Squaretalk Features

Enables users to place phone calls over the internet.

Enables users to place video calls over the internet.

Enables users to send instant messages over the internet.

Enables users to share screens over the internet.

Enables multiple users to make phone or video calls over the internet at once.

Enables users to contact one anothers through mobile phones and landlines.

Send messages via SMS

Communicate using direct chat or messages within the system

Record and playback video calls

Presenter can see and hear participants and vice versa

Enables the connectivity to send and receive calls over the internet

Offers users the option to play music for contacts who are on hold.

Offers users the option to set up an automated attendant to field calls and information when employees are unavailable.

Offers users a unique number that can be dialed from anywhere.

Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365.

Requires users download the software on its own.

Records calls for future reference.

Generates an area code local to where the user is calling to increase likelihood of pick-up.

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Gathers contacts from integrated tools, allowing users to call with one click.

Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement.

Finds and opens saved contact information for reference at the time of a new call.

Allows users to denote which contacts they believe are prospective customers.

Manage, organize, and store contact information

Allows users to take notes during or after the call for future reference.

Delivers users a daily summary of activity.

Sends automated voicemails to prospective clients who fail to answer.

Sends automated emails to increase engagement with prospective clients.

Organizes contacts based on probability of success.

Automatically transcribes and summarizes meeting discussions.

Software program that continuously adjusts its behavior based on observed data

Presents information about the individual being called before the call begins.

Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.

Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.

Allows a supervisor to listen to a call and train in real time.

Reschedules calls within the software itself, either through a prompt or by the agent themselves.

Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.

Receive data and information in real time

Ability to chat online in real time

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

Decides response type by determining if voice is a human response or an answering machine.

Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.

Enables users to send mass text message campaigns

Facilitates two-way text messaging to encourage consumer engagement and loyalty

Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Provides automatic text message replies to recipients

Provides automatic URL shortening to use less characters via text

Sends out multimedia via text messages, such as coupons, pictures, and audio

Offers features for personalizing text messages based on customer information or past behavior

Allows users to establish automated workflows and triggers to deliver transactional text messages

Shorten long links into custom or branded links

Send messages via SMS

Send individual or bulk text messages at predetermined times

Communicate using direct chat or messages within the system

Send and receive text messages to communicate with clients or prospects in real-time

Provides tools for evaluating customer interactions

Offers features for maintaining fair and consistent scoring

Generates quality and performance reports

Tools for providing personalized feedback and coaching sessions

Provides a centralized dashboard for agents to view their scores and feedback

Tools for educating and training agents

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

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

Helps ensure customer privacy and data protection

Provides voice call functionality.

Accepts contacts initiated through SMS or other mobile text functions.

Allows CSRs to receive and answer customer emails.

Sends voice calls to a specific queue based on predetermined criteria

Callers can be routed to a queue or placed on hold until an agent becomes available.

Place a large or unlimited volume of calls simultaneously without diminishing the call quality.

Provides some level of analytics based on keywords and vocal tones.

Has auto dialing or predictive dialing functions for outbound use.

Includes an interactive phone menu.

Populates CSR's screen with available customer data.

Maintains and shares information across channels and agents as the case progresses.

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

Tickets are automatically assigned to specific agents based on predefined rules

Analyze and gain insights into data in real-time

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

Transcribes voice messages to email.

Transcribes voice messages and delivers them via text message.

Includes a way to easily share files between users.

Allows multi-participant phone conferences.

Can host video conferences.

Records and transcribes voice and video conferences.

Create, edit, preview, and send faxes electronically

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

Record and playback video calls

Alter the layout and content of reports

Active reporting of data and metrics

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

Digitally share screen view with others

Presenter can see and hear participants and vice versa

Voice messages are stored online and accessible via a visual interface

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

Contains its own IP telephony system.

Is also able to serve as contact center software.

Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.

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.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.

Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.

