[ SearchU... Reviews ](https://www.g2.com/products/searchunify/reviews) [ SearchU... Reviews ](https://www.g2.com/products/searchunify/reviews) # SearchUnify Features ##### ## 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 Show More ##### ## 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 Show More ##### ## Administration (6) Database Management Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable. Data Workflows Operationalizes data delivery workflows to easily scale repeatable preparation needs Issue Management Provide workflows to create and escalate issues related to risks and requests Integrations Integrates with live chat, chatbots, help desk, or other customer service software User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took Show More ##### ## Compliance (4) Policies and Controls Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. Data Governance Ensures user access management, data lineage, and data encryption Compliance Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA. Auditing Perform ad-hoc or ongoing IT audits at different levels of the company. Show More ##### ## Data Security (4) Risk Data Attributes Identify risk data attributes such as description, category, owner, or hierarchy. Data Transport Protects data with some form of encryption as it leaves your secure or local network. Access Management Allows administrators to set user access privileges to permit approved parties to access sensitive data. Multi-Factor Authentication Requires a second level of authentication, such as sms messaging or customized tokens, to access data. Show More ##### ## Knowledge Pages (12) Templates Provides pre-made templates for wiki pages and knowledge articles. In-Content Feedback Allows users to leave feedback within a wiki page or knowledge article. Versioning and Version History Allows users to see version history and return to previous versions of wiki pages. Decision Trees Displays knowledge articles to be arranged in a decision tree. Duplicate Detection Detects any creation of already existing knowledge pages and alerts user Content Editor Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio WYSIWYG Editor What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Rich Text Editor Input different types of content and edit text formats, fonts, font sizes, and colors Drag & Drop Editor Editing tool that allows users to drag and drop images, icons, widgets, or other components Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Surveys & Feedback Gauge satisfaction and receive information for improvement and success Pre-built Templates Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Show More ##### ## Knowledge Dissemination (15) Page Analytics Provides data on wiki page and knowledge article use. Permissions Allows administrators to provide permissions and gate pieces of content based on role. Knowledge Sharing Offers additional tools that facilitate knowledge sharing and collaboration. Notifications Notifies users when changes occur. Advanced Search Offers AI-based search capabilities Browser Extension Allows users to capture knowledge from the web Organization Allows knowledge pages to be organized into sections and subsections as needed Other Integrations Integrated with other tools to faciliate the sharing of information Knowledge Integrations Integrates with other knowledge repositories in the business Full Text Search Search for specific words or phrases within a document or database Web Notifications Set-up notifications and alerts for web browsers and apps. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Website Integration Seamlessly integrates with 3rd party websites Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Knowledge Management (3) Knowledge Base Enables the creation of an internal repository of knowledge articles Publishing Workflows Provides workflows for writing, editing, approving, and publishing knowledge article content Analytics Helps users understand which knowledge articles are working and identifies areas of improvement Show More ##### ## Customer Support (3) Intelligent Search Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query Suggestions Analyzes customer support tickets or conversations to suggest relevant knowledge articles Decision Trees Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues Show More ##### ## Compatibility (3) Federated Search Ability to search across different data sources, such as databases, intranets, and applications. File Types Offers search for a variety of file types. Global Language Support Ability to search in multiple languages without any additional work required. Show More ##### ## Search Queries (6) Typo Tolerance Ability of search to handle typos. Faceted Search Allows the end user to filter and refine search results. Synonyms Ability to define synonyms for search terms. Highlighting Allows the user to see highlighted results to see which words or phrases match the search query. Natural Language Allows the user to search in a natural, intuitive manner. Full Text Search Search for specific words or phrases within a document or database Show More ##### ## Functionality (5) Personalization Gives the user targeted, personalized results based on their activity or preferences. Search Analytics Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc. Integrations Ability to plug the search capabilities into other applications or tools. Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Real-Time Analytics Analyze and gain insights into data in real-time Show More ##### ## Responses (4) Personalization Provides personalized responses to interlocator based on segmentation or past responses. Route To Human Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had. Natural Language Understanding (NLU) Can have a natural, human-like conversation with an interlocator. Multi-Language Manage and support multiple languages Show More ##### ## Platform (5) Conversation Editor Allows business to edit conversations to meet the unique needs of one's business. Integration Gives users the ability to update systems, like CRM, based on conversations. Human-In-The-Loop Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants. Drag & Drop Editor Editing tool that allows users to drag and drop images, icons, widgets, or other components Human-in-the-loop (HITL) Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. Show More ##### ## Generative AI (6) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Automation - AI Agents (7) Sales Follow-Up Allows users to automate responses to customer inquiries across various channels. Customer Interaction Automation Allows users to automate responses to customer inquiries across various channels. Lead Generation Allows users to automate the process of generating and qualifying sales leads. Document Processing Allows users to automate the handling, processing, and management of documents. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Natural Language Processing Process and analyze human language in text or audio form Simulation and Scenario Generation Generative AI can generate synthetic data and simulate scenarios for training and testing purposes. Show More ##### ## Autonomy - AI Agents (4) Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. Adaptive Responses Allows the AI agent to learn from interactions and adapt its responses accordingly. Task Execution Provides the AI agent the ability to execute tasks without requiring constant user input. Problem Solving Allows the AI agent to identify and resolve issues without user intervention. Show More ##### ## Agentic AI - Enterprise Search Software (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 Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Agentic AI - Bot Platforms (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Knowledge Base (4) 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 Multi-Language Manage and support multiple languages Show More ##### ## 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 Show More ##### ## AI powered search - Enterprise Search Software (4) Generative RAG (Retrieval augmented generation) Embed generative (RAG) capabilities for enhanced answer generation using retrieved content Relevance Tuning Allow tuning relevance and ranking through machine-learning or Learning-to-Rank models NLP & Semantic search Enable the system to understand and interpret natural-language queries Fuzzy Search Show More ##### ## Compatibility - Enterprise Search Software (3) File Types Offers search for a variety of file types. Federated Search Ability to search across different