[
Sprinkl... Reviews
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[
Sprinkl... Reviews
](https://www.g2.com/products/sprinklr-service/reviews)

# Sprinklr Service Features

##### 
## Platform (16)

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

Live chat

Provide tools for live chat on one's website.

Integrations

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

Branding

Has the ability to customize look and feel of chatbot to match` company branding.

Analytics

Gives user the ability to analyze conversations with the chatbot and see its performance.

A/B testing

Allows users to test the efficacy of various responses through A/B testing.

Role-based access

Allows for varying access to chatbot and admin settings, depending on user, their role, etc.

Collection of information

Can collect and store information from interlocators, such as email, phone number, etc.

Augmented Analytics

Analyze data and automatically generate insights using AI/ML technologies

Proactive Chat

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

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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 (6)

Customization

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

Conversation Archiving

Archives conversations in a separate location for later reference.

Lead Development

Enables employees to denote potential customers.

Knowledge Base

Establishes a knowledge base for employee reference during conversations.

Team Inbox

Provides a central location for help requests, helping employees respond sooner.

Customer Profiles

Allows for the creation of profiles for contacts and customers.

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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 (10)

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.

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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##### 
## Administration (12)

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

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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##### 
## 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.

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##### 
## Data Security (5)

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.

Data Security

Protect sensitive data for digital privacy

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##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## 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

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##### 
## Performance (2)

Third-Party Integrations

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

Compliance

Helps ensure customer privacy and data protection

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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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##### 
## 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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##### 
## 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

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##### 
## 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

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##### 
## Responses (5)

Customization

Customize your chat workflows with rules and automations.

Control

Control who the chatbot converses with (and when).

Route To Human

Has the ability to connect interlocator with a human agent when the need arises.

Menu bars

Can provide interlocators with menus, through which they can choose a relevant response.

Drip sequences

Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.

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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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##### 
## Generative AI (26)

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

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

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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.

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.

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 Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text-to-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 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.

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 Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## Automation (3)

Customer Interaction Automation

Allows users to automate responses to customer inquiries across various channels.

Feedback Collection

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Document Processing

Allows users to automate the handling, processing, and management of documents.

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##### 
## Autonomy (4)

Independent Decision Making

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Adaptive Responses

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Task Execution

Provides the AI agent the ability to execute tasks without requiring constant user input.

Problem Solving

Allows the AI agent to identify and resolve issues without user intervention.

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##### 
## Customer Query Resolution - AI Customer Support Agents (5)

Automated Ticket Resolution

Allows the AI agent to autonomously resolve customer queries without human intervention.

Contextual Response Generation

Enables the AI agent to provide accurate answers based on the context of customer inquiries.

Sentiment Analysis

Allows the AI agent to analyze customer sentiment and adjust responses accordingly.

Knowledge Base Utilization

Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.

Multilingual Support

Provides users the ability to interact with the AI agent in multiple languages for global support.

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##### 
## Customer Interaction Automation - AI Customer Support Agents (4)

Proactive Customer Outreach

Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.

Feedback Collection

Provides users the ability to automate gathering and analyzing customer feedback after interactions.

Escalation Handling

Allows the AI agent to identify when issues require human intervention and escalate them appropriately.

Workflow Optimization

Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.

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##### 
## Conversational AI - Conversational Commerce Platforms (5)

AI chatbots

Allow Gen AI powered chatbots to provide intelligent responses and tailored product recommendations.

Messaging and Notifications

Trigger messages based on specific customer actions such as personalized messages, promotions or cart abandonment.

AI agents

Use Agentic AI to deliver superior customer engagement through human-like conversations.

Voice assistants

Allow users to use voice assistants, such as Alexa, Google Assistant, and Siri to shop using voice commands.

Communication apps

Enable users to engage in communication apps such WhatsApp, Facebook Messenger, Instagram, WeChat etc.

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##### 
## Platform integration - Conversational Commerce Platforms (4)

Ecommerce stores

Allow integration with e-commerce stores to import products, manage inventory and get order notifications.

Sales channels

Add conversational commerce functionality across various sales channels and customer touchpoints.