Schedules callback times

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

Track and report on all incoming and outgoing calls

Allows supervisors/managers to record and review telephone conversations of agents.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Track and report on all incoming and outgoing calls

Active reporting of data and metrics

Empowers developers to intuitively integrate cloud communications functionality for their applications.

Grants high speed API calls for fast communications.

Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration

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

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

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

Provides clear, effective documentation for API integrations.

Connects users with professional support teams to troubleshoot and finetune integrations.

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Manage and support multiple languages

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

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

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

Allows inflow of requests through various digital channels such as email, social media, etc.

Allows users to access the software using mobile devices.

Provides queue management in case of increase in case/call inflow.

Allows distribution of incoming calls to agents.

Allows users to request a call back.

Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.

Allows automatic distribution of incoming calls to the agents.

Transfers live calls to other agents

Manage, organize, and store contact information

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

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

Create and administer polls and surveys

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

Manage and track all past and future calls.

Provides pre-built or customizable performance reports

Automate workflows and trigger campaigns based on customer actions

Offers a white labeling service for agencies or resellers to customize platform branding

Text enables landline phones so users can receive text messages sent to an existing business number

Provides businesses with 5- to 6-digit short codes for running text marketing campaigns

Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Matrix barcode that stores information

Offers complete visibility into agent availability to efficiently create and manage schedules.

Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.

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

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

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

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

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

Manage attendance for classes, shifts, meetings, or events

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

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

Allow managers/supervisors to monitor calls for quality assurance purposes.

Allows managers/supervisors to evaluate the performance of agents.

Active monitoring of systems, applications, or networks

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

Automates some or all operation related tasks

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

Has a centralized dashboard for users to interact with.

Predict labor requirements based on past and present data/trends

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

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

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

Simulates human-like speech from text inputs.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Sends voice calls to a specific queue based on predetermined criteria

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

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

Supports incoming calls, call forwarding, transferring and conferencing.

Can handle voicemail, instant messaging, screen sharing, video calls, text messages or other forms of communication for the business.

Scales to add additional phone capacity in order to accommodate growth in an organization.

Integrates with business tools such as CRMs, APIs, browsers, business music and more.

Able to connect with employee's mobile devices for further ease of access.

Accessible from any location with wifi connection via cloud infrastructure.

Manage, organize, and store contact information

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

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

Manage and track all past and future calls.

Ensures security of voice communications with encryption for calls.

Provides call analytics based on data such as call volumes, durations, and other metrics.

Provides virtual technical support for business communication services for improving phone performance.

Offers an automated attendant to field calls when employees are unavailable.

Analyze and gain insights into data in real-time

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

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

Allows users to automate the process of generating and qualifying sales leads.

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

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

Process and analyze human language in text or audio form

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

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

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

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

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

Contains PBX & VoIP softphone that can be used within the VoIP business system.

Manages incoming calls with features such as call forwarding, transferring, and routing.

Supports real-time network monitoring via dashboards and alerts to identify and resolve issues.

Enables integrations with communication and CRM platforms.

Provides compatibility with both hosted and virtual PBX solutions.

Supports SIP trunking services for local and long-distance calls.

Manage, organize, and store contact information

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and track all past and future calls.

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

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

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

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

Active monitoring of systems, applications, or networks

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

Create, design and manage workflows for repetitive tasks

Integration with third-party call center software

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

Helps to generate human-like speech responses.

Provides customizable speech speed and intonation.

Provides multiple voice options like gender, tone and style.

Allows communications to be secure and authenticated.

Aids in syncing with multiple devices.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

Plan and strategize marketing campaigns

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

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

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

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

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

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

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

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

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

Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.

Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.

Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.

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

Active monitoring of systems, applications, or networks

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

Turns text into natural sounding speech

Uses AI to automate audience targeting, SMS message personalization, and performance optimization.

