[
Retell AI Reviews
](https://www.g2.com/products/retell-ai/reviews)

[
Retell AI Reviews
](https://www.g2.com/products/retell-ai/reviews)

# Retell AI Features

##### 
## 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.

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##### 
## Organization (15)

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.

Third-Party Integrations

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

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Call Management

Document Management

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

Contact Management

Manage, organize, and store contact information

Task Management

Create, manage and track all task activities and progression

Lead Management

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Content Management

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

Notes Management

Allow users to create, edit, and sort multiple notes

Sales Activity Management

Define, track, and/or automate sales activities and sales processes

Email Management

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

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##### 
## Performance Analysis (4)

Coaching

Provides real-time coaching to sales representatives.

Peformance Tracking

Tracks and analyzes sales representative performance.

Email Tracking

Track delivered, received, and opened emails

Call Tracking

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

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##### 
## 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.

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##### 
## Responses (4)

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.

Multi-Language

Manage and support multiple languages

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##### 
## Platform (5)

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.

Drag & Drop Editor

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

Human-in-the-loop (HITL)

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

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##### 
## Generative AI (5)

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.

Generative AI

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

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.

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##### 
## Automation - AI Agents (7)

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.

Natural Language Processing

Process and analyze human language in text or audio form

Simulation and Scenario Generation

Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.

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##### 
## 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.

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##### 
## Customization - AI Agent Builders (6)

Natural Language Configuration

Supports configuration using natural language instructions.

Tone Customization

Allows users to customize the tone of agent.

Security Guardrails

Enables definition of clear security guardrails for agent actions.

API Security

Protect APIs from threats using authentication, access control and encryption

Data Security

Protect sensitive data for digital privacy

Authentication

Verify the identity of users/devices to enable secure access

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##### 
## Functionality - AI Agent Builders (6)

Omni-channel Support

Provides support across web, mobile, messaging apps, and other channels.

Agent Branding

Allows customization of agent branding, including visual appearance and conversational style.

Proactive Response Capabilities

Equips agents with proactive response capabilities based on predefined triggers.

Seamless Human Escalation

Facilitates seamless escalation to human employees for complex issues.

Multimedia Support

Supports various file formats

Multi-Modal Input Support

Processing different types of input like text, voice, images etc.

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##### 
## Data and Analytics - AI Agent Builders (3)

Analytics & Reporting

Provides analytics and reporting on agent performance and interactions.

Contextual Awareness

Offers agents the ability to maintain contextual awareness across interactions.

Data Privacy Compliance

Ensures compliance with data privacy and governance requirements.

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##### 
## Integration - AI Agent Builders (5)

Workflow Automation

Automates workflows and actions based on agent responses.

API Usage

Allows the use of APIs for advanced agent configuration.

Platform Interoperability

Enables interoperability with multiple platforms for unified experiences.

CRM Data Integration

Allows integration with CRM data to ground agent responses in business context.

Third-Party Integrations

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

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##### 
## Automation (3)

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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## Voice Recognition - AI Voice Assistants (1)

Voice Recognition

Helps in understanding different accents, dialects, and speech patterns.

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##### 
## Speech Synthesis - AI Voice Assistants (3)

Speech Synthesis

Helps to generate human-like speech responses.

Customizable speech

Provides customizable speech speed and intonation.

Multiple voice actions

Provides multiple voice options like gender, tone and style.

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##### 
## Security and privacy - AI Voice Assistants (1)

Encrypted communication

Allows communications to be secure and authenticated.

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##### 
## Compatibility - AI Voice Assistants (1)

Cross platform compatibility

Aids in syncing with multiple devices.

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##### 
## Agentic AI - AI Sales Assistant (8)

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/Machine Learning

Software program that continuously adjusts its behavior based on observed data

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##### 
## Additional Functionality (101)

Email Response Control

Speech Recognition

Train your system to interpret and transcribe voice messages

Customer Engagement

Initiate interactions with customers by proactively starting conversations or providing informational content

Dashboard

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

Chat/Messaging

Communicate using direct chat or messages within the system

AI Writing Assistant

Generates and edits text using machine learning

For Sales Teams/Organizations

Caters to sales teams

Sales Automation

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts/Notifications

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

CRM

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

Predictive Analytics

Predict future data based on historical data sets

Lead Scoring

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Templates

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

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Email Templates

Pre-made examples and templates for emails

SMS Messaging

Send messages via SMS

Personalization

Adjust communications based on previous interactions or personal preferences

Reporting/Analytics

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

Conversation Intelligence

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Lead Engagement

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

Customer Database

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

AI Copilot

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

Omnichannel Outreach

Using different methods or channels to connect with customers

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Agent Collaboration

Multiple agents work together, share tasks, and coordinate to achieve common goals.

