[ Terret.ai Reviews ](https://www.g2.com/products/terret-ai/reviews) [ Terret.ai Reviews ](https://www.g2.com/products/terret-ai/reviews) # Terret.ai Features ##### ## Data Sourcing (4) Data Sourcing Compiles data from a breadth of either internal or external sources. Exporting & Sharing Data Enables user to communicate data by securely exporting and sharing it. Interactive Dashboards Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. Data Segmentation Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (9) Lead Scoring Provides scores or rankings of each prospect based on the data provided. Opportunity Scoring Provides insights to determine which deals already in the pipeline have the best chance of closing. Risk Analysis Warns sales teams of accounts that may be at risk of being lost. Live Forecasting Provides live customer data so that sales organizations forecasts stay current. Budgeting/Forecasting Create budgets based on historical data and future projections Correlation Analysis Competitive Analysis Evaluating strengths and weaknesses of companies with the same target audience Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Statistical Analysis Apply statistical/mathematical models to sets of data Show More ##### ## Sales Management (11) Live Pipeline Management Updates every time a change is made enabling users to trace a deal through the pipeline. Sales Gamification Enables competition between a sales team by providing things like challenges and scoreboards. Account-Based Analytics Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Predictive Analytics Predict future data based on historical data sets Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Task Management Create, manage and track all task activities and progression Contact Management Manage, organize, and store contact information Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Training (4) Knowledge Base Organizes knowledge from fellow sales representatives and other experienced employees for reference. Coaching Materials Offers content and training for new hires within the tool. Playbook Creation Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes. Video Record Records users' practice or live pitches for future reference and improvement. Show More ##### ## Feedback (7) Review Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement. Scorecard Provides a scorecard to display team and/or individual performance. Coaching Card Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. Leaderboard Projects team sales performance publicly to reward and motivate employees. Real-Time Updates Updates sales data in real-time so as to help teams remain close to their goals. Notifications Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. Competition Motivates employees by creating time-sensitive competititons that drive performance. Show More ##### ## Incentives (4) Badges Assigns achievement badges to high-performing employees based on pre-determined standards. Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (6) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Sales Reports Reports specific to sales analysis for trends and strategies Incentive Management Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Show More ##### ## Administrative (3) Third-Party Integrations Set up connections to third-party platforms to improve business processes Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (15) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Third-Party Integrations Set up connections to third-party platforms to improve business processes Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Calendar Management Track and manage schedules and meetings via an integrated calendar Call Management Document Management Store, manage, and track all electronic documents in a centralized location Contact Management Manage, organize, and store contact information Task Management Create, manage and track all task activities and progression Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Notes Management Allow users to create, edit, and sort multiple notes Sales Activity Management Define, track, and/or automate sales activities and sales processes Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Performance Analysis (4) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Email Tracking Track delivered, received, and opened emails Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Call Analytics (6) 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 Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Real-Time Data Receive data and information in real time AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## 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 Show More ##### ## Sales Team (3) Flexible Sales Process Can operate under at least two distinct sales methodologies Training Mode Includes recording and review capabilities to train new salespeople or review old deals Playbooks Creates and stores multiple playbooks for sales Show More ##### ## Intelligence (3) Opportunity Identification Highlights cross-sell, upsell, and white space opportunities Zero-touch Renewals Can fully automate the deal renewal process Smart Content Suggests content appropriate to stage and tone of the deal Show More ##### ## Mapping (2) Multiple Org Charts Allows multiple relationship maps for each account and opportunity Stakeholder Roles Includes explicit definitions of stakeholder roles Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## Revenue Sourcing and Forecasting (7) Revenue History Allows users to track how previous revenue forecasts have developed over time Pipeline Management Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities Dashboard Analytics Reports results on revenue attainment, conversion rate, and overall revenue analytics Multi-Device Data Visualization Allows users to view data visualizations on several devices Data Segmentation Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health Revenue Operations Cadence Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success Show More ##### ## CRM Data Enrichment (5) Calendar Sync Automatically associates calendar invites to update deal progress in a CRM Email Activity Capture Automatically associates sales activities within emails to the relevant accounts in your CRM Conversation Intelligence Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM Marketing Leads Automatically links marketing leads to sales generated opportunities in your CRM Contact Capture Automatically captures contacts engaged with and associates to relevant accounts in a CRM Show More ##### ## Account Management (6) Nonengaged Accounts Identifies accounts that sales reps aren't engaging with Account optimization Maximizes account coverage by determining the optimal number of accounts per rep Historical Patterns Identifies common themes among historical deals that are won or lost Rep Performance Identifies common themes and actions amongst reps that close the most deals Account Engagement Allows users to track the level of engagement with each