RingEX Features
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Basic Communication (11)
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Phone Calls
Enables users to place phone calls over the internet.
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Video Calls
Enables users to place video calls over the internet.
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Instant Messaging
Enables users to send instant messages over the internet.
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Screen Sharing
Enables users to share screens over the internet.
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Conference Calls
Enables multiple users to make phone or video calls over the internet at once.
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Desk-to-Desk Calls
Enables users to contact one anothers through mobile phones and landlines.
SMS Messaging
Send messages via SMS
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Chat/Messaging
Communicate using direct chat or messages within the system
Video Call Recording
Record and playback video calls
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
SIP Trunking
Enables the connectivity to send and receive calls over the internet
Advanced Features (3)
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Hold Music
Offers users the option to play music for contacts who are on hold.
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Automated Attendants
Offers users the option to set up an automated attendant to field calls and information when employees are unavailable.
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VOiP Number
Offers users a unique number that can be dialed from anywhere.
Access (3)
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Software Pairing
Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365.
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Browser Extension
Allows users to download the tool along as an extension to their browser of choice.
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Individual Download
Requires users download the software on its own.
Documents (6)
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Document Signature
Recipients can electronically sign documents when they are sent.
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Storage
Ability to store an unlmited amount of faxes.
Fax to Email
Receive faxes directly in the email account
Document Storage
Store and organize documents in a centralized system
Secure Data Storage
Securely stores data to prevent data loss or breaches
Electronic Signature
Digitally sign online documents
Sending (16)
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Fax Number
Chose between a local, international or toll-free number to send faxes from.
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Existing Numbers
Integrate your existing fax number with the software.
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Cross-Platform Sending
Send a fax from the platform, a mobile app, or an email account.
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Unlimited Sending
Ability to send an unlmited amount of faxes from your account.
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Contact Management
Ability to store and manage your addess book within the platform.
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Alerts
Recieve notifications of new faxes on any platform.
Print Management
Helps control, track and monitor printing processes
File Management
Create, save, and store files
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Email Management
Manage, store and organize emails within the system or via third-party apps
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Email to Fax
Send and receive emails by electronic fax
Fax Management
Host Tools (4)
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Customizable Branding
Add customized logos and colors to align with company branding
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Role-based Access
Allows hosts to gate access to specific tools based on role.
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Recording
Allows hosts to record webinars for later viewing.
Mobile Access
Access software remotely via mobile devices
Attendee Tools (3)
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Registration
Allows attendees to register for webinar attendance within the application.
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Attendee Live Chat
Allows attendees to interact with one another via chat in real time.
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Polls and Surveys
Allows attendees to participate in polls and surveys posted by the host.
Post-Event Tools (2)
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Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
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Attendee Reports
Consolidates attendee information for analysis.
Integrations (2)
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Social Media Integration
Integrates with social media sites to allow for streaming across sites.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Call Analytics (7)
Call Recording
Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Lead Qualification
Leverages analytics to qualify and score calls in real time
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Real-Time Data
Receive data and information in real time
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Artificial Intelligence - Conversation Intelligence (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Transcribes sales calls from speech to text
Sentiment Analysis
Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation
Quality Assurance (3)
Evaluation
Provides tools for evaluating customer interactions
Calibration
Offers features for maintaining fair and consistent scoring
Reports
Generates quality and performance reports
Engagement (4)
Feedback
Tools for providing personalized feedback and coaching sessions
Dashboards
Provides a centralized dashboard for agents to view their scores and feedback
Training
Tools for educating and training agents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Performance (2)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Compliance
Helps ensure customer privacy and data protection
Features (14)
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Voicemail to Email
Transcribes voice messages to email.
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File Sharing
Includes a way to easily share files between users.
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Voice Conferencing
Allows multi-participant phone conferences.
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Video Conferencing
Can host video conferences.
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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
Extensions (2)
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Native VoIP
Contains its own IP telephony system.
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CCaaS Option
Is also able to serve as contact center software.
Collaboration Tools (8)
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Screen Sharing
Able to share your desktop screen or an application with the rest of the conference.
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Presentations
Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference.
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Whiteboarding
Provides a virtual whiteboard for collaborative use.
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Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
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Hand Raising
Allows conference participants to notifiy conference hosts when they want to speak.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Private Chat
Send messages to selected individual(s) from the entire audience
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Meeting Coordination (9)
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Scheduling
Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software.
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Video Call Recording
Record and playback video calls
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Participant Permissions
The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group.
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One-Click Join
Allows users to join a conference without requiring a download or a sign-in
Video Streaming
Allows users to view videos without downloading media files
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Event Scheduling
Plan an event's time and location
Software Type (3)
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Mobile
Offers a mobile app or mobile optimized website to video conference from smartphones or tablets.