data sources, such as databases, intranets, and applications. Global Language Support Ability to search in multiple languages without any additional work required. Show More ##### ## Functionality - Enterprise Search Software (3) Personalization Gives the user targeted, personalized results based on their activity or preferences. Search Analytics Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc. Integrations Ability to plug the search capabilities into other applications or tools. Show More ##### ## Search Queries - Enterprise Search Software (4) Highlighting Allows the user to see highlighted results to see which words or phrases match the search query. Faceted Search Allows the end user to filter and refine search results. Typo Tolerance Ability of search to handle typos. Synonyms Ability to define synonyms for search terms. Show More ##### ## Additional Functionality (132) Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components API Application programming interface that allows for integration with other systems/databases Customizable Branding Add customized logos and colors to align with company branding SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Real-Time Reporting Active reporting of data and metrics 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 Widgets An extended application or connector that enables users to perform additional services with their current set of tools Mobile Interface A way of interacting with a mobile application using items such as windows, icons, and menus Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Online Forums Email Alerts Receive and/or send email notifications for urgent updates, requests, or other information Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Mobile Alerts Notifications via mobile devices Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Document Storage Store and organize documents in a centralized system User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Live Chat Ability to chat online in real time Chatbot AI-based platform which conducts a conversation via auditory or textual methods Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Wiki An informational database that allows users to add, delete, or revise content Text Editing Edit text as needed SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Customizable Reports Alter the layout and content of reports Customizable Fields Customize data fields to support various needs and use cases Data Import/Export Import and export data to and from software applications Single Sign On Allow users to access multiple services after entering their login credentials once Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 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 Activity Tracking Track and document all activities across devices, networks, and other systems Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Calendar Management Track and manage schedules and meetings via an integrated calendar Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Document Management Store, manage, and track all electronic documents in a centralized location Agent Collaboration Multiple agents work together, share tasks, and coordinate to achieve common goals. Data Governance Collection of processes, policies, and standards to manage the storage & usability of enterprise data Prompt Engineering Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service For No-Code Development Build applications without the use of code Version Control Track revisions and updates made to files and navigate between different versions Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Dynamic Modeling Model the varying behavior of a system over time through diagrams API Application programming interface that allows for integration with other systems/databases Memory Management Store and save retrievable data Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Scalability Manage a growing amount of work to meet increased demand without compromising performance Cost Management Manage budgets, track and optimize spending and align capacity to workload demand Scheduling Plan availability and assign specific time slots for tasks and resources Natural Language Interface Interact with agents using conversational language Access Controls/Permissions Define levels of authorization for access to specific files or systems Multiple LLM Models Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more Integration Management Identify which applications need to exchange data and enable these data connections Customizable Frameworks Flexible architecture allowing tailored configurations Pre-built Templates Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Analytics Tools for the systematic analysis of various types of data or statistics Intent Recognition Helps understand a user's intentions/actions Contextual Guidance Interprets what a user is doing based on context and helps guide them through the process. Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Attended Automation Bots that work alongside humans on tasks that cannot be fully automated Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components For Sales/Marketing Used as a promotional or demonstration tool in sales and marketing presentations Generative AI Use AI to generate content in the form of text, images, videos, etc. Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Deep Learning Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data. Code-free Development Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Automated Responses Automatic reply functionality for incoming messages Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Transfers/Routing Transfer queries and organize messages between agents Personalization Adjust communications based on previous interactions or personal preferences Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Virtual Personal Assistant (VPA) Program systems that assist users with their daily administrative responsibilities Chatbot AI-based platform which conducts a conversation via auditory or textual methods Speech Recognition Train your system to interpret and transcribe voice messages Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Task Management Create, manage and track all task activities and progression Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Configurable Workflow Configure existing workflows to meet your organization's needs Unattended Automation Automate processes from start to finish without human assistance Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Proactive Error Detection Managing and resolving errors that occur during program execution to maintain stability Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Data Import/Export Import and export data to and from software applications Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Data Storage Management Manage and store data in a database Single Sign On Allow users to access multiple services after entering their login credentials once AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Multiple Data Sources Allows users to manage data from a number of sources Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Forecasting Form predictions based on past and present data/trends Metadata Management Collect and maintain structured information that describes data or content File Management Create, save, and store files Text Analysis Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Indexing Compile and organize data into specific metrics Autocomplete Autocompletion of a word or phrase that the user is typing For eCommerce Intended to be used by online stores Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Query Suggestions See options for potential search queries within the system Document Management Store, manage, and track all electronic documents in a centralized location Access Controls/Permissions Define levels of authorization for access to specific files or systems Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Generative AI Use AI to generate content in the form of text, images, videos, etc. Task Management Create, manage and track all task activities and progression Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Data Capture and Transfer Import, collect, and capture data from multiple sources Data Visualization Graphical representation of data Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges For Enterprises Designed for large businesses User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Show More ## 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