[ Glassbox Reviews ](https://www.g2.com/products/glassbox/reviews) [ Glassbox Reviews ](https://www.g2.com/products/glassbox/reviews) # Glassbox Features ##### ## Metrics (23) Sessions - Digital Analytics Accurately measure total web traffic and present data elegantly. Engagement Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc. Entry and Exit Pages Accurately determine where most people enter your site and where they leave and present data elegantly. Standard Event Tracking Software automatically tracks standard user actions. Custom Event Tracking Able to set up custom variables to track any user activity on the site. Retention Accurately measure bounce rate. Return Track user return rates and related metrics. Conversions Track what proportion of users convert via a certain action. Funnels See how many users proceed down a certain path to conversion. Engagement Configures and accurately measures an appropriate measure of engagement, such as average session length. Exit Tracking Accurately determines where users close the app during their sessions. Retention Accurately measures bounce rate. Return Tracks user return rates and related metrics. Conversions Tracks what proportion of users convert via a certain action. Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Uninstall Tracking Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Location Tracking Identify the physical location of an individual, asset, device, etc. ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Retention Tracking Measures the retention rate and satisfaction of customers. Visitor Tracking Track visitors and purpose of visits Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Revenue Tracking Show More ##### ## Reporting (23) Real-Time Reporting Obtain live data for who is currently accessing your site. Trending Report on how any user activity has changed over time. Retroactive Reporting Report on user activity in the past and set up predictive models for the future. Segmentation Break down a population of users by demographics, sequence actions, time, and able to build custom segments. Mobile Reporting Analytic tools are also available for mobile and tablet versions of websites. Unification Across Devices Able to unify user data across devices, recognizing returning users. Custom Reports and Dashboards Allows users to easily build customized reports and dashboards. Segmentation Break down a population of users by demographics, sequence actions, time, and able to build custom segments. Reports and Dashboards Access pre-built and custom reports and dashboards. Heat Maps Aggregates and visualizes webpage clicks, scrolls, and movement data into color-coordinated data points Session Replays Records web visitor sessions Monitoring Tracks and monitors web visitor behavior Data Segmentation Segments collected data on predetermined criteria Real-Time Data Receive data and information in real time Customer Segmentation Process of dividing customers into groups based on common characteristics Scroll Maps Mapping/visual representation of exactly where users stop scrolling and leave website pages Geographic Maps Visualize locations on a map Floor Plans & Maps Actual floor locations and directions with the virtual floor map to reflect a realistic view of the floor during the virtual tour Hover Maps Shows where users' cursors move while navigating a website Prioritization Prioritizes accessibility compliance issues by severity. Site Comparison Allows users to compare websites by accessibility compliance. Page Reports Provides accessibility compliance reports for individual pages. Broken Link Checker Checks for broken links on webpages. Show More ##### ## Other (7) User Data Able to access user-specific data such as location, language, gender, and activity while on the site. Site Search Reporting Report on keywords used in internal searches. Load Time Monitoring Track load times on different devices and systems. Campaign Tracking Analyze inbound marketing traffic to identify which campaigns are working best. E-Commerce Track revenue and transactions. Promotional Messages Able to deploy promotional or other pop-up messages based on user actions. Administration Alerts System can self-monitor critical metrics and alert administrators when they reach concerning levels. Show More ##### ## Administration (11) API / Integrations 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. QA Testing Able to test that event and variable setup are reporting data accurately. 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. API / Integrations 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. QA Testing Able to test that event and variable setup are reporting data accurately. 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Data Storage The ability to store large quantities of data for analysis within the platform itself. A/B Testing Tools to fascilitate testing various user experience tweaks in order to determine which configuration has the best results. Integrations Integrations with other software tools in order to fascilitate the exchange of data collected by various software. Show More ##### ## Variation Testing (6) A/B Testing Test changes to a screen by administering the change to a portion of visitors and measuring conversion. WYSIWYG Editor Quickly create variant web pages with an easy-to-use WYSIWYG editor. Conversion Goal Able to set any user action as the conversion goal of the test. Percentage of Traffic Able to adjust both the percentage of total traffic being tested and the proportion of the tested traffic that sees A and that sees B. Confidence Level Able to view or adjust the necessary confidence level of your test. Multivariant Testing Test multiple changes at once by directing traffic to a random combination of all changes being analyzed. Show More ##### ## Personalization (3) Standard Targeting Deploy different versions of app screens based on user demographics, user activity, etc. with out-of-the-box configuration. Custom Targeting Show different versions based on any variable set up to be tracked on the app's back end. Data Segmentation Segment data by