Use AI to generate personalizaed SMS copy for SMS campaigns

Ability to chat online in real time

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

Alter the layout and content of reports

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

Distribute/route/connect calls

Receive data and information in real time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Access names, contact information, and roles of employees in a centralized repository

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

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

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

Provide agents with a typical response for common call subject matter

Active reporting of data and metrics

Record the audio of phone conversations for quality assurance purposes

Analyze and gain insights into data in real-time

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

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

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

System that automatically dials calls

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

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

Transfers live calls to other agents

Track and report on all incoming and outgoing calls

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

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

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

Access software remotely via mobile devices

Schedules callback times

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

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

Track interaction history by documenting conversations for contacts

Sends voice calls to a specific queue based on predetermined criteria

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

Connect with meeting participants remotely over video

Facilitate virtual conferences that connect multiple people remotely

Track and report on call outcomes

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

Filters used to determine different types of malware threats

Record the audio of phone conversations for quality assurance purposes

Store caller information within an accessible database

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Place/receive calls through voice over IP connection

Turns text into natural sounding speech

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

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

View caller ID details such as name and number and determine how to respond by prioritizing or blocking it

Define levels of authorization for access to specific files or systems

Transmit voice and other information digitally

Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration

Transcribe voicemail audio messages to written text that is sent over email

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

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

Sends voice calls to a specific queue based on predetermined criteria

Provide agents with a typical response for common call subject matter

Manage, organize, and store contact information

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

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

System that automatically dials calls

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

Active reporting of data and metrics

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

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

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

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

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

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

Distribute/route/connect calls

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

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

Track interaction history by documenting conversations for contacts

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

Transfers live calls to other agents

Track and report on call outcomes

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

Communicate using direct chat or messages within the system

Dials outbound calls automatically

Track and report on all incoming and outgoing calls

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

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

Automatically identify and save contact information of potential customers

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

Manage and track all past and future calls.

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

Control the name and number that appears on outbound caller ID

Manage contacts across multiple mailing lists

Customize data fields to support various needs and use cases

Software program that continuously adjusts its behavior based on observed data

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

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

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

Manage multiple campaigns in one system

Create, design and manage workflows for repetitive tasks

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

Route and distribute your leads to third party buyers

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

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

Caters to sales teams

Protect sensitive data for digital privacy

A call center that primarily makes calls, typically sales focused

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

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

Access software remotely via mobile devices

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

Automatic reply functionality for incoming messages

Communicate using direct chat or messages within the system

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

Record the audio of phone conversations for quality assurance purposes

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

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

Manage and track all internal and external communication conducted via calls, email, text, or chat

Active reporting of data and metrics

Send messages via SMS

Track interaction history by documenting conversations for contacts

Audio/Video Conferencing

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

Add customized logos and colors to align with company branding

Sends voice calls to a specific queue based on predetermined criteria

Manage, organize, and store contact information

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

Manage and support multiple languages

Presenter can see and hear participants and vice versa

Receive system updates as soon as any changes are made

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

Ability to chat online in real time

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

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

Active monitoring of systems, applications, or networks

Send promotional campaigns or transactional messages via text messages

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

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

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

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

Access software remotely via mobile devices

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

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

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

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

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

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

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

Track interaction history by documenting conversations for contacts

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

Upload or use pre-set virtual backgrounds during video meetings

Access software remotely via mobile devices

Manage, organize, and store contact information

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

Define levels of authorization for access to specific files or systems

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

Transfers live calls to other agents

Group messaging lets multiple people carry on a group conversation

Record the audio of phone conversations for quality assurance purposes

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

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

Create, manage and track all task activities and progression

Send messages via SMS

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

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

Sends voice calls to a specific queue based on predetermined criteria

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

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

Communicate using direct chat or messages within the system

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

Manage and track employee attendance

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

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

Designed for call centers

Track and measure time worked for employees

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

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

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

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

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

Record the audio of phone conversations for quality assurance purposes

Manage the process of evaluating documents or requests submitted for approval

Track employee skills, competencies, training & qualifications

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

Utilize third party services to cover unforeseen labor needs

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

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

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

Agents can view and manage all customer requests and interactions.

