[ Qualified Reviews ](https://www.g2.com/products/qualified/reviews) [ Qualified Reviews ](https://www.g2.com/products/qualified/reviews) # Qualified 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 ##### ## Messenger (4) Sequencing Mapped-out responses for conversations. AI Artificial intelligence (AI) and chatbot involvement. Live Chat Live human component of conversations. Customization Interface Quality of interface for designing and customizing conversation maps. Show More ##### ## Channels (3) Website Conversations enacted through embedding or pop-ups on websites. Text Message (SMS) Conversations enacted through text message (SMS). Other Conversations enacted through other channels. Show More ##### ## Customers (5) Targeting Overall quality of customer targeting based on needs or situations. Profiles Creation and modification of customer profiles based on conversations. Analytics Reporting based around specific and overall conversation results. Lead Gathering Capture and organization of leads from conversations. Sales Conversion Success rate of conversations leading to customer purchases. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (3) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Performance Analysis (2) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Data Availability (3) Contact Data Availability Provides detailed contact-level buyer intent data Account Data Availability Provides aggregated intent data for individual contacts to supply an account-level view of intent Offline Data Ability to connect offline databases to collect information that can be matched to online devices Show More ##### ## Platform Additional Functionality (4) Integrations Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) Topic Customization Provides the ability to customize the relevant topics that are tracked Alerts Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.) Real-time Intent Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries) Show More ##### ## Responses (8) 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. Customization Customize your chat workflows with rules and automations. Control Control who the chatbot converses with (and when). Route To Human Has the ability to connect interlocator with a human agent when the need arises. Menu bars Can provide interlocators with menus, through which they can choose a relevant response. Drip sequences Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion. 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. Live chat Provide tools for live chat on one's website. Integrations Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. Branding Has the ability to customize look and feel of chatbot to match` company branding. Analytics Gives user the ability to analyze conversations with the chatbot and see its performance. A/B testing Allows users to test the efficacy of various responses through A/B testing. Role-based access Allows for varying access to chatbot and admin settings, depending on user, their role, etc. Collection of information Can collect and store information from interlocators, such as email, phone number, etc. Show More ##### ## Notifications (3) Confirmations & Reminders Ability to send confirmation and reminder emails & texts Appointment Follow-Up Ability to send automated follow-up emails/texts upon conclusion of appointment Scheduling Notifications Receive a notification whenever a customer schedules an appointment Show More ##### ## Settings (3) Time Zone Detection Automatically detects the time zone of both parties to avoid booking mistakes Availability Settings Ability to set preferred availability to ensure appointments are only booked during approved times Blocked Time Settings Ability to block off additional time between appointments for travel or preparation Show More ##### ## Personalization (2) Branding Personalize booking page with custom logos and colors to match branding Links Personalize a booking link to share with customers Show More ##### ## Integrations (8) Multi- Calendar Integration Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. Website Integration Provides the ability to be embedded into websites Payment Acceptance Integrates with payment processing software to accept payment from customers Video Conferencing Integrates with video conferencing tools to allow for virtual appointments Communication Integrates with SMS providers or instant messaging platforms to communicate directly with customers MS Teams Integration This software integrates with Microsoft Teams. Email Integration This software integrates with popular email providers. Salesforce Integration This software integrates with Salesforce. Show More ##### ## Branding & Customizatio (3) Custom Booking Page Provide the ability to create a custom booking page. Personalized Links Provide the ability to create custom scheduling URLs. Personalized Web Embed Provide the ability to create a personalized web embed. Show More ##### ## Automatic Rules & Configurations (3) Set Working Hours Allow users to set automatic working hours. Automatic Updates Automatically update calendars after a meeting has been booked. Buffer Times Provide the ability to incorporate buffer times, leaving time before and after meetings. Show More ##### ## Generative AI (16) 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 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 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-Image Provides the ability to generate images from a text prompt. AI Text-to-Speech Simulates human-like speech from text inputs. AI Image-to-Text Converts images into a textual description, identifying key elements. 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. Show More ##### ## Automation - AI Agents (3) 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. 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 ##### ## Automation (5) Sales Follow-Up Allows users to automate responses to sales leads 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. Lead Generation Allows users to automate the process of generating and qualifying sales leads. Customer Interaction Automation Allows users to automate responses to customer inquiries across various channels. Show More ##### ## Autonomy (4) Problem Solving Allows the AI agent to identify and resolve issues without user intervention. Task Execution Provides the AI agent the ability to execute tasks without requiring constant user input. Adaptive Responses Allows the AI agent to learn from interactions and adapt its responses accordingly. Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. Show More ##### ## Outbound Sales (5) Follow-Up Scheduling Allows the AI agent to schedule and automate follow-ups based on prospect engagement. Prospect Prioritization Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics. Multichannel Campaign Execution Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media. Personalized Outreach Allows the AI agent to tailor outreach messages based on customer profiles or past interactions. Outreach Performance Analytics Allows users to track and analyze the effectiveness of automated outbound campaigns. Show More ##### ## Inbound Sales (5) Data Enrichment Allows the AI agent to enhance inbound lead profiles by gathering additional information from external sources. Inquiry Routing Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Real-Time Engagement Enables the AI agent to respond instantly to inbound inquiries, improving response times. Lead Qualification Enables the AI agent to assess inbound leads and determine their sales readiness. Show More ##### ## Agentic AI - Salesforce AppExchange Apps (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 ##### ## Agentic AI - Bot Platforms (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 ##### ## Agentic AI - AI Sales Assistant (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 ##### ## Agentic AI - Conversational Marketing (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 ##### ## Agentic AI - Online Appointment Scheduling (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Business Scheduling (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Show More ## 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