Improvado Features
Metrics (9)
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Sessions - Digital Analytics
Accurately measure total web traffic and present data elegantly.
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Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
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Entry and Exit Pages
Accurately determine where most people enter your site and where they leave and present data elegantly.
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Standard Event Tracking
Software automatically tracks standard user actions.
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Custom Event Tracking
Able to set up custom variables to track any user activity on the site.
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Retention
Accurately measure bounce rate.
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Return
Track user return rates and related metrics.
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Conversions
Track what proportion of users convert via a certain action.
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Funnels
See how many users proceed down a certain path to conversion.
Reporting (10)
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Real-Time Reporting
Obtain live data for who is currently accessing your site.
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Trending
Report on how any user activity has changed over time.
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Retroactive Reporting
Report on user activity in the past and set up predictive models for the future.
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Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
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Mobile Reporting
Analytic tools are also available for mobile and tablet versions of websites.
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Unification Across Devices
Able to unify user data across devices, recognizing returning users.
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Custom Reports and Dashboards
Allows users to easily build customized reports and dashboards.
Dashboards
Provides customizable dashboards that allow users to view and manage data.
Data Visualizations
Displays attribution data through easy-to-interpret charts and graphs.
Custom Reporting
Allows users to build custom reports.
Other (7)
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User Data
Able to access user-specific data such as location, language, gender, and activity while on the site.
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Site Search Reporting
Report on keywords used in internal searches.
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Load Time Monitoring
Track load times on different devices and systems.
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Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
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E-Commerce
Track revenue and transactions.
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Promotional Messages
Able to deploy promotional or other pop-up messages based on user actions.
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Administration Alerts
System can self-monitor critical metrics and alert administrators when they reach concerning levels.
Administration (10)
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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.
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QA Testing
Able to test that event and variable setup are reporting data accurately.
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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.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Data Modelling
Tools to (re)structure data in a manner that allows extracting insights quickly and accurately
Recommendations
Analyzes data to find and recommend the highest value customer segmentations.
Workflow Management
Tools to create and adjust workflows to ensure consistency.
Dashboards and Visualizations
Presents information and analytics in a digestible, intuitive, and visually appealing way.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Marketing Operations (25)
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ROI Tracking
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
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Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns
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Customer Insights
Collects and reports on data relating to customer journeys, preferences, and history
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Multi-User Access
Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
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Spend Management
Includes features for budgeting, forecasting, and managing marketing investments
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White Label
Offers a white labeling service for agencies or resellers to customize platform branding
Multi-Channel Data Collection
Collect information from multiple sources
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Keyword Tracking
Track and monitor a specific set of keywords
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Campaign Tracking
Track the performance of marketing campaigns across multiple channels.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Tag Management
Generate or append custom campaign parameters to URLs
Real-Time Data
Receive data and information in real time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Click Tracking
Track the amount of clicks on individual products to measure campaign results
Contact Management
Manage, organize, and store contact information
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Email Management
Manage, store and organize emails within the system or via third-party apps
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Campaign Activity (14)
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Campaign Insights
Analyzes historical and current marketing campaigns to inform future strategy
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Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns
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Campaign Stickiness
Identifies which marketing campaigns resolved in open or closed opportunities
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Multichannel Tracking
Collects marketing campaign performance data across multiple channels
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Brand Optimization
Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
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Predictive Analytics
Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization
Multi-Campaign
Manage multiple campaigns in one system
Campaign Analytics
Track and interpret campaign performance metrics
Website Analytics
Track and analyze information regarding website visitors
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Real-Time Analytics
Analyze and gain insights into data in real-time
Customizable Reports
Alter the layout and content of reports
Functionality (32)
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Diverse Extraction Points
Pull any required data from a variety of sources, including email, web pages, PDFs, and other documents.
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Data Structuring
Organize extracted data into a more easily digestible structure.