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Browser Application
Conferences can be launched within a browser without requiring a user to download an application to their desktop.
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Desktop Application
Software is available as a downloadable desktop application.
Platform (13)
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Mobile Access
Allows users to access the software using mobile devices.
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Queue Management
Provides queue management in case of increase in case/call inflow.
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Call Routing
Allows distribution of incoming calls to agents.
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Call Back
Allows users to request a call back.
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IVR
Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.
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Automatic Call Distribution
Allows automatic distribution of incoming calls to the agents.
Call Transfer
Transfers live calls to other agents
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.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Survey/Poll Management
Create and administer polls and surveys
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call List Management
Manage and track all past and future calls.
Workforce Management (4)
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Call Monitoring
Allow managers/supervisors to monitor calls for quality assurance purposes.
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Performance Evaluation
Allows managers/supervisors to evaluate the performance of agents.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Administrative (4)
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Call Recording
Allows supervisors/managers to record and review telephone conversations of agents.
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Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Call Reporting
Track and report on all incoming and outgoing calls
Real-Time Reporting
Active reporting of data and metrics
Generative AI (11)
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.
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.
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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 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.
Basic Communication - Cloud PBX (11)
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Call Management
Supports incoming calls, call forwarding, transferring and conferencing.
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Communication Management
Can handle voicemail, instant messaging, screen sharing, video calls, text messages or other forms of communication for the business.
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Scalability
Scales to add additional phone capacity in order to accommodate growth in an organization.
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Integrations
Integrates with business tools such as CRMs, APIs, browsers, business music and more.
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Mobile Accessibility
Able to connect with employee's mobile devices for further ease of access.
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Accessibility
Accessible from any location with wifi connection via cloud infrastructure.
Contact Management
Manage, organize, and store contact information
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Call List Management
Manage and track all past and future calls.
Fax Management
Advanced Features - Cloud PBX (5)
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Security and Compliance
Ensures security of voice communications with encryption for calls.
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Analytics and Reporting
Provides call analytics based on data such as call volumes, durations, and other metrics.
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Support and Reliability
Provides virtual technical support for business communication services for improving phone performance.
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Automated attendant
Offers an automated attendant to field calls when employees are unavailable.
Real-Time Analytics
Analyze and gain insights into data in real-time
Platform Basics - VoIP Providers (18)
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PBX systems, VoIP Softphone
Contains PBX & VoIP softphone that can be used within the VoIP business system.
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Call Management
Manages incoming calls with features such as call forwarding, transferring, and routing.
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Network monitoring
Supports real-time network monitoring via dashboards and alerts to identify and resolve issues.
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Integrations
Enables integrations with communication and CRM platforms.
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Virtual PBX
Provides compatibility with both hosted and virtual PBX solutions.
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SIP trunking services
Supports SIP trunking services for local and long-distance calls.
Contact Management
Manage, organize, and store contact information
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Fax Management
Call List Management
Manage and track all past and future calls.
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
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
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Workflow Management
Create, design and manage workflows for repetitive tasks
Call Center Integration
Integration with third-party call center software
Agentic AI - Webinar (5)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Call Center Infrastructure (CCI) (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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
Multi-Language
Manage and support multiple languages
Agentic AI - Sales Coaching (6)
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
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Conversation Intelligence (9)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Forecasting
Form predictions based on past and present data/trends
Agentic AI - Video Conferencing (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Agentic AI - VoIP Providers (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Online Fax (5)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
Active Directory Integration
Integrates with Active Directory
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
File Transfer
Move files across different systems or networks
Agentic AI - UCaaS Platforms (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (427)
Live Chat
Ability to chat online in real time
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Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Customizable Reports
Alter the layout and content of reports
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Automatic Call Distribution
Distribute/route/connect calls
Real-Time Data
Receive data and information in real time
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Employee Directory
