[
RingCen... Reviews
](https://www.g2.com/products/ringcentral-contact-center/reviews)

[
RingCen... Reviews
](https://www.g2.com/products/ringcentral-contact-center/reviews)

# RingCentral Contact Center Features

##### 
## Platform (7)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Customization

Allows users to customize chat colors, text, logos, and branding.

User, Role, and Access Management

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

Third-Party Integrations

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

Reporting

Provides analytics tools that reveal important business metrics and track progress

Activity Dashboard

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

Mobile Access

Access software remotely via mobile devices

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##### 
## Ticket and Case Management (16)

Ticket Creation User Experience

User Experience of creating and submitting a ticket

Ticket Response User Experience

User Experience of responding and receiving a response

Workflow

Route tickets based on values of fields, changes to ticket status and time based conditions

Automated Response

Respond to common requests with standard reply

Service Level Agreement (SLA) Management

Set and monitor service level agreements to ensure timely response and resolution

Attachments/Screencasts

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Ticket Collaboration

Share and collaborate on tickets with multiple customer service representatives

Customer/Contact Database

Central repository for account and contact information

Workflow Management

Create, design and manage workflows for repetitive tasks

Knowledge Base Management

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

Ticket Management

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

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

Inbox Management

Organize, prioritize, and manage incoming communications

Support Ticket Management

Allow customers/users to submit support queries and service requests

Email Management

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

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##### 
## Communication Channels (6)

Customer Portal

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Email to Case

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Live Chat Support

Ability for customer service agents to communicate with customers via live chat to solve problems live

Social Media Integration

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Voice

Make and receive calls directly in the application. Track and record calls for analysis.

Video Chat

Chat with your counterparts over the video in real time

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##### 
## Self-Service Experience (5)

Knowledge Base

Provides a repository of information that can be used by those seeking support.

Searchable Articles

Makes articles in the knowledge base searchable on the web.

Community Forums

Enables users to engage with other users to solve common issues.

Mobile Optimization

Optimizes the customer self-service experience on mobile devices

Personalization

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

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##### 
## Self-Service Platform (4)

Branding

Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

Automation

Automates some or all operation related tasks

Artificial Intelligence

Utilizes artificial intelligence to improve workflows or customer experiences

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools

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##### 
## Communication (7)

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.

Real-Time Notifications

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

Real-time Consumer-facing Chat

Engage in direct, instant messaging with consumers

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##### 
## Internal Use (5)

Customization

Allows users to customize chat colors, text, logos, and branding.

Conversation Archiving

Archives conversations in a separate location for later reference.

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.

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##### 
## 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.

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##### 
## Channels (11)

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.

Multi-Channel Coverage

Software incorporates multiple digital communications channels.

Voice

Provides voice call functionality.

Social

Provides an interface for one or more social media channels.

Live Chat

Ability to chat online in real time

Mobile SMS

Accepts contacts initiated through SMS or other mobile text functions.

Email

Allows CSRs to receive and answer customer emails.

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##### 
## 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.

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##### 
## 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.

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##### 
## Agent Tools (6)

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.

Real-Time Data

Receive data and information in real time

Live Chat

Ability to chat online in real time

Call Scheduling

Schedule date and time for callbacks/follow-up calls or reminders

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##### 
## Automation (3)

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.

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##### 
## Design (7)

Personalization

Outbound communications are segmented and personalized.

Inbound Identification

Inbound contacts are identified and handled based on history.

Regulatory Compliance

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

Batch Communications

Send messages, notifications, or documents to an entire customer base at the same time

Multi-Channel Communication

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

On-Demand Communications

Generate personalized communications upon request to meet customer needs

Interactive Content

Allow the audience to interact or engage with the content

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##### 
## Usability (3)

Supporting Documents

Allows linking of useful information such as screen shots

Two-Way Communication

Provides direct contact between CSRs and customers outside of milestones

Multi-Channel Communication

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

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##### 
## Reporting (4)

Priority Case Alerts

Informs stakeholders of activity on escalated or high-value cases

Trend Analysis

Evaluates frequency of types of complaints

Performance Monitoring

Includes a dashboard or other means of performance monitoring

Social Media Monitoring

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

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##### 
## Functions (12)

Call Routing

Sends voice calls to a specific queue based on predetermined criteria

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.

