Omnichat Features
Communication (7)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-time Consumer-facing Chat
Engage in direct, instant messaging with consumers
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Messenger (5)
-
Sequencing
Mapped-out responses for conversations.
-
AI
Artificial intelligence (AI) and chatbot involvement.
-
Video Chat
Chat with your counterparts over the video in real time
-
Customization Interface
Quality of interface for designing and customizing conversation maps.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Channels (9)
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Website
Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Conversations enacted through text message (SMS).
Voice Assistants
Conversations enacted through voice assistants.
Other
Conversations enacted through other channels.
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
-
Multi-Channel Coverage
Software incorporates multiple digital communications channels.
-
Open Listening
Allows incorporation of inbound contacts from non-marketing channels.
-
Physical Media
Includes physical media (mail, flyers, billboards, etc.) in the channels mix.
Customers (7)
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Profiles
Creation and modification of customer profiles based on conversations.
Analytics
Reporting based around specific and overall conversation results.
Lead Gathering
Capture and organization of leads from conversations.
Sales Conversion
Success rate of conversations leading to customer purchases.
Customer Service Analytics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Visitor Behavior (3)
Monitoring
Monitor the behavior of website and online store visitors
Targeting
Ability to target website visitors based on behavioral patterns
Guided Selling
Adapt the selling process to each visitor, including content and pricing
Templates (3)
Library
Provide a library of templates for various purposes such as website engagement or e-commerce
Customization
Allows users to customize templates and use them on multiple channels easily
Optimization
Track the performance of different versions of templates and suggest optimizations
Personalization (8)
Recommendation
Recommend products based on order history and online behavior
Content
Provide custom content to website visitors based on their online behavior
Cart Abandonment
Deliver messages targeted at buyers who are about to leave an online store
Search
Optimize search based on the role of the user or inventory availability
Personalization Engine
Machine learning or artificial intelligence that powers the personalization features of the platform.
Product Recommendations
Tools to automatically recommend products to a customer based on their viewing or purchasing history.
A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers.
Personalized Messaging
Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Multichannel (3)
Web
Integrate personalized content and recommendations on websites
Email
Define customized email templates which are sent automatically
Mobile
Include personalization features that are mobile-friendly and responsive
Design (9)
-
Communications Strategy Development
Allows planning and deployment of an overall communications strategy.
-
Create Content
Includes or integrates with content creation apps.
-
Personalization
Outbound communications are segmented and personalized.
Inbound Identification
Inbound contacts are identified and handled based on history.
Regulatory Compliance
Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.
Batch Communications
Send messages, notifications, or documents to an entire customer base at the same time
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
On-Demand Communications
Generate personalized communications upon request to meet customer needs
Interactive Content
Allow the audience to interact or engage with the content
Administration (4)
Marketing Campaigns
The ability to create and customize marketing campaigns based on user data.
Reports & Analytics
Easily digestible visual representations of data collected by the platform.
User Data
Data collected from customers to be analyzed by analytics tools or other e-commerce software.
Integrations
The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
Omnichannel Features (7)
Retail Management
The ability to manage the operations of a retail storefront and integrate storefront operations with other channels.
POS Integration
The ability to integrate with a POS system in order to facilitate the integration of brick and mortar channels with other channels.
Social Media Integration
Tools to integrate social media channels with other commerce channels to create a seamless experience for customers.
Customer Service Integration
The ability to integrate customer service into all channels.
Marketing Tools
The ability to integrate marketing tools into all channels.
E-commerce Integration
Tools to combine e-commerce channels with other channels in order to create a seamless experience across channels.
ERP Integration
The ability to integrate with ERP systems in order to unite customer-facing channels with back-end channels.
Reporting (2)
Reports & Analytics
Tools to present data collected from various channels in a digestible way to help business owners make informed decisions.
Data Transfer Tools
The ability to transfer data between channels in order to streamline operations.
Responses (5)
Customization
Customize your chat workflows with rules and automations.
Control
Control who the chatbot converses with (and when).
Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (9)
Live chat
Provide tools for live chat on one's website.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
Allows users to test the efficacy of various responses through A/B testing.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Augmented Analytics
Analyze data and automatically generate insights using AI/ML technologies
Proactive Chat
Copy on the page or chat window encouraging the user to engage with the chat option
Content (4)
Types
Manages multiple types of social content such as text, documents, videos, and images
Migration
Allows users to migrate content and product data from other systems such as Product information Management (PIM)
Publishing
Include workflows and rules for content sharing and publishing
UGC
Provide features or integrate with sfotware to manage user-generated content (UGC)
Engagement (5)
Live Streaming
Allows users to live stream content, which can be recorded and replayed on demand
Omnichannel
Support engagement on multiple channels such as email, phone, and in-store
Personalization
Provide pesonalization options such as dynamic templates, localized content, amd recommendations
Conversational Commerce
Provides chatbots and intelligent assistants for conversational commerce
Moderation
Include rules and workflows for moderation of social engagement
Social Shopping (4)
Promotions
Provide coupons or discounts that are available exclusively on social media
Shoppable Media
Manage shoppable content such as images or videos that buyers can click to access a store
AR/VR
Utilize augmented reality (AR) and virtual reality (VR) technology to engage with social media users
Social Store
Create social stores and customizable branded landing pages
Analytics (3)
Product Insights
Analyze social media sales to determine which products sell better
Social Listening
Monitor social media interactions to identify consumer trends
Campaigns
Track the performance of marketing campaigns and social media advertising
Generative AI (10)
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - E-Commerce Personalization (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Conversational Marketing (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Additional Functionality (123)
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Canned Responses
Shortcuts for inputting frequently used messages
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Transfers/Routing
Transfer queries and organize messages between agents
Geotargeting
Geographic location of visitors determines behavior of the software
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Document Storage
Store and organize documents in a centralized system
Screen Sharing
Digitally share screen view with others
Contact Management
Manage, organize, and store contact information
Autoresponders
Create and automatically send premade copy in response to customer messages
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offline Form
Form to collect visitor contact information when live chat isn't available
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Customizable Fields
Customize data fields to support various needs and use cases
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Human Handover
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Product Recommendations
Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
SMS Messaging
Send messages via SMS
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Chat/Messaging
Communicate using direct chat or messages within the system
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Lead Distribution
Route and distribute your leads to third party buyers
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Data Import/Export
Import and export data to and from software applications
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Real-Time Data
Receive data and information in real time
Real-time Conversations
Send and receive messages in real-time via an online communication channel
Customizable Branding
Add customized logos and colors to align with company branding
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customer Segmentation
Process of dividing customers into groups based on common characteristics
One-to-One Messaging
Send personal messages to clients or attendees
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Lead Capture
Automatically identify and save contact information of potential customers
Appointment Scheduling
Schedule appointments via a calendar
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Group Messaging
Group messaging lets multiple people carry on a group conversation
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Email Automation
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Language Detection
Identify different languages
Pre-Configured Bot
Existing bot models for AI-based tools commonly used for auditory and textual conversation methods
Lead Capture
Automatically identify and save contact information of potential customers
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Natural Language Processing
Process and analyze human language in text or audio form
Multi-Language
Manage and support multiple languages
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Automated Responses
Automatic reply functionality for incoming messages
Customer Support
Provide online support for your customers through live chat or help desk functionality
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Intent Recognition
Helps understand a user's intentions/actions
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Query Suggestions
See options for potential search queries within the system
Transfers/Routing
Transfer queries and organize messages between agents
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Canned Responses
Shortcuts for inputting frequently used messages
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Chat/Messaging
Communicate using direct chat or messages within the system
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Call Recording
Record the audio of phone conversations for quality assurance purposes
Autoresponders
Create and automatically send premade copy in response to customer messages
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
SMS Messaging
Send messages via SMS
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Language
Manage and support multiple languages
Interaction Tracking
Track interaction history by documenting conversations for contacts
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Video Support
Supports various video file formats
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Inbox Management
Organize, prioritize, and manage incoming communications
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Tracking
Track and document all activities across devices, networks, and other systems


