[ Jotform... Reviews ](https://www.g2.com/products/jotform-ai-agents/reviews) [ Jotform... Reviews ](https://www.g2.com/products/jotform-ai-agents/reviews) # Jotform AI Agents Features ##### ## Platform (21) 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. Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting Provides analytics tools that reveal important business metrics and track progress Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices 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. Live chat Provide tools for live chat on one's website. Integrations Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. Branding Has the ability to customize look and feel of chatbot to match` company branding. Analytics Gives user the ability to analyze conversations with the chatbot and see its performance. A/B testing Allows users to test the efficacy of various responses through A/B testing. Role-based access Allows for varying access to chatbot and admin settings, depending on user, their role, etc. Collection of information Can collect and store information from interlocators, such as email, phone number, etc. Augmented Analytics Analyze data and automatically generate insights using AI/ML technologies Proactive Chat Copy on the page or chat window encouraging the user to engage with the chat option Show More ##### ## Ticket and Case Management (16) 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 Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution 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 Workflow Management Create, design and manage workflows for repetitive tasks Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Ticket Management Track, manage, or resolve user requests and IT incidents/issues Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Inbox Management Organize, prioritize, and manage incoming communications Support Ticket Management Allow customers/users to submit support queries and service requests Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Communication Channels (6) 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. Video Chat Chat with your counterparts over the video in real time Show More ##### ## Self-Service Experience (5) Knowledge Base Provides a repository of information that can be used by those seeking support. Searchable Articles Makes articles in the knowledge base searchable on the web. Community Forums Enables users to engage with other users to solve common issues. Mobile Optimization Optimizes the customer self-service experience on mobile devices Personalization Gives the user targeted, personalized results based on their activity or preferences Show More ##### ## Self-Service Platform (4) Branding Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. Automation Automates some or all operation related tasks Artificial Intelligence Utilizes artificial intelligence to improve workflows or customer experiences Integrations Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools Show More ##### ## Communication (7) Pop-up Chat Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. Notifications Delivers notifications to both sides of the conversation. Targeted Emails Sends automated emails to further engage clients and potential clients. In-App Messaging Allows for live chat to be enabled within the app for customer help. Co-Browsing Allows agents to join a customer's browser session and navigate through the website with them. Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Real-time Consumer-facing Chat Engage in direct, instant messaging with consumers Show More ##### ## Internal Use (6) Customization Allows users to customize chat colors, text, logos, and branding. Conversation Archiving Archives conversations in a separate location for later reference. Lead Development Enables employees to denote potential customers. Knowledge Base Establishes a knowledge base for employee reference during conversations. Team Inbox Provides a central location for help requests, helping employees respond sooner. Customer Profiles Allows for the creation of profiles for contacts and customers. Show More ##### ## Process (3) Mentions Scours various channels for brand mentions to proactively seek reparative communications. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Macros Allows administrators to create templated responses to frequently asked questions. Show More ##### ## Channels (14) Email Ability to connect agents with customers through Live Chat. Social Connects employees with customers through a social media solution. Live Chat Ability to connect agents with customers through email. Phone Connects employees with customers through a calling solution. Text Ability to connect agents with customers through text message solution. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Website Conversations enacted through embedding or pop-ups on websites. Text Message (SMS) Conversations enacted through text message (SMS). Voice Assistants Conversations enacted through voice assistants. Other Conversations enacted through other channels. Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Multi-Channel Coverage Software incorporates multiple digital communications channels. Open Listening Allows incorporation of inbound contacts from non-marketing channels. Physical Media Includes physical media (mail, flyers, billboards, etc.) in the channels mix. Show More ##### ## Insight (4) Surveys Provides opportunity for customers to give feedback through a survey. Reporting Enables administrators to create customized reports reflecting customer satisfaction. Visitor Activity Allows administrators to track visitor activity to understand the research that was done before turning to customer service. Help Desk Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions. Show More ##### ## Messenger (5) Sequencing Mapped-out responses for conversations. AI Artificial intelligence (AI) and chatbot involvement. Video Chat Chat with your counterparts over the video in real time Customization Interface Quality of interface for designing and customizing conversation maps. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Customers (7) Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Profiles Creation and modification of customer profiles based on conversations. Analytics Reporting based around specific and overall conversation results. Lead Gathering Capture and organization of leads from conversations. Sales Conversion Success rate of conversations leading to customer purchases. Customer Service Analytics Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Design (9) Communications Strategy Development Allows planning and deployment of an overall communications strategy. Create Content Includes or integrates with content creation apps. Personalization Outbound communications are segmented and personalized. Inbound Identification Inbound contacts are identified and handled based on history. Regulatory Compliance Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. Batch Communications Send messages, notifications, or documents to an entire customer base at the same time Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. On-Demand Communications Generate personalized communications upon request to meet customer needs Interactive Content Allow the audience to interact or engage with the content Show More ##### ## Responses (9) 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 Customization Customize your chat workflows with rules and automations. Control Control who the chatbot converses with (and when). Route To Human Has the ability to connect interlocator with a human agent when the need arises. Menu bars Can provide interlocators with menus, through which they can choose a relevant response. Drip sequences Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion. Show More ##### ## Conversational Platform (4) Personalization Identifies the customer and personalizes interaction at every touchpoint. Omnichannel Allows multiple related channels to interact at once to reduce transfers. Contextual Engagement Prompts agents to engage customers based on contextual data, such as product usage or conversation history. Proactive Engagement Provides features for sending outbound messages to engage customers through proactive support. Show More ##### ## Support Automation (4) Intelligent Routing Can route contacts to agents the customer has worked with before. Seamless Escalation Provides features for escalating conversations to the appropriate agent. Transcripts Maintains a transcript of conversations from all channels. Self-Serve Support Enables customers to resolve queries or issues without the assistance of an agent. Show More ##### ## Customer Support (4) Text Is able to process inquiries submitted by text data from live chat, email, or SMS Speech Comprehends human speech and can transcribe it to text for processing Knowledge Base The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Show More ##### ## Automation (12) Ticket Resolution The platform is able to automatically determine how to resolve help tickets without assistance by human agents Customization The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence Intelligent Routing 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 Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Sales Follow-Up Allows users to automate responses to sales leads across various channels. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Document Processing Allows users to automate the handling, processing, and management of documents. Lead Generation Allows users to automate the process of generating and qualifying sales leads. Customer Interaction Automation 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. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Document Processing Allows users to automate the handling, processing, and management of documents. Show More ##### ## Artificial Intelligence (4) Learning 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 Language Multilingual capabilities allow the AI to process inquiries from many languages Conversational AI 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 Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Generative AI (20) 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. 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. AI Text-to-Speech Simulates human-like speech from text inputs. Generative AI Use AI to generate content in the form of text, images, videos, etc. 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. 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Customization - AI Agent Builders (6) Natural Language Configuration Supports configuration using natural language instructions. Tone Customization Allows users to customize the tone of agent. Security Guardrails Enables definition of clear security guardrails for agent actions. API Security Protect APIs from threats using authentication, access control and encryption Data Security Protect sensitive data for digital privacy Authentication Verify the identity of users/devices to enable secure access Show More ##### ## Functionality - AI Agent Builders (6) Omni-channel Support Provides support across web, mobile, messaging apps, and other channels. Agent Branding Allows customization of agent branding, including visual appearance and conversational style. Proactive Response Capabilities Equips agents with proactive response capabilities based on predefined triggers. Seamless Human Escalation Facilitates seamless escalation to human employees for complex issues. Multimedia Support Supports various file formats Multi-Modal Input Support Processing different types of input like text, voice, images etc. Show More ##### ## Data and Analytics - AI Agent Builders (3) Analytics & Reporting Provides analytics and reporting on agent performance and interactions. Contextual Awareness Offers agents the ability to maintain contextual awareness across interactions. Data Privacy Compliance Ensures compliance with data privacy and governance requirements. Show More ##### ## Integration - AI Agent Builders (5) Workflow Automation Automates workflows and actions based on agent responses. API Usage Allows the use of APIs for advanced agent configuration. Platform Interoperability Enables interoperability with multiple platforms for unified experiences. CRM Data Integration Allows integration with CRM data to ground agent responses in business context. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Autonomy (8) Problem Solving Allows the AI agent to identify and resolve issues without user intervention. Task Execution Provides the AI agent the ability to execute tasks without requiring constant user input. Adaptive Responses Allows the AI agent to learn from interactions and adapt its responses accordingly. Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. 