Talkative Features
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.
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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
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.
Core Conversational Capabilities - AI Chatbots (3)
Controlled LLM Response Generation
Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules.
Context Maintenance Within Sessions
Maintains context across user turns in a single session to provide coherent, relevant responses.
Natural Language Understanding & Intent Inference
Understands varied user phrasing and infers intent without relying solely on keywords or scripts.
Task & Flow Management - AI Chatbots (2)
Scripted Dialogue & Decision Tree Support
Supports building conversational flows using predefined paths, rules, and decision trees.
Fallback Responses for Unknown Queries
Provides fallback messages or guidance when the bot cannot understand or fulfill a query.
Deployment & Embedding - AI Chatbots (2)
API Access for Business System Integration
Provides API access to connect with proprietary business systems or internal data sources.
Web Widget & SDK Embedding
Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools.
Admin & Configuration - AI Chatbots (1)
No-Code Conversation Design
Allows non-developers to configure and design chatbot flows via visual or no-code interfaces.
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.
Platform (9)
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
Administration (3)
Access Control
Provides permssion for access control of user's web browser
Web Page Navigation
Allows agents to navigate through web pages by swapping or shifting pages on user's behalf
Real Time Assistance
Provides real time assitance across web and mobile
Security (2)
Data Security
Provides high-level security during co-browsing sessions
Data Masking
Provides secured masking on sensitive data (i.e. account numbers or passwords)
Customer Support (4)
Text
Is able to process inquiries submitted by text data from live chat, email, or SMS
Speech
Comprehends human speech and can transcribe it to text for processing
Knowledge Base
The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Automation (4)
Ticket Resolution
The platform is able to automatically determine how to resolve help tickets without assistance by human agents
Customization
The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence
Intelligent Routing
When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Artificial Intelligence (4)
Learning
The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses
Language
Multilingual capabilities allow the AI to process inquiries from many languages
Conversational AI
The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data (2)
Reliability
Ensures consistent performance, delivering reliable outputs based on user prompts.
Data Security
Implements stringent measures to protect user data and ensure privacy.
Interaction (10)
Complex Query Handling
Shows adeptness in comprehending and responding to complex or multi-part queries.
Natural Conversation
Facilitates natural and human-like conversations, delivering engaging interaction experiences.
Understanding
Demonstrates a sophisticated understanding of both written and spoken user commands.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Customizability
Offers a high degree of customization to meet individual user or business requirements.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Learning (2)
User Interaction Learning
Features robust learning mechanisms, improving responses over time based on past user interactions.
Error Learning
Showcases the ability to recognize, correct, and learn from its own mistakes.
Content Generation (2)
Creativity
Displays creativity in generating diverse, interesting, and contextually relevant responses.
Content Accuracy
Produces content that is accurate, factually correct, and relevant to the user's query.
System (5)
API Flexibility
Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions.
Update Frequency and Utility
Regularly receives updates that contribute to continuous improvement of the product.
Cross-Platform Compatibility
Assesses the chatbot's ability to function seamlessly across various platforms and devices.
Software Integration
Seamlessly integrates with other platforms or software systems, enhancing overall utility.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI (7)
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.
Voice Recognition - AI Voice Assistants (1)
Voice Recognition
Helps in understanding different accents, dialects, and speech patterns.
Speech Synthesis - AI Voice Assistants (3)
Speech Synthesis
Helps to generate human-like speech responses.
Customizable speech
Provides customizable speech speed and intonation.
Multiple voice actions
Provides multiple voice options like gender, tone and style.
Security and privacy - AI Voice Assistants (1)
Encrypted communication
Allows communications to be secure and authenticated.
Compatibility - AI Voice Assistants (1)
Cross platform compatibility
Aids in syncing with multiple devices.
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 - AI Chatbots (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
Monitoring & Improvement - AI Chatbots (1)
Feedback-Driven Response Optimization
Enables tuning or updating chatbot behavior based on user feedback or admin input (non-live learning).
Reliability & Safety - AI Chatbots (1)
Guardrails & Content Controls
Includes safeguards to restrict inappropriate responses and ensure compliant language use.
Additional Functionality (141)
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
Autoresponders
Create and automatically send premade copy in response to customer messages
Configurable Workflow
Configure existing workflows to meet your organization's needs
Natural Language Processing
Process and analyze human language in text or audio form
Customizable Branding
Add customized logos and colors to align with company branding
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Real-Time Analytics
Analyze and gain insights into data in real-time
Pre-Configured Bot
Existing bot models for AI-based tools commonly used for auditory and textual conversation methods
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Live Chat
Ability to chat online in real time
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Speech Recognition
Train your system to interpret and transcribe voice messages
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Service Analytics
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Intent Recognition
Helps understand a user's intentions/actions
Lead Capture
Automatically identify and save contact information of potential customers
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chat/Messaging
Communicate using direct chat or messages within the system
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Chat Transcript
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Natural Language Search
Ability to interact with the application using human languages such as English
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Speech Synthesis
The ability of a bot to respond to user queries in synthesised voice
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
API
Application programming interface that allows for integration with other systems/databases
For Developers
For the intention to be used by developers
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Alerts/Escalation
System alerts about the need to escalate an issue or request
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
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
Workflow Management
Create, design and manage workflows for repetitive tasks
Interaction Tracking
Track interaction history by documenting conversations for contacts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Single Sign On
Allow users to access multiple services after entering their login credentials once
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Inventory Management
Track and manage inventory levels to maintain proper supply
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Customer History
Access previous interactions or concerns to maintain customer relationships
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Support Ticket Management
Allow customers/users to submit support queries and service requests
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Email Templates
Pre-made examples and templates for emails
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Integration
Seamlessly integrates with 3rd party websites
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
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
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Chat/Messaging
Communicate using direct chat or messages within the system
Live Chat
Ability to chat online in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Forms
Customize contracts and forms to collect specific information
Customer Communication
Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals