Helpshift Features

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Allows users to customize chat colors, text, logos, and branding.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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

Provides analytics tools that reveal important business metrics and track progress

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

Access software remotely via mobile devices

Ensures that employees mobile devices are compliant with business regulations and requirements

Registers employee-owned or company-distributed mobile devices for IT access

Configures mobile devices to seamlessly work with business-required applications, WiFi, VPN, etc.

Provide tools for live chat on one's website.

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.

Has the ability to customize look and feel of chatbot to match` company branding.

Gives user the ability to analyze conversations with the chatbot and see its performance.

Allows users to test the efficacy of various responses through A/B testing.

Allows for varying access to chatbot and admin settings, depending on user, their role, etc.

Can collect and store information from interlocators, such as email, phone number, etc.

Analyze data and automatically generate insights using AI/ML technologies

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

Allows inflow of requests through various digital channels such as email, social media, etc.

Allows users to access the software using mobile devices.

Provides queue management in case of increase in case/call inflow.

Allows distribution of incoming calls to agents.

Allows users to request a call back.

Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.

Allows automatic distribution of incoming calls to the agents.

Transfers live calls to other agents

Manage, organize, and store contact information

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Create and administer polls and surveys

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

Manage and track all past and future calls.

User Experience of creating and submitting a ticket

User Experience of responding and receiving a response

Route tickets based on values of fields, changes to ticket status and time based conditions

Respond to common requests with standard reply

Set and monitor service level agreements to ensure timely response and resolution

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Share and collaborate on tickets with multiple customer service representatives

Central repository for account and contact information

Create, design and manage workflows for repetitive tasks

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Track, manage, or resolve user requests and IT incidents/issues

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Monitor wait time and abandonment for incoming requests that have not been routed

Organize, prioritize, and manage incoming communications

Allow customers/users to submit support queries and service requests

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

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Ability for customer service agents to communicate with customers via live chat to solve problems live

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Make and receive calls directly in the application. Track and record calls for analysis.

Chat with your counterparts over the video in real time

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Delivers notifications to both sides of the conversation.

Sends automated emails to further engage clients and potential clients.

Allows for live chat to be enabled within the app for customer help.

Allows agents to join a customer's browser session and navigate through the website with them.

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

Engage in direct, instant messaging with consumers

Allows users to customize chat colors, text, logos, and branding.

Archives conversations in a separate location for later reference.

Enables employees to denote potential customers.

Establishes a knowledge base for employee reference during conversations.

Provides a central location for help requests, helping employees respond sooner.

Allows for the creation of profiles for contacts and customers.

Supports differing operating systems and mobile devices

Supports Apple devices

Support Android devices

Unifies endpoint management of employee devices

Creates custom reports and alerts about existing or upcoming software licenses and security updates

Protects employee, company, and data from potential vulnerabilities or malware

Manage and control the security aspects of an organization's digital assets, resources, and operations

Creating, updating, monitoring accuracy, and ensuring brand consistency for all materials distributed to mobile devices.

Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords

Store, manage, and track all electronic documents in a centralized location

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Implements encryption standards to secure data both in transit and at rest.

Provides compliance to multiple industry standards like HIPAA and GDPR.

Centrally manages, configures, and oversees applications on employees' mobile devices

Separates work apps and data from personal apps and data

Implements whitelist policy to easily and securely deploy recommended or required applications

Implements blacklist policy to block unwanted or suspicious applications

Offers visibility into employee mobile device activity

Create, manage, and track policies and procedures within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Easily integrates with loan origination solutions

Facilitates the creation and maintenance of relevant notifications for important dates

Facilitates communication and relationship nurturing between lenders and loan officers

Facilitates or integrates with tools that ensure loan compliance

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

Stores and manages contacts, leads, and prospects

Organizes prospect and client pipelines to align with loan and real estate requirements

Automates email or other marketing campaign efforts

Create, design and manage workflows for repetitive tasks

Distribution and delivery of funds to approved borrowers

Store, manage, and track all electronic documents in a centralized location

Automate maintenance of escrow accounts on behalf of borrowers

Calculation of consumption tax imposed on properties

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

Searchable database of information about loan borrowers

Tool used to determine accurate pricing and product eligibility for borrowers

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

Create, manage and track all task activities and progression

Track and manage adherence to policies for any service, product, process, or supplier

Provides pre-made templates for wiki pages and knowledge articles.

Allows users to leave feedback within a wiki page or knowledge article.

Allows users to see version history and return to previous versions of wiki pages.

Displays knowledge articles to be arranged in a decision tree.

Detects any creation of already existing knowledge pages and alerts user

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Input different types of content and edit text formats, fonts, font sizes, and colors

Editing tool that allows users to drag and drop images, icons, widgets, or other components

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

Gauge satisfaction and receive information for improvement and success

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Provides data on wiki page and knowledge article use.

Allows administrators to provide permissions and gate pieces of content based on role.

Offers additional tools that facilitate knowledge sharing and collaboration.

Notifies users when changes occur.

Offers AI-based search capabilities

Allows users to capture knowledge from the web

Allows knowledge pages to be organized into sections and subsections as needed

Integrated with other tools to faciliate the sharing of information

Integrates with other knowledge repositories in the business

Search for specific words or phrases within a document or database

Set-up notifications and alerts for web browsers and apps.

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

Seamlessly integrates with 3rd party websites

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

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

Provides voice call functionality.

Provides an interface for one or more social media channels.

Ability to chat online in real time

Accepts contacts initiated through SMS or other mobile text functions.

Allows CSRs to receive and answer customer emails.

Sends voice calls to a specific queue based on predetermined criteria

Callers can be routed to a queue or placed on hold until an agent becomes available.

Place a large or unlimited volume of calls simultaneously without diminishing the call quality.

Provides some level of analytics based on keywords and vocal tones.

Has auto dialing or predictive dialing functions for outbound use.

Includes an interactive phone menu.

Populates CSR's screen with available customer data.

Maintains and shares information across channels and agents as the case progresses.

System calls multiple numbers at once and connects the agent to the first number that answers

Tickets are automatically assigned to specific agents based on predefined rules

Analyze and gain insights into data in real-time

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

Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.

Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.

Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.

Schedules callback times

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

Track and report on all incoming and outgoing calls

Allows supervisors/managers to record and review telephone conversations of agents.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Track and report on all incoming and outgoing calls

Active reporting of data and metrics

Customize your chat workflows with rules and automations.

Control who the chatbot converses with (and when).

Has the ability to connect interlocator with a human agent when the need arises.

Can provide interlocators with menus, through which they can choose a relevant response.

Provides screen sharing options to allow access to view or control real-time activities.

Provides easy and seamless file transfer and sharing capabilities to increase productivity and collaboration while working remotely.

Provides the ability to record remote access and support sessions.

Provides remote access to computers at any time, without an end-user present.

Provides multiple technician support simultaneously.

Allows users to switch between multiple end users’ monitors with a single click.

Remotely wake, restart, and install applications on sleeping devices.

Print files from remote computer onto the local printer, without having to transfer the file between computers.

Connects instantly via group chats, web-based chats, offline messaging, persistent chat groups, and customer-initiated chat.

Provides voice over IP calling solutions.

Provides pre-session or in-session video call options to resolve issues.

Allows to draw, highlight, encircle, and box certain areas on the screen of the remote computer to enhance support and communicate better.

Allows mobile device access to provide support or connect to your computer from anywhere.

Provides support across iOS, Mac, Android, PC and other devices.

Allows cross-platform device support, supporting Windows, Mac, Linux, iOS, Android, and Chromebook devices.

Supports various video file formats

Provides robust reporting capbilities like session details, technician performance information, and end users’ survey summaries.

Allow managers/supervisors to monitor calls for quality assurance purposes.

Allows managers/supervisors to evaluate the performance of agents.

Active monitoring of systems, applications, or networks

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

Is able to process inquiries submitted by text data from live chat, email, or SMS

Comprehends human speech and can transcribe it to text for processing

The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

The platform is able to automatically determine how to resolve help tickets without assistance by human agents

The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence

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

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

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

Multilingual capabilities allow the AI to process inquiries from many languages

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

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

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Simulates human-like speech from text inputs.

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

Simulates human-like speech from text inputs.

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

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

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

Computer-telephony integration is the use of computers to manage telephone calls

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

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

Computer-telephony integration is the use of computers to manage telephone calls

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Enables players to request and receive support directly from within the game client or app, such as through an embedded SDK, in-game messaging, or an overlay.

Lets players reach support across multiple channels, such as live chat, email, and community platforms.

Provides a player-facing knowledge base, FAQ, or help center so players can resolve common issues on their own.

Uses bots, intent classification, or AI agents to deflect and accelerate resolution of high-volume, repetitive player issues.

Surfaces player and account information, such as account ID, device, purchase history, and in-game state, to agents and automation during a support interaction.

Captures, organizes, and tracks player inquiries as tickets, conversations, or cases through to resolution.

Process of collecting loan interest and escrow payments from a borrower.

The initial step in the mortgage workflow

Process of securing a loan from a bank or any other lender.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

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

Used by brokers

Report customer payment history and outstanding debts to credit bureaus

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

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

Electronic storage of stakeholder contact information

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

Expand services to areas outside of the home location, functioning as an extension of the home location.

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

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

Store and organize documents in a centralized system

Automate workflows and trigger campaigns based on customer actions

Manage, organize, and store contact information

Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance

Reports that show customers their invoices, payments, and balance on the account

Track sent and received payments, invoices, and bills.

Analyze and gain insights into data in real-time

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

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

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

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

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

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

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

Shortcuts for inputting frequently used messages

Gauge satisfaction and receive information for improvement and success

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

Transfer queries and organize messages between agents

Geographic location of visitors determines behavior of the software

Track interaction history by documenting conversations for contacts

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

View messages sent by both parties during the chat conversation

Store and organize documents in a centralized system

Digitally share screen view with others

Manage, organize, and store contact information

Create and automatically send premade copy in response to customer messages

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

Access software remotely via mobile devices

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

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

Active monitoring of systems, applications, or networks

Allow customers/users to submit support queries and service requests

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

Tickets are automatically assigned to specific agents based on predefined rules

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

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

Create and automatically send premade copy in response to customer messages

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

Active monitoring of systems, applications, or networks

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

Games or game-like elements to track progress and reward accomplishments

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Customize data fields to support various needs and use cases

Gauge satisfaction and receive information for improvement and success

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

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

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

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Ability to chat online in real time

Automatically handle routine, repetitive tasks and processes without the need for manual intervention

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Identify different languages

Allows users to manage data from a number of sources

Predict future data based on historical data sets

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

System alerts about the need to escalate an issue or request

Protect sensitive data for digital privacy

Track interaction history by documenting conversations for contacts

Arrange tasks based on the level of priority or urgency

Securely stores data to prevent data loss or breaches

Templated responses for responding quickly to recurring support requests

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

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

Access the system via a mobile application

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

Define levels of authorization for access to specific files or systems

Pre-made examples and templates for emails

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

Automatic reply functionality for incoming messages

Import and export data to and from software applications

Adjust communications based on previous interactions or personal preferences

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

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

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

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

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

Add customized logos and colors to align with company branding

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

Active reporting of data and metrics

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

Online portal through which end users can access the system, manage tasks, or obtain information

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

A way of interacting with a mobile application using items such as windows, icons, and menus

Create and manage digital catalog of products/services with their details, specifications, and price

Receive and/or send email notifications for urgent updates, requests, or other information

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

Notifications via mobile devices

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Store and organize documents in a centralized system

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Ability to chat online in real time

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

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

An informational database that allows users to add, delete, or revise content

Edit text as needed

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Import and export data to and from software applications

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

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, design and manage workflows for repetitive tasks

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

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

Online forums/groups where users can ask questions, share ideas, best practices, etc.