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. Show More ##### ## Outbound Sales (5) Follow-Up Scheduling Allows the AI agent to schedule and automate follow-ups based on prospect engagement. Prospect Prioritization Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics. Multichannel Campaign Execution Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media. Personalized Outreach Allows the AI agent to tailor outreach messages based on customer profiles or past interactions. Outreach Performance Analytics Allows users to track and analyze the effectiveness of automated outbound campaigns. Show More ##### ## Inbound Sales (5) Data Enrichment Allows the AI agent to enhance inbound lead profiles by gathering additional information from external sources. Inquiry Routing Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Real-Time Engagement Enables the AI agent to respond instantly to inbound inquiries, improving response times. Lead Qualification Enables the AI agent to assess inbound leads and determine their sales readiness. Show More ##### ## Customer Query Resolution - AI Customer Support Agents (5) Automated Ticket Resolution Allows the AI agent to autonomously resolve customer queries without human intervention. Contextual Response Generation Enables the AI agent to provide accurate answers based on the context of customer inquiries. Sentiment Analysis Allows the AI agent to analyze customer sentiment and adjust responses accordingly. Knowledge Base Utilization Enables the AI agent to retrieve information from a knowledge base to assist with query resolution. Multilingual Support Provides users the ability to interact with the AI agent in multiple languages for global support. Show More ##### ## Customer Interaction Automation - AI Customer Support Agents (4) Proactive Customer Outreach Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers. Feedback Collection Provides users the ability to automate gathering and analyzing customer feedback after interactions. Escalation Handling Allows the AI agent to identify when issues require human intervention and escalate them appropriately. Workflow Optimization Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times. Show More ##### ## Voice Recognition - AI Voice Assistants (1) Voice Recognition Helps in understanding different accents, dialects, and speech patterns. Show More ##### ## Speech Synthesis - AI Voice Assistants (3) Speech Synthesis Helps to generate human-like speech responses. Customizable speech Provides customizable speech speed and intonation. Multiple voice actions Provides multiple voice options like gender, tone and style. Show More ##### ## Security and privacy - AI Voice Assistants (1) Encrypted communication Allows communications to be secure and authenticated. Show More ##### ## Compatibility - AI Voice Assistants (1) Cross platform compatibility Aids in syncing with multiple devices. Show More ##### ## Agentic AI - Customer Self-Service (7) 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Conversational Marketing (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 Multi-Language Manage and support multiple languages Show More ##### ## Additional Functionality (289) Real-Time Analytics Analyze and gain insights into data in real-time Email Management Manage, store and organize emails within the system or via third-party apps API Application programming interface that allows for integration with other systems/databases Single Sign On Allow users to access multiple services after entering their login credentials once Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Canned Responses Shortcuts for inputting frequently used messages Surveys & Feedback Gauge satisfaction and receive information for improvement and success Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Transfers/Routing Transfer queries and organize messages between agents Geotargeting Geographic location of visitors determines behavior of the software Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Transcripts/Chat History View messages sent by both parties during the chat conversation Document Storage Store and organize documents in a centralized system Screen Sharing Digitally share screen view with others Contact Management Manage, organize, and store contact information Autoresponders Create and automatically send premade copy in response to customer messages Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Mobile Access Access software remotely via mobile devices AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Offline Form Form to collect visitor contact information when live chat isn't available Real-Time Monitoring Active monitoring of systems, applications, or networks Support Ticket Management Allow customers/users to submit support queries and service requests File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Chatbot AI-based platform which conducts a conversation via auditory or textual methods Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Autoresponders Create and automatically send premade copy in response to customer messages AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Monitoring Active monitoring of systems, applications, or networks CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Gamification Games or game-like elements to track progress and reward accomplishments Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Customizable Fields Customize data fields to support various needs and use cases Surveys & Feedback Gauge satisfaction and receive information for improvement and success Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Voice Recognition Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Live Chat Ability to chat online in real time Task Automation Automatically handle routine, repetitive tasks and processes without the need for manual intervention IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Language Detection Identify different languages Multiple Data Sources Allows users to manage data from a number of sources Predictive Analytics Predict future data based on historical data sets API Application programming interface that allows for integration with other systems/databases Alerts/Escalation System alerts about the need to escalate an issue or request Data Security Protect sensitive data for digital privacy Interaction Tracking Track interaction history by documenting conversations for contacts Prioritization Arrange tasks based on the level of priority or urgency Secure Data Storage Securely