Jotform AI Agents 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

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

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

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

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

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

Provides a repository of information that can be used by those seeking support.

Makes articles in the knowledge base searchable on the web.

Enables users to engage with other users to solve common issues.

Optimizes the customer self-service experience on mobile devices

Gives the user targeted, personalized results based on their activity or preferences

Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

Automates some or all operation related tasks

Utilizes artificial intelligence to improve workflows or customer experiences

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

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.

Scours various channels for brand mentions to proactively seek reparative communications.

Creates and assigns support tickets, scheduling them in a timely manner.

Allows administrators to create templated responses to frequently asked questions.

Ability to connect agents with customers through Live Chat.

Connects employees with customers through a social media solution.

Ability to connect agents with customers through email.

Connects employees with customers through a calling solution.

Ability to connect agents with customers through text message solution.

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

Conversations enacted through embedding or pop-ups on websites.

Conversations enacted through text message (SMS).

Conversations enacted through voice assistants.

Conversations enacted through other channels.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Software incorporates multiple digital communications channels.

Allows incorporation of inbound contacts from non-marketing channels.

Includes physical media (mail, flyers, billboards, etc.) in the channels mix.

Provides opportunity for customers to give feedback through a survey.

Enables administrators to create customized reports reflecting customer satisfaction.

Allows administrators to track visitor activity to understand the research that was done before turning to customer service.

Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.

Mapped-out responses for conversations.

Artificial intelligence (AI) and chatbot involvement.

Chat with your counterparts over the video in real time

Quality of interface for designing and customizing conversation maps.

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

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Creation and modification of customer profiles based on conversations.

Reporting based around specific and overall conversation results.

Capture and organization of leads from conversations.

Success rate of conversations leading to customer purchases.

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

Allows planning and deployment of an overall communications strategy.

Includes or integrates with content creation apps.

Outbound communications are segmented and personalized.

Inbound contacts are identified and handled based on history.

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

Send messages, notifications, or documents to an entire customer base at the same time

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

Generate personalized communications upon request to meet customer needs

Allow the audience to interact or engage with the content

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Manage and support multiple languages

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.

Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.

Identifies the customer and personalizes interaction at every touchpoint.

Allows multiple related channels to interact at once to reduce transfers.

Prompts agents to engage customers based on contextual data, such as product usage or conversation history.

Provides features for sending outbound messages to engage customers through proactive support.

Can route contacts to agents the customer has worked with before.

Provides features for escalating conversations to the appropriate agent.

Maintains a transcript of conversations from all channels.

Enables customers to resolve queries or issues without the assistance of an agent.

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

Allows users to automate responses to sales leads across various channels.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows users to automate the handling, processing, and management of documents.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows users to automate the handling, processing, and management of documents.

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.

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.

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.

Simulates human-like speech from text inputs.

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

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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 automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Process and analyze human language in text or audio form

Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Supports configuration using natural language instructions.

Allows users to customize the tone of agent.

Enables definition of clear security guardrails for agent actions.

Protect APIs from threats using authentication, access control and encryption

Protect sensitive data for digital privacy

Verify the identity of users/devices to enable secure access

Provides support across web, mobile, messaging apps, and other channels.

Allows customization of agent branding, including visual appearance and conversational style.

Equips agents with proactive response capabilities based on predefined triggers.

Facilitates seamless escalation to human employees for complex issues.

Supports various file formats

Processing different types of input like text, voice, images etc.

Provides analytics and reporting on agent performance and interactions.

Offers agents the ability to maintain contextual awareness across interactions.

Ensures compliance with data privacy and governance requirements.

Automates workflows and actions based on agent responses.

Allows the use of APIs for advanced agent configuration.

Enables interoperability with multiple platforms for unified experiences.

Allows integration with CRM data to ground agent responses in business context.

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

Allows the AI agent to identify and resolve issues without user intervention.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Allows the AI agent to schedule and automate follow-ups based on prospect engagement.

Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics.

Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media.

Allows the AI agent to tailor outreach messages based on customer profiles or past interactions.

Allows users to track and analyze the effectiveness of automated outbound campaigns.

Allows the AI agent to enhance inbound lead profiles by gathering additional information from external sources.

Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Enables the AI agent to respond instantly to inbound inquiries, improving response times.

Enables the AI agent to assess inbound leads and determine their sales readiness.

Allows the AI agent to autonomously resolve customer queries without human intervention.

Enables the AI agent to provide accurate answers based on the context of customer inquiries.

Allows the AI agent to analyze customer sentiment and adjust responses accordingly.

Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.

Provides users the ability to interact with the AI agent in multiple languages for global support.

Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.

Provides users the ability to automate gathering and analyzing customer feedback after interactions.

Allows the AI agent to identify when issues require human intervention and escalate them appropriately.

Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.

Helps in understanding different accents, dialects, and speech patterns.

Helps to generate human-like speech responses.

Provides customizable speech speed and intonation.

Provides multiple voice options like gender, tone and style.

Allows communications to be secure and authenticated.

Aids in syncing with multiple devices.

