[ Puzzel ... Reviews ](https://www.g2.com/products/puzzel-cx-platform/reviews) [ Puzzel ... Reviews ](https://www.g2.com/products/puzzel-cx-platform/reviews) # Puzzel CX Platform Features ##### ## Communication (5) Pop-up Chat Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. Notifications Delivers notifications to both sides of the conversation. Targeted Emails Sends automated emails to further engage clients and potential clients. In-App Messaging Allows for live chat to be enabled within the app for customer help. Co-Browsing Allows agents to join a customer's browser session and navigate through the website with them. Show More ##### ## Internal Use (6) Customization Allows users to customize chat colors, text, logos, and branding. Conversation Archiving Archives conversations in a separate location for later reference. Lead Development Enables employees to denote potential customers. Knowledge Base Establishes a knowledge base for employee reference during conversations. Team Inbox Provides a central location for help requests, helping employees respond sooner. Customer Profiles Allows for the creation of profiles for contacts and customers. Show More ##### ## 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. Show More ##### ## 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 Provides voice call functionality. Social Provides an interface for one or more social media channels. Web Chat Includes or integrates with live chat initiaited from the company's web site. Mobile SMS Accepts contacts initiated through SMS or other mobile text functions. Email Allows CSRs to receive and answer customer emails. Show More ##### ## 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. Show More ##### ## Dialing Options (3) Preview Dialing Presents information about the individual being called before the call begins. Progressive Dialing 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. Show More ##### ## Agent Tools (3) Whisper Coaching 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. Call Recording Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary. Show More ##### ## 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. Show More ##### ## 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 Performance Analysis Monitors call volume and quality to evaluate agent performance. Dashboards Has a centralized dashboard for users to interact with. Forecasting Forecasts scheduling needs based on historical data. Intraday Management 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 Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Call Analytics (4) Call Recording Records sales calls and facilitates playback Machine Learning Utilizes machine learning technology to analyze recorded sales calls Call Analysis Analyzes or facilitates the analysis of recorded and stored sales calls for insight Lead Qualification Leverages analytics to qualify and score calls in real time Show More ##### ## Artificial Intelligence - Conversation Intelligence (3) Customer Scoring Leverages technology to rate or "read" recordings to determine the impact of sales calls Speech-to-Text Transcribes sales calls from speech to text Sentiment Analysis Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation Show More ##### ## Quality Assurance (3) Evaluation Provides tools for evaluating customer interactions Calibration Offers features for maintaining fair and consistent scoring Reports Generates quality and performance reports Show More ##### ## Engagement (3) Feedback Tools for providing personalized feedback and coaching sessions Dashboards Provides a centralized dashboard for agents to view their scores and feedback Training Tools for educating and training agents Show More ##### ## Performance (2) Integrations Integrates with other customer service or CRM software Compliance Helps ensure customer privacy and data protection Show More ##### ## 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. Session Queuing Callers can be routed to a queue or placed on hold until an agent becomes available. Concurrent Calling Place a large or unlimited volume of calls simultaneously without diminishing the call quality. Speech Analytics Provides some level of analytics based on keywords and vocal tones. Auto Dialer Has auto dialing or predictive dialing functions for outbound use. IVR Includes an interactive phone menu. Inbound Screen Pop Populates CSR's screen with available customer data. Persistent Data Maintains and shares information across channels and agents as the case progresses. Show More ##### ## Administrative (7) Session Summary Notes Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history. Administrator Access Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary. Reporting & Dashboards Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. Session Recording Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes. Agent Scheduling and Assignment Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise. Call Recording Allows supervisors/managers to record and review telephone conversations of agents. Reporting & Dashboards Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## 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 Allows inflow of requests through various digital channels such as email, social media, etc. Mobile Access Allows users to access the software using mobile devices. Queue Management Provides queue management in case of increase in case/call inflow. Call Routing Allows distribution of incoming calls to agents. Call Back Allows users to request a call back. IVR Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system. Automatic Call Distribution Allows automatic distribution of incoming calls to the agents. Show More ##### ## Workforce Management (7) Agent Availability Offers complete visibility into agent availability to efficiently create and manage schedules. Skills Management 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. Agent Self-Service Allows agents to set their own preferences, request time off, and trade shifts. Mobile Access Allows users to access the software using mobile devices. Call Monitoring Allow managers/supervisors to monitor calls for quality assurance purposes. Performance Evaluation Allows managers/supervisors to evaluate the performance of agents. Show More ##### ## Feedback Management (3) Tagging Tag content to organize and assign to specific departments or categories Segmentation Break down a population of users by demographics, sequence actions, time, and able to build custom segments. Custom Reports and Dashboards Allows users to easily build customized reports and dashboards. Show More ##### ## Feedback Analysis (3) Thematic Analysis Identifies key phrases, themes, and patterns within a given text Sentiment Analysis Outputs the sentiment (positive or negative) of a given text NPS/CSAT Scoring Measures and reports on NPS, CSAT, or other metrics over time Show More ##### ## Feedback Sources (4) Online Reviews Analyzes feedback from online reviews Surveys Analyzes feedback from surveys through built-in survey features or integrations with survey tools Social Media Analyzes customer feedback from social media Customer Service Channels Analyzes feedback sourced from integrations with customer service tools, such as help desks and live chat Show More ##### ## 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) Show More ##### ## 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 Simulates human-like speech from text inputs. AI Text-to-Speech 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. 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