Perplexity Features

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

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

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

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

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

Contains data visualization tools specifically tailored to handle financial information

Provides financial document search functionality to users

Analyzes financial statements from publicly traded companies

Contains customizable data charting tools

Carry out risk analysis for publicly traded companies

Provides document annotation and note taking capabilities.

Contains collaborative functionality that allows permissioned users to share documents and insights.

Allows users to create custom market intellignece dashboards

Allows users to build and export reports for market data

Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software

Monitors real-time market data and send alerts based on user input

Provides access to up-to-date financial market information

Aggregates media and news from relevant companies

Is accessible from a mobile device and by users on the go.

Connects to external systems and applications as needed to complete team workflows.

Provides a centralized platform for all competitive intelligence for teams to review and analyze.

Ability to capture changes your competitors make to their website to keep tabs on their features, plans, pricing, promotions, etc.

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

Track and monitor a specific set of keywords

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

Provides pre-made templates for wiki pages and knowledge articles.

Allows users to leave feedback within a wiki page or knowledge article.

Allows users to see version history and return to previous versions of wiki pages.

Displays knowledge articles to be arranged in a decision tree.

Detects any creation of already existing knowledge pages and alerts user

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Input different types of content and edit text formats, fonts, font sizes, and colors

Editing tool that allows users to drag and drop images, icons, widgets, or other components

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

Gauge satisfaction and receive information for improvement and success

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

Provides data on wiki page and knowledge article use.

Allows administrators to provide permissions and gate pieces of content based on role.

Offers additional tools that facilitate knowledge sharing and collaboration.

Notifies users when changes occur.

Offers AI-based search capabilities

Allows users to capture knowledge from the web

Allows knowledge pages to be organized into sections and subsections as needed

Integrated with other tools to faciliate the sharing of information

Integrates with other knowledge repositories in the business

Search for specific words or phrases within a document or database

Set-up notifications and alerts for web browsers and apps.

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

Seamlessly integrates with 3rd party websites

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

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

Provides competitive intelligence related to product details, inlcuding the latest product feature additions and removals.

Provides competitive intelligence around unfiltered customer feedback and reviews.

Ability to evaluate the effectiveness of how competitors are acquiring customers through different channels.

Ability to create battlecards to showcase comparison of your products or services against multiple competitors.

Allows users to create a customizable dashboard to curate and highlight specific competitive data.

Provides competitive benchmarking and monitors growth and market share over time.

Allows users to manage data from a number of sources

Collect and analyze traffic data about website visitors

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

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

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

Ability to search across different data sources, such as databases, intranets, and applications.

Offers search for a variety of file types.

Ability to search in multiple languages without any additional work required.

Ability of search to handle typos.

Allows the end user to filter and refine search results.

Ability to define synonyms for search terms.

Allows the user to see highlighted results to see which words or phrases match the search query.

Allows the user to search in a natural, intuitive manner.

Search for specific words or phrases within a document or database

Gives the user targeted, personalized results based on their activity or preferences.

Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.

Ability to plug the search capabilities into other applications or tools.

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

Analyze and gain insights into data in real-time

Provides NLP features for filtering data collection down to specific data points

Provides a wide selection of data sources for aggregated news and MARKET data

Allows users to make custom data collection queries

Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy

Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history,

Provides features for tracking competitors websites including information such as pricing changes or new product features

Provides features for tracking competitor activity on social media

Allows users to benchmark their product against other competitors in order to understand competitive position in the market

Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations

Provides users with search tools in order to find the data they need quickly

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

Allows software to be easily used on multiple mobile devices, including phone and tablet devices

Provides features for email and messaging alerts surrounding contact and company updates

Allows multiple users to access and collaborate on the platform

Provides features for users to follow domestic and international privacy and data colelction compliance laws

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

Implements stringent measures to protect user data and ensure privacy.

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

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

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

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

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

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

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

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

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

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

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

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

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

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

Works across multiple software systems or databases

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

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Manage and support multiple languages

Capability to perform complex tasks without constant human input

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

Ability to break down and plan multi-step processes

Embed generative (RAG) capabilities for enhanced answer generation using retrieved content

Allow tuning relevance and ranking through machine-learning or Learning-to-Rank models

Enable the system to understand and interpret natural-language queries

Offers search for a variety of file types.