Access names, contact information, and roles of employees in a centralized repository
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
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Call Scripting
Provide agents with a typical response for common call subject matter
Real-Time Reporting
Active reporting of data and metrics
Call Recording
Record the audio of phone conversations for quality assurance purposes
Real-Time Analytics
Analyze and gain insights into data in real-time
Virtual Call Center
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Auto-Dialer
System that automatically dials calls
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Call Transfer
Transfers live calls to other agents
Call Reporting
Track and report on all incoming and outgoing calls
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Voice Mail
Computer-based system that allows users to send and receive voice messages
Caller ID
Identify the number and contact information of a caller before answering the phone
Customizable Caller ID
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Mobile Access
Access software remotely via mobile devices
Callback Scheduling
Schedules callback times
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
API
Application programming interface that allows for integration with other systems/databases
Interaction Tracking
Track interaction history by documenting conversations for contacts
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Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Video Conferencing
Connect with meeting participants remotely over video
Call Conferencing
Facilitate virtual conferences that connect multiple people remotely
Call Disposition
Track and report on call outcomes
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Spam Blocker
Filters used to determine different types of malware threats
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Caller Profiles
Store caller information within an accessible database
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
VoIP Connection
Place/receive calls through voice over IP connection
Conferencing
Text to Speech
Turns text into natural sounding speech
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
VoIP
Call Queues
Place callers on hold sorted in line based on the order of the incoming calls until the next available agent can pick up the call
Call Screening
View caller ID details such as name and number and determine how to respond by prioritizing or blocking it
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Online Voice Transmission
Transmit voice and other information digitally
Unified Communications
Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration
Voicemail Transcription
Transcribe voicemail audio messages to written text that is sent over email
Video Support
Supports various video file formats
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Security
Protect sensitive data for digital privacy
Document Storage
Store and organize documents in a centralized system
Document Management
Store, manage, and track all electronic documents in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Branding
Add customized logos and colors to align with company branding
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Conferencing
Breakout Rooms
Sub-room created within virtual meeting/class
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Mobile Access
Access software remotely via mobile devices
Video Conferencing
Connect with meeting participants remotely over video
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Transfer
Move files across different systems or networks
Email Reminders
Reminders sent via email
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Microsoft Outlook Integration
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Auto Framing
Detect speech to highlight frame subjects
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Automatic Transcription
Use AI to convert voice into text automatically
Two Way Audio & Video
Presenter can see and hear participants and vice versa.
User Profiles
Profiles of users providing basic information
Video Management
Store and manage online video content
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Event Management
Schedule and manage the logistics of activities and other gatherings
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
HD Audio/Video
High-definition audio and/or video capabilities
Presentation Tools
Share and present designs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Keyword Filtering
Monitor and collect information from social media based on specific keywords
Natural Language Processing
Process and analyze human language in text or audio form
For Contact Centers
Designed for contact centers.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Automatic Transcription
Use AI to convert voice into text automatically
Playbooks
Tactical guides providing information and instructions for teams to navigate through tasks and processes
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Text Mining
Transforming unstructured text into a structured format to identify meaningful patterns and new insights
Trend/Problem Indicators
Visually identify direction of development and areas that require attention
Notes Management
Allow users to create, edit, and sort multiple notes
Retention Tracking
Measures the retention rate and satisfaction of customers.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
API
Application programming interface that allows for integration with other systems/databases
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Intent Recognition
Helps understand a user's intentions/actions
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Prioritization
Arrange tasks based on the level of priority or urgency
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gamification
Games or game-like elements to track progress and reward accomplishments
Automatic Transcription
Use AI to convert voice into text automatically
Call Recording
Record the audio of phone conversations for quality assurance purposes
Sales Reports
Reports specific to sales analysis for trends and strategies
Real-Time Analytics
Analyze and gain insights into data in real-time
Commenting/Notes
Leave comments and notes on documents for others to view
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Video Conferencing
Connect with meeting participants remotely over video
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Workflow Management
Create, design and manage workflows for repetitive tasks
Learning Management
Organize and track educational activities
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Training Management
Track employee/learner's progression through training programs
Document Management
Store, manage, and track all electronic documents in a centralized location
Content Library
Centralized repository to store content and assets
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Live Chat
Ability to chat online in real time
Call Transfer
Transfers live calls to other agents
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Call Tagging
Highlight specific time marks for annotation and review purposes
Call List Management
Manage and track all past and future calls.
