UiPath Agentic Automation Features
Application Design (8)
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UI Code Extending
Gives users the ability to edit or write custom HTML, Javascript or CSS code.
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Programming Code Extending
Allows users to edit or write custom code with programming languages.
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Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
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Application Templates
Provides base-level application templates to build atop and which users can customize for specifc users and actions.
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Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Project Workflow
Create, manage, or update project workflows.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Data Control (5)
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Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
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Data Synchronization
Continuously updates data as users or external data sources are edited.
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Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Real-Time Data
Receive data and information in real time
Data Aggregation and Publishing
Assemble data from multiple sources
Publishing (16)
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Application Deployment
Releases the application for access on desktop or mobile devices.
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Platform Compatability
Lets users build cross-platform applications or provide specific templates for different device types.
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Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Mobile Access
Access software remotely via mobile devices
Deployment Management
Manage the processes involved when making the application ready for use
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Integrations Management
Identify which applications need to exchange data and enable these data connections
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
Automation Building (10)
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Visual Editor
Provides a visual editor to easily create automation models.
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Workflow Recording
Offers the ability to record processes performed by humans to be recreated by bots.
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Pre-Built Templates
Provides templates for workflows and processes for easier automation creation.
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Custom Automation
Allows developers to code custom automations.
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Collaboration
Offers users the ability to reuse process automations and communicate with other team members around automation building.
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Ease of Bot Creation
Allows non-technical users to create bots in an easy, intuitive manner.
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
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Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Bot Management & Execution (9)
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Bot Scheduling
Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.
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Attended Automation
Automates processes that supplement human action, often requiring human intervention and collaboration.
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Unattended Automation
Automates processes completely without the need for human intervention.
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Bot Performance Analytics
Allows users to analyze the performance of bots via dashboards.
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Data and Product Security
Insures data remains secure and compliant with industry standards.
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Scalability
Able to support large deployments.
Predictive Analytics
Predict future data based on historical data sets
Real-Time Analytics
Analyze and gain insights into data in real-time
Real-Time Data
Receive data and information in real time
Intelligent Automation (3)
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OCR
Provides OCR capabilities in order to recognize text in documents and applications.
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Machine Learning
Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.
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NLP
Provides NLP capabilities in order to understand text in documents and applications.
Development (16)
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Real-Time Integration
Supports event or transaction based integrations that react to changes in real-time
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API Designer
Provides a web-based interface for designing, documenting, and testing APIs.
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Flow Designer
Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.
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Pre-Built Connectors
Facilitiates API development and integrations with prebuilt connectors, templates, and examples.
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Custom Connectors
Provides the ability to create connectors from existing services and APIs in catalog.
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Reusable connectors
Provides prebuilt, reusable connectors and workflows for all user integration requirements.
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Multi - tenant architecture
Enables multiple tenants (customers) to securely share physical computing resources.
Data Connectors
Connect to big data sources
QuickBooks Integration
Integrates with QuickBooks
Active Directory Integration
Integrates with Active Directory
Cloud Data Integration
Integrating data specifically through the cloud
ERP integration
Integrate with existing ERP systems
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.
Accounting Integration
Integrate with a third-party accounting system
Website Integration
Seamlessly integrates with 3rd party websites
Management (23)
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Monitoring & Notification
Console for monitoring resource utilization, system health, ability to start and stop processes, etc.
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Routing And Orchestration
Enables data routing on configuration basis and management of complex workflows through an orchestration engine.
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Data Mapping
Facilitates to and fro data map according to the data model between applications/web services.
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Data Transformation
Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.
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API Management
Supports and oversees the management of API products across their full lifecycle
Data Management
Ability to handle large datasets
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Transaction Management
Manage, record and track all business exchanges in form of money and its related interactions in the system
Metadata Management
Collect and maintain structured information that describes data or content
Integrations Management
Identify which applications need to exchange data and enable these data connections
Data Storage Management
Manage and store data in a database
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Email Management
Manage, store and organize emails within the system or via third-party apps
Integration Management
Identify which applications need to exchange data and enable these data connections
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Sales Management
Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Security (6)
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Data Encryption
Employs data encryption both at rest and in transit.
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Security Standards
Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.
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Communication Protocol
Supports secure communication protocols like FTPS, SFTP etc
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
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Compliance Standards
Assures the user that the system complies with industry regulations like GDPR.
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Data Encryption
Ensures that all data processed is encrypted for security.