Set campaign schedules by selecting start, pause, and end dates

Monitor and manage customers' perceptions about a business, product, or service

Enable custom polls/voting to facilitate decision-making or increase engagement

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

Process of dividing customers into groups based on common characteristics

Create landing pages or online forms designed to capture new leads and prospects

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

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

Messaging system designed for contests and sweepstakes

Electronic coupons delivered to a mobile device that can be exchanged for a discount

Process and analyze human language in text or audio form

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

Send automated marketing emails based on user actions over a predetermined period

Manage, organize, and store contact information

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

Manage and track all internal and external communication conducted via calls, email, text, or chat

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

Track and monitor a specific set of keywords

Manage multiple campaigns in one system

Send messages to multiple subscribers at the same time

Track interaction history by documenting conversations for contacts

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

Manage user consent requests and documents

Tracks metrics that provide insight into how a user interacts with any interface or product

Track the number of open emails, messages, and texts for any campaign

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

Automatic reply functionality for incoming messages

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

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

Create and manage surveys

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

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

Customize data fields to support various needs and use cases

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

Notifications via mobile devices

Automatically create schedules based on business needs or employee availability and qualifications

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

Sending/receiving messages with multimedia content like images, audio, or video over a cellular network

Predefined actions automatically performed on the occurance of specific events

Unique word that contains letters or numbers that identifies specific campaigns

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

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

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

Create and automatically send premade copy in response to customer messages

Create and administer polls and surveys

Track and report on call outcomes

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

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

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

Send messages via SMS

Sends voice calls to a specific queue based on predetermined criteria

Record the audio of phone conversations for quality assurance purposes

Transfers live calls to other agents

Schedules callback times

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

Distribute/route/connect calls

Track interaction history by documenting conversations for contacts

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

Receive system updates as soon as any changes are made

Record the audio of phone conversations for quality assurance purposes

Access software remotely via mobile devices

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

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

Alter the layout and content of reports

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

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

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

Connect with meeting participants remotely over video

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

Enables the connectivity to send and receive calls over the internet

For Cloud-based phone system that sends and receives calls via the internet.

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

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

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

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

Build applications without the use of code

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

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

Model the varying behavior of a system over time through diagrams

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

Store and save retrievable data

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

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

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

Plan availability and assign specific time slots for tasks and resources

Interact with agents using conversational language

Define levels of authorization for access to specific files or systems

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

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

Flexible architecture allowing tailored configurations

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

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

Helps understand a user's intentions/actions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Automatic reply functionality for incoming messages

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

Transfer queries and organize messages between agents

Adjust communications based on previous interactions or personal preferences

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

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

Program systems that assist users with their daily administrative responsibilities

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

Train your system to interpret and transcribe voice messages

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

Create, manage and track all task activities and progression

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

Software program that continuously adjusts its behavior based on observed data

Configure existing workflows to meet your organization's needs

Automate processes from start to finish without human assistance

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

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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

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

Transfers live calls to other agents

Import and export data to and from software applications

Provide agents with a typical response for common call subject matter

Track interaction history by documenting conversations for contacts

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

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

Alter the layout and content of reports

Manage, organize, and store contact information

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

Distribute/route/connect calls

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

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

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

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

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

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

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

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

Agents can view and manage all customer requests and interactions.

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

Access previous interactions or concerns to maintain customer relationships

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

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

Manage and track all past and future calls.

Communicate using direct chat or messages within the system

A set of processes to optimize the productivity of its employees

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

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

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

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

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

Active monitoring of systems, applications, or networks

Visualize and analyze customer experience across all touchpoints and channels

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

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

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

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

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

Tool to send questionnaires to customers to gauge feedback

Agents can view and manage all customer requests and interactions.