stores data to prevent data loss or breaches Macros/Templated Responses Templated responses for responding quickly to recurring support requests Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Single Sign On Allow users to access multiple services after entering their login credentials once Mobile App Access the system via a mobile application Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Access Controls/Permissions Define levels of authorization for access to specific files or systems Email Templates Pre-made examples and templates for emails Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Automated Responses Automatic reply functionality for incoming messages Data Import/Export Import and export data to and from software applications Personalization Adjust communications based on previous interactions or personal preferences Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Customizable Fields Customize data fields to support various needs and use cases API Application programming interface that allows for integration with other systems/databases Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Lead Nurturing Engage with a lead throughout the sales process by actively providing information Human Handover Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Product Recommendations Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. SMS Messaging Send messages via SMS Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Chat/Messaging Communicate using direct chat or messages within the system Real-Time Monitoring Active monitoring of systems, applications, or networks Lead Distribution Route and distribute your leads to third party buyers Campaign Segmentation Group campaigns by project, client, or campaign for better management. Data Import/Export Import and export data to and from software applications A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Real-Time Data Receive data and information in real time Real-time Conversations Send and receive messages in real-time via an online communication channel Customizable Branding Add customized logos and colors to align with company branding Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Template Management Create, save, and re-purpose templates for emails, forms, etc. Autoresponders Create and automatically send premade copy in response to customer messages Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customer Segmentation Process of dividing customers into groups based on common characteristics One-to-One Messaging Send personal messages to clients or attendees Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Lead Capture Automatically identify and save contact information of potential customers Appointment Scheduling Schedule appointments via a calendar Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Chatbot AI-based platform which conducts a conversation via auditory or textual methods Group Messaging Group messaging lets multiple people carry on a group conversation AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Email Automation Surveys & Feedback Gauge satisfaction and receive information for improvement and success CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product 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 Version Control Track revisions and updates made to files and navigate between different versions Scalability Manage a growing amount of work to meet increased demand without compromising performance Personalization Adjust communications based on previous interactions or personal preferences Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Webhooks Event-driven HTTP callback that automatically sends real-time data between applications API Application programming interface that allows for integration with other systems/databases Natural Language Processing Process and analyze human language in text or audio form Fallback Handling Automatically switching to secondary AI model(s) during failure or hallucinations Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Multiple LLM Models Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more Built-in AI Assistant Chatbot or AI assistant that answers queries and provides recommendations within an application Automated Testing Execution of software tests by leveraging automation tools Data Governance Collection of processes, policies, and standards to manage the storage & usability of enterprise data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Pre-built Templates Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Agent Design Tools Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors Deep Learning Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data. Model Training Process of testing an ML algorithm by feeding it training data to learn from Analytics Tools for the systematic analysis of various types of data or statistics Single Sign On Allow users to access multiple services after entering their login credentials once Debugging Detect and remove errors Deployment Management Manage the processes involved when making the application ready for use Proactive Error Detection Managing and resolving errors that occur during program execution to maintain stability Customer Surveys Tool to send questionnaires to customers to gauge feedback Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Transcripts/Chat History View messages sent by both parties during the chat conversation Language Detection Identify different languages Pre-Configured Bot Existing bot models for AI-based tools commonly used for auditory and textual conversation methods Lead Capture Automatically identify and save contact information of potential customers Code-free Development Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Natural Language Processing Process and analyze human language in text or audio form Multi-Language Manage and support multiple languages For Sales/Marketing Used as a promotional or demonstration tool in sales and marketing presentations Contextual Guidance Interprets what a user is doing based on context and helps guide them through the process. Automated Responses Automatic reply functionality for incoming messages Customer Support Provide online support for your customers through live chat or help desk functionality Chatbot AI-based platform which conducts a conversation via auditory or textual methods Intent Recognition Helps understand a user's intentions/actions Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Query