Payment Platform

Integrate with payment platform for accepting payments from the chat interface

Internal tools

Integrate with CRM, POS or any marketing marketing tools for sending discounts, offers, recommendations and personalized campaigns.

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##### 
## Analytics and Reporting - Conversational Commerce Platforms (2)

Conversational analytics

Provide insights into customer behavior, sales trends, and chatbot performance.

Advance reporting

Track KPIs like customer satisfaction, conversion rates, and overall sales driven by conversational channels.

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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 - 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

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##### 
## Additional Functionality (275)

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

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

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

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

Customer Surveys

Tool to send questionnaires to customers to gauge feedback

Lead Qualification

Score a lead on their quality or likelihood to buy based on certain behaviors

Transcripts/Chat History

View messages sent by both parties during the chat conversation

Language Detection

Identify different languages

Pre-Configured Bot

Existing bot models for AI-based tools commonly used for auditory and textual conversation methods

Lead Capture

Automatically identify and save contact information of potential customers

Code-free Development

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

Natural Language Processing

Process and analyze human language in text or audio form

Multi-Language

Manage and support multiple languages

For Sales/Marketing

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

Contextual Guidance

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

Automated Responses

Automatic reply functionality for incoming messages

Customer Support

Provide online support for your customers through live chat or help desk functionality

Chatbot

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

Intent Recognition

Helps understand a user's intentions/actions

Sentiment Analysis

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

Customer Experience Management

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

Query Suggestions

See options for potential search queries within the system

Transfers/Routing

Transfer queries and organize messages between agents

AI Copilot

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

Canned Responses

Shortcuts for inputting frequently used messages

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Multi-Channel Communication

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

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

Show More

##### 
## Dashboard (1)

Dashboard

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

Show More

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

Speech Recognition

Train your system to interpret and transcribe voice messages

Show More

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

Compliance Management

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

Show More

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

Autonomous Task Execution

Completes tasks independently without constant human intervention

Show More

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

Sentiment Analysis

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

Show More

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

Third-Party Integration

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

Show More

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

Human-in-the-loop (HITL)

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

Show More

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

Agentic Task Execution

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

Show More

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

Natural Language Processing

Process and analyze human language in text or audio form

Show More

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

Conversational AI

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

Show More

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

Performance Metrics

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

Show More

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

Interaction Tracking

Track interaction history by documenting conversations for contacts

Show More

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

Knowledge Base Management

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

Show More

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

CRM Integration

Integration with third-party CRM systems

Show More

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

Inquiry Routing

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

Show More

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

Contextual Guidance

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

Show More

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

Communications Management

Record and track all relevant internal and external communications

Show More

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

Proactive Chat

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

Show More

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

Ticket Management

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

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[SLA management](/glossary/sla-management)

SLA management is the process of ensuring that all the services and procedures of a business align with the service level agreement (SLA). Learn more about why SLA management is essential, the benefits it offers, and which best practices are appropriate for it.

[Call Recording](/glossary/call-recording-definition)

What is call recording and why is it important as a software feature? Our G2 guide can help you understand call recording and popular software with call recording features.

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##### Categories on G2

[
Conversation Intelligence
](https://www.g2.com/categories/conversation-intelligence)[
Live Chat
](https://www.g2.com/categories/live-chat)[
AI Customer Support Agents
](https://www.g2.com/categories/ai-customer-support-agents)

[
Customer Self-Service
](https://www.g2.com/categories/customer-self-service)[
Chatbots
](https://www.g2.com/categories/chatbots)[
Help Desk
](https://www.g2.com/categories/help-desk)[
Social Customer Service
](https://www.g2.com/categories/social-customer-service)[
Digital Customer Service Platforms
](https://www.g2.com/categories/digital-customer-service-platforms)[
Contact Center
](https://www.g2.com/categories/contact-center)[
Contact Center Quality Assurance
](https://www.g2.com/categories/contact-center-quality-assurance)[
Contact Center Knowledge Base
](https://www.g2.com/categories/contact-center-knowledge-base)[
Contact Center Workforce
](https://www.g2.com/categories/contact-center-workforce)[
Speech Analytics
](https://www.g2.com/categories/speech-analytics)[
Conversational Commerce Platforms
](https://www.g2.com/categories/conversational-commerce-platforms)

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