account and provides insights on frequency of engagement Historical Win/Loss Patterns Identifies common themes among historical deals that are won or lost to provide insights into successful strategies Show More ##### ## Generative AI (9) 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 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 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Agentic AI - Revenue Operations & Intelligence (RO&I) (8) 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 Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Analytics (7) 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 Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes CRM Integration Integration with third-party CRM systems Show More ##### ## Agentic AI - Sales Coaching (6) 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 Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - AI Sales Assistant (8) 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/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Agentic AI - Conversation Intelligence (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Forecasting Form predictions based on past and present data/trends Show More ##### ## Agentic AI - Customer Revenue Optimization (6) 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 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 Show More ##### ## Agentic AI - Revenue AI Platforms (6) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Connects to multiple software systems or databases to gather relevant context data for AI agents Decision Making Makes informed choices based on available data and objectives Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Platform - Revenue AI Platforms (9) Conversation Intelligence Turns unstructured conversation data into clear, actionable insights for coaching, deal analysis, and operational improvement Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health CRM Data Enrichment Augments, improves or enriches CRM data Actionable Insights Gathers actionable insights from customer interactions for strategic decison making Risk Flagging Flags deals at risk, declined engagement, stalled opportunities, or other warnings in order to prevent issues from escalating Workflow Orchestration Coordinates and aligns on actions across sales, marketing, customer success, and RevOps in a unified platform Sales Coaching Surface insights from key deals, account signals, conversations, and win/loss patterns for offering data-driven coaching or feedback Pipeline & Deal Management Allows users to track pipeline to identify deals that are stalled, at risk, and future opportunities Customer Data Capture Collects and organizes customer interaction data from multiple channels or systems Show More ##### ## Additional Functionality (228) Email Response Control Speech Recognition Train your system to interpret and transcribe voice messages Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Chat/Messaging Communicate using direct chat or messages within the system AI Writing Assistant Generates and edits text using machine learning For Sales Teams/Organizations Caters to sales teams Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Predictive Analytics Predict future data based on historical data sets Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Templates Sample files or documents that could be customized as needed or used as is Reminders Timed notification for any upcoming task, deadline, appointment, or activity Email Templates Pre-made examples and templates for emails SMS Messaging Send messages via SMS Personalization Adjust communications based on previous interactions or personal preferences Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Lead Engagement Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Omnichannel Outreach Using different methods or channels to connect with customers Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Keyword Filtering Monitor and collect information from social media based on specific keywords Natural Language Processing Process and analyze human language in text or audio form For Contact Centers Designed for contact centers. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Automatic Transcription Use AI to convert voice into text automatically Playbooks Tactical guides providing information and instructions for teams to navigate through tasks and processes Employee Coaching Tools Conduct & deliver coaching sessions to improve employee performance or facilitate development Text Mining Transforming unstructured text into a structured format to identify meaningful patterns and new insights Trend/Problem Indicators Visually identify direction of development and areas that require attention Notes Management Allow users to create, edit, and sort multiple notes Retention Tracking Measures the retention rate and satisfaction of customers. Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Recommendations Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Compliance Tracking Track and report regulatory data to either internal management or external stakeholders API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Intent Recognition Helps understand a user's intentions/actions Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prioritization Arrange tasks based on the level of priority or urgency Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service 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 Mobile Access Access software remotely via mobile devices Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gamification Games or game-like elements to track progress and reward accomplishments Automatic Transcription Use AI to convert voice into text automatically Call Recording Record the audio of phone conversations for quality assurance purposes Sales Reports Reports specific to sales analysis for trends and strategies Real-Time Analytics Analyze and gain insights into data in real-time Commenting/Notes Leave comments and notes on documents for others to view Built-in Course Authoring Tools that allow users to create and publish courses and course material/content Learning Paths/Tracks Designing course materials to be completed in a sequential order for personalized learning purposes Assessment Management Creation, administration, and evaluation of assessments or tests Video Conferencing Connect with meeting participants remotely over video Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Call Monitoring Listen to live phone conversations for the purpose of training and assessing agent performance Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Workflow Management Create, design and manage workflows for repetitive tasks Learning Management Organize and track educational activities Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Training Management Track employee/learner's progression through training programs Document Management Store, manage, and track all electronic documents in a centralized location Content Library Centralized repository to store content