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

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

Manage and support multiple languages

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

Customize data fields to support various needs and use cases

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

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

Engage with a lead throughout the sales process by actively providing information

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

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

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

Send messages via SMS

Manage various aspects of appointments including booking, rescheduling, canceling

Communicate using direct chat or messages within the system

Active monitoring of systems, applications, or networks

Route and distribute your leads to third party buyers

Group campaigns by project, client, or campaign for better management.

Import and export data to and from software applications

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Receive data and information in real time

Send and receive messages in real-time via an online communication channel

Add customized logos and colors to align with company branding

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

Create, save, and re-purpose templates for emails, forms, etc.

Create and automatically send premade copy in response to customer messages

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

Process of dividing customers into groups based on common characteristics

Send personal messages to clients or attendees

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

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

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

Automatically identify and save contact information of potential customers

Schedule appointments via a calendar

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

Predefined actions automatically performed on the occurance of specific events

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

Group messaging lets multiple people carry on a group conversation

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

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

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

Gauge satisfaction and receive information for improvement and success

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

Tracks metrics that provide insight into how a user interacts with any interface or product

Multiple agents work together, share tasks, and coordinate to achieve common goals.

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models

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

Build applications without the use of code

Track revisions and updates made to files and navigate between different versions

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

Model the varying behavior of a system over time through diagrams

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

Store and save retrievable data

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

Manage a growing amount of work to meet increased demand without compromising performance

Manage budgets, track and optimize spending and align capacity to workload demand

Plan availability and assign specific time slots for tasks and resources

Interact with agents using conversational language

Define levels of authorization for access to specific files or systems

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Identify which applications need to exchange data and enable these data connections

Flexible architecture allowing tailored configurations

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

Tools for the systematic analysis of various types of data or statistics

Helps understand a user's intentions/actions

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

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Bots that work alongside humans on tasks that cannot be fully automated

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

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

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

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

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

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

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

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

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

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

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

Automatic reply functionality for incoming messages

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

Transfer queries and organize messages between agents

Adjust communications based on previous interactions or personal preferences

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

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

Program systems that assist users with their daily administrative responsibilities

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

Train your system to interpret and transcribe voice messages

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

Create, manage and track all task activities and progression

Initiate interactions with customers by proactively starting conversations or providing informational content

Software program that continuously adjusts its behavior based on observed data

Configure existing workflows to meet your organization's needs

Automate processes from start to finish without human assistance

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

Streamlining repetitive tasks and activities through automated and predefined workflows

Managing and resolving errors that occur during program execution to maintain stability

Track revisions and updates made to files and navigate between different versions

Manage a growing amount of work to meet increased demand without compromising performance

Adjust communications based on previous interactions or personal preferences

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Event-driven HTTP callback that automatically sends real-time data between applications

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

Process and analyze human language in text or audio form

Automatically switching to secondary AI model(s) during failure or hallucinations

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

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Chatbot or AI assistant that answers queries and provides recommendations within an application

Execution of software tests by leveraging automation tools

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

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

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

Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Process of testing an ML algorithm by feeding it training data to learn from

Tools for the systematic analysis of various types of data or statistics

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

Detect and remove errors

Manage the processes involved when making the application ready for use

Managing and resolving errors that occur during program execution to maintain stability

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

Communicate using direct chat or messages within the system

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

Add customized logos and colors to align with company branding

Record the audio of phone conversations for quality assurance purposes

Create and automatically send premade copy in response to customer messages

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

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

Create, save, and re-purpose templates for emails, forms, etc.

Send messages via SMS

Gauge satisfaction and receive information for improvement and success

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

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

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

Manage and support multiple languages

Track interaction history by documenting conversations for contacts

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

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

Create, design and manage workflows for repetitive tasks

Access previous interactions or concerns to maintain customer relationships

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

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

Supports various video file formats

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

Organize, prioritize, and manage incoming communications

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

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

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

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

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

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

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

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

Train your system to interpret and transcribe voice messages

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

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

Completes tasks independently without constant human intervention

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

Categorize emotions expressed and identify if they are positive, negative or neutral

Maintain security, compliance, and data privacy protocols for all interactions

Protect sensitive data for digital privacy

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

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

Autonomously executes tasks such as scheduling, refunds, and renewals by integrating with external systems and APIs.

Allows the AI agent to tailor outreach messages based on customer profiles or past interactions.

Process and analyze human language in text or audio form

Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses

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

Track interaction history by documenting conversations for contacts

Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.

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

Integration with third-party CRM systems

Allow users to design the agent's trusted role, tone, and capabilities to suit specific sales workflows

Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement

Allows the AI agent to schedule and automate follow-ups based on prospect engagement.

Manage the process of attracting and converting business prospects into leads

Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.

Allows for businesses to run a variety of different campaigns across different channels

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows users to track and analyze the effectiveness of automated outbound campaigns.

Allows users to automate responses to customer inquiries across various channels.

Allows the AI agent to identify and resolve issues without user intervention.

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

Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics.

Send and receive messages in real-time via an online communication channel

Allows users to automate responses to sales leads across various channels.

Combines data from internal sources with disparate data from other internal systems or external sources

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

Record and track all relevant internal and external communications

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

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

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

Automate processes to manage leads, contacts, opportunities and sales activities