Pega Platform Features

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Define levels of authorization for access to specific files or systems

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

Receive data and information in real time

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

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Gives user machine learning tools for intelligent process improvement

Streamline and simplify document approval processes.

Provides users with a repository for process maps and documentation.

Allows for collaborative authoring of process documents.

Provides various connectors and integrations to business applications and data sources.

Gives users the ability to analyze processes, find bottlenecks and identify the gaps between how things should be and how they really are.

Gives users the ability to edit or write custom HTML, Javascript or CSS code.

Allows users to edit or write custom code with programming languages.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content.

Provides base-level application templates to build atop and which users can customize for specifc users and actions.

Configure existing workflows to meet your organization's needs

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

Create, manage, or update project workflows.

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

Lets users add data from existing sources when creating the initial application or changing data sources.

Continuously updates data as users or external data sources are edited.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Receive data and information in real time

Assemble data from multiple sources

Releases the application for access on desktop or mobile devices.

Lets users build cross-platform applications or provide specific templates for different device types.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Access software remotely via mobile devices

Manage the processes involved when making the application ready for use

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

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

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

Track, manage and store the applications of potential future members, customers or candidates

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

Create, design and manage workflows for repetitive tasks

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Enables creation, management, and tracking of product requirements & features during product production/development

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

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

Allows users to view their inventory from the application.

Generates reports for outside stakeholders.

Generates warranty lifecycle and revenue reports.

Detects fraudulent claims.

Tracks trends in customer behavior.

Integrates with outside CRM software.

Integrates with outside field service management software.

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

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

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

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Releases the application for access on desktop or mobile devices.

Application hosting abilities are delivered directly by the product's vendor.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Allows administrators to control access to updates, releases and changes.

Provides features to allow scaling for large organizations.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

Processing changes to data sources and applications as changes are made in real-time.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

Processing changes to data sources and applications as changes are made in real-time.

Offers the ability to record processes performed by humans to be recreated by bots.

Integrates with RPA technology, either natively or via 3rd-party integrations.

Allow customers, partners and third-party developers to create applications on top of business processes.

Provides base-level application templates to build atop and which users can customize for specifc users and actions.

Gives users the ability to edit or write custom HTML, Javascript or CSS code.

Provides the ability to drag-and-drop elements into the application to customize interface.

Share, review and develop web applications remotely between members of a collaborative team.

Provides a visual editor to easily create automation models.

Offers the ability to record processes performed by humans to be recreated by bots.

Provides templates for workflows and processes for easier automation creation.

Allows developers to code custom automations.

Offers users the ability to reuse process automations and communicate with other team members around automation building.

Allows non-technical users to create bots in an easy, intuitive manner.

Automated or logic-based workflows that assist in the creation of electronic documents

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

Configure existing workflows to meet your organization's needs

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

Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.

Automates processes that supplement human action, often requiring human intervention and collaboration.

Automates processes completely without the need for human intervention.

Allows users to analyze the performance of bots via dashboards.

Insures data remains secure and compliant with industry standards.

Able to support large deployments.

Predict future data based on historical data sets

Analyze and gain insights into data in real-time

Receive data and information in real time

Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.).

Automates the testing and optimization of customer-facing messaging and campaigns.

Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).

Ability to measure product usage by feature, campaign performance by source, and other trending metrics.

Provides dashboards to combine and visualize quantitative and qualitive customer journey data.

Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.

Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.

Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics.

Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.

Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.

Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.

Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.

Integrates data and processes from multiple sources into a single system.

Build interfaces once and use them across one or more processes.

Gives the user the ability to build and use forms on mobile devices.

Provides OCR capabilities in order to recognize text in documents and applications.

Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.

Provides NLP capabilities in order to understand text in documents and applications.

Ensures the right task is being assigned to the proper employee across an entire process.

Allows users to conduct real-time process analysis, as opposed to just historical analysis.

Gives process notation capabilities.

Provides tools for defining what a business entity does, who is responsible, to what standard a business process should be completed.

Facilitates simpler user experience through syntax highlighting, shortcuts, completion aid automation, etc.

Manage individual software component files as a part of the greater overall project.

Provides the ability to write in more than one programming language.

Allows users to modify interface (e.g., theme selection) and layout by personal preference.

