability to interact with the AI agent in multiple languages for global support.
Customer Interaction Automation - AI Customer Support Agents (4)
Proactive Customer Outreach
Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.
Feedback Collection
Provides users the ability to automate gathering and analyzing customer feedback after interactions.
Escalation Handling
Allows the AI agent to identify when issues require human intervention and escalate them appropriately.
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Workflow Optimization
Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.
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
Intent & Action Handling - Conversational Interface Agents (3)
Data Retrieval from Connected Systems
Retrieves information from integrated enterprise systems in response to conversational queries
Intent Recognition & Mapping
Identifies user intent and maps requests to predefined system actions, queries, or workflows
Action & Workflow Triggering
Initiates tasks, processes, or system workflows based on interpreted user requests
Natural Language Interaction - Conversational Interface Agents (3)
Natural Language Query Understanding
Interprets user requests expressed in natural language to identify intent and relevant entities
Multi-Turn Conversation Management
Maintains dialogue continuity across multiple messages to support contextual back-and-forth interactions
Voice & Text Interface Support
Enables users to interact with agents through chat, messaging platforms, or voice commands
Context & Personalization - Conversational Interface Agents (2)
Conversation Context Persistence
Maintains contextual information across interactions to support coherent multi-turn conversations
User Identity & Permission Awareness
Adjusts responses and available actions based on the user’s identity, role, and system permissions
Enterprise Integration & Deployment - Conversational Interface Agents (2)
Enterprise Application Integrations
Connects conversational agents with enterprise systems such as CRM, ERP, ITSM, or collaboration tools
Security & Access Controls
Enforces authentication, authorization, and governance policies for conversational interactions
Additional Functionality (129)
Agent Collaboration
Multiple agents work together, share tasks, and coordinate to achieve common goals.
Data Governance
Collection of processes, policies, and standards to manage the storage & usability of enterprise data
Prompt Engineering
Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
For No-Code Development
Build applications without the use of code
Version Control
Track revisions and updates made to files and navigate between different versions
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Dynamic Modeling
Model the varying behavior of a system over time through diagrams
API
Application programming interface that allows for integration with other systems/databases
Memory Management
Store and save retrievable data
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Scalability
Manage a growing amount of work to meet increased demand without compromising performance
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scheduling
Plan availability and assign specific time slots for tasks and resources
Natural Language Interface
Interact with agents using conversational language
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Multiple LLM Models
Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more
Integration Management
Identify which applications need to exchange data and enable these data connections
Customizable Frameworks
Flexible architecture allowing tailored configurations
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Analytics
Tools for the systematic analysis of various types of data or statistics
Intent Recognition
Helps understand a user's intentions/actions
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Attended Automation
Bots that work alongside humans on tasks that cannot be fully automated
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Deep Learning
Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Automated Responses
Automatic reply functionality for incoming messages
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Transfers/Routing
Transfer queries and organize messages between agents
Personalization
Adjust communications based on previous interactions or personal preferences
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Virtual Personal Assistant (VPA)
Program systems that assist users with their daily administrative responsibilities
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Speech Recognition
Train your system to interpret and transcribe voice messages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Unattended Automation
Automate processes from start to finish without human assistance
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Proactive Error Detection
Managing and resolving errors that occur during program execution to maintain stability
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
Dashboard (1)
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Speech Recognition (1)
Speech Recognition
Train your system to interpret and transcribe voice messages
Compliance Management (1)
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Autonomous Task Execution (1)
Autonomous Task Execution
Completes tasks independently without constant human intervention
Sentiment Analysis (1)
Sentiment Analysis
Categorize emotions expressed and identify if they are positive, negative or neutral
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Human-in-the-loop (HITL) (1)
Human-in-the-loop (HITL)
Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.
Agentic Task Execution (1)
Agentic Task Execution
Autonomously executes tasks such as scheduling, refunds, and renewals by integrating with external systems and APIs.
Natural Language Processing (1)
Natural Language Processing
Process and analyze human language in text or audio form
Conversational AI (1)
Conversational AI
Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses
Performance Metrics (1)
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Interaction Tracking (1)
Interaction Tracking
Track interaction history by documenting conversations for contacts
Knowledge Base Management (1)
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
CRM Integration (1)
CRM Integration
Integration with third-party CRM systems
Inquiry Routing (1)
Inquiry Routing
Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.
Contextual Guidance (1)
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Communications Management (1)
Communications Management
Record and track all relevant internal and external communications
Proactive Chat (1)
Proactive Chat
Copy on the page or chat window encouraging the user to engage with the chat option
Ticket Management (1)
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues


