Kapture CX 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

Creates feedback forms that are consistent with the design of the site.

Supports the creation and deployment of different survey types on different channels or devices.

Solicits, captures, and centralizes feedback from both structured and unstructured sources.

Allows designs to adapt automatically to the device that users access the survey or software.

Gauge satisfaction and receive information for improvement and success

Distribute a survey via mobile devices

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Aggregates feedback and transforms feedback into actionable insights.

Triggers creation of a new case after customer leaves feedback.

Analyze collected feedback near or in real-time.

Trigger strategic workflows to quickly resolve issues and increase customer satisfaction.

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allow reviewers to provide anonymous feedback to encourage honest conversations

Analyze and gain insights into data in real-time

Review data from past periods to reveal recurring tendencies and predict future performance

Receive data and information in real time

Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc

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

Provides a secure and compliant system.

Continually inspects, audits, and monitors system to keep it up to date.

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

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

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

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

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Create, manage, and send invoices or bills to customers

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

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

Alter the layout and content of reports

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.

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.

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.

Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules.

Maintains context across user turns in a single session to provide coherent, relevant responses.

Understands varied user phrasing and infers intent without relying solely on keywords or scripts.

Supports building conversational flows using predefined paths, rules, and decision trees.

Provides fallback messages or guidance when the bot cannot understand or fulfill a query.

Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.

Operationalizes data delivery workflows to easily scale repeatable preparation needs

Provide workflows to create and escalate issues related to risks and requests

Integrates with live chat, chatbots, help desk, or other customer service software

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

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took

Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Ensures user access management, data lineage, and data encryption

Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.

Perform ad-hoc or ongoing IT audits at different levels of the company.

Identify risk data attributes such as description, category, owner, or hierarchy.

Protects data with some form of encryption as it leaves your secure or local network.

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Requires a second level of authentication, such as sms messaging or customized tokens, to access data.

Protect sensitive data for digital privacy

Records sales calls and facilitates playback

Utilizes machine learning technology to analyze recorded sales calls

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Leverages analytics to qualify and score calls in real time

Review data from past periods to reveal recurring tendencies and predict future performance

Receive data and information in real time

Software program that continuously adjusts its behavior based on observed data

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Transcribes sales calls from speech to text

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

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

Permits use by job roles outside of service department

Allows linking of useful information such as screen shots

Provides direct contact between CSRs and customers outside of milestones

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

Informs stakeholders of activity on escalated or high-value cases

Evaluates frequency of types of complaints

Includes a dashboard or other means of performance monitoring

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Provides API access to connect with proprietary business systems or internal data sources.

Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools.

Allows non-developers to configure and design chatbot flows via visual or no-code interfaces.

Enables the creation of an internal repository of knowledge articles

Provides workflows for writing, editing, approving, and publishing knowledge article content

Helps users understand which knowledge articles are working and identifies areas of improvement

Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query

Analyzes customer support tickets or conversations to suggest relevant knowledge articles

Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues

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.

Tag content to organize and assign to specific departments or categories

Break down a population of users by demographics, sequence actions, time, and able to build custom segments.

Allows users to easily build customized reports and dashboards.

Identifies key phrases, themes, and patterns within a given text

Outputs the sentiment (positive or negative) of a given text

Measures and reports on NPS, CSAT, or other metrics over time

Analyzes feedback from online reviews

Analyzes feedback from surveys through built-in survey features or integrations with survey tools

Analyzes customer feedback from social media

Analyzes feedback sourced from integrations with customer service tools, such as help desks and live chat

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.

Ensures consistent performance, delivering reliable outputs based on user prompts.

Implements stringent measures to protect user data and ensure privacy.

Shows adeptness in comprehending and responding to complex or multi-part queries.

Facilitates natural and human-like conversations, delivering engaging interaction experiences.

Demonstrates a sophisticated understanding of both written and spoken user commands.

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

Offers a high degree of customization to meet individual user or business requirements.

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

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

Create, design and manage workflows for repetitive tasks

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

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

Features robust learning mechanisms, improving responses over time based on past user interactions.

Showcases the ability to recognize, correct, and learn from its own mistakes.

Displays creativity in generating diverse, interesting, and contextually relevant responses.

Produces content that is accurate, factually correct, and relevant to the user's query.

Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions.

Regularly receives updates that contribute to continuous improvement of the product.

Assesses the chatbot's ability to function seamlessly across various platforms and devices.

Seamlessly integrates with other platforms or software systems, enhancing overall utility.

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

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.

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.

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.

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.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

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.

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.

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 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.

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

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

Form predictions based on past and present data/trends

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

Enables tuning or updating chatbot behavior based on user feedback or admin input (non-live learning).

Includes safeguards to restrict inappropriate responses and ensure compliant language use.

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

Monitor and collect information from social media based on specific keywords

Process and analyze human language in text or audio form

Designed for contact centers.