Predictive Dialer

System calls multiple numbers at once and connects the agent to the first number that answers

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Real-Time Analytics

Analyze and gain insights into data in real-time

Reporting/Analytics

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

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##### 
## Features (15)

Voicemail to Email

Transcribes voice messages to email.

Voicemail to SMS

Transcribes voice messages and delivers them via text message.

File Sharing

Includes a way to easily share files between users.

Voice Conferencing

Allows multi-participant phone conferences.

Video Conferencing

Can host video conferences.

Conference Transcripts

Records and transcribes voice and video conferences.

Electronic Faxes

Create, edit, preview, and send faxes electronically

IVR

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Video Call Recording

Record and playback video calls

Customizable Reports

Alter the layout and content of reports

Real-Time Reporting

Active reporting of data and metrics

Meeting Management

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

Screen Sharing

Digitally share screen view with others

Two-Way Audio & Video

Presenter can see and hear participants and vice versa

Virtual Voicemail

Voice messages are stored online and accessible via a visual interface

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##### 
## Extensions (3)

Tenancy Flexibility

Can be deployed as a single-tenant or multi-tenant product.

Native VoIP

Contains its own IP telephony system.

CCaaS Option

Is also able to serve as contact center software.

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##### 
## Administrative (8)

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.

Callback Scheduling

Schedules callback times

Activity Dashboard

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

Call Reporting

Track and report on all incoming and outgoing calls

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##### 
## Workforce Management (13)

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.

Service Level Agreement (SLA) Management

Set and monitor service level agreements to ensure timely response and resolution

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

Compliance Management

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

Customer Experience Management

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

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Time Off Management

Track and manage employee time-off, vacation, and sick leave requests

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##### 
## Administration (6)

Automation

Automates some or all operation related tasks

Productivity Analysis

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Dashboards

Has a centralized dashboard for users to interact with.

Labor Forecasting

Predict labor requirements based on past and present data/trends

Intraday Management

Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.

Quality Management

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

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##### 
## Conversational Platform (4)

Personalization

Identifies the customer and personalizes interaction at every touchpoint.

Omnichannel

Allows multiple related channels to interact at once to reduce transfers.

Contextual Engagement

Prompts agents to engage customers based on contextual data, such as product usage or conversation history.

Proactive Engagement

Provides features for sending outbound messages to engage customers through proactive support.

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##### 
## Support Automation (4)

Intelligent Routing

Can route contacts to agents the customer has worked with before.

Seamless Escalation

Provides features for escalating conversations to the appropriate agent.

Transcripts

Maintains a transcript of conversations from all channels.

Self-Serve Support

Enables customers to resolve queries or issues without the assistance of an agent.

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##### 
## Generative AI (14)

AI Text Generation

Allows users to generate text based on a text prompt.

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-to-Speech

Simulates human-like speech from text inputs.

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-to-Speech

Simulates human-like speech from text inputs.

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.

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 Generation

Allows users to generate text based on a text prompt.

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.

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##### 
## Agentic AI - Customer Self-Service (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

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##### 
## Agentic AI - Contact Center (7)

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

Third-Party Integrations

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

Social Media Integration

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

Computer Telephony Integration

Computer-telephony integration is the use of computers to manage telephone calls

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##### 
## Agentic AI - Help Desk (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Auto Dialer (4)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Third-Party Integrations

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

Computer Telephony Integration

Computer-telephony integration is the use of computers to manage telephone calls

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##### 
## Agentic AI - UCaaS Platforms (1)

Third-Party Integrations

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

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##### 
## AI Capabilities - Auto Dialer (7)

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.

