Puzzel CX Platform Features
Communication (5)
Pop-up Chat
As reported in 14 Puzzel CX Platform reviews. 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. This feature was mentioned in 14 Puzzel CX Platform reviews.
Targeted Emails
Based on 12 Puzzel CX Platform reviews. 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. 10 reviewers of Puzzel CX Platform have provided feedback on this feature.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them. 10 reviewers of Puzzel CX Platform have provided feedback on this feature.
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding. This feature was mentioned in 11 Puzzel CX Platform reviews.
Conversation Archiving
Archives conversations in a separate location for later reference. 10 reviewers of Puzzel CX Platform have provided feedback on this feature.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations. 12 reviewers of Puzzel CX Platform have provided feedback on this feature.
Team Inbox
As reported in 12 Puzzel CX Platform reviews. Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Process (3)
Mentions
Scours various channels for brand mentions to proactively seek reparative communications.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Macros
Allows administrators to create templated responses to frequently asked questions.
Channels (10)
Email
Ability to connect agents with customers through Live Chat.
Social
Connects employees with customers through a social media solution.
Live Chat
Ability to connect agents with customers through email.
Phone
Connects employees with customers through a calling solution.
Text
Ability to connect agents with customers through text message solution.
Voice
As reported in 43 Puzzel CX Platform reviews. Provides voice call functionality.
Social
Provides an interface for one or more social media channels. 28 reviewers of Puzzel CX Platform have provided feedback on this feature.
Web Chat
Includes or integrates with live chat initiaited from the company's web site. 33 reviewers of Puzzel CX Platform have provided feedback on this feature.
Mobile SMS
As reported in 29 Puzzel CX Platform reviews. Accepts contacts initiated through SMS or other mobile text functions.
Email
Allows CSRs to receive and answer customer emails. 33 reviewers of Puzzel CX Platform have provided feedback on this feature.
Insight (4)
Surveys
Provides opportunity for customers to give feedback through a survey.
Reporting
Enables administrators to create customized reports reflecting customer satisfaction.
Visitor Activity
Allows administrators to track visitor activity to understand the research that was done before turning to customer service.
Help Desk
Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.
Dialing Options (3)
Preview Dialing
As reported in 10 Puzzel CX Platform reviews. Presents information about the individual being called before the call begins.
Progressive Dialing
As reported in 10 Puzzel CX Platform reviews. Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
Predictive Dialing
Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.
Agent Tools (3)
Whisper Coaching
Based on 10 Puzzel CX Platform reviews. Allows a supervisor to listen to a call and train in real time.
Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves. This feature was mentioned in 11 Puzzel CX Platform reviews.
Call Recording
As reported in 11 Puzzel CX Platform reviews. Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.
Automation (6)
Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
Interactive Voice Response (IVR)
Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.
Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Administration (14)
Database Management
Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.
Data Workflows
Operationalizes data delivery workflows to easily scale repeatable preparation needs
Issue Management
Provide workflows to create and escalate issues related to risks and requests
Integrations
Integrates with live chat, chatbots, help desk, or other customer service software
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took
Automation
Automates some or all operation related tasks 11 reviewers of Puzzel CX Platform have provided feedback on this feature.
Performance Analysis
As reported in 11 Puzzel CX Platform reviews. Monitors call volume and quality to evaluate agent performance.
Dashboards
As reported in 12 Puzzel CX Platform reviews. Has a centralized dashboard for users to interact with.
Forecasting
As reported in 10 Puzzel CX Platform reviews. Forecasts scheduling needs based on historical data.
Intraday Management
Based on 10 Puzzel CX Platform reviews. Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.
Access Control
Provides permssion for access control of user's web browser
Web Page Navigation
Allows agents to navigate through web pages by swapping or shifting pages on user's behalf
Real Time Assistance
Provides real time assitance across web and mobile
Compliance (4)
Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Data Governance
Ensures user access management, data lineage, and data encryption
Compliance
Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.
Auditing
Perform ad-hoc or ongoing IT audits at different levels of the company.
Data Security (4)
Risk Data Attributes
Identify risk data attributes such as description, category, owner, or hierarchy.
Data Transport
Protects data with some form of encryption as it leaves your secure or local network.
Access Management
Allows administrators to set user access privileges to permit approved parties to access sensitive data.
Multi-Factor Authentication
Requires a second level of authentication, such as sms messaging or customized tokens, to access data.
