[
Maqsam Reviews
](https://www.g2.com/products/maqsam/reviews)

[
Maqsam Reviews
](https://www.g2.com/products/maqsam/reviews)

# Maqsam Features

##### ## Channels (5)

Voice

Provides voice call functionality.

Social

Provides an interface for one or more social media channels.

Live Chat

Ability to chat online in real time

Mobile SMS

Accepts contacts initiated through SMS or other mobile text functions.

Email

Allows CSRs to receive and answer customer emails.

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##### ## Functions (12)

Call Routing

Sends voice calls to a specific queue based on predetermined criteria

Session Queuing

Callers can be routed to a queue or placed on hold until an agent becomes available.

Concurrent Calling

Place a large or unlimited volume of calls simultaneously without diminishing the call quality.

Speech Analytics

Provides some level of analytics based on keywords and vocal tones.

Auto Dialer

Has auto dialing or predictive dialing functions for outbound use.

IVR

Includes an interactive phone menu.

Inbound Screen Pop

Populates CSR's screen with available customer data.

Persistent Data

Maintains and shares information across channels and agents as the case progresses.

Predictive Dialer

System calls multiple numbers at once and connects the agent to the first number that answers

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Real-Time Analytics

Analyze and gain insights into data in real-time

Reporting/Analytics

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

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##### ## Administrative (12)

Session Summary Notes

Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.

Administrator Access

Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.

Reporting & Dashboards

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Session Recording

Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.

Agent Scheduling and Assignment

Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.

Callback Scheduling

Schedules callback times

Activity Dashboard

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

Call Reporting

Track and report on all incoming and outgoing calls

Call Recording

Allows supervisors/managers to record and review telephone conversations of agents.

Reporting & Dashboards

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Call Reporting

Track and report on all incoming and outgoing calls

Real-Time Reporting

Active reporting of data and metrics

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##### ## Responses (4)

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

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##### ## Platform (19)

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.

Omnichannel

Allows inflow of requests through various digital channels such as email, social media, etc.

Mobile Access

Allows users to access the software using mobile devices.

Queue Management

Provides queue management in case of increase in case/call inflow.

Call Routing

Allows distribution of incoming calls to agents.

Call Back

Allows users to request a call back.

IVR

Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.

Automatic Call Distribution

Allows automatic distribution of incoming calls to the agents.

Call Transfer

Transfers live calls to other agents

Contact Management

Manage, organize, and store contact information

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Multi-Channel Management

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

Survey/Poll Management

Create and administer polls and surveys

Campaign Management

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

Call List Management

Manage and track all past and future calls.

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##### ## Workforce Management (4)

Call Monitoring

Allow managers/supervisors to monitor calls for quality assurance purposes.

Performance Evaluation

Allows managers/supervisors to evaluate the performance of agents.

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Monitoring

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

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##### ## 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

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##### ## Automation (7)

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

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.

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##### ## 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.

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##### ## Generative AI (8)

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-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.

Generative AI

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

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##### ## 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.

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##### ## 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.

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##### ## Autonomy (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.

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##### ## 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.

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##### ## 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.

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##### ## Call Center Infrastructure (CCI) (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Third-Party Integrations

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

Computer Telephony Integration

Computer-telephony integration is the use of computers to manage telephone calls

Multi-Language

Manage and support multiple languages

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##### ## Agentic AI - Contact Center (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Third-Party Integrations

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

Social Media Integration

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

Computer Telephony Integration

Computer-telephony integration is the use of computers to manage telephone calls

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##### ## Additional Functionality (242)

Live Chat

Ability to chat online in real time

Call Transfer

Transfers live calls to other agents

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Call Tagging

Highlight specific time marks for annotation and review purposes

Call List Management

Manage and track all past and future calls.

Real-Time Analytics

Analyze and gain insights into data in real-time

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

Real-Time Data

Receive data and information in real time

API

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

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

Performance Metrics

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

Automatic Call Distribution

Distribute/route/connect calls

Activity Tracking

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

IVR

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

Event Triggered Actions

Predefined actions automatically performed on the occurance of specific events

Third-Party Integrations

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

Scheduled Recording

Automatically record calls at predetermined times

Alerts/Notifications

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

Call Monitoring

Listen to live phone conversations for the purpose of training and assessing agent performance

File Transfer

Move files across different systems or networks

Activity Dashboard

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

Call Reporting

Track and report on all incoming and outgoing calls

Call Transcription

Voice conversion to text

Campaign Management

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

Call Disposition

Track and report on call outcomes

Computer Telephony Integration

Computer-telephony integration is the use of computers to manage telephone calls

Contact Management

Manage, organize, and store contact information

Predictive Dialer

System calls multiple numbers at once and connects the agent to the first number that answers

Voice Mail

Computer-based system that allows users to send and receive voice messages

Caller ID

Identify the number and contact information of a caller before answering the phone

Reporting & Statistics

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

Call Routing

Sends voice calls to a specific queue based on predetermined criteria

Call Tracking

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

Recording

Record live video calls to play later

Auto-Dialer

System that automatically dials calls

Chat/Messaging

Communicate using direct chat or messages within the system

On-Demand Recording

Record the audio of phone conversations for quality assurance purposes

Customizable Reports

Alter the layout and content of reports

Multi-Channel Communication

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

Conferencing

AI Copilot

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

Interaction Tracking

Track interaction history by documenting conversations for contacts

Predictive Analytics

Predict future data based on historical data sets

Visual Analytics

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

Sales Trend Analysis

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Audio Capture

Record audio or import/upload audio files

Email Alerts

Receive and/or send email notifications for urgent updates, requests, or other information