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

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

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

A set of processes to optimize the productivity of its employees

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

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

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

Connect with meeting participants remotely over video

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

Tracking the status of previously identified performance measurements

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

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

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

Manage, organize, and store contact information

Create multiple models or equations for generating scores

Receive system updates as soon as any changes are made

Track interaction history by documenting conversations for contacts

Record the audio of phone conversations for quality assurance purposes

Software program that continuously adjusts its behavior based on observed data

Record and save a video file of what is happening on a computer screen

Streamlining repetitive tasks and activities through automated and predefined workflows

Communicate using direct chat or messages within the system

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

Access previous interactions or concerns to maintain customer relationships

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

Analyze and gain insights into data in real-time

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

Alter the layout and content of reports

Receive data and information in real time

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

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

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

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

Ability to chat online in real time

Provide agents with a typical response for common call subject matter

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

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

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

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

Send messages via SMS

Schedules callback times

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

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

Gauge satisfaction and receive information for improvement and success

System that automatically dials calls

Set of pre-recorded messages for candidates that can be shared before, during and after the video interview

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

Track interaction history by documenting conversations for contacts

Track and report on call outcomes

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

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

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

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Route and distribute your leads to third party buyers

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

Pre-made examples and templates for emails

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

Customize data fields to support various needs and use cases

Pipeline view and tracking lead status

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

Distribute/route/connect calls

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

Automatically identify and save contact information of potential customers

Defines specific deal parameters to negotiate and secure deals

Manage and track all past and future calls.

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

Record the audio of phone conversations for quality assurance purposes

Designed for contact centers.

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

Ability to handle large datasets

Track and manage schedules and meetings via an integrated calendar

Communicate using direct chat or messages within the system

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

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

Create, manage and track all task activities and progression

Track interaction history by documenting conversations for contacts

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

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

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

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

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

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

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

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

Software program that continuously adjusts its behavior based on observed data

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

Receive data and information in real time

Manage and track all internal and external communication conducted via calls, email, text, or chat

Connect with meeting participants remotely over video

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

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

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

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

Customize data fields to support various needs and use cases

Access software remotely via mobile devices

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

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

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

Record and playback video calls

Active reporting of data and metrics

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

Integration with third-party call center software

Analyze and gain insights into data in real-time

Presenter can see and hear participants and vice versa

Record the audio of phone conversations for quality assurance purposes

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Filters used to determine different types of malware threats

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

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

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

Protect sensitive data for digital privacy

Move files across different systems or networks

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

Active monitoring of systems, applications, or networks

Communicate using direct chat or messages within the system

Send messages via SMS

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

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

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

Track interaction history by documenting conversations for contacts

Track and report on all incoming and outgoing calls

Voice conversion to text

Record live video calls to play later

Schedules callback times

Automated identification of relevant content for future sharing and reposting

Ability to chat online in real time

Manage contacts across multiple mailing lists

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

Distribute/route/connect calls

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

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

Manage and track all past and future calls.

Provide agents with a typical response for common call subject matter

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

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

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

Record the audio of phone conversations for quality assurance purposes

Automatically record calls at predetermined times

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

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

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

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

Transfers live calls to other agents

System that automatically dials calls

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

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

Access names, contact information, and roles of employees in a centralized repository

Track and report on call outcomes

Manage multiple campaigns in one system

Turns text into natural sounding speech

A call center that primarily makes calls, typically sales focused

Telephone system that allows users to connect internally as well as place and receive external phone calls

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

Control the name and number that appears on outbound caller ID

Federal Communications Commission (FCC) compliance

Federal Trade Commission (FCC) compliance

Caters to sales teams

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

Enables employees to promote their company by supplying them with materials, tools, and reward programs

Predefined actions automatically performed on the occurance of specific events

Route and distribute your leads to third party buyers

A repository of content that has been approved for sharing with current and prospective clients

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

Place/receive calls through voice over IP connection

Highlight specific time marks for annotation and review purposes

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

Sends voice calls to a specific queue based on predetermined criteria

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

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

Facilitate virtual conferences that connect multiple people remotely

Store caller information within an accessible database