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Consolidation
Amass extracted data in a variety of data formats like spreadsheets and .csv.
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Data Cleaning
Clean extracted data by removing duplicates, clearing excess characters, grouping by characteristic, and more.
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Cloud Extraction
Stores data in cloud storage for access at any point.
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Visualization
Generate visual data representations from extracted data.
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Real-Time Data
Receive data and information in real time
Image Extraction
Extract images and image data from multiple data sources
IP Address Extraction
Extract IP addresses from multiple data sources
Email Address Extraction
Extract email addresses from multiple data sources
Metadata Extraction
Retrieval of embedded metadata that is present within a file
Document Extraction
Extract documents and document data from data sources
Phone Number Extraction
Extract pricing data from multiple data sources.
Auto Extraction
Automatically capture data from documents, records, or other online sources
IP Address Extraction
Extract IP addresses from multiple data sources
Email Address Extraction
Extract email addresses from multiple data sources
Image Extraction
Extract images and image data from multiple data sources
Web Data Extraction
Extract data from any online source.
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Extraction
Extract data from the designated source(s) like relational databases, JSON files, and XML files.
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Transformation
Cleanse and re-format extracted data to the needed target format.
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Loading
Load reformatted data into target database, data warehouse, or other storage location.
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Automation
Arrange ETL processes to occur automatically on needed time schedule (e.g., daily, weekly, monthly).
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Scalability
Capable of scaling processing power up or down based on ETL volume.
Non-Relational Transformations
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Identification
Correctly identify inaccurate, incomplete, or duplicated data from a data source.
Correction
Utilize deletion, modification, appending, merging, or other methods to correct bad data.
Normalization
Standardize data formatting for uniformity and easier data usage.
Preventative Cleaning
Clean data as it enters the data source to prevent mixing bad data with cleaned data.
Data Matching
Finds duplicates using the fuzzy logic technology or an advance search feature.
Real-Time Data
Receive data and information in real time
Compliance (5)
Sensitive Data Compliance
Supports compliance with PII, GDPR, HIPPA, PCI, and other regulatory standards.
Training and Guidelines
Provides guidelines or training related to sensitive data compliance requirements,
Policy Enforcement
Allows administrators to set policies for security and data governance
Compliance Monitoring
Monitors data quality and send alerts based on violations or misuse
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Data Quality (3)
Data Preparation
Curates collected data for big data analytics solutions to analyze, manipulate, and model
Data Distribution
Facilitates the disseminating of collected big data throughout parallel computing clusters
Data Unification
Compile data from across all systems so that users can view relevant information easily.
Management (13)
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Reporting
View ETL process data via reports and visualizations like charts and graphs.
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Auditing
Record ETL historical data for auditing and potential data correction needs.
Reporting
Provide follow-up information after data cleanings through a visual dashboard or reports.
Automation
Automatically run data identification, correction, and normalization on data sources.
Quality Audits
Schedule automated audits to identify data anomalies over time based on set business rules.
Dashboard
Gives a view of the entire data quality management ecosystem.
Governance
Allows user role-based access and actions to authorization for specific tasks.
Business Glossary
Lets users build a glossary of business terms, vocabulary and definitions across multiple tools.
Data Discovery
Provides a built-in integrated data catalog that allows users to easily locate data across multiple sources.
Data Profililng
Monitors and cleanses data with the help of business rules and analytical algorithms.
Reporting and Visualization
Visualize data flows and lineage that demonstrates compliance with reports and dashboards through a single console.
Data Lineage
Provides an automated data lineage functionality which provides visibility over the entire data movement journey from data origination to destination.
Data Visualization
Graphical representation of data
Attribution Modeling (7)
Single-Touch Attribution
Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
Multi-Touch Attribution
Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
Algorithmic Attribution
Uses machine learning to create an attribution model.
Cross-Device Attribution
Tracks customer interactions across mobile and desktop.