Integration Options (6)
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Data Virtualization
Integrates data from disparate sources, without physical data movement
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Managed File Transfers
Provides one or more methods to securely transfer data from one location to another through a network
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Big Data Processing
Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)
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EDI
Provides Integrations to EDI service providers.
Real-Time Data
Receive data and information in real time
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Process Management (4)
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Process Library
Provides users with a repository for process maps and documentation.
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Collaboration
Allows for collaborative authoring of process documents.
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Integrations
Provides various connectors and integrations to business applications and data sources.
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Execution Management
Gives users the ability to analyze processes, find bottlenecks and identify the gaps between how things should be and how they really are.
Process Analysis (3)
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Real-Time Process Analysis
Allows users to conduct real-time process analysis, as opposed to just historical analysis.
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Process Notation
Gives process notation capabilities.
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Process Mapping
Provides tools for defining what a business entity does, who is responsible, to what standard a business process should be completed.
Automation (5)
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RPA Integration
Integrates with RPA technology, either natively or via 3rd-party integrations.
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Application Development
Allow customers, partners and third-party developers to create applications on top of business processes.
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Organization
Automatically assigns relevant followup tasks and notifies appropriate team members of status after testing.
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Reliability
Runs tests automatically and reliably according to the parameters and frequency defined.
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Thoroughness
Tests completely and thoroughly to minimize developer workload.
Deployment (2)
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Hybrid
Supports deployment of integration apps both on-premisis and cloud environments/
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Cloud to Cloud
Supports deployment of integration apps to a managed cloud environment
Functionality (4)
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Test Feedback
Provides developers with actionable insight after running tests.
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Test History
Maintains a thorough history of test logs for future reference and analysis.
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Customization
Grants developers granular control to define tests and test parameters.
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Test Variety
Allows developers to automate a wide variety of test types according to need.
Generative AI (1)
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AI Text Summarization
Condenses long documents or text into a brief summary.
Data Capture (2)
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Multi-format Support
Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.
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OCR Capabilities
Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).
Data Extraction (5)
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Pattern Detection and Recognition
Filtering incoming messages/alerts and detecting patterns to spot anomalies.
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Text Classification
Gives user the ability to categorize sections of text within the document based on preset criteria.
Data Classification
Grouping log entries based on similar attributes.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Data Validation (1)
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Accuracy Checking
Provides the user with the capability to validate the extracted data for accuracy.
Workflow Automation (3)
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Natural Language Processing
Process and analyze human language in text or audio form
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Process Integration
Gives user the ability to connect to automation technology, such as robotic process automation (RPA).
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Management (6)
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Search Functionality
Enables users to search through the content of processed documents easily.
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Version Control
Allows the user to track changes and manage different versions of a document.
Full Text Search
Search for specific words or phrases within a document or database
Semantic Search
Contextual Search
Boolean Search
Capability to use a search engine via operators like AND, NOT, and OR
Machine Learning (1)
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Custom Model Training
Gives user the ability to train custom machine learning models for specific data extraction tasks.
Natural Language Processing (4)
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Sentiment Analysis
Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Entity Analysis
Inspect the given text for key elements such as names of people, places and more
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Semantic Analysis (1)
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Contextual Understanding
Allows the system to understand the context of words and phrases for better data extraction and classification.
Data Integration (1)
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API Support
Provides the user with the ability to integrate the IDP system into other applications through APIs.
Customization - AI Agent Builders (6)
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Natural Language Configuration
Supports configuration using natural language instructions.
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Tone Customization
Allows users to customize the tone of agent.
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Security Guardrails
Enables definition of clear security guardrails for agent actions.
API Security
Protect APIs from threats using authentication, access control and encryption
Data Security
Protect sensitive data for digital privacy
Authentication
Verify the identity of users/devices to enable secure access
Functionality - AI Agent Builders (6)
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Omni-channel Support
Provides support across web, mobile, messaging apps, and other channels.
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Agent Branding
Allows customization of agent branding, including visual appearance and conversational style.
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Proactive Response Capabilities
Equips agents with proactive response capabilities based on predefined triggers.
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Seamless Human Escalation
Facilitates seamless escalation to human employees for complex issues.
Multimedia Support
Supports various file formats
Multi-Modal Input Support
Processing different types of input like text, voice, images etc.
Data and Analytics - AI Agent Builders (3)
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Analytics & Reporting
Provides analytics and reporting on agent performance and interactions.