Suggestions See options for potential search queries within the system Transfers/Routing Transfer queries and organize messages between agents AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Canned Responses Shortcuts for inputting frequently used messages AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Chat/Messaging Communicate using direct chat or messages within the system Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Customizable Branding Add customized logos and colors to align with company branding Call Recording Record the audio of phone conversations for quality assurance purposes Autoresponders Create and automatically send premade copy in response to customer messages IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Email Management Manage, store and organize emails within the system or via third-party apps Template Management Create, save, and re-purpose templates for emails, forms, etc. SMS Messaging Send messages via SMS Surveys & Feedback Gauge satisfaction and receive information for improvement and success Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Multi-Language Manage and support multiple languages Interaction Tracking Track interaction history by documenting conversations for contacts 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. Workflow Management Create, design and manage workflows for repetitive tasks Customer History Access previous interactions or concerns to maintain customer relationships Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Video Support Supports various video file formats CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Inbox Management Organize, prioritize, and manage incoming communications API Application programming interface that allows for integration with other systems/databases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Activity Tracking Track and document all activities across devices, networks, and other systems Workflow Management Create, design and manage workflows for repetitive tasks Interaction Tracking Track interaction history by documenting conversations for contacts Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Single Sign On Allow users to access multiple services after entering their login credentials once Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Real-Time Analytics Analyze and gain insights into data in real-time Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Client Portal Private online space that lets businesses securely share documents and provide information access to clients Inventory Management Track and manage inventory levels to maintain proper supply Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Configurable Workflow Configure existing workflows to meet your organization's needs Customer History Access previous interactions or concerns to maintain customer relationships Surveys & Feedback Gauge satisfaction and receive information for improvement and success Support Ticket Management Allow customers/users to submit support queries and service requests Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Widgets An extended application or connector that enables users to perform additional services with their current set of tools Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Chatbot AI-based platform which conducts a conversation via auditory or textual methods Email Templates Pre-made examples and templates for emails Activity Tracking Track and document all activities across devices, networks, and other systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Website Integration Seamlessly integrates with 3rd party websites Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Queue Management Monitor wait time and abandonment for incoming requests that have not been routed SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Chat/Messaging Communicate using direct chat or messages within the system Live Chat Ability to chat online in real time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Email Management Manage, store and organize emails within the system or via third-party apps Customizable Branding Add customized logos and colors to align with company branding Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Forms Customize contracts and forms to collect specific information Customer Communication Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Application Management Track, manage and store the applications of potential future members, customers or candidates Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Show More ##### ## Feedback Management (1) Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Show More ##### ## Dashboard (1) Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Show More ##### ## Speech Recognition (1) Speech Recognition Train your system to interpret and transcribe voice messages Show More ##### ## Compliance Management (1) Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Document Management (1) Document Management Store, manage, and track all electronic documents in a centralized location Show More ##### ## Autonomous Task Execution (1) Autonomous Task Execution Completes tasks independently without constant human intervention Show More ##### ## Reporting/Analytics (1) Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Sentiment Analysis (1) Sentiment Analysis Categorize emotions expressed and identify if they are positive, negative or neutral Show More ##### ## Security & Compliance (1) Security & Compliance Maintain security, compliance, and data privacy protocols for all interactions Show More ##### ## Data Security (1) Data Security Protect sensitive data for digital privacy Show More ##### ## Third-Party Integration (1) Third-Party Integration Addition of necessary external data, applications, tools, or features Show More ##### ## Human-in-the-loop (HITL) (1) Human-in-the-loop (HITL) Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. Show More ##### ## Agentic Task Execution (1) Agentic Task Execution Autonomously executes tasks such as scheduling, refunds, and renewals by integrating with external systems and APIs. Show More ##### ## Personalized Outreach (1) Personalized Outreach Allows the AI agent to tailor outreach messages based on customer profiles or past interactions. Show More ##### ## Natural Language Processing (1) Natural Language Processing Process and analyze human language in text or audio form Show More ##### ## Conversational