Ability to search across different data sources, such as databases, intranets, and applications.

Ability to search in multiple languages without any additional work required.

Gives the user targeted, personalized results based on their activity or preferences.

Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.

Ability to plug the search capabilities into other applications or tools.

Allows the user to see highlighted results to see which words or phrases match the search query.

Allows the end user to filter and refine search results.

Ability of search to handle typos.

Ability to define synonyms for search terms.

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

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

Receive data and information in real time

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

Track and interpret campaign performance metrics

Alter the layout and content of reports

Record customer information, purchase history, and other notes

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

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

Notifications via mobile devices

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

Graphical representation of data

Form predictions based on past and present data/trends

Compare key metrics for the business against prominent players in the industry

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

Process of dividing customers into groups based on common characteristics

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

Import and export data to and from software applications

Optimize and manage the search engine optimization efforts for a website or digital content

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

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

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

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

Evaluating strengths and weaknesses of companies with the same target audience

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

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

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

Analyze and gain insights into data in real-time

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

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

Analyze and calculate business costs

Create custom predefined rules for prices for products and services

Track products that are for sale at a reduced price or part of coupon promotions

Evaluate the degree to which business operations bring monetary gains

AI-driven algorithms that allow for automatic repricing in real-time

Develop potential scenarios to identify risks and opportunities

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Manage and handle various international currencies

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Capture, organize and track product-specific data and information in a centralized location

Track and analyze key pricing metrics for reports, intelligence dashboards, historical data tracking, trend analysis, etc.

Present a catalog of inventory that customers can view

Design, communicate, and distribute incentives to perform a specific action

Create and manage price lists for products, customer segments, and geographic locations.

Making price adjustments to comparable property

Use simulation models and scenario planning to predict and compare strategy outcomes for prices and promotions

Track activity of your competitors

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

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

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

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

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

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

Add customized logos and colors to align with company branding

Optimize and manage the search engine optimization efforts for a website or digital content

Active reporting of data and metrics

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

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

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

A way of interacting with a mobile application using items such as windows, icons, and menus

Create and manage digital catalog of products/services with their details, specifications, and price

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

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

Notifications via mobile devices

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

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

Store and organize documents in a centralized system

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

Ability to chat online in real time

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

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

An informational database that allows users to add, delete, or revise content

Edit text as needed

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

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Import and export data to and from software applications

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

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, design and manage workflows for repetitive tasks

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

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

Online forums/groups where users can ask questions, share ideas, best practices, etc.

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

Track and manage schedules and meetings via an integrated calendar

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

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

Create and automatically send premade copy in response to customer messages

Configure existing workflows to meet your organization's needs

Process and analyze human language in text or audio form

Add customized logos and colors to align with company branding

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

Analyze and gain insights into data in real-time

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

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

Ability to chat online in real time

Active monitoring of systems, applications, or networks

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

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

Train your system to interpret and transcribe voice messages

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

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

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

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

Helps understand a user's intentions/actions

Automatically identify and save contact information of potential customers

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

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

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

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

Communicate using direct chat or messages within the system

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

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

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

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

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

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

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

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

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

For the intention to be used by developers

Process of dividing customers into groups based on common characteristics

System alerts about the need to escalate an issue or request

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

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

Import and export data to and from software applications

Track visitors'/audience's responses across web pages and other optimized content

Manage and store data in a database

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

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

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

Allows users to manage data from a number of sources

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

Form predictions based on past and present data/trends

Collect and maintain structured information that describes data or content

Create, save, and store files

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

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

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

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

Compile and organize data into specific metrics

Autocompletion of a word or phrase that the user is typing

Intended to be used by online stores

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

Create and manage digital catalog of products/services with their details, specifications, and price

See options for potential search queries within the system

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

Define levels of authorization for access to specific files or systems

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

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

Create, manage and track all task activities and progression

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

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

Import, collect, and capture data from multiple sources

Graphical representation of data

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

Designed for large businesses

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