various user demographics to find deeper trends within specific user groups. Show More ##### ## Survey Management (7) Brand Design Consistency Creates feedback forms that are consistent with the design of the site. Survey Deployment Supports the creation and deployment of different survey types on different channels or devices. Feedback Collection Solicits, captures, and centralizes feedback from both structured and unstructured sources. Device Responsiveness Allows designs to adapt automatically to the device that users access the survey or software. Surveys & Feedback Gauge satisfaction and receive information for improvement and success Mobile Survey Distribute a survey via mobile devices Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Show More ##### ## Process Management (11) Feedback Aggregation Aggregates feedback and transforms feedback into actionable insights. Trigger Alerts Triggers creation of a new case after customer leaves feedback. Real-Time Analysis Analyze collected feedback near or in real-time. Real-Time Action Trigger strategic workflows to quickly resolve issues and increase customer satisfaction. 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Anonymous Feedback Allow reviewers to provide anonymous feedback to encourage honest conversations Real-Time Analytics Analyze and gain insights into data in real-time Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Real-Time Data Receive data and information in real time Text Analysis Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Show More ##### ## System Management (4) Security Provides a secure and compliant system. System Monitoring Continually inspects, audits, and monitors system to keep it up to date. SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Show More ##### ## Analysis (7) Conversion Opportunities Identifies poorly performing or problematic areas of a web page Side-By-Side Analysis Overlays heatmaps on top of existing web pages Mobile Device Analysis Optimizes to gather insight about mobile web browser visitors Data Quantification Contextualizes web visitor behavior beyond pure data points and statistics Webpage Element Analysis Analyzes the performance and effectiveness of forms, call-to-actions, links, etc. that appear on a web page Funnel Analysis Method of analysis that visualizes the series of events that lead towards a defined goal. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Show More ##### ## User Identification (4) Demographics Identifies user demographics like gender or age. User Segmentation Enables the view of analytic data based on user segment. Geolocation Identifies users locations. Predictive Analytics Predict future data based on historical data sets Show More ##### ## Tracking & Reporting (8) Custom Event Tracking Enables you to define custom events for analysis. Real-Time Insights Provides real-time reports. Attribution Measures user acquisition analytics. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities User Path Tracking Displays a users progress throughout specific paths in an application. User Activity History Displays a users activity history. Multi-Channel Attribution A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey In-App Events Tracking Track user activities and events within an application. Show More ##### ## User Behavior (3) Click Tracking Tracks where users are clicking on a web page. Mouse Movement Tracks mouse movement over a web page. Frustration Tracking See where users experience the most difficulty on a web page. Show More ##### ## A/B Testing (4) Error and Bug Tracking Tracks sessions where users encountered errors and bugs. Split URL Testing Split web traffic to a page between two different URLs. Data Analysis Offers insights into relationships between user information and user behavior. Notes Leave notes on sessions and bugs. Show More ##### ## Visitor Information (2) User Identification Collects user information (location, IP address, email, etc.). Search Box Search sessions by keywords or IP address. Show More ##### ## Product Analytics (9) Account-Level Analytics Ability to see analytics at the account level. User-Level Analytics Ability to see analytics at the user level. Segmentation Ability to compare usage across segments such as role, company size, etc. Funnels See how users move though a product via grouped page sequences Alerts Receive automated alerts and reports based on gains or losses in performance. Multi-Product Analytics View analytics for multiple products in a single dashboard, including cross-product engagement User Scoring Scores customers and visitors to identify at-risk or thriving accounts. Integrations Breadth and functionality of integrations with third-party products. Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Show More ##### ## Analytics (6) Reports Data collected and analyzed by the platform delivered in an easily digestible format. Dashboard Reports and other relevant data housed in a single, easy-to-navigate location. Web Analytics Tools to analyze how customers use the site in order to optimize user experience and determine which pages are most successful. Campaign Tracking Tools to track the success of various marketing campaigns in order to optimize marketing efforts. Customer Demographics The ability to collect and analyze customer data in order to determine which demographics make up a customer base. Predictive Analytics Predictions of future behavior based on past and present data. Show More ##### ## Experience (3) Real-Time Monitoring Provides users with real-time information on how individuals are using accessibility accomodation tools to interact with the site or application. Session Replay Tracks application and infrastructure resource needs and alerts administrators or automatically scales usage to minimize waste. Behavioral Analysis Allow administrators to gain valuable insights related to end-user behavior. Show More ##### ## Management (3) Content Management Monitors web-content ensuring all assets and resources are displayed as intended, alerting administrators as issues arise. Alerts Alert over email, text, phone call, or more