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Contextual Awareness
Offers agents the ability to maintain contextual awareness across interactions.
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Data Privacy Compliance
Ensures compliance with data privacy and governance requirements.
Integration - AI Agent Builders (5)
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Workflow Automation
Automates workflows and actions based on agent responses.
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API Usage
Allows the use of APIs for advanced agent configuration.
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Platform Interoperability
Enables interoperability with multiple platforms for unified experiences.
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CRM Data Integration
Allows integration with CRM data to ground agent responses in business context.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workflow Design & Orchestration (2)
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Task Logic and Sequencing
Supports defining task order, dependencies, and conditional logic in workflows.
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Visual Workflow Builder
Provides a visual interface for managing workflows without code.
Integrations & Connectivity (2)
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Pre-Built Integrations
Offers pre-built connectors for widely used business applications and systems.
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Custom Integration Capabilities
Provides API and webhook support for building and managing custom integrations.
Automation Execution & Intelligence (2)
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AI-Powered Optimization
Provides AI-driven insights or suggestions to improve workflow performance and efficiency.
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Trigger-Based Automation
Supports initiating workflows based on schedules, user actions, or system events.
Development & Customization (2)
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Low-Code/No-Code Tools
Provides a low-code or no-code interface for creating and modifying workflows.
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Reusable Components
Allows reuse of workflow elements such as templates, forms, or logic blocks.
Governance & Security (2)
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Audit Logging
Offers detailed audit trails to monitor changes and user activity within workflows.
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Role-Based Access Control
Provides tools to manage access permissions based on user roles.
Reporting & Analytics (2)
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Real-Time Dashboards
Offers real-time dashboards to track progress and automation impact.
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Workflow Analytics
Provides metrics and insights into workflow performance and bottlenecks.
Agentic AI - Automation Testing (4)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Supports Parallel Execution
Run multiple tests simultaneously in different environments or parts of the code base
Agentic AI - Low-Code Development Platforms (3)
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
Generation and Interpretation - AI App Builder (4)
Prompt Understanding
Accurately interprets complex, multi-step natural language prompts to understand user intent.
Backend Logic Creation
Effectively builds the necessary backend workflows, processes, and database schemas from the prompt.
UI Generation
Generates a visually appealing, logical, and user-friendly interface based on the user's description.
Context Awareness
Maintains context throughout a conversational building process, understanding follow-up commands and refinements.
Generated Application Quality - AI App Builder (4)
Scalability
The architecture of the generated application is sound and capable of scaling to meet business needs.
Out-of-the-Box Functionality
The generated application is functional and ready for use with minimal-to-no manual intervention.
Design Customization
Allows for easy modification and customization of the generated application's visual design and branding.
Data & API Integration
Provides robust and straightforward capabilities for connecting to external databases and third-party APIs.
Agentic AI - Business Automation Platforms (BAPs) (6)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Agentic AI - SAP Store (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 - Robotic Process Automation (RPA) (9)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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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
Multi-Language
Manage and support multiple languages
Workflow Design & Integration - AI Orchestration (6)
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Dependency Management
Lets teams configure execution order and dependencies among AI components, ensuring workflows run smoothly and logically.
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Workflow Coordination
Streamlines the management of multiple AI models and agents by bringing them together into cohesive, automated workflows for complex business tasks.
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Multi-Provider API Connectivity
Connects with a wide array of AI model APIs and external services, regardless of provider, within a single orchestration platform.
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Multi-Step Workflow Creation
Enables the construction of sophisticated, multi-step AI workflows that combine specialized models for end-to-end process automation.
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Enterprise System Integration
Integrates seamlessly with enterprise platforms such as CRMs, databases, and business applications for unified data and process flow.
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Real-Time Data Pipelines
Supports the setup of live data pipelines that move information instantly between AI components and enterprise systems.
Performance Optimization & Analytics - AI Orchestration (6)
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Workflow Performance Dashboards
Offers comprehensive dashboards to visualize KPIs and performance metrics for all orchestrated AI workflows.
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Workflow Reporting
Generates in-depth reports on workflow performance, resource consumption, and the overall business impact of AI orchestration.
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Resource Utilization Monitoring
Tracks and displays resource usage across all AI components, enabling proactive performance tuning and troubleshooting.
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Computational Resource Management
Dynamically manages and allocates computational resources, including GPU clusters, to maximize efficiency based on current workflow needs.