and assets Recommendations Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Dynamic Modeling Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Lead Capture Automatically identify and save contact information of potential customers Real-Time Reporting Active reporting of data and metrics Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Dashboard Creation Creation and customization of dashboards Modeling & Simulation Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Exception Reporting Generative AI Use AI to generate content in the form of text, images, videos, etc. Sales Reports Reports specific to sales analysis for trends and strategies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Graphical Data Presentation Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Business Process Control Define and maintain business rules that determine workflow capabilities and criteria Multi-Currency Manage and handle various international currencies Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Generative AI Use AI to generate content in the form of text, images, videos, etc. Gamification Games or game-like elements to track progress and reward accomplishments Real-Time Updates Receive system updates as soon as any changes are made Employee Reward Programs Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Employee Management Track employee schedules, availability, and performance across projects and tasks Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Benchmarking Compare key metrics for the business against prominent players in the industry Commission Management Tracking, calculating, and paying commissions and earnings to employees For Sales Teams/Organizations Caters to sales teams Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Planning Define sales targets and create strategies to meet goals or marketing results Single Sign On Allow users to access multiple services after entering their login credentials once Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Forecasting Form predictions based on past and present data/trends Quota Planning Plan target quotas that sales representatives are expected to meet within a specific period. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Rewards Points A type of incentive earned through making purchases in select categories. Organizational Charting Diagram that shows the structure of an organization and the relationships between parts AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Branding Add customized logos and colors to align with company branding Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Territory Management Organize customer data and accounts by user or geography Performance Appraisal Evaluation process that provides feedback on an employee's job performance Calendar Management Track and manage schedules and meetings via an integrated calendar Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Sales Onboarding & Training Process of training new hires by providing them with sales tools and knowledge needed to complete the job Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Ratings/Reviews Ratings/Reviews API Application programming interface that allows for integration with other systems/databases Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Assignment Management Assign issues and tasks based on availability or required skills Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Electronic Signature Digitally sign online documents Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Email Management Manage, store and organize emails within the system or via third-party apps Commenting/Notes Leave comments and notes on documents for others to view Data Import/Export Import and export data to and from software applications Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Interaction Tracking Track interaction history by documenting conversations for contacts Product Catalog Present a catalog of inventory that customers can view Live Chat Ability to chat online in real time Sales Pipeline Management Pipeline view and tracking lead status Appointment Scheduling Schedule appointments via a calendar Email Templates Pre-made examples and templates for emails Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Transfers/Routing Transfer queries and organize messages between agents Activity/News Feed Continuous profile-based stream of news and activity Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Mobile Access Access software remotely via mobile devices Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Call Logging Collects essential call data such as call origin, call destination, call length, and other transaction details Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows 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 Show More ## Top-Rated Alternatives [ ![Clari](https://images.g2crowd.com/uploads/product/hd_favicon/325c3df8553cee1b8ab793d8f3dfa14a/clari.svg "Clari") Clari 4.6/5(5,609) ](https://www.g2.com/products/clari/reviews) [ ![Weflow](https://images.g2crowd.com/uploads/product/hd_favicon/4c96ae730dbe4a528c91742a0e2c7d22/weflow.svg "Weflow") Weflow 4.6/5(121) ](https://www.g2.com/products/weflow/reviews) [ ![Gong](https://images.g2crowd.com/uploads/product/hd_favicon/e33783a7fe09d9543772bf2218f64325/gong.svg "Gong") Gong 4.7/5(6,679) ](https://www.g2.com/products/gong/reviews) [ View All Alternatives ](https://www.g2.com/products/terret-ai/competitors/alternatives) Terret.ai Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_639496e43ff3c84b8ca5dfb97a425de2/clari.png "Product Avatar Image") Clari 4.6/5(5,609) [ Compare Now ](https://www.g2.com/compare/clari-vs-terret-ai) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_99ff0672c142d385655f69866e2676c7/weflow.png "Product Avatar Image") Weflow 4.6/5(121) [ Compare Now ](https://www.g2.com/compare/terret-ai-vs-weflow) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ba7ec16c546d0110cfe515805013d68d/gong.png "Product Avatar Image") Gong 4.7/5(6,679) [ Compare Now ](https://www.g2.com/compare/gong-vs-terret-ai) ##### Categories on G2 [ AI Sales Assistant ](https://www.g2.com/categories/ai-sales-assistant)[ AI Agents For Business Operations ](https://www.g2.com/categories/ai-agents-for-business-operations)[ Conversation Intelligence ](https://www.g2.com/categories/conversation-intelligence) [ Sales Analytics ](https://www.g2.com/categories/sales-analytics)[ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management)[ Sales Coaching ](https://www.g2.com/categories/sales-coaching)[ Revenue Operations & Intelligence (RO&I) ](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[ Revenue AI Platforms ](https://www.g2.com/categories/revenue-ai-platforms)[ Customer Revenue Optimization ](https://www.g2.com/categories/customer-revenue-optimization) Show More ##### Explore More [ Which Oracle PeopleSoft resellers support global payroll and multi-country compliance features for multinational organisations evaluating implementation partners? 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