Call Monitoring

Listen to live phone conversations for the purpose of training and assessing agent performance

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Reporting/Analytics

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

Text to Speech

Turns text into natural sounding speech

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##### 
## Additional Functionality (281)

AI Copilot

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

Activity Tracking

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

Call Routing

Sends voice calls to a specific queue based on predetermined criteria

Call Scripting

Provide agents with a typical response for common call subject matter

Contact Management

Manage, organize, and store contact information

Power Dialer

System automatically dials the next number on the contact list after the previous call ends

Preview Dialer

System provides callee information to agent prior to the call to help determine whether or not to make the call

Auto-Dialer

System that automatically dials calls

Call Tracking

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

Real-Time Reporting

Active reporting of data and metrics

Customer Database

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

Lead Management

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

Predictive Dialer

System calls multiple numbers at once and connects the agent to the first number that answers

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Integrations Management

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

Activity Dashboard

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

Automatic Call Distribution

Distribute/route/connect calls

Campaign Management

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

Generative AI

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

Interaction Tracking

Track interaction history by documenting conversations for contacts

Caller ID

Identify the number and contact information of a caller before answering the phone

Call Transfer

Transfers live calls to other agents

Call Disposition

Track and report on call outcomes

Voice Mail

Computer-based system that allows users to send and receive voice messages

Chat/Messaging

Communicate using direct chat or messages within the system

Automatic Outbound Dialer

Dials outbound calls automatically

Call Reporting

Track and report on all incoming and outgoing calls

API

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

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Lead Capture

Automatically identify and save contact information of potential customers

CRM

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

Call List Management

Manage and track all past and future calls.

Progressive Dialer

Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls

Campaign Specific Caller ID

Control the name and number that appears on outbound caller ID

List Management

Manage contacts across multiple mailing lists

Customizable Fields

Customize data fields to support various needs and use cases

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Reporting & Statistics

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

Multi-Channel Communication

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

Alerts/Notifications

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

Multi-Campaign

Manage multiple campaigns in one system

Workflow Management

Create, design and manage workflows for repetitive tasks

Call Logging

Collects essential call data such as call origin, call destination, call length, and other transaction details

Lead Distribution

Route and distribute your leads to third party buyers

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

Inbound Call Center

A call center that primarily receives calls, typically customer service focused

For Sales Teams/Organizations

Caters to sales teams

Data Security

Protect sensitive data for digital privacy

Outbound Call Center

A call center that primarily makes calls, typically sales focused

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Compliance Management

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

Mobile Access

Access software remotely via mobile devices

Email Management

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

Real-Time Analytics

Analyze and gain insights into data in real-time

Email Management

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

API

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

Single Sign On

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

Search/Filter

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

Collaboration Tools

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

Third-Party Integrations

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

Activity Dashboard

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

Canned Responses

Shortcuts for inputting frequently used messages

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Reporting/Analytics

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

Transfers/Routing

Transfer queries and organize messages between agents

Geotargeting

Geographic location of visitors determines behavior of the software

Interaction Tracking

Track interaction history by documenting conversations for contacts

CRM

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

Transcripts/Chat History

View messages sent by both parties during the chat conversation

Document Storage

Store and organize documents in a centralized system

Screen Sharing

Digitally share screen view with others

Contact Management

Manage, organize, and store contact information

Autoresponders

Create and automatically send premade copy in response to customer messages

Multi-Channel Communication

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

Mobile Access

Access software remotely via mobile devices

AI Copilot

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

Offline Form

Form to collect visitor contact information when live chat isn't available

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Support Ticket Management

Allow customers/users to submit support queries and service requests

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Trend Analysis

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

Generative AI

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

Voice Mail

Computer-based system that allows users to send and receive voice messages

SSL Security

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

Caller ID

Identify the number and contact information of a caller before answering the phone

Multi-Channel Communication

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

Activity Tracking

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

Interaction Tracking

Track interaction history by documenting conversations for contacts

Alerts/Notifications

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

Virtual Backgrounds

Upload or use pre-set virtual backgrounds during video meetings

Mobile Access

Access software remotely via mobile devices

Contact Management

Manage, organize, and store contact information

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Call Tracking

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

Call Transfer

Transfers live calls to other agents

Group Messaging

Group messaging lets multiple people carry on a group conversation

Call Recording

Record the audio of phone conversations for quality assurance purposes

AI Copilot

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

Call Monitoring

Listen to live phone conversations for the purpose of training and assessing agent performance