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

Track and manage schedules and meetings via an integrated calendar

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

Store, manage, and track all electronic documents in a centralized location

Tool to send questionnaires to customers to gauge feedback

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

View messages sent by both parties during the chat conversation

Identify different languages

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

Automatically identify and save contact information of potential customers

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

Process and analyze human language in text or audio form

Manage and support multiple languages

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

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

Automatic reply functionality for incoming messages

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

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

Helps understand a user's intentions/actions

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

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

See options for potential search queries within the system

Transfer queries and organize messages between agents

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

Shortcuts for inputting frequently used messages

Software program that continuously adjusts its behavior based on observed data

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

Tickets are automatically assigned to specific agents based on predefined rules

Streamlining repetitive tasks and activities through automated and predefined workflows

Ability of websites, web applications, or mobile applications to function without an active internet connection

Trigger clickable pop-up messages

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Verify the identity of users/devices to enable secure access

Track and interpret metrics on the usage of company resources

Create backups and provide methods to recover deleted/lost data

Access the system via a mobile application

Monitoring and measurement of relevant metrics to assess the performance of IT resources

Access work applications remotely, for when working away from the office and/or traveling

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

Control and manage access to wireless networks

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

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

Take actions to resolve performance issues for devices wirelessly

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

Define levels of authorization for access to specific files or systems

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

Lock devices to prevent their misuse if they get lost or stolen.

Store and organize documents in a centralized system

Access software remotely via mobile devices

The system can automatically recognize a user and/or device

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

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

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Move files across different systems or networks

Extra layer of security that requires not only a password and username but also something specific to that user

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

Track and manage adherence to policies for any service, product, process, or supplier

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

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

Communicate using direct chat or messages within the system

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

Transfer a support session to another team member

Deploy updates or install new software remotely

A record of all activities within the system, including user access, changes made, etc.

Add customized logos and colors to align with company branding

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Receive system updates as soon as any changes are made

Take actions to troubleshoot issues for networks, devices, etc.

Active monitoring of systems, applications, or networks

Create, design and manage workflows for repetitive tasks

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

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

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

Gauge satisfaction and receive information for improvement and success

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

Online portal through which end users can access the system, manage tasks, or obtain information

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

Allow customers/users to submit support queries and service requests

Define levels of authorization for access to specific files or systems

Access work applications remotely, for when working away from the office and/or traveling

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Alter the layout and content of reports

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

Connect with meeting participants remotely over video

Access client's system information, including hardware and software configuration, to perform diagnostics

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

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

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

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

Transfers live calls to other agents

Import and export data to and from software applications

Provide agents with a typical response for common call subject matter

Track interaction history by documenting conversations for contacts

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

Listen to live phone conversations for the purpose of training and assessing agent performance

Alter the layout and content of reports

Manage, organize, and store contact information

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

Distribute/route/connect calls

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

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

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

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

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

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

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

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

Agents can view and manage all customer requests and interactions.

Monitor wait time and abandonment for incoming requests that have not been routed

Access previous interactions or concerns to maintain customer relationships

Computer-based system that allows users to send and receive voice messages

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

Manage and track all past and future calls.