Call Analytics (4)
Call Recording
As reported in 30 Puzzel CX Platform reviews. Records sales calls and facilitates playback
Machine Learning
As reported in 25 Puzzel CX Platform reviews. Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight This feature was mentioned in 32 Puzzel CX Platform reviews.
Lead Qualification
As reported in 21 Puzzel CX Platform reviews. Leverages analytics to qualify and score calls in real time
Agent Performance Management (3)
Customer Scoring
As reported in 27 Puzzel CX Platform reviews. Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Based on 26 Puzzel CX Platform reviews. Transcribes sales calls from speech to text
Artificial Intelligence
Utilizes artificial intelligence technology to discover insights within recorded sales calls This feature was mentioned in 28 Puzzel CX Platform reviews.
Quality Assurance (3)
Evaluation
Based on 27 Puzzel CX Platform reviews. Provides tools for evaluating customer interactions
Calibration
Based on 27 Puzzel CX Platform reviews. Offers features for maintaining fair and consistent scoring
Reports
Generates quality and performance reports This feature was mentioned in 28 Puzzel CX Platform reviews.
Engagement (3)
Feedback
Tools for providing personalized feedback and coaching sessions This feature was mentioned in 27 Puzzel CX Platform reviews.
Dashboards
Provides a centralized dashboard for agents to view their scores and feedback This feature was mentioned in 27 Puzzel CX Platform reviews.
Training
Based on 26 Puzzel CX Platform reviews. Tools for educating and training agents
Performance (2)
Integrations
As reported in 27 Puzzel CX Platform reviews. Integrates with other customer service or CRM software
Compliance
Helps ensure customer privacy and data protection This feature was mentioned in 26 Puzzel CX Platform reviews.
Functions (8)
Session Routing
Route calls to the most appropriate agent according to a series of factors, including the time of day, customer priority, IVR outcomes, and skill-based routing (SBR). Voicemails can be routed to agents during quiet call periods. This feature was mentioned in 36 Puzzel CX Platform reviews.
Session Queuing
Based on 35 Puzzel CX Platform reviews. Callers can be routed to a queue or placed on hold until an agent becomes available.
Concurrent Calling
Based on 35 Puzzel CX Platform reviews. Place a large or unlimited volume of calls simultaneously without diminishing the call quality.
Speech Analytics
Provides some level of analytics based on keywords and vocal tones. 26 reviewers of Puzzel CX Platform have provided feedback on this feature.
Auto Dialer
Has auto dialing or predictive dialing functions for outbound use. 31 reviewers of Puzzel CX Platform have provided feedback on this feature.
IVR
Includes an interactive phone menu. This feature was mentioned in 35 Puzzel CX Platform reviews.
Inbound Screen Pop
Populates CSR's screen with available customer data. This feature was mentioned in 36 Puzzel CX Platform reviews.
Persistent Data
Maintains and shares information across channels and agents as the case progresses. 30 reviewers of Puzzel CX Platform have provided feedback on this feature.
Administrative (7)
Session Summary Notes
As reported in 31 Puzzel CX Platform reviews. Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.
Administrator Access
Based on 40 Puzzel CX Platform reviews. Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. 44 reviewers of Puzzel CX Platform have provided feedback on this feature.
Session Recording
As reported in 36 Puzzel CX Platform reviews. Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
Agent Scheduling and Assignment
Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise. This feature was mentioned in 32 Puzzel CX Platform reviews.
Call Recording
Based on 21 Puzzel CX Platform reviews. Allows supervisors/managers to record and review telephone conversations of agents.
Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. This feature was mentioned in 23 Puzzel CX Platform reviews.
Knowledge Management (3)
Knowledge Base
Enables the creation of an internal repository of knowledge articles
Publishing Workflows
Provides workflows for writing, editing, approving, and publishing knowledge article content
Analytics
Helps users understand which knowledge articles are working and identifies areas of improvement
Customer Support (3)
Intelligent Search
Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query
Suggestions
Analyzes customer support tickets or conversations to suggest relevant knowledge articles
Decision Trees
Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues
Responses (3)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Platform (10)
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Omnichannel
As reported in 22 Puzzel CX Platform reviews. Allows inflow of requests through various digital channels such as email, social media, etc.
Mobile Access
As reported in 21 Puzzel CX Platform reviews. Allows users to access the software using mobile devices.
Queue Management
Provides queue management in case of increase in case/call inflow. 23 reviewers of Puzzel CX Platform have provided feedback on this feature.
