Talkdesk Features
Self-Service Experience (5)
Knowledge Base
Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web.
Community Forums
Enables users to engage with other users to solve common issues.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Communication (5)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
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.
Dialing Options (3)
Preview Dialing
Presents information about the individual being called before the call begins.
Progressive Dialing
Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
Predictive Dialing
Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.
Agent Tools (3)
Whisper Coaching
Allows a supervisor to listen to a call and train in real time.
Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves.
Call Recording
Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.
Automation (9)
Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
Interactive Voice Response (IVR)
Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.
Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
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
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Administration (15)
Database Management
Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.
Data Workflows
Operationalizes data delivery workflows to easily scale repeatable preparation needs
Issue Management
Provide workflows to create and escalate issues related to risks and requests
Integrations
Integrates with live chat, chatbots, help desk, or other customer service software
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took
Automation
Automates some or all operation related tasks
Performance Analysis
Monitors call volume and quality to evaluate agent performance.
Dashboards
Has a centralized dashboard for users to interact with.
Forecasting
Forecasts scheduling needs based on historical data.
Intraday Management
Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.
Scheduling
Ability to schedule push notifications at a specific date and time, or set an expiration for time-bound messages
Triggered Notifications
Provides the ability to automate notifications based on user behavior
Segmentation
Ability to segment audiences based on device type, location, demographics, customer behavior, etc.
Integrations
Ability to integrate with other software that stores customer data to generate reminders (i.e. CRM software)
Compliance (4)
Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Data Governance
Ensures user access management, data lineage, and data encryption
Compliance
Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.
Auditing
Perform ad-hoc or ongoing IT audits at different levels of the company.
Data Security (4)
Risk Data Attributes
Identify risk data attributes such as description, category, owner, or hierarchy.
Data Transport
Protects data with some form of encryption as it leaves your secure or local network.
Access Management
Allows administrators to set user access privileges to permit approved parties to access sensitive data.
Multi-Factor Authentication
Requires a second level of authentication, such as sms messaging or customized tokens, to access data.
Call Analytics (4)
Call Recording
Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Lead Qualification
Leverages analytics to qualify and score calls in real time
Artificial Intelligence - Conversation Intelligence (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Transcribes sales calls from speech to text
Sentiment Analysis
Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation
Quality Assurance (3)
Evaluation
Provides tools for evaluating customer interactions
Calibration
Offers features for maintaining fair and consistent scoring
Reports
Generates quality and performance reports
Engagement (3)
Feedback
Tools for providing personalized feedback and coaching sessions
Dashboards
Provides a centralized dashboard for agents to view their scores and feedback
Training
Tools for educating and training agents
Performance (2)
Integrations
Integrates with other customer service or CRM software
Compliance
Helps ensure customer privacy and data protection
Channels (5)
Voice
Provides voice call functionality.
Social
Provides an interface for one or more social media channels.
Web Chat
Includes or integrates with live chat initiaited from the company's web site.
Mobile SMS
Accepts contacts initiated through SMS or other mobile text functions.
Email
Allows CSRs to receive and answer customer emails.
Functions (8)
Session Routing
Route calls to the most appropriate agent according to a series of factors, including the time of day, customer priority, IVR outcomes, and skill-based routing (SBR). Voicemails can be routed to agents during quiet call periods.
Session Queuing
Callers can be routed to a queue or placed on hold until an agent becomes available.
Concurrent Calling
Place a large or unlimited volume of calls simultaneously without diminishing the call quality.
Speech Analytics
Provides some level of analytics based on keywords and vocal tones.
Auto Dialer
Has auto dialing or predictive dialing functions for outbound use.
IVR
Includes an interactive phone menu.
Inbound Screen Pop
Populates CSR's screen with available customer data.
Persistent Data
Maintains and shares information across channels and agents as the case progresses.
Administrative (7)
Session Summary Notes
Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.
Administrator Access
Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Session Recording
Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
Agent Scheduling and Assignment
Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.
Call Recording
Allows supervisors/managers to record and review telephone conversations of agents.
Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Knowledge Management (3)
Knowledge Base
Enables the creation of an internal repository of knowledge articles
Publishing Workflows
Provides workflows for writing, editing, approving, and publishing knowledge article content
Analytics
Helps users understand which knowledge articles are working and identifies areas of improvement
Customer Support (6)
Intelligent Search
Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query
Suggestions
Analyzes customer support tickets or conversations to suggest relevant knowledge articles
Decision Trees
Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues
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
ServiceNow Apps (2)
ServiceNow Integration
How satisfied are you with this app/integration in the ServiceNow ecosystem?
Value
How valuable is it to be able to use this product with ServiceNow?
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 (20)
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.
Omnichannel
Allows inflow of requests through various digital channels such as email, social media, etc.
Mobile Access
Allows users to access the software using mobile devices.
Queue Management
Provides queue management in case of increase in case/call inflow.
Call Routing
Allows distribution of incoming calls to agents.
Call Back
Allows users to request a call back.
IVR
Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.
Automatic Call Distribution
Allows automatic distribution of incoming calls to the agents.
Multilingualism
Can support effective translation for a wide variety of languages, even uncommon ones.
Quality
Quality control is performed by post-editing or by using a glossary.
Real-Time
Translation support is provided with near real-time responses during customer engagement.
Artificial Intelligence
Uses machine translation technologies to provide translation support.
Self-Improving
Continuously refines and improves translation support methods.
Volume
The translation engine is able to provide translation support to a large volume of translation requests.
Workforce Management (7)
Agent Availability
Offers complete visibility into agent availability to efficiently create and manage schedules.
Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Agent Self-Service
Allows agents to set their own preferences, request time off, and trade shifts.
Mobile Access
Allows users to access the software using mobile devices.
Call Monitoring
Allow managers/supervisors to monitor calls for quality assurance purposes.
Performance Evaluation
Allows managers/supervisors to evaluate the performance of agents.
Conversational Platform (4)
Personalization
Identifies the customer and personalizes interaction at every touchpoint.
Omnichannel
Allows multiple related channels to interact at once to reduce transfers.
Contextual Engagement
Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support.
Support Automation (4)
Intelligent Routing
Can route contacts to agents the customer has worked with before.
Seamless Escalation
Provides features for escalating conversations to the appropriate agent.
Transcripts
Maintains a transcript of conversations from all channels.
Self-Serve Support
Enables customers to resolve queries or issues without the assistance of an agent.
Messaging Channels (4)
SMS Messaging
Ability to send reminders via SMS messaging to a mobile device
Email
Ability to send proactive notifications via email
Voice Messaging
Ability to send reminders via voice messaging
Two way messaging
Ability to support a two way messaging/conversation between customer and customer support agent
Channel (4)
Security
All messages are either immediately deleted, or held in a secure location following regulations.
Omnichannel
Provides translation across all support channels like chat, ticketing, email, etc.
Privacy
Communication security meets HIPAA, GDPR, and CCPA regulatory standards.
Anonymity
Customer's anonymity is maintained.
Artificial Intelligence (3)
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 (20)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text 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.
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.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text 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.
Autonomy (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Customer Query Resolution - AI Customer Support Agents (5)
Automated Ticket Resolution
Allows the AI agent to autonomously resolve customer queries without human intervention.
Contextual Response Generation
Enables the AI agent to provide accurate answers based on the context of customer inquiries.
Sentiment Analysis
Allows the AI agent to analyze customer sentiment and adjust responses accordingly.
Knowledge Base Utilization
Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.
Multilingual Support
Provides users the ability to interact with the AI agent in multiple languages for global support.
Customer Interaction Automation - AI Customer Support Agents (4)
Proactive Customer Outreach
Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.
Feedback Collection
Provides users the ability to automate gathering and analyzing customer feedback after interactions.
Escalation Handling
Allows the AI agent to identify when issues require human intervention and escalate them appropriately.
Workflow Optimization
Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.
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 - ServiceNow Store Apps (4)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Call Center Infrastructure (CCI) (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Contact Center (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Auto Dialer (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Conversation Intelligence (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
AI Capabilities - Auto Dialer (3)
Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
Speech Analytics and Sentiment Analysis
Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.