Task Management

Create, manage and track all task activities and progression

SMS Messaging

Send messages via SMS

Reporting & Statistics

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

Activity Dashboard

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

Call Routing

Sends voice calls to a specific queue based on predetermined criteria

Multi-User Collaboration

Two-way actions and communication between multiple users in real time

Single Sign On

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

Chat/Messaging

Communicate using direct chat or messages within the system

Performance Metrics

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

Leave Tracking

Manage and track employee attendance

Call Monitoring

Listen to live phone conversations for the purpose of training and assessing agent performance

AI Copilot

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

For Call Centers

Designed for call centers

Employee Time Tracking

Track and measure time worked for employees

Third-Party Integrations

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

Generative AI

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

Activity Monitoring

Track and report on everything that happens within the system or network

Reporting/Analytics

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

API

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

Call Recording

Record the audio of phone conversations for quality assurance purposes

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Skills Tracking

Track employee skills, competencies, training & qualifications

Activity Tracking

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

Variable Workforce

Utilize third party services to cover unforeseen labor needs

Employee Coaching Tools

Conduct & deliver coaching sessions to improve employee performance or facilitate development

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Online Time Clock

Track/log the amount of time employees worked per job using a timer

Agent Interface

Agents can view and manage all customer requests and interactions.

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Chatbot

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

Reporting & Statistics

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

Autoresponders

Create and automatically send premade copy in response to customer messages

AI Copilot

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

Real-Time Monitoring

Active monitoring of systems, applications, or networks

CRM

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

Gamification

Games or game-like elements to track progress and reward accomplishments

Conversation Intelligence

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

Customizable Fields

Customize data fields to support various needs and use cases

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Key Performance Indicators

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Collaboration Tools

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

Multi-Channel Communication

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

Voice Recognition

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Live Chat

Ability to chat online in real time

Task Automation

Automatically handle routine, repetitive tasks and processes without the need for manual intervention

IVR

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Language Detection

Identify different languages

Multiple Data Sources

Allows users to manage data from a number of sources

Predictive Analytics

Predict future data based on historical data sets

API

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

Alerts/Escalation

System alerts about the need to escalate an issue or request

Data Security

Protect sensitive data for digital privacy

Interaction Tracking

Track interaction history by documenting conversations for contacts

Prioritization

Arrange tasks based on the level of priority or urgency

Secure Data Storage

Securely stores data to prevent data loss or breaches

Macros/Templated Responses

Templated responses for responding quickly to recurring support requests

Performance Metrics

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

Single Sign On

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

Mobile App

Access the system via a mobile application

Reporting/Analytics

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Email Templates

Pre-made examples and templates for emails

Real-Time Notifications

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

Automated Responses

Automatic reply functionality for incoming messages

Data Import/Export

Import and export data to and from software applications

Personalization

Adjust communications based on previous interactions or personal preferences

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Social Media Integration

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

Survey/Poll Management

Create and administer polls and surveys

Live Chat

Ability to chat online in real time

Real-Time Reporting

Active reporting of data and metrics

Support Ticket Tracking

Track the status of support tickets/escalations as they move through the service queue

Knowledge Base Management

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

Customer Complaint Tracking

Track customer complaints from initiation through resolution

Real-Time Notifications

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

Case Management

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

API

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

Collaboration Tools

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

Customizable Templates

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

AI Copilot

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

Data Import/Export

Import and export data to and from software applications

Interaction Tracking

Track interaction history by documenting conversations for contacts

Service Level Agreement (SLA) Management

Set and monitor service level agreements to ensure timely response and resolution

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Issue Management

Identify and respond to unexpected problems or failures (ie. "negative events")

Real-Time Updates

Receive system updates as soon as any changes are made

Corrective and Preventive Actions (CAPA)

Investigate and take action at root cause or error in processes to prevent recurring issues