Call Routing
Allows distribution of incoming calls to agents. 23 reviewers of Puzzel CX Platform have provided feedback on this feature.
Call Back
Based on 25 Puzzel CX Platform reviews. Allows users to request a call back.
IVR
Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system. 20 reviewers of Puzzel CX Platform have provided feedback on this feature.
Automatic Call Distribution
Allows automatic distribution of incoming calls to the agents. 23 reviewers of Puzzel CX Platform have provided feedback on this feature.
Workforce Management (7)
Agent Availability
As reported in 12 Puzzel CX Platform reviews. Offers complete visibility into agent availability to efficiently create and manage schedules.
Skills Management
Based on 10 Puzzel CX Platform reviews. Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. 11 reviewers of Puzzel CX Platform have provided feedback on this feature.
Agent Self-Service
Based on 11 Puzzel CX Platform reviews. Allows agents to set their own preferences, request time off, and trade shifts.
Mobile Access
As reported in 10 Puzzel CX Platform reviews. Allows users to access the software using mobile devices.
Call Monitoring
Allow managers/supervisors to monitor calls for quality assurance purposes. This feature was mentioned in 23 Puzzel CX Platform reviews.
Performance Evaluation
Based on 21 Puzzel CX Platform reviews. Allows managers/supervisors to evaluate the performance of agents.
Feedback Management (3)
Tagging
Tag content to organize and assign to specific departments or categories This feature was mentioned in 17 Puzzel CX Platform reviews.
Segmentation
Break down a population of users by demographics, sequence actions, time, and able to build custom segments. 16 reviewers of Puzzel CX Platform have provided feedback on this feature.
Custom Reports and Dashboards
Allows users to easily build customized reports and dashboards. 18 reviewers of Puzzel CX Platform have provided feedback on this feature.
Feedback Analysis (3)
Thematic Analysis
Identifies key phrases, themes, and patterns within a given text This feature was mentioned in 17 Puzzel CX Platform reviews.
Sentiment Analysis
Based on 17 Puzzel CX Platform reviews. Outputs the sentiment (positive or negative) of a given text
NPS/CSAT Scoring
Measures and reports on NPS, CSAT, or other metrics over time This feature was mentioned in 15 Puzzel CX Platform reviews.
Feedback Sources (4)
Online Reviews
Analyzes feedback from online reviews 13 reviewers of Puzzel CX Platform have provided feedback on this feature.
Surveys
As reported in 13 Puzzel CX Platform reviews. Analyzes feedback from surveys through built-in survey features or integrations with survey tools
Social Media
Based on 11 Puzzel CX Platform reviews. Analyzes customer feedback from social media
Customer Service Channels
As reported in 13 Puzzel CX Platform reviews. Analyzes feedback sourced from integrations with customer service tools, such as help desks and live chat
Security (2)
Data Security
Provides high-level security during co-browsing sessions
Data Masking
Provides secured masking on sensitive data (i.e. account numbers or passwords)
Generative AI (16)
AI Text Summarization
Condenses long documents or text into a brief summary.
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 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.
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
Based on 19 Puzzel CX Platform reviews. Simulates human-like speech from text inputs.
AI Text-to-Speech
As reported in 21 Puzzel CX Platform reviews. Simulates human-like speech from text inputs.
AI Text Summarization
Condenses long documents or text into a brief summary.
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 Summarization
Condenses long documents or text into a brief summary.
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.
Automation - AI Agents (5)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Autonomy (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Customer Query Resolution - AI Customer Support Agents (5)
Automated Ticket Resolution
Allows the AI agent to autonomously resolve customer queries without human intervention.
Contextual Response Generation
Enables the AI agent to provide accurate answers based on the context of customer inquiries.
Sentiment Analysis
Allows the AI agent to analyze customer sentiment and adjust responses accordingly.
Knowledge Base Utilization
Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.
Multilingual Support
Provides users the ability to interact with the AI agent in multiple languages for global support.
Customer Interaction Automation - AI Customer Support Agents (4)
Proactive Customer Outreach
Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.
Feedback Collection
Provides users the ability to automate gathering and analyzing customer feedback after interactions.
Escalation Handling
Allows the AI agent to identify when issues require human intervention and escalate them appropriately.
Workflow Optimization
Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.
Call Center Infrastructure (CCI) (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Contact Center (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Auto Dialer (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Conversation Intelligence (7)
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
AI Capabilities - Auto Dialer (3)
Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
Speech Analytics and Sentiment Analysis
Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.