Data Governance

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Prompt Engineering

Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models

Feedback Management

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

For No-Code Development

Build applications without the use of code

Version Control

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

Role-Based Permissions

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

Dynamic Modeling

Model the varying behavior of a system over time through diagrams

API

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

Memory Management

Store and save retrievable data

Monitoring

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

Scalability

Manage a growing amount of work to meet increased demand without compromising performance

Cost Management

Manage budgets, track and optimize spending and align capacity to workload demand

Scheduling

Plan availability and assign specific time slots for tasks and resources

Natural Language Interface

Interact with agents using conversational language

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Multiple LLM Models

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Integration Management

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

Customizable Frameworks

Flexible architecture allowing tailored configurations

Pre-built Templates

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

Analytics

Tools for the systematic analysis of various types of data or statistics

Intent Recognition

Helps understand a user's intentions/actions

Contextual Guidance

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

Rules-Based Workflow

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

Attended Automation

Bots that work alongside humans on tasks that cannot be fully automated

Drag & Drop

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

For Sales/Marketing

Used as a promotional or demonstration tool in sales and marketing presentations

Generative AI

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

Business Process Automation

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

AI Copilot

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

Third-Party Integrations

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

Multi-Channel Communication

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

Sentiment Analysis

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

Deep Learning

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Code-free Development

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

Compliance Management

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

Automated Responses

Automatic reply functionality for incoming messages

Knowledge Management

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

Transfers/Routing

Transfer queries and organize messages between agents

Personalization

Adjust communications based on previous interactions or personal preferences

Activity Dashboard

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

Customer Experience Management

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

Virtual Personal Assistant (VPA)

Program systems that assist users with their daily administrative responsibilities

Chatbot

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

Speech Recognition

Train your system to interpret and transcribe voice messages

Reporting/Analytics

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

Task Management

Create, manage and track all task activities and progression

Customer Engagement

Initiate interactions with customers by proactively starting conversations or providing informational content

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Configurable Workflow

Configure existing workflows to meet your organization's needs

Unattended Automation

Automate processes from start to finish without human assistance

Conversation Intelligence

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Proactive Error Detection

Managing and resolving errors that occur during program execution to maintain stability

Version Control

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

Scalability

Manage a growing amount of work to meet increased demand without compromising performance

Personalization

Adjust communications based on previous interactions or personal preferences

Data Extraction

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

Webhooks

Event-driven HTTP callback that automatically sends real-time data between applications

API

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

Natural Language Processing

Process and analyze human language in text or audio form

Fallback Handling

Automatically switching to secondary AI model(s) during failure or hallucinations

Drag & Drop

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

Multiple LLM Models

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Built-in AI Assistant

Chatbot or AI assistant that answers queries and provides recommendations within an application

Automated Testing

Execution of software tests by leveraging automation tools

Data Governance

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Collaboration Tools

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

Pre-built Templates

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

Agent Design Tools

Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors

Deep Learning

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Model Training

Process of testing an ML algorithm by feeding it training data to learn from

Analytics

Tools for the systematic analysis of various types of data or statistics

Single Sign On

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

Debugging

Detect and remove errors

Deployment Management

Manage the processes involved when making the application ready for use

Proactive Error Detection

Managing and resolving errors that occur during program execution to maintain stability

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##### 
## Dashboard (1)

Dashboard

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

Show More

##### 
## Speech Recognition (1)

Speech Recognition

Train your system to interpret and transcribe voice messages

Show More

##### 
## Compliance Management (1)

Compliance Management

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

Show More

##### 
## Autonomous Task Execution (1)

Autonomous Task Execution

Completes tasks independently without constant human intervention

Show More

##### 
## Sentiment Analysis (1)

Sentiment Analysis

Categorize emotions expressed and identify if they are positive, negative or neutral

Show More

##### 
## Data Security (1)

Data Security

Protect sensitive data for digital privacy

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##### 
## Third-Party Integration (1)

Third-Party Integration

Addition of necessary external data, applications, tools, or features

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##### 
## Human-in-the-loop (HITL) (1)

Human-in-the-loop (HITL)

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

Show More

##### 
## Agentic Task Execution (1)

Agentic Task Execution

Autonomously executes tasks such as scheduling, refunds, and renewals by integrating with external systems and APIs.

Show More

##### 
## Natural Language Processing (1)

Natural Language Processing

Process and analyze human language in text or audio form

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##### 
## Conversational AI (1)

Conversational AI

Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses

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##### 
## Performance Metrics (1)

Performance Metrics

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

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##### 
## Interaction Tracking (1)

Interaction Tracking

Track interaction history by documenting conversations for contacts

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##### 
## Knowledge Base Management (1)

Knowledge Base Management

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

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##### 
## CRM Integration (1)

CRM Integration

Integration with third-party CRM systems

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##### 
## Inquiry Routing (1)

Inquiry Routing

Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.

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##### 
## Contextual Guidance (1)

Contextual Guidance

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

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##### 
## Communications Management (1)

Communications Management

Record and track all relevant internal and external communications

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##### 
## Proactive Chat (1)

Proactive Chat

Copy on the page or chat window encouraging the user to engage with the chat option

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##### 
## Ticket Management (1)

Ticket Management

Track, manage, or resolve user requests and IT incidents/issues

Show More

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##### Categories on G2

[
AI Sales Assistant
](https://www.g2.com/categories/ai-sales-assistant)[
AI Agents For Business Operations
](https://www.g2.com/categories/ai-agents-for-business-operations)[
AI Agent Builders
](https://www.g2.com/categories/ai-agent-builders)

[
AI Customer Support Agents
](https://www.g2.com/categories/ai-customer-support-agents)[
AI Voice Assistants
](https://www.g2.com/categories/ai-voice-assistants)

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