[
Insight... Reviews
](https://www.g2.com/products/unbounce-insightly-service/reviews)

[
Insight... Reviews
](https://www.g2.com/products/unbounce-insightly-service/reviews)

# Insightly Service Features

##### 
## Platform (6)

Mobile User Support

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

Customization

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

User, Role, and Access Management

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

Integration

Integrates with other customer service software to improve support and enhance functionality

Reporting

Provides analytics tools that reveal important business metrics and track progress

Dashboards

Displays important metrics relating to performance

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##### 
## Ticket and Case Management (8)

Ticket Creation User Experience

User Experience of creating and submitting a ticket

Ticket Response User Experience

User Experience of responding and receiving a response

Workflow

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

Automated Response

Respond to common requests with standard reply

SLA Management

Offers tools for managing and tracking service-level agreements (SLAs)

Attachments/Screencasts

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

Ticket Collaboration

Share and collaborate on tickets with multiple customer service representatives

Customer/Contact Database

Central repository for account and contact information

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##### 
## Communication Channels (5)

Customer Portal

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

Email to Case

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

Live Chat Support

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

Social Media Integration

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

Voice

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

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##### 
## Generative AI (2)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## Agentic AI - Help Desk (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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## Top-Rated Alternatives

[

 ![Freshdesk](https://images.g2crowd.com/uploads/product/hd_favicon/700ca107b848b083e9b0659a98efb160/freshdesk.svg "Freshdesk")

Freshdesk

4.4/5(3,752)

](https://www.g2.com/products/freshdesk/reviews)

[

 ![Zoho Desk](https://images.g2crowd.com/uploads/product/hd_favicon/a802fffb70d9aa2eac634f166fa8b824/zoho-desk.svg "Zoho Desk")

Zoho Desk

4.4/5(7,787)

](https://www.g2.com/products/zoho-desk/reviews)

[

 ![Zendesk for Customer Service](https://images.g2crowd.com/uploads/product/hd_favicon/7b95b13ec74f28d1bdceba616c8f8e97/zendesk-for-customer-service.svg "Zendesk for Customer Service")

Zendesk for Customer Service

4.3/5(7,001)

](https://www.g2.com/products/zendesk-for-customer-service/reviews)

[
View All Alternatives
](https://www.g2.com/products/unbounce-insightly-service/competitors/alternatives)

##### Categories on G2

[
Help Desk
](https://www.g2.com/categories/help-desk)

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