to multiple parties. Budget Analysis Provides information related to unnecessary spending and unused resources relating to their digital offerings. Show More ##### ## Performance (4) Uptime Monitoring Generates alerts for whenever a website or application goes down, experiences an error, makes a major change, or other events. Performance Monitoring Provides tools to track and measure application or website performance. Issue Tracking Track problems and manage resolutions related to end-user experience issues. Resource Monitoring Tracks infrastructure resource needs and alerts administrators or automatically scales usage to minimize waste. Show More ##### ## Platform Basics (12) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Exporting Ability to export customer journey maps in a variety of formats to present and analyze. Multi-user Access and Collaboration Allow team members to invite others to collaborate on journey maps and make direct changes. Multiple Personas Provide the ability to compare the experiences of multiple personas in one journey map. Data Analytics Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. Predictive Analytics Predict future data based on historical data sets Behavioral Analytics Track and analyse user behavior within a system or network Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Dynamic Segmentation Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). Journey Optimization Automates the testing and optimization of customer-facing messaging and campaigns. Show More ##### ## Platform Data (4) Journey Reporting Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). Trends Reporting Ability to measure product usage by feature, campaign performance by source, and other trending metrics. Dashboards Provides dashboards to combine and visualize quantitative and qualitive customer journey data. Advanced Data Filtering Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. Show More ##### ## Platform Additional Functionality (3) Journey Mapping Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. Integrations Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. Automated Alerts Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. Show More ##### ## Feedback Management (3) Tagging Tag content to organize and assign to specific departments or categories Segmentation Break down a population of users by demographics, sequence actions, time, and able to build custom segments. Custom Reports and Dashboards Allows users to easily build customized reports and dashboards. Show More ##### ## Feedback Analysis (3) Thematic Analysis Identifies key phrases, themes, and patterns within a given text Sentiment Analysis Outputs the sentiment (positive or negative) of a given text NPS/CSAT Scoring Measures and reports on NPS, CSAT, or other metrics over time Show More ##### ## Feedback Sources (4) Online Reviews Analyzes feedback from online reviews Surveys Analyzes feedback from surveys through built-in survey features or integrations with survey tools Social Media Analyzes customer feedback from social media Customer Service Channels Analyzes feedback sourced from integrations with customer service tools, such as help desks and live chat Show More ##### ## Monitoring (4) Compliance Monitoring Contains accessibility compliance monitoring for content and/or site layout Real-Time Monitoring Provides users with real-time information on how individuals are using accessibility accommodation tools to interact with the site Dynamic Crawling Contains dynamic crawling functionality to monitor a diverse range of content Task Management Allow users to assign and complete tasks related to compliance issues. Show More ##### ## Automation (2) Automated Testing Automatically tests new web pages for accessibility compliance. Automated Scan Automatically scans or monitors websites for new accessibility compliance issues. Show More ##### ## Functionality (8) Automated Regression Testing Automates regression testing for developers and QA teams Customizable Testing Tools Provides customizable content testing and/or site testing tools Multi-User Testing Contains incremental and multi-user testing tools Filtering Contains filtering tools that allow developers to experience the website as a visually impaired individual Overlay Engine Allows users to overlay accessibility skins to ensure compliance without altering the underlying code Individual Page Auditing Contains page by page auditing tools to determine accessibility Quality Assurance Dashboard Provides users with quality assurance dashboards to help track exactly how accessible your site is Integration Software is available as an integration for a larger platform. Show More ##### ## Support (2) Recommendations Offers recommendations on how to resolve an accessibility compliance issue. Progress Tracking Tracks progress toward site-wide accessibility compliance. Show More ##### ## Generative AI (6) 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. AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Text-to-Speech Simulates human-like speech from text inputs. Show More ##### ## Agentic AI - Session Replay (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Customer Journey Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input 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 Show More ##### ## Agentic AI - Heatmap Tools (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 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 Show More ##### ## Agentic AI - Product Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input 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 Machine Learning Enable businesses to implement machine learning algorithms on business data such as sales and revenue Show More ##### ## Agentic AI - Customer Journey Mapping (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Digital Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Digital Accessibility Platforms (4) 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 Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Digital Accessibility Tools (4) 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 Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - E-Commerce Analytics (5) 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 ##### ## Agentic AI - Digital Experience Monitoring (DEM) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Behavioral Analytics - Product Analytics (5) Multi-Product Analytics View analytics for multiple products in a single dashboard, including cross-product engagement User level Analytics Ability to see analytics at the user level. Account level Analytics Ability to see analytics at the account level. Segmentation Ability to compare usage across segments such as role, company size, etc. Funnels See how users move though a product via grouped page sequences Show More ##### ## AI driven optimization - Product Analytics (4) User scoring Scores customers and visitors to identify at-risk or thriving accounts. Adaptive learning View analytics for multiple products in a single dashboard, including cross-product engagement Automated insights Anticipates needs and offers suggestions without prompting Autonomous task execution Capability to perform complex tasks without constant human input Show More ##### ## Platform Infrastructure - Product Analytics (3) Cross System integrations Works across multiple software systems or databases Alerts Receive automated alerts and reports based on gains or losses in performance. Integrations Breadth and functionality of integrations with third-party products. Show More ##### ## Additional Functionality (174) Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. NPS of Employees Measure employee engagement and loyalty towards a business using the Net Promoter Score Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Visualization Graphical representation of data Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Ratings/Reviews Ratings/Reviews Negative Feedback Management Identify, track, and respond to negative feedback Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Email Management Manage, store and organize emails within the system or via third-party apps Commenting/Notes Leave comments and notes on documents for others to view 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 Template Management Create, save, and re-purpose templates for emails, forms, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Text Fields Open text box field Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Reporting Active reporting of data and metrics Customizable Branding Add customized logos and colors to align with company branding Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Website Integration Seamlessly integrates with 3rd party websites 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 API Application programming interface that allows for integration with other systems/databases NPS of Customers Calculate NPS of customers Multi-Language Manage and support multiple languages Survey/Poll Management Create and administer polls and surveys Segmentation Group leads or contacts based on their specific characteristics Customer Segmentation Process of dividing customers into groups based on common characteristics Reminders Timed notification for any upcoming task, deadline, appointment, or activity NPS Survey Structure Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels Access Controls/Permissions Define levels of authorization for access to specific files or systems Widgets An extended application or connector that enables users to perform additional services with their current set of tools Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Customizable Fields Customize data fields to support various needs and use cases Question Branching Survey design technique that directs respondents to different questions based on their previous answers Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Push Notifications Trigger clickable pop-up messages Access Controls/Permissions Define levels of authorization for access to specific files or systems Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Data Modeling Conceptual model of how data items relate to each other Funnel Analysis Method of analysis that visualizes the series of events that lead towards a defined goal. For Marketers For the intention to be used by marketing teams Single Sign On Allow users to access multiple services after entering their login credentials once Workflow Management Create, design and manage workflows for repetitive tasks Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Mobile Access Access software remotely via mobile devices Third-Party Integrations Set up connections to third-party platforms to improve business processes Alerts/Escalation System alerts about the need to escalate an issue or request Data Import/Export Import and export data to and from software applications Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Session Recording Record active support and chat sessions for auditing and training Data Visualization Graphical representation of data Root Cause Analysis Identify and analyse the reasons behind accidents Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. Cohort Analysis Analytics that breaks the data in a data set into related groups/categories. Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Heatmaps A visual display that uses a color spectrum to show how visitors interact with areas of a web page Customizable Branding Add customized logos and colors to align with company branding Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Event Triggered Actions Predefined actions automatically performed on the occurance of specific events 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 A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Funnel Analysis Method of analysis that visualizes the series of events that lead towards a defined goal. Product Data Management Capture, organize and track product-specific data and information in a centralized location Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Cohort Analysis Analytics that breaks the data in a data set into related groups/categories. Session Recording Record active support and chat sessions for auditing and training AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Visualization Graphical representation of data Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. Interactive Reports Edit and personalize data view as needed A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Map Creation Create custom maps Email Marketing Create and send email blasts/campaigns Single Sign On Allow users to access multiple services after entering their login credentials once Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. API Application programming interface that allows for integration with other systems/databases Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Linking Collating information from different sources in order to create a more valuable and helpful data set. Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Personalization Adjust communications based on previous interactions or personal preferences Customizable Reports Alter the layout and content of reports Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Customer Profiles Record customer information, purchase history, and other notes 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 Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 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 Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Attribution Modeling Analyzes the amount of credit that should be assigned to sales and conversion touchpoints. Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Map Sharing Share maps with internal and external stakeholders Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Customizable Branding Add customized logos and colors to align with company branding Generative AI Use AI to generate content in the form of text, images, videos, etc. Customer Touchpoints Identify specific interactions between customers and brands Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Diagramming Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Storyboarding Dictate the order and pace of an eLearning course, including the logic for how different learners progress Customer Segmentation Process of dividing customers into groups based on common characteristics Web Traffic Reporting Collect and analyze traffic data about website visitors Customer Activity Tracking A report showing what actions customers perform AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Tracking Track and document all activities across devices, networks, and other systems Image Overlay Superimposing two or more images Visitor Tracking Track visitors and purpose of visits Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Data Visualization Graphical representation of data Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Real-Time Analytics Analyze and gain insights into data in real-time Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Embeddable Widget Allows you to easily add interactive elements to your website or blog with a simple embed code. Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Generative AI Use AI to generate content in the form of text, images, videos, etc. Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Customizable Reports Alter the layout and content of reports A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Access Controls/Permissions Define levels of authorization for access to specific files or systems Alerts/Escalation System alerts about the need to escalate an issue or request Hierarchical Mapping Mapping model in which the network map is organized and visualized as a tree-like structure Radial Mapping For Science Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Screen Activity Recording Capture what is happening on a computer screen Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Surveys & Feedback Gauge satisfaction and receive information for improvement and success Website Analytics Track and analyze information regarding website visitors Form Analytics Monitoring and analytics of how visitors interact with forms, such as drop-off, refills, blank submissions, errors, and more Templates Sample files or documents that could be customized as needed or used as is Behavioral Analytics Track and analyse user behavior within a system or network Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements API Application programming interface that allows for integration with other systems/databases Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes For Sales Teams/Organizations Caters to sales teams Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software Element Analytics Mobile Access Access software remotely via mobile devices Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Territorial Mapping Embeddable Allows you to easily add interactive elements to your website or blog with a simple embed code. 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[View Glossary](/glossary) [QA Testing](/glossary/qa-testing-definition) QA testing is the process of verifying software works as intended before release. Learn how it works, its types, and how it differs from QC. [User Segmentation](/glossary/user-segmentation-definition) User segmentation is the action of separating different users into specific groups, or segments, based on common characteristics. [Promotional Messages](/glossary/promotional-messages-definition) Promotional messages are used by businesses to advertise a product, event, or special offer to their customers. Learn more about promotional messages, their best practices, and how marketers can create promotional campaigns with SMS marketing software. [Issue Tracking](/glossary/issue-tracking-definition) Issue tracking is a system that registers all issues in a centralized repository as they are reported by customers. Learn more about the different types of issue tracking software and how organizations can utilize them. [Mobile Reporting](/glossary/mobile-reporting-definition) Mobile reporting is a business intelligence solution that allows users to access analytics on mobile devices. Learn more about the benefits and uses. 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