Sweep Features
Responses (4)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Multi-Language
Manage and support multiple languages
Platform (5)
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Human-in-the-loop (HITL)
Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.
Matching (3)
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Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts.
Fuzzy Matching
Provides matching logic features for special characters, acronyms, and other complex names.
Routing (4)
Match and Route
Automatically routes matched leads directly to account owners.
Multi-Objects
Allows users to build custom routing rules.
Territories
Allows users to assign leads to selected territories and regions.
Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (8)
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible.
Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts.
Duplicate Match
Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing.
Integrations
Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Data management (5)
Metadata Management
Indexes metadata descriptions for enhanced insights.
Automation Features
Ensures automation of metadata across the organization. Dynamically improves data management processes.
Collaboration
Embedded collaboration using APIs and in-app integrations.
Data Lineage
Provides insights into original data sources and transformations made to data sets from source to consumption of data.
Data Discovery
Provides an interface to collect and evaluate data to identfy patterns and outliers.
Reporting (3)
Intelligent Insights
Constantly processes metadata to provide intelligent insights.
Actionable Insights
Provides actionable insights, and generates notifications and alerts to help teams make informed decisions.
Dashboards
Supports 360 degree data visibility via a single dashboard.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Automation - AI Agents (7)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Natural Language Processing
Process and analyze human language in text or audio form
Simulation and Scenario Generation
Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Agentic AI - Salesforce AppExchange Apps (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
Agentic AI - Productivity Bots (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
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
Additional Functionality (135)
Image Editing
Edit, touch up, and convert images for publishing
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Notes Management
Allow users to create, edit, and sort multiple notes
Assignment Management
Assign issues and tasks based on availability or required skills
Task Scheduling
Track and manage the scheduling of tasks
Content Creation
The ability to create unique content
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Audio Recording
Record and edit recorded audio and/or video
Focus Aid
Tools that provide motivation and discipline to bolster productivity.
Presentation Tools
Share and present designs
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Email Management
Manage, store and organize emails within the system or via third-party apps
Prioritization
Arrange tasks based on the level of priority or urgency
Task Management
Create, manage and track all task activities and progression
Single Sign On
Allow users to access multiple services after entering their login credentials once
Secure Data Storage
Securely stores data to prevent data loss or breaches
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Office Suite
A collection of tools to be used for routine tasks within an organization such as word documents, spreadsheets, presentations, etc.
Database Creation
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
To-Do List
A digital list of items that need to be completed
Chat/Messaging
Communicate using direct chat or messages within the system
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Document Management
Store, manage, and track all electronic documents in a centralized location
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Data Import/Export
Import and export data to and from software applications
Team Collaboration
Allow multiple team members to edit and work on the same document
Video Content
Supports video files
Productivity Tools
Tools to facilitate the production of information and promote efficiency
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Agent Collaboration
Multiple agents work together, share tasks, and coordinate to achieve common goals.
Data Governance
Collection of processes, policies, and standards to manage the storage & usability of enterprise data
Prompt Engineering
Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
For No-Code Development
Build applications without the use of code
Version Control
Track revisions and updates made to files and navigate between different versions
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Dynamic Modeling
Model the varying behavior of a system over time through diagrams
API
Application programming interface that allows for integration with other systems/databases
Memory Management
Store and save retrievable data
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Scalability
Manage a growing amount of work to meet increased demand without compromising performance
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scheduling
Plan availability and assign specific time slots for tasks and resources
Natural Language Interface
Interact with agents using conversational language
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Multiple LLM Models
Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more
Integration Management
Identify which applications need to exchange data and enable these data connections
Customizable Frameworks
Flexible architecture allowing tailored configurations
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Analytics
Tools for the systematic analysis of various types of data or statistics
Intent Recognition
Helps understand a user's intentions/actions
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Attended Automation
Bots that work alongside humans on tasks that cannot be fully automated
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Deep Learning
Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Automated Responses
Automatic reply functionality for incoming messages
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Transfers/Routing
Transfer queries and organize messages between agents
Personalization
Adjust communications based on previous interactions or personal preferences
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Virtual Personal Assistant (VPA)
Program systems that assist users with their daily administrative responsibilities
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Speech Recognition
Train your system to interpret and transcribe voice messages
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Task Management
Create, manage and track all task activities and progression
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Unattended Automation
Automate processes from start to finish without human assistance
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Proactive Error Detection
Managing and resolving errors that occur during program execution to maintain stability
Metadata Management
Indexes metadata descriptions for enhanced insights.
Data Lineage
Provides insights into original data sources and transformations made to data sets from source to consumption of data.
Data Discovery
Provides an interface to collect and evaluate data to identfy patterns and outliers.
Data Governance
Collection of processes, policies, and standards to manage the storage & usability of enterprise data
Data Aggregation
Collect, process and structure data from multiple sources for further analysis
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Migration
Move from one database to another, or upgrade the version of database software being used
Configurable Workflow
Configure existing workflows to meet your organization's needs
Workflow Management
Create, design and manage workflows for repetitive tasks
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Policy Metadata Management
Group policies by type for easy classification and discovery
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Big Data Analytics
Examine large amounts of data to uncover hidden patterns, correlations, and other insights
Data Security
Protect sensitive data for digital privacy
Metadata Extraction
Retrieval of embedded metadata that is present within a file
Data Integration
Combining data from different sources and providing a unified view
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Catalog
An organized inventory of all data assets
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Data Connectors
Connect to big data sources
Data Visualization
Graphical representation of data
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Glossary
A collection of terms that define data key characteristics
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Data Management
Ability to handle large datasets
Data Sampling
Selects, manipulates and analyzes subsets of data points to identify patterns/trends
Data Modeling
Conceptual model of how data items relate to each other
Data Mapping
Track the management and flow of data throughout the organization
Data Dictionary Management
Stores definitions of the data elements and their relationships (metadata) and how they are retrieved for the user
Secure Data Storage
Securely stores data to prevent data loss or breaches
Version Control
Track revisions and updates made to files and navigate between different versions
Document Database
Type of non-relational database that helps store, query, record and manage data in JSON formats
Access Control
Regulate who can view information within the system
Specialized or Emerging Capabilities
Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making
Distinct AI Functionality
Have features and use cases that do not fit into existing AI software categories
Niche Application
Address unique or niche requirements not covered by mainstream software solutions
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