Performs core functionalities without the need of immediate additional feature or add-on installations.

Supplies users with basic-to-intermediate guides regarding IDE functionality and use cases.

Downloads and installs updates automatically for product improvement and pace-keeping with programming language evolution.

Create, design and manage workflows for repetitive tasks

Track and monitor efficient handling of all changes/transitions

Manage the processes involved when making the application ready for use

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

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

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Create, manage and track all task activities and progression

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

Supports common databases such as MySQL and Oracle

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.

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.

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

Supports scaling to handle peak demand scenarios in processes

Allows customization of processes to fit specific business requirements

Allows users to automate complex business processes efficiently

Enables the management and optimization of workflow tasks

Automates critical, high-stakes business processes effectively

Enables seamless integration with a wide range of third-party software tools

Provides the ability to integrate various endpoints like APIs, microservices, and human tasks

Offers an intuitive interface for designing and visualizing processes

Offers real-time monitoring capabilities for ongoing processes

Facilitates adaptation of processes to meet changing business needs

Manages customer-facing processes

Supports execution across multiple types of endpoints

Ensures processes comply with relevant regulations and standards

Supports defining task order, dependencies, and conditional logic in workflows.

Provides a visual interface for managing workflows without code.

Offers pre-built connectors for widely used business applications and systems.

Provides API and webhook support for building and managing custom integrations.

Provides AI-driven insights or suggestions to improve workflow performance and efficiency.

Supports initiating workflows based on schedules, user actions, or system events.

Provides a low-code or no-code interface for creating and modifying workflows.

Allows reuse of workflow elements such as templates, forms, or logic blocks.

Offers detailed audit trails to monitor changes and user activity within workflows.

Provides tools to manage access permissions based on user roles.

Offers real-time dashboards to track progress and automation impact.

Provides metrics and insights into workflow performance and bottlenecks.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

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

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

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

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

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Manage and support multiple languages

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

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

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

Development of custom software, web apps, mobile apps, etc.

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

Receive suggestions from an automated tool on the next steps to take in the development process based on your prior activity

Work with others within one platform/system on the application development process

Store and organize documents in a centralized system

Manage the process of evaluating documents or requests submitted for approval

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

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

Define levels of authorization for access to specific files or systems

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

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

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

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

Active reporting of data and metrics

Alter the layout and content of reports

Monitoring and measurement of relevant metrics to assess the performance of IT resources

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

Supports common databases such as MySQL and Oracle

Import and export data to and from software applications

Create, design and modify the flow and processes of tasks in a project

Use visual elements such as pre-built blocks and/or shapes to assemble a model or design

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

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

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

Graphical representation of data

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

Customize contracts and forms to collect specific information

Customize data fields to support various needs and use cases

Create/edit commerce applications for mobile devices and/or web

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

A process to automatically integrate code changes from multiple contributors into a shared repository

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

Create backups and provide methods to recover deleted/lost data

Run stored procedures and queries in multiple programming languages, such as JSON, Java, Python, Ruby, Perl, and SQL

A process to automatically release code changes from repository to production environment

Create code from scratch

Build applications without the use of code

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

Configure existing workflows to meet your organization's needs

A visual way of interacting with an application or operating system using items such as windows, icons, and menus

Development environment used to create application software through a graphical user interface

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

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

A functional sample, model, or release of a user interface built to test a concept or process.

Tracks every modification made to source code

Development of software programs

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

Import and export data to and from software applications

Development of applications that are delivered over the internet through a browser

Development of custom software, web apps, mobile apps, etc.

Connect to code repositories (e.g., Git or SVN) to import a project or automate the scanning of source code

Protect sensitive data for digital privacy

Development of applications for mobile devices

Define levels of authorization for access to specific files or systems

Develop games using code or no-code platforms

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

Identify and respond to security threats to developed applications

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

Execution of software tests by leveraging automation tools

An application for source code editing, compiling, and debugging

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

Detect and remove errors

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

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

Preview how the app will display on multiple device types and operating systems

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

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

Conceptual model of how data items relate to each other

Add customized logos and colors to align with company branding

Graphical representation of data

Edit code that has been previously created for product development.