Real-Time Analytics
Analyze and gain insights into data in real-time
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
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
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Automatic Call Distribution
Distribute/route/connect calls
Activity Tracking
Track and document all activities across devices, networks, and other systems
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Scheduled Recording
Automatically record calls at predetermined times
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
File Transfer
Move files across different systems or networks
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
Call Transcription
Voice conversion to text
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call Disposition
Track and report on call outcomes
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Contact Management
Manage, organize, and store contact information
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Voice Mail
Computer-based system that allows users to send and receive voice messages
Caller ID
Identify the number and contact information of a caller before answering the phone
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Recording
Record live video calls to play later
Auto-Dialer
System that automatically dials calls
Chat/Messaging
Communicate using direct chat or messages within the system
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Customizable Reports
Alter the layout and content of reports
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Conferencing
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Interaction Tracking
Track interaction history by documenting conversations for contacts
Predictive Analytics
Predict future data based on historical data sets
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Audio Capture
Record audio or import/upload audio files
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Self-Service Search
Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support
Natural Language Processing
Process and analyze human language in text or audio form
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Automatic Transcription
Use AI to convert voice into text automatically
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Request Assignment
Speech-to-Text Analysis
Analyze, correct, and monitor speech for transcriptions or recordings
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Call Recording
Record the audio of phone conversations for quality assurance purposes
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Language
Manage and support multiple languages
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Data Security
Protect sensitive data for digital privacy
Call Scripting
Provide agents with a typical response for common call subject matter
Customer Service Analytics
Quality Assurance
Systematic evaluation of various aspects of a project or service to prevent defects or issues
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Categorization/Grouping
Organize and group data or items based on various criteria
Language Detection
Identify different languages
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
Virtual Extensions
Call Disposition
Track and report on call outcomes
Customizable Caller ID
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
SMS Messaging
Send messages via SMS
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Call Recording
Record the audio of phone conversations for quality assurance purposes
Conferencing
Call Transfer
Transfers live calls to other agents
Callback Scheduling
Schedules callback times
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Automatic Call Distribution
Distribute/route/connect calls
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
Real-Time Updates
Receive system updates as soon as any changes are made
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
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
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Voice Mail
Computer-based system that allows users to send and receive voice messages
Video Conferencing
Connect with meeting participants remotely over video
Caller ID
Identify the number and contact information of a caller before answering the phone
SIP Trunking
Enables the connectivity to send and receive calls over the internet
For Cloud Phone Systems
For Cloud-based phone system that sends and receives calls via the internet.
Ring Groups
Full Text Search
Search for specific words or phrases within a document or database
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Delivery Tracking
Track item deliveries through dispatch notifications, status and location tracking, and ETA updates
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
FoIP
Send/receive faxes through fax over IP connection
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
SMS Messaging
Send messages via SMS
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Whitelisting/Blacklisting
Control system access and/or deliverability for applications and email addresses
Status Tracking
Track the status over time for a request, process, asset, or transaction
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Encryption
Convert data into a code for security
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Electronic Faxes
Create, edit, preview, and send faxes electronically
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Voice Mail
Computer-based system that allows users to send and receive voice messages
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
Caller ID
Identify the number and contact information of a caller before answering the phone
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Activity Tracking
Track and document all activities across devices, networks, and other systems
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Employee Coaching Tools
Conduct & deliver coaching sessions to improve employee performance or facilitate development
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Customer Surveys
Tool to send questionnaires to customers to gauge feedback
Agent Interface
Agents can view and manage all customer requests and interactions.
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Employee Reward Programs
Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs
Workforce Management
A set of processes to optimize the productivity of its employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Video Conferencing
Connect with meeting participants remotely over video
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
KPI Monitoring
Tracking the status of previously identified performance measurements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Contact Management
Manage, organize, and store contact information
Multiple Scoring Models
Create multiple models or equations for generating scores
Real-Time Updates
Receive system updates as soon as any changes are made
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Recording
Record the audio of phone conversations for quality assurance purposes
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Screen Recording
Record and save a video file of what is happening on a computer screen
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Chat/Messaging
Communicate using direct chat or messages within the system
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Customer History
Access previous interactions or concerns to maintain customer relationships
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Analytics
Analyze and gain insights into data in real-time
Phone Key Input
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
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
Activity Tracking
Track and document all activities across devices, networks, and other systems
Live Chat
Ability to chat online in real time
Call Scripting
Provide agents with a typical response for common call subject matter
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Voice Mail
Computer-based system that allows users to send and receive voice messages
Voice Customization
API
Application programming interface that allows for integration with other systems/databases
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
SMS Messaging
Send messages via SMS
Callback Scheduling
Schedules callback times
Caller ID
Identify the number and contact information of a caller before answering the phone
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Auto-Dialer
System that automatically dials calls
Pre-recorded Messages
Set of pre-recorded messages for candidates that can be shared before, during and after the video interview
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Multiple Scripts
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Disposition
Track and report on call outcomes
Electronic Hand Raising
Participants can alert the host if they have a question when they are muted
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
On-Demand Webinars
Allow users to schedule a webinar with registration and record the webinar automatically in the cloud.
Email Reminders
Reminders sent via email
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Social Promotion
Market event via social media tools
Audience Engagement
Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Contact Management
Manage, organize, and store contact information
Quizzes
Brief assessments used to measure knowledge and skills
Video Support
Supports various video file formats
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Real-Time Data
Receive data and information in real time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Breakout Rooms
Sub-room created within virtual meeting/class
Video Conferencing
Connect with meeting participants remotely over video
Event Management
Schedule and manage the logistics of activities and other gatherings
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
API
Application programming interface that allows for integration with other systems/databases
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Screen Sharing
Digitally share screen view with others
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Multi hosts
Allow multiple participants to present/co-host.
Event Scheduling
Plan an event's time and location
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Document Storage
Store and organize documents in a centralized system
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Video Streaming
Allows users to view videos without downloading media files
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