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Dynamic Scaling
Scales AI workloads up or down automatically, adapting to fluctuations in processing demands and user traffic.
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Component Monitoring
Provides insights into data flow, processing times, and success rates for each individual AI component within a workflow.
Governance & Compliance Controls - AI Orchestration (5)
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Regulatory Compliance
Ensures all AI workflows adhere to relevant regulatory standards and industry requirements.
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Governance Policy Enforcement
Empowers organizations to enforce governance policies and compliance controls across orchestrated AI operations.
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Role-Based Access Control
Facilitates the setup of role-based permissions and approval workflows for sensitive AI operations and deployments.
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Audit Trail Management
Maintains comprehensive logs and audit trails of workflow executions to support compliance and troubleshooting efforts.
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Security Protocols
Applies robust security protocols and policies to protect sensitive AI deployments and data flows.
Agentic AI - Process Mining (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
AI Test Generation & Authoring (3)
UI-Based Test Generation
Effectively creates tests by recording or analyzing user interface interactions.
Natural Language Test Creation
Accurately translates plain-language descriptions into functional tests.
Test Coverage Suggestions
Provides AI-driven recommendations for improving test coverage.
Test Maintenance & Resilience (3)
Self-healing
Tests effectively self-heal to adapt to changes in the application.
Dynamic Element Locators
Identifies application elements even after their properties change.
AI-Powered Test Maintenance
Reduces the time and effort required to maintain existing test suites via AI.
Execution & Analytics (3)
Intelligent Reporting
Provides insightful dashboards and reports for understanding test results and overall application quality.
Visual Anomaly Detection
AI accurately identifies unintended visual changes or bugs in the user interface.
Root Cause Analysis
Analysis clearly pinpoints the root cause of test failures.
Additional Functionality (237)
Assessment Management
Creation, administration, and evaluation of assessments or tests
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Security Testing
Uncovers vulnerabilities of the system and determines whether system data and resources are protected from possible intruders
Parameterized Testing
Allows developers to run the same test over and over again using different values
Data Visualization
Graphical representation of data
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
API
Application programming interface that allows for integration with other systems/databases
Unicode Compliance
Consistent way of encoding multilingual text that enables the exchange of text data internationally
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Real-Time Reporting
Active reporting of data and metrics
Issue Tracking
Record and follow the progress of every issue
Performance Testing
Allows developers to check if their applications/web browsers are running as expected.
Bug Tracking
Monitor and track bugs and issues in the system.
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Move & Copy
Copy and paste test cases in order to use the same tests in different suites and plans
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Hierarchical View
Organize test cases into hierarchical test plans
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Software Testing Management
Model-Based Testing
Technique where run time behavior of software under test is checked against predictions made by a model
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Quality Assurance
Systematic evaluation of various aspects of a project or service to prevent defects or issues
Version Control
Track revisions and updates made to files and navigate between different versions
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Static Analysis
Software testing technique by which we can check the defects in software without actually executing it
Requirements-Based Testing
Assess the performance and functionality of software by testing against predefined requirements and specifications
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Customizable Reports
Alter the layout and content of reports
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Action-Word Testing
Scripting technique that uses data files to contain the keywords related to the application being tested
Test Script Reviews
Ability to create, review and approve test scripts
Data Storage Management
Manage and store data in a database
Workflow Management
Create, design and manage workflows for repetitive tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Custom Development
Development of custom software, web apps, mobile apps, etc.
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI-assisted Development
Receive suggestions from an automated tool on the next steps to take in the development process based on your prior activity
Collaborative Development
Work with others within one platform/system on the application development process
Document Storage
Store and organize documents in a centralized system
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
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
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Real-Time Reporting
Active reporting of data and metrics
Customizable Reports
Alter the layout and content of reports
Performance Monitoring
Monitoring and measurement of relevant metrics to assess the performance of IT resources
Version Control
Track revisions and updates made to files and navigate between different versions
Database Support
Supports common databases such as MySQL and Oracle
Data Import/Export
Import and export data to and from software applications
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Fields
Customize data fields to support various needs and use cases
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Real-Time Updates
Receive system updates as soon as any changes are made
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Warehouse
Data vault where data is aggregated for later distribution to applications.