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

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

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

Receive system updates as soon as any changes are made

Active monitoring of systems, applications, or networks

Allows users to manage data from a number of sources

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

Extract email addresses from multiple data sources

Store, manage and track all forms in a centralized location

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

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

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

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

Ability to recognize printed or written text within digital images or scanned documents

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

Import and export data to and from software applications

Outline and document business processes via step-by-step building blocks

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

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

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

Import, collect, and capture data from multiple sources

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

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Monitor and manage manufacturing and production processes.

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

Ability of software to identify an image among other data

Manage and store data in a database

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

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

Create, manage and track all task activities and progression

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

Alter the layout and content of reports

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

Embed/link applications into third party software so it can be accessed within a third party system

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

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

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

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

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

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

Reporting on how each user, task or process has advanced since its initiation

Alter the default workflow to meet your organization's needs

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

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

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

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

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

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

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

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

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

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

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

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

Create, manage, or update project workflows.

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

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

Access software remotely via mobile devices

Store and organize documents in a centralized system

Import and export data to and from software applications

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

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

Active reporting of data and metrics

Customize contracts and forms to collect specific information

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

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

Visually identify, define, and map all details and relationships surrounding business process models and elements

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

Track the status and progress of tasks

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

Track and manage schedules and meetings via an integrated calendar

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Leave comments and notes on documents for others to view

Store, manage and track all forms in a centralized location

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

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

Configure existing workflows to meet your organization's needs

Create, design and modify the flow and processes of tasks in a project

Graphical representation of data

Create, design and manage workflows for repetitive tasks

Document any changes or proposed changes made to business processes or workflows

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

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

Sample files or documents that could be customized as needed or used as is

Receive system updates as soon as any changes are made

Manage the process of evaluating documents or requests submitted for approval

Customize data fields to support various needs and use cases

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

Automate repetitive tasks such as filling out information or creating certain types of forms

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

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

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

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

Create, manage and track all task activities and progression

Alter the layout and content of reports

Define and maintain business rules that determine workflow capabilities and criteria

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

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

Allow customers/users to submit support queries and service requests

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

Add customized logos and colors to align with company branding

Manage all supplier data and operations

Active reporting of data and metrics

Schedule predetermined or ad hoc maintenance services and labor requests

Create, manage, and track policies and procedures within an organization

Information, data and reports that are being tracked over time

Track parts inventory levels and manage re-stocking

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

Intended to be used by general contractors

Receive data and information in real time

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

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

Manage sending personnel and resources to a site as needed

The process of providing information about a purchased product to the manufacturer or seller for warranty purposes or other benefits

Track, store, and access client contracts or licenses

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

Configure existing workflows to meet your organization's needs

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

Process of submitting and following up on claims with insurance companies

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

Track, approve or deny warranty requests and manage associated customer communications

Generate quotes or estimates for customers

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

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

Intended to be used by manufacturers

Manage the process of evaluating documents or requests submitted for approval

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Electronically collect payments for goods or services

Identifying if all conditions that entitle a client to certain benefits are met

Create, design and manage workflows for repetitive tasks

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

Define levels of authorization for access to specific files or systems

Track and facilitate returns of products sold

Store, manage and track all forms in a centralized location

Arrange for repairs to be performed and track prior repairs to the same item

Graphical representation of data

Arrange for and track that service agreed upon under warranty is scheduled and performed

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Track the duration and expiration of warranty as well as any obligations under that warranty

Provides ready-made templates and starter flows for common use cases such as FAQs, lead capture, and support triage.

Allows users to design bot conversation flows using a drag-and-drop, no-code or low-code interface.

Deploys a single built bot across multiple messaging, voice, and device channels without separate rebuilds.

Provides tools to update, patch, and roll back published bots without rebuilding from scratch.

Interprets user intent and extracts entities from free-form text or speech input.

Supports building and running bots that understand and respond in more than one language.

Extends bot logic to telephony or voice channels through speech recognition and speech synthesis.

Tracks bot usage, containment rate, and conversation outcomes through reporting dashboards.

Simulates conversations to validate bot behavior and catch errors before publishing.

Surfaces detailed conversation transcripts and failed-intent logs so developers can diagnose and fix bot behavior.