Offline Attribution
Allows users to track touchpoints through offline channels, such as events.
Custom Attribution
Allows the user to create a custom attribution model.
Cross Channel Attribution
Track user conversions from all digital sources
Marketing (5)
B2B Attribution
Provides features for B2B marketers.
B2C Attribution
Provides features for B2C marketers.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Responses (4)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Multi-Language
Manage and support multiple languages
Platform (5)
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Human-in-the-loop (HITL)
Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.
Security (9)
Access Control
Authenticates and authorizes individuals to access the data they are allowed to see and use.
Roles Management
Helps identify and manage the roles of owners and stewards of data.
Compliance Management
Helps adhere to data privacy regulations and norms.
Deletion Management
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Process Management
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Metadata Management
Collect and maintain structured information that describes data or content
Maintainence (3)
Data Quality Management
Defines, validates, and monitors business rules to safeguard master data readiness.
Policy Management
Allows users to create and review data policies to make them consistent across the organization.
Data Storage Management
Manage and store data in a database
Diverse Extraction Points (1)
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Diverse Extraction Points
Pull any required data from a variety of sources, including email, web pages, PDFs, and other documents.
Generative AI (8)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automation - AI Agents (7)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Natural Language Processing
Process and analyze human language in text or audio form
Simulation and Scenario Generation
Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Agentic AI - Marketing Analytics (5)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Attribution (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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
Agentic AI - Data Governance (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
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
Active Directory Integration
Integrates with Active Directory
Data Connectivity and Prep - Agentic Analytics (2)
Data Source Connectivity
Connects structured and unstructured data for unified analysis.
Automated Data Preparation
Uses AI to clean, join & prep data with little manual input
AI Agent Management - Agentic Analytics (2)
Agent Configuration & Goals
Allows users set goals & rules for agent behavior.
Continuous Learning & Feedback
Improves agents via outcome learning & feedback.
Autonomous Insight Generation - Agentic Analytics (3)
Continuous Pattern Detection
Detects trends, anomalies & patterns without manual queries.
Multi‑Step Reasoning
Breaks down complex analysis into logical steps.
Predictive & Prescriptive Analytics
Generates forecasts & action suggestions from data signals
Interaction and Workflow - Agentic Analytics (3)
Natural Language Query and Conversational Analytics
Helps users ask questions in natural language & get answers.
Action Triggering & Workflow Orchestration
Triggers workflows or actions based on agent analysis.
Explainability & Audit Trails
Shows reasoning paths to explain how insights were made
Additional Functionality (310)
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Multi-Campaign
Manage multiple campaigns in one system
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Advertising Management
Manage advertising space and its sales within your network or publication
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Campaign Planning
Plan and strategize marketing campaigns
Customer Activity Tracking
A report showing what actions customers perform
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
API
Application programming interface that allows for integration with other systems/databases
Data Import/Export
Import and export data to and from software applications
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Affiliate Management
Track an affiliate partner's promotion of a product or service and any associated sales
Predictive Analytics
Predict future data based on historical data sets
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Lead Capture
Automatically identify and save contact information of potential customers
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Attribution Modeling
Analyzes the amount of credit that should be assigned to sales and conversion touchpoints.