Data Import/Export
Import and export data to and from software applications
ETL
Process of extracting, transforming, and loading data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Database Support
Supports common databases such as MySQL and Oracle
Alerts/Escalation
System alerts about the need to escalate an issue or request
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Real-Time Reporting
Active reporting of data and metrics
API
Application programming interface that allows for integration with other systems/databases
Multiple Data Sources
Allows users to manage data from a number of sources
Activity Tracking
Track and document all activities across devices, networks, and other systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Configurable Workflow
Configure existing workflows to meet your organization's needs
Data Aggregation and Publishing
Assemble data from multiple sources
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
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
Web Services
Allows the integration of data between different web services
Real-Time Analytics
Analyze and gain insights into data in real-time
SMS Messaging
Send messages via SMS
Point of Sale (POS)
Accept and process customer payments for products or services using hardware and software
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Dashboard Creation
Creation and customization of dashboards
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Event Tracking
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Forms
Customize contracts and forms to collect specific information
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Phonetic Variation Detection
Detects variations in pronunciation or variations in spelling across regions.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Management
Manage, store and organize emails within the system or via third-party apps
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Management
Create, design and manage workflows for repetitive tasks
Electronic Forms
Digital forms that are shared and accessed online
Abbreviation Detection
Automatically comprehend data abbreviation terms
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Multiple Data Sources
Allows users to manage data from a number of sources
Mis-Keyed Variation Detection
Detects when a user has input/keyed data incorrectly
Data Import/Export
Import and export data to and from software applications
Data Replication
Process of copying and storing data in more than one site or node
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Customizable Reports
Alter the layout and content of reports
Customizable Branding
Add customized logos and colors to align with company branding
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Electronic Signature
Digitally sign online documents
Data Retrieval
Search and find data in a structured format
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Email Address Extraction
Extract email addresses from multiple data sources
Customizable Fields
Customize data fields to support various needs and use cases
Task Management
Create, manage and track all task activities and progression
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Image Capture
Process images and automatically scan for data
Configurable Workflow
Configure existing workflows to meet your organization's needs
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Real-Time Updates
Receive system updates as soon as any changes are made
Summarization
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Analytics
Analyze and gain insights into data in real-time
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Filtering
Find & retrieve relevant data or documents
Commenting/Notes
Leave comments and notes on documents for others to view
Categorization/Grouping
Organize and group data or items based on various criteria
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Topic Clustering
Identify topics to prioritize document research
Multi-Language
Manage and support multiple languages
Language Detection
Identify different languages
Spam Detection
Detect spam, BOT, or invalid email addresses
Predictive Analytics
Predict future data based on historical data sets
Customer Profiles
Record customer information, purchase history, and other notes
Metadata Management
Collect and maintain structured information that describes data or content
Version Control
Track revisions and updates made to files and navigate between different versions
Scalability
Manage a growing amount of work to meet increased demand without compromising performance
Personalization
Adjust communications based on previous interactions or personal preferences
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Webhooks
Event-driven HTTP callback that automatically sends real-time data between applications
API
Application programming interface that allows for integration with other systems/databases
Natural Language Processing
Process and analyze human language in text or audio form
Fallback Handling
Automatically switching to secondary AI model(s) during failure or hallucinations
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Multiple LLM Models
Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more
Built-in AI Assistant
Chatbot or AI assistant that answers queries and provides recommendations within an application
Automated Testing
Execution of software tests by leveraging automation tools
Data Governance
Collection of processes, policies, and standards to manage the storage & usability of enterprise data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Agent Design Tools
Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors
Deep Learning
Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.
Model Training
Process of testing an ML algorithm by feeding it training data to learn from
Analytics
Tools for the systematic analysis of various types of data or statistics
Single Sign On
Allow users to access multiple services after entering their login credentials once
Debugging
Detect and remove errors
Deployment Management
Manage the processes involved when making the application ready for use
Proactive Error Detection
Managing and resolving errors that occur during program execution to maintain stability
Document Management
Store, manage, and track all electronic documents in a centralized location
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Multiple Data Sources
Allows users to manage data from a number of sources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Address Extraction
Extract email addresses from multiple data sources
Forms Management
Store, manage and track all forms in a centralized location
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Workflow Management
Create, design and manage workflows for repetitive tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Process Builder
Outline and document business processes via step-by-step building blocks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Secure Data Storage
Securely stores data to prevent data loss or breaches
Process Control
Monitor and manage manufacturing and production processes.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Ad hoc Analysis