AI (1) Conversational AI Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses Show More ##### ## Performance Metrics (1) Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Show More ##### ## Interaction Tracking (1) Interaction Tracking Track interaction history by documenting conversations for contacts Show More ##### ## Dynamic Modeling (1) Dynamic Modeling Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. Show More ##### ## Knowledge Base Management (1) Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Show More ##### ## CRM Integration (1) CRM Integration Integration with third-party CRM systems Show More ##### ## Agent Customization (1) Agent Customization Allow users to design the agent's trusted role, tone, and capabilities to suit specific sales workflows Show More ##### ## Omnichannel Outreach (1) Omnichannel Outreach Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement Show More ##### ## Follow-Up Scheduling (1) Follow-Up Scheduling Allows the AI agent to schedule and automate follow-ups based on prospect engagement. Show More ##### ## Lead Generation (1) Lead Generation Manage the process of attracting and converting business prospects into leads Show More ##### ## Inquiry Routing (1) Inquiry Routing Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context. Show More ##### ## Multi-Channel Campaigns (1) Multi-Channel Campaigns Allows for businesses to run a variety of different campaigns across different channels Show More ##### ## Independent Decision Making (1) Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. Show More ##### ## Outreach Performance Analytics (1) Outreach Performance Analytics Allows users to track and analyze the effectiveness of automated outbound campaigns. Show More ##### ## Customer Interaction Automation (1) Customer Interaction Automation Allows users to automate responses to customer inquiries across various channels. Show More ##### ## Problem Solving (1) Problem Solving Allows the AI agent to identify and resolve issues without user intervention. Show More ##### ## Task Automation (1) Task Automation Automatically handle routine, repetitive tasks and processes without the need for manual intervention Show More ##### ## Prospect Prioritization (1) Prospect Prioritization Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics. Show More ##### ## Real-time Conversations (1) Real-time Conversations Send and receive messages in real-time via an online communication channel Show More ##### ## Sales Follow-Up (1) Sales Follow-Up Allows users to automate responses to sales leads across various channels. Show More ##### ## Data Enrichment (1) Data Enrichment Combines data from internal sources with disparate data from other internal systems or external sources Show More ##### ## Contextual Guidance (1) Contextual Guidance Interprets what a user is doing based on context and helps guide them through the process. Show More ##### ## Communications Management (1) Communications Management Record and track all relevant internal and external communications Show More ##### ## Proactive Chat (1) Proactive Chat Copy on the page or chat window encouraging the user to engage with the chat option Show More ##### ## Ticket Management (1) Ticket Management Track, manage, or resolve user requests and IT incidents/issues Show More ##### ## Lead Qualification (1) Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Show More ##### ## Sales Automation (1) Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Show More ## Top-Rated Alternatives [ ![Tidio](https://images.g2crowd.com/uploads/product/hd_favicon/5a3c39079f10e3e53bd18da51a13870e/tidio.svg "Tidio") Tidio 4.6/5(1,959) ](https://www.g2.com/products/tidio/reviews) [ ![Fin](https://images.g2crowd.com/uploads/product/hd_favicon/5d5fd30de40ef30f077664aa44f9775a/fin.svg "Fin") Fin 4.5/5(3,901) ](https://www.g2.com/products/fin/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(7,035) ](https://www.g2.com/products/zendesk-for-customer-service/reviews) [ View All Alternatives ](https://www.g2.com/products/jotform-ai-agents/competitors/alternatives) ##### Categories on G2 [AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations)[Live Chat](https://www.g2.com/categories/live-chat)[AI Agent Builders](https://www.g2.com/categories/ai-agent-builders) [AI Agents For Business Operations](https://www.g2.com/categories/ai-agents-for-business-operations)[Live Chat](https://www.g2.com/categories/live-chat)[AI Agent Builders](https://www.g2.com/categories/ai-agent-builders)[AI Customer Support Agents](https://www.g2.com/categories/ai-customer-support-agents)[Conversational Marketing](https://www.g2.com/categories/conversational-marketing)[Customer Self-Service](https://www.g2.com/categories/customer-self-service)[Chatbots](https://www.g2.com/categories/chatbots)[Help Desk](https://www.g2.com/categories/help-desk)[Conversational Support](https://www.g2.com/categories/conversational-support)[Social Customer Service](https://www.g2.com/categories/social-customer-service)[Customer Communications Management](https://www.g2.com/categories/customer-communications-management)[Customer Service Automation](https://www.g2.com/categories/customer-service-automation)[AI SDRs](https://www.g2.com/categories/ai-sdrs)[AI Voice Assistants](https://www.g2.com/categories/ai-voice-assistants) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best platforms for creating real-time visualization dashboards](https://www.g2.com/discussions/best-platforms-for-creating-real-time-visualization-dashboards)[Which insurance rating platform works best for small independent agencies that need multi-carrier quoting and AMS integration?](https://www.g2.com/discussions/which-insurance-rating-platform-works-best-for-small-independent-agencies-that-need-multi-carrier-quoting-and-ams-integration)[Top platforms for employee career progression analytics](https://www.g2.com/discussions/top-platforms-for-employee-career-progression-analytics) [What is the most affordable video interviewing software for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-video-interviewing-software-for-smbs)[What are the best food safety management software platforms for small teams managing tight timelines?](https://www.g2.com/discussions/what-are-the-best-food-safety-management-software-platforms-for-small-teams-managing-tight-timelines)[Pros and Cons Details](https://www.g2.com/products/jotform-ai-agents/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)