Tagging

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

Self-Service Search

Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support

Natural Language Processing

Process and analyze human language in text or audio form

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Automatic Transcription

Use AI to convert voice into text automatically

Multi-Channel Management

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

Request Assignment

Speech-to-Text Analysis

Analyze, correct, and monitor speech for transcriptions or recordings

Self Service Portal

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

Performance Management

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

Call Recording

Record the audio of phone conversations for quality assurance purposes

Search/Filter

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

Sentiment Analysis

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

Compliance Management

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

Multi-Language

Manage and support multiple languages

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Data Security

Protect sensitive data for digital privacy

Call Scripting

Provide agents with a typical response for common call subject matter

Customer Service Analytics

Quality Assurance

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

Customer Experience Management

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

Communication Management

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

Categorization/Grouping

Organize and group data or items based on various criteria

Language Detection

Identify different languages

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

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

Call Transfer

Transfers live calls to other agents

Data Import/Export

Import and export data to and from software applications

Call Scripting

Provide agents with a typical response for common call subject matter

Interaction Tracking

Track interaction history by documenting conversations for contacts

Collaboration Tools

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

Call Monitoring

Listen to live phone conversations for the purpose of training and assessing agent performance

Customizable Reports

Alter the layout and content of reports

Contact Management

Manage, organize, and store contact information

Activity Tracking

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

Automatic Call Distribution

Distribute/route/connect calls

Contact Database

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

Chatbot

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

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Performance Management

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

Call Tracking

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

CRM

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

Reporting & Statistics

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

Quality Management

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

Agent Interface

Agents can view and manage all customer requests and interactions.

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

Customer History

Access previous interactions or concerns to maintain customer relationships

Voice Mail

Computer-based system that allows users to send and receive voice messages

Monitoring

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

Call List Management

Manage and track all past and future calls.

Chat/Messaging

Communicate using direct chat or messages within the system

Workforce Management

A set of processes to optimize the productivity of its employees

Campaign Management

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

AI Copilot

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

Email Management

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

Caller ID

Identify the number and contact information of a caller before answering the phone

Multi-Channel Communication

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

Real-Time Monitoring

Active monitoring of systems, applications, or networks

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

Chat/Messaging

Communicate using direct chat or messages within the system

Multi-Channel Communication

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

Customer History

Access previous interactions or concerns to maintain customer relationships

Alerts/Notifications

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

Real-Time Analytics

Analyze and gain insights into data in real-time

Phone Key Input

Call Logging

Collects essential call data such as call origin, call destination, call length, and other transaction details

Customizable Reports

Alter the layout and content of reports

Real-Time Data

Receive data and information in real time

AI Copilot

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

CRM

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

Reporting & Statistics

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

Activity Tracking

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

Live Chat

Ability to chat online in real time

Call Scripting

Provide agents with a typical response for common call subject matter

Contact Database

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

Voice Mail

Computer-based system that allows users to send and receive voice messages

Voice Customization

API

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

Call Tracking

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

SMS Messaging

Send messages via SMS

Callback Scheduling

Schedules callback times

Caller ID

Identify the number and contact information of a caller before answering the phone

Predictive Dialer

System calls multiple numbers at once and connects the agent to the first number that answers

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Auto-Dialer

System that automatically dials calls

Pre-recorded Messages

Set of pre-recorded messages for candidates that can be shared before, during and after the video interview

Real-Time Notifications

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

Multiple Scripts

Interaction Tracking

Track interaction history by documenting conversations for contacts

Call Disposition

Track and report on call outcomes

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##### ## Dashboard (1)

Dashboard

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

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##### ## Speech Recognition (1)

Speech Recognition

Train your system to interpret and transcribe voice messages

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##### ## Compliance Management (1)

Compliance Management

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

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##### ## Autonomous Task Execution (1)

Autonomous Task Execution

Completes tasks independently without constant human intervention

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##### ## Sentiment Analysis (1)

Sentiment Analysis

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

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##### ## Data Security (1)

Data Security

Protect sensitive data for digital privacy

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##### ## Third-Party Integration (1)

Third-Party Integration

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

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##### ## 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.

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##### ## Agentic Task Execution (1)

Agentic Task Execution

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

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##### ## Natural Language Processing (1)

Natural Language Processing

Process and analyze human language in text or audio form

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##### ## Conversational AI (1)

Conversational AI

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

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##### ## Performance Metrics (1)

Performance Metrics

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

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##### ## Interaction Tracking (1)

Interaction Tracking

Track interaction history by documenting conversations for contacts

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##### ## Knowledge Base Management (1)

Knowledge Base Management

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

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##### ## CRM Integration (1)

CRM Integration

Integration with third-party CRM systems

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##### ## Inquiry Routing (1)

Inquiry Routing

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

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##### ## Contextual Guidance (1)

Contextual Guidance

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

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##### ## Communications Management (1)

Communications Management

Record and track all relevant internal and external communications

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##### ## Proactive Chat (1)

Proactive Chat

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

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##### ## Ticket Management (1)

Ticket Management

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

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##### Categories on G2

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