ROI Tracking
Monitor conversion rates and analyze effectiveness and profitability of marketing efforts
Conversion Rate Optimization
Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Campaign Analytics
Track and interpret campaign performance metrics
Visitor Tracking
Track visitors and purpose of visits
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customizable Reports
Alter the layout and content of reports
Dashboard Creation
Creation and customization of dashboards
Website Analytics
Track and analyze information regarding website visitors
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Event Marketing
Plan marketing campaigns for events
Social Promotion
Market event via social media tools
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Lead Generation
Manage the process of attracting and converting business prospects into leads
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Customizable Forms
Customize contracts and forms to collect specific information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Email Templates
Pre-made examples and templates for emails
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Lead Capture
Automatically identify and save contact information of potential customers
Customizable Branding
Add customized logos and colors to align with company branding
Real-Time Reporting
Active reporting of data and metrics
Campaign Planning
Plan and strategize marketing campaigns
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Campaign Scheduling
Set campaign schedules by selecting start, pause, and end dates
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Autoresponders
Create and automatically send premade copy in response to customer messages
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Email Marketing
Create and send email blasts/campaigns
API
Application programming interface that allows for integration with other systems/databases
Customizable Fields
Customize data fields to support various needs and use cases
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Data Visualization
Graphical representation of data
Ad hoc Reporting
Generate one-off reports that meet information requirements
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Data Source Connectors
Connect to big data sources
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Channel Attribution
A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
KPI Monitoring
Tracking the status of previously identified performance measurements
Cohort Analysis
Analytics that breaks the data in a data set into related groups/categories.
Agent Collaboration
Multiple agents work together, share tasks, and coordinate to achieve common goals.
Data Governance
Collection of processes, policies, and standards to manage the storage & usability of enterprise data
Prompt Engineering
Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
For No-Code Development
Build applications without the use of code
Version Control
Track revisions and updates made to files and navigate between different versions
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Dynamic Modeling
Model the varying behavior of a system over time through diagrams
API
Application programming interface that allows for integration with other systems/databases
Memory Management
Store and save retrievable data
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Scalability
Manage a growing amount of work to meet increased demand without compromising performance
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scheduling
Plan availability and assign specific time slots for tasks and resources
Natural Language Interface
Interact with agents using conversational language
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Multiple LLM Models
Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more
Integration Management
Identify which applications need to exchange data and enable these data connections
Customizable Frameworks
Flexible architecture allowing tailored configurations
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Analytics
Tools for the systematic analysis of various types of data or statistics
Intent Recognition
Helps understand a user's intentions/actions
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Attended Automation
Bots that work alongside humans on tasks that cannot be fully automated
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Deep Learning
Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Automated Responses
Automatic reply functionality for incoming messages
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Transfers/Routing
Transfer queries and organize messages between agents
Personalization
Adjust communications based on previous interactions or personal preferences
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Virtual Personal Assistant (VPA)
Program systems that assist users with their daily administrative responsibilities
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Speech Recognition
Train your system to interpret and transcribe voice messages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Unattended Automation
Automate processes from start to finish without human assistance
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Proactive Error Detection
Managing and resolving errors that occur during program execution to maintain stability
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Migration
Move from one database to another, or upgrade the version of database software being used
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Single Sign On
Allow users to access multiple services after entering their login credentials once
Customizable Reports
Alter the layout and content of reports
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Authentication
Verify the identity of users/devices to enable secure access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Data Security
Protect sensitive data for digital privacy
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Risk Assessment
Initiate collection and analysis of known risks
Data Mapping
Track the management and flow of data throughout the organization
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Multiple Data Sources
Allows users to manage data from a number of sources
Document Storage
Store and organize documents in a centralized system
API
Application programming interface that allows for integration with other systems/databases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Automatic Backup
Data is backed up automatically to prevent data loss
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Metadata Management
Indexes metadata descriptions for easier searching and enhanced insights
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Workflow Management
Create, design and manage workflows for repetitive tasks
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
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Data Import/Export
Import and export data to and from software applications
Customizable Rules
Rules followed by the software/AI can be configured by users to suit their specific needs
Master Data Management
Verify, organize, manage & store enterprise data assets in a centralized repository
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Multiple Data Sources
Allows users to manage data from a number of sources
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Data Migration
Move from one database to another, or upgrade the version of database software being used
Multi-Language
Manage and support multiple languages
Single Sign On
Allow users to access multiple services after entering their login credentials once
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Email Address Extraction
Extract email addresses from multiple data sources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Data Mapping
Track the management and flow of data throughout the organization
Address Validation
Verifies and confirms the accuracy of an address
Match & Merge
Looking at data from different sources and finding possible duplicates, or identical matches
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Version Control
Track revisions and updates made to files and navigate between different versions
API
Application programming interface that allows for integration with other systems/databases
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Data Discovery
Discover and connect variety of data sources to the application for analysis
Data Storage Management
Manage and store data in a database
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Multiple Data Sources
Allows users to manage data from a number of sources
Forecasting
Form predictions based on past and present data/trends
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Multi-Language
Manage and support multiple languages
Visual Discovery
Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.