Communicate using direct chat or messages within the system

A set of processes to optimize the productivity of its employees

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

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

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

Identify the number and contact information of a caller before answering the phone

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

Active monitoring of systems, applications, or networks

Create, design and manage workflows for repetitive tasks

Track interaction history by documenting conversations for contacts

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

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

Online portal through which end users can access the system, manage tasks, or obtain information

Analyze and gain insights into data in real-time

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

Private online space that lets businesses securely share documents and provide information access to clients

Track and manage inventory levels to maintain proper supply

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

Configure existing workflows to meet your organization's needs

Access previous interactions or concerns to maintain customer relationships

Gauge satisfaction and receive information for improvement and success

Allow customers/users to submit support queries and service requests

Set and monitor service level agreements to ensure timely response and resolution

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

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

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

Pre-made examples and templates for emails

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

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Receive data and information in real time

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

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

Predefined actions automatically performed on the occurance of specific events

Seamlessly integrates with 3rd party websites

Managing service requests, incidents, IT issues & support with a ticketing system

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Monitor wait time and abandonment for incoming requests that have not been routed

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

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

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

Communicate using direct chat or messages within the system

Ability to chat online in real time

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

Alter the layout and content of reports

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

Add customized logos and colors to align with company branding

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

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

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.

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

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

Customize data fields to support various needs and use cases

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

Track, manage and store the applications of potential future members, customers or candidates

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Communicate using direct chat or messages within the system

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

Access previous interactions or concerns to maintain customer relationships

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

Analyze and gain insights into data in real-time

Collects essential call data such as call origin, call destination, call length, and other transaction details

Alter the layout and content of reports

Receive data and information in real time

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

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

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

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

Ability to chat online in real time

Provide agents with a typical response for common call subject matter

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

Computer-based system that allows users to send and receive voice messages

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

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Send messages via SMS

Schedules callback times

Identify the number and contact information of a caller before answering the phone

System calls multiple numbers at once and connects the agent to the first number that answers

Gauge satisfaction and receive information for improvement and success

System that automatically dials calls

Set of pre-recorded messages for candidates that can be shared before, during and after the video interview

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

Track interaction history by documenting conversations for contacts

Track and report on call outcomes

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

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

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

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

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

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

Customize contracts and forms to collect specific information

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

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

System alerts about the need to escalate an issue or request

Alter the layout and content of reports

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

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

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

Form predictions based on past and present data/trends

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

Import and export data to and from software applications

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

Online portal through which end users can access the system, manage tasks, or obtain information

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

Allows users to manage data from a number of sources

Customize data fields to support various needs and use cases

Access software remotely via mobile devices

Track and monitor efficient handling of all changes/transitions

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

Define levels of authorization for access to specific files or systems

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

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Create, manage and track all task activities and progression

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Configure existing workflows to meet your organization's needs

Add customized logos and colors to align with company branding

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

Protect sensitive data for digital privacy

Addition of necessary external data, applications, tools, or features

Active monitoring of systems, applications, or networks

Manage and support multiple languages

Create, save, and store files

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate quotes or estimates for customers

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

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

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

Track interaction history by documenting conversations for contacts

Tickets are automatically assigned to specific agents based on predefined rules

Set and monitor service level agreements to ensure timely response and resolution

Manage assets throughout their lifecycle to optimize profit

Allow customers/users to submit support queries and service requests

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Automatically identify and save contact information of potential customers

Automate workflows and trigger campaigns based on customer actions

Automatically handle routine, repetitive tasks and processes without the need for manual intervention

Manage and track all disruptions and incidents

Arrange tasks based on the level of priority or urgency

Create and send email blasts/campaigns

Ability to chat online in real time

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

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

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Games or game-like elements to track progress and reward accomplishments

Pipeline view and tracking lead status

Define, track, and/or automate sales activities and sales processes

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

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

Automatic reply functionality for incoming messages

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

A website or login for customers to access information

Identify different languages

Synchronize with other calendars to view mutual availability and schedules

Track the status of support tickets/escalations as they move through the service queue

Create and automatically send premade copy in response to customer messages

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

Primarily serving startup companies

Monitor wait time and abandonment for incoming requests that have not been routed

Group leads or contacts based on their specific characteristics

Managing service requests, incidents, IT issues & support with a ticketing system

Chat with your counterparts over the video in real time

Database containing accurate and up-to-date information on all operational services

Managing inventories and tracking changes to hardware and software configurations

Templated responses for responding quickly to recurring support requests

Organize, prioritize, and manage incoming communications