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

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

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

Use AI to convert voice into text automatically

Tactical guides providing information and instructions for teams to navigate through tasks and processes

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Transforming unstructured text into a structured format to identify meaningful patterns and new insights

Visually identify direction of development and areas that require attention

Allow users to create, edit, and sort multiple notes

Measures the retention rate and satisfaction of customers.

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

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

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

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

Define levels of authorization for access to specific files or systems

Track and report regulatory data to either internal management or external stakeholders

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

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

Helps understand a user's intentions/actions

Attach digital tags to documents and assets for identification, search, or monitoring purposes

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

Arrange tasks based on the level of priority or urgency

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

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

Measure employee engagement and loyalty towards a business using the Net Promoter Score

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

Pre-written repository of questions that can be reused within a course or for assessment or interviews

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

Graphical representation of data

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Ratings/Reviews

Identify, track, and respond to negative feedback

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

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

Leave comments and notes on documents for others to view

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

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

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

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

Open text box field

Tailored or customizable questions for more targeted and relevant data collection

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

Active reporting of data and metrics

Add customized logos and colors to align with company branding

Capability of a software or system to make decisions and perform actions based on specified conditions

Seamlessly integrates with 3rd party websites

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

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

Calculate NPS of customers

Manage and support multiple languages

Create and administer polls and surveys

Group leads or contacts based on their specific characteristics

Process of dividing customers into groups based on common characteristics

Timed notification for any upcoming task, deadline, appointment, or activity

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

Define levels of authorization for access to specific files or systems

An extended application or connector that enables users to perform additional services with their current set of tools

Pre-designed layouts that can be customized to match preferences and requirements

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

Customize data fields to support various needs and use cases

Survey design technique that directs respondents to different questions based on their previous answers

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

Track the status over time for a request, process, asset, or transaction

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

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

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

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

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

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

Scan barcodes to ensure accurate pricing and label tracking

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

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

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

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

Online portal through which end users can access the system, manage tasks, or obtain information

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

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

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

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

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

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

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

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

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

Measure and track time including hours worked and paid time off (PTO)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

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

Communicate using direct chat or messages within the system

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

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

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

Plan and coordinate all the resources, costs and time needed to execute assignments

Private online space that lets businesses securely share documents and provide information access to clients

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

Timed notification for any upcoming task, deadline, appointment, or activity

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

Create and automatically send premade copy in response to customer messages

Configure existing workflows to meet your organization's needs

Process and analyze human language in text or audio form

Add customized logos and colors to align with company branding

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

Analyze and gain insights into data in real-time

Existing bot models for AI-based tools commonly used for auditory and textual conversation methods

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

Ability to chat online in real time

Active monitoring of systems, applications, or networks

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

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

Train your system to interpret and transcribe voice messages

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

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

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

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

Helps understand a user's intentions/actions

Automatically identify and save contact information of potential customers

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

Search and filter data across systems to locate required information by entering keywords or certain criteria

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

Communicate using direct chat or messages within the system

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

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

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

Ability to interact with the application using human languages such as English

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

The ability of a bot to respond to user queries in synthesised voice

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

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

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

For the intention to be used by developers

Process of dividing customers into groups based on common characteristics

System alerts about the need to escalate an issue or request

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

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

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

Create and administer polls and surveys

Ability to chat online in real time

Active reporting of data and metrics

Track the status of support tickets/escalations as they move through the service queue

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

Track customer complaints from initiation through resolution

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

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

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

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

Pre-designed layouts that can be customized to match preferences and requirements

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

Import and export data to and from software applications

Track interaction history by documenting conversations for contacts

Set and monitor service level agreements to ensure timely response and resolution

A record of all activities within the system, including user access, changes made, etc.

Identify and respond to unexpected problems or failures (ie. "negative events")

Receive system updates as soon as any changes are made

Investigate and take action at root cause or error in processes to prevent recurring issues

Define levels of authorization for access to specific files or systems

Online portal through which end users can access the system, manage tasks, or obtain information

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

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

Shortcuts for inputting frequently used messages

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

Customize contracts and forms to collect specific information

Gauge satisfaction and receive information for improvement and success

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

Arrange tasks based on the level of priority or urgency

Plan daily routes to optimize employee scheduling and provide directions

Allow customers/users to submit support queries and service requests

An extended application or connector that enables users to perform additional services with their current set of tools

Communicate using direct chat or messages within the system

System alerts about the need to escalate an issue or request

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

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, design and manage workflows for repetitive tasks

Systematic evaluation of various aspects of a project or service to prevent defects or issues

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

Record and follow the progress of every issue

Add customized logos and colors to align with company branding

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Assign issues and tasks based on availability or required skills

Pre-made examples and templates for emails

Alter the layout and content of reports

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

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

Store, manage and track all forms in a centralized location

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

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

Completes tasks independently without constant human intervention

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

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.

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

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

Integration with third-party CRM systems

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

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