InMoment Experience Improvement (XI) Platform Features
Call Analytics (7)
Call Recording
Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Lead Qualification
Leverages analytics to qualify and score calls in real time
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Real-Time Data
Receive data and information in real time
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Artificial Intelligence - Conversation Intelligence (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Transcribes sales calls from speech to text
Sentiment Analysis
Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation
Algorithm (6)
Part of Speech Tagging
Gives user ability to parse text by parts of speech
Summarization
Provides user with a summary of inputted text
Named Entity Recognition
Gives user ability to parse text by named entities
Sentiment Analysis
Outputs the sentiment (positive or negative) of a given text
Emotion Detection
Provides user with emotion (e.g. sad, happy, etc.) of text
Language Detection
Detects language of a given text
System (5)
Data Ingestion & Wrangling
Gives user ability to import a variety of data sources for immediate use
Programming Language Support
Supports programming languages such as Java, C, or Python. Supports front-end languages such as HTML, CSS, and JavaScript
Drag and Drop
Offers the ability for developers to drag and drop pieces of code or algorithms when building language models
Pre-Built Algorithms
Provides users with pre-built algorithms for simpler model development
Customizable Models
Allows user to build custom language models
Analytics (4)
-
Net Promoter Score (NPS)
Calculates net promoter score (NPS) using customer feedback data.
-
Customer Satisfaction (CSAT) Score
Calculates customer satisfaction (CSAT) score using customer feedback data.
-
Customer Effort Score (CES)
Calculates customer effort score (CES) using customer feedback data.
-
Gamification
Provides gamification tools to incentivize employees to leverage customer feedback insights.
Customization (14)
-
Stakeholder Management
Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience.
-
Multilanguage Support
Allow users to create surveys and repond to customer feedback in a variety of languages.
-
Multiple Branding Support
Allows users to deploy surveys and intake feedback data for multiple brands.
-
Vertical-specific Solutions
Vendor provides industry- or role-specific experience management solutions.
Customizable Branding
Add customized logos and colors to align with company branding
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Survey/Poll Management
Create and administer polls and surveys
Negative Feedback Management
Identify, track, and respond to negative feedback
Pre-Built Parameterization
Allow capabilities to be customized (key-phrase, topics, sentiment, named entity) by adding keywords or exceptions.
Custom Extension
Allow user to add custom functions to Analysis capabilities
Compositionality
User created models can be used as features/pre-built in other models
Feedback Management (3)
-
Tagging
Tag content to organize and assign to specific departments or categories
-
Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments.
-
Custom Reports and Dashboards
Allows users to easily build customized reports and dashboards.
Feedback Analysis (3)
-
Thematic Analysis
Identifies key phrases, themes, and patterns within a given text
Sentiment Analysis
Outputs the sentiment (positive or negative) of a given text
-
NPS/CSAT Scoring
Measures and reports on NPS, CSAT, or other metrics over time
Feedback Sources (4)
-
Online Reviews
Analyzes feedback from online reviews
-
Surveys
Analyzes feedback from surveys through built-in survey features or integrations with survey tools
Social Media
Analyzes customer feedback from social media
Customer Service Channels
Analyzes feedback sourced from integrations with customer service tools, such as help desks and live chat
Setup (4)
Integration
Provides the ability to import data from a variety of sources and in multiple data formats.
Maintenance
Consistently maintains, updates, and tests data sources to ensure quality.
No-Code
Allows users to analyze data easily without the need to code.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data (4)
Security
Ensures privacy and security of customer data.
Data Visualization
Visualizes text data through charts and graphs.
Real-Time Data
Receive data and information in real time
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Analysis (15)
Automation
Automates back-end technical manual processes.
Named entity recognition
Identifies entities such as organization, person name, location, etc
Keyphrase Extraction
Extracts keyphrases to determine patterns and themes within text.
Topic Analysis
Automatically identifies and organizes text based on topic or subject matter.
Sentiment Analysis
Utilizes sentiment analysis to capture user feedback.
Language Identification
Identifies the language in which text was written in.
Syntax/Part of Speech Parsing
Provides the ability to identify syntax and parts of speech.
Multi-Language
Manage and support multiple languages
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Qualitative Comparative Analysis
Statistical Analysis
Apply statistical/mathematical models to sets of data
User Research Analysis
Analyze and gain insights into user experience
Ad hoc Analysis
Quantitative Analysis
Generative AI (10)
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.
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.
Agentic AI - Experience Management (7)
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
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.
Multi-Language
Manage and support multiple languages
Agentic AI - Conversation Intelligence (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Forecasting
Form predictions based on past and present data/trends
Additional Functionality (87)
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Keyword Filtering
Monitor and collect information from social media based on specific keywords
Natural Language Processing
Process and analyze human language in text or audio form
For Contact Centers
Designed for contact centers.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Automatic Transcription
Use AI to convert voice into text automatically
Playbooks
Tactical guides providing information and instructions for teams to navigate through tasks and processes
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Text Mining
Transforming unstructured text into a structured format to identify meaningful patterns and new insights
Trend/Problem Indicators
Visually identify direction of development and areas that require attention
Notes Management
Allow users to create, edit, and sort multiple notes
Retention Tracking
Measures the retention rate and satisfaction of customers.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
API
Application programming interface that allows for integration with other systems/databases
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Intent Recognition
Helps understand a user's intentions/actions
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Prioritization
Arrange tasks based on the level of priority or urgency
Real-Time Reporting
Active reporting of data and metrics
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
Customizable Forms
Customize contracts and forms to collect specific information
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Data Visualization
Graphical representation of data
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Customizable Reports
Alter the layout and content of reports
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Multi-Channel Data Collection
Collect information from multiple sources
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Customizable Fields
Customize data fields to support various needs and use cases
Real-Time Analytics
Analyze and gain insights into data in real-time
Predictive Analytics
Predict future data based on historical data sets
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Channel Support
Collect information from and communicate with customers or users across multiple channels, such as email, phone, live chat, web, and other touchpoints.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Collection
Process of gathering, measuring, and analyzing accurate data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Predictive Analytics
Predict future data based on historical data sets
Computer Assisted Coding
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Analytics
Analyze and gain insights into data in real-time
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 Import/Export
Import and export data to and from software applications
Mixed Methods Research
Combining elements of both quantitative and qualitative data to conduct research
Website Analytics
Track and analyze information regarding website visitors
Multimedia Support
Supports various file formats
Media Analytics
Categorization/Grouping
Organize and group data or items based on various criteria
Data Storage Management
Manage and store data in a database
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Annotations
Highlight content and/or make notations about parts of content
Customizable Branding
Add customized logos and colors to align with company branding
Data Coding
Processing and organizing collected information to a set of meaningful and cohesive categories for further analysis
Multiple Data Sources
Allows users to manage data from a number of sources
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Customizable Reports
Alter the layout and content of reports