Mobile Access
Access software remotely via mobile devices
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
API
Application programming interface that allows for integration with other systems/databases
Customizable Forms
Customize contracts and forms to collect specific information
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Mapping
Track the management and flow of data throughout the organization
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Data Connectors
Connect to big data sources
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Data Import/Export
Import and export data to and from software applications
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Customizable Fields
Customize data fields to support various needs and use cases
Forms Management
Store, manage and track all forms in a centralized location
Multi-Channel Data Collection
Collect information from multiple sources
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Metadata Management
Collect and maintain structured information that describes data or content
Secure Data Storage
Securely stores data to prevent data loss or breaches
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Multi-Device Support
Support multiple types of devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Offline Response Collection
Practice of collecting data and responses for market research/surveys without an internet connection
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Dashboard Creation
Creation and customization of dashboards
Version Control
Track revisions and updates made to files and navigate between different versions
Query Builder
Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database
IP Rotation
Automatically changes IP addresses to avoid website IP restrictions.
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Data Aggregation and Publishing
Assemble data from multiple sources
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Data Mining
AI method of discovering or extracting data patterns from larger volumes of data
Proxy Rotation
Rotating through a series of proxy servers to conceal IP addresses during internet activities
Geotargeting
Geographic location of visitors determines behavior of the software
Data Aggregation
Collect, process and structure data from multiple sources for further analysis
JavaScript Rendering
Converting JavaScript code into visual elements on web pages for user interaction
HTML Parsing
Extract structured data from HTML documents for analysis or manipulation
Multiple File Format Support
Supports multiple file formats, such as Doc, Docx, PDF, HTML, etc.
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Natural Language Processing
Process and analyze human language in text or audio form
CAPTCHA Solving
Automatically identify and input CAPTCHA characters to bypass security measures
Integration Management
Identify which applications need to exchange data and enable these data connections
Website Crawling
Crawling and indexing web pages
Scheduling
Plan availability and assign specific time slots for tasks and resources
Bot Mitigation
Reduce or block bot traffic
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Proactive Error Detection
Managing and resolving errors that occur during program execution to maintain stability
Data Mapping
Track the management and flow of data throughout the organization
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integration Management
Identify which applications need to exchange data and enable these data connections
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ad hoc Analysis
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Match & Merge
Looking at data from different sources and finding possible duplicates, or identical matches
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Metadata Management
Collect and maintain structured information that describes data or content
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Dashboard Creation
Creation and customization of dashboards
Data Storage Management
Manage and store data in a database
Multiple Data Sources
Allows users to manage data from a number of sources
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Data Connectors
Connect to big data sources
Customizable Reports
Alter the layout and content of reports
Single Sign On
Allow users to access multiple services after entering their login credentials once
Version Control
Track revisions and updates made to files and navigate between different versions
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Accounting Integration
Integrate with a third-party accounting system
Real-Time Data
Receive data and information in real time
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Data Visualization
Graphical representation of data
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Real-Time Analytics
Analyze and gain insights into data in real-time
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Replication
Process of copying and storing data in more than one site or node
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Database Support
Supports common databases such as MySQL and Oracle
Workflow Management
Create, design and manage workflows for repetitive tasks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Predictive Analytics
Predict future data based on historical data sets
Data Migration
Move from one database to another, or upgrade the version of database software being used
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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
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