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Self Service Portal

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

Multi-Channel Management

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

Third-Party Integrations

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

Canned Responses

Shortcuts for inputting frequently used messages

Email Management

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

Customizable Forms

Customize contracts and forms to collect specific information

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Activity Dashboard

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

Prioritization

Arrange tasks based on the level of priority or urgency

Routing

Plan daily routes to optimize employee scheduling and provide directions

Support Ticket Management

Allow customers/users to submit support queries and service requests

Widgets

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

Chat/Messaging

Communicate using direct chat or messages within the system

Alerts/Escalation

System alerts about the need to escalate an issue or request

Activity Tracking

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

SSL Security

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Quality Assurance

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Feedback Management

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

Issue Tracking

Record and follow the progress of every issue

Customizable Branding

Add customized logos and colors to align with company branding

Tagging

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

Customer Service Analytics

Assignment Management

Assign issues and tasks based on availability or required skills

Email Templates

Pre-made examples and templates for emails

Customizable Reports

Alter the layout and content of reports

Reporting/Analytics

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

Reporting & Statistics

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

Forms Management

Store, manage and track all forms in a centralized location

API

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

Alerts/Notifications

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

Call Transfer

Transfers live calls to other agents

Data Import/Export

Import and export data to and from software applications

Call Scripting

Provide agents with a typical response for common call subject matter

Interaction Tracking

Track interaction history by documenting conversations for contacts

Collaboration Tools

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

Call Monitoring

Listen to live phone conversations for the purpose of training and assessing agent performance

Customizable Reports

Alter the layout and content of reports

Contact Management

Manage, organize, and store contact information

Activity Tracking

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

Automatic Call Distribution

Distribute/route/connect calls

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Chatbot

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

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Call Tracking

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

CRM

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

Reporting & Statistics

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

Quality Management

Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.

Agent Interface

Agents can view and manage all customer requests and interactions.

Queue Management

Monitor wait time and abandonment for incoming requests that have not been routed

Customer History

Access previous interactions or concerns to maintain customer relationships

Voice Mail

Computer-based system that allows users to send and receive voice messages

Monitoring

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

Call List Management

Manage and track all past and future calls.

Chat/Messaging

Communicate using direct chat or messages within the system

Workforce Management

A set of processes to optimize the productivity of its employees

Campaign Management

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

AI Copilot

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

Email Management

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

Caller ID

Identify the number and contact information of a caller before answering the phone

Multi-Channel Communication

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

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Chat/Messaging

Communicate using direct chat or messages within the system

Customer Database

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

Customizable Branding

Add customized logos and colors to align with company branding

Call Recording

Record the audio of phone conversations for quality assurance purposes

Autoresponders

Create and automatically send premade copy in response to customer messages

IVR

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Email Management

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

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

SMS Messaging

Send messages via SMS

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Content Management

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

Knowledge Base Management

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

Compliance Management

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

Multi-Language

Manage and support multiple languages

Interaction Tracking

Track interaction history by documenting conversations for contacts

Third-Party Integrations

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

Social Media Integration

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Customer History

Access previous interactions or concerns to maintain customer relationships

Activity Dashboard

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

AI Copilot

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

Video Support

Supports various video file formats

CRM

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

Inbox Management

Organize, prioritize, and manage incoming communications

API

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

Alerts/Notifications

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

Feedback Management

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

Reporting & Statistics

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

Collaboration Tools

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

Activity Tracking

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

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##### Categories on G2

[Live Chat](https://www.g2.com/categories/live-chat)[UCaaS Platforms](https://www.g2.com/categories/ucaas-platforms)[Customer Self-Service](https://www.g2.com/categories/customer-self-service)

[Live Chat](https://www.g2.com/categories/live-chat)[UCaaS Platforms](https://www.g2.com/categories/ucaas-platforms)[Customer Self-Service](https://www.g2.com/categories/customer-self-service)[Help Desk](https://www.g2.com/categories/help-desk)[Conversational Support](https://www.g2.com/categories/conversational-support)[Social Customer Service](https://www.g2.com/categories/social-customer-service)[Digital Customer Service Platforms](https://www.g2.com/categories/digital-customer-service-platforms)[Customer Communications Management](https://www.g2.com/categories/customer-communications-management)[Auto Dialer](https://www.g2.com/categories/auto-dialer)[Contact Center](https://www.g2.com/categories/contact-center)[Complaint Management](https://www.g2.com/categories/complaint-management)[Contact Center Workforce](https://www.g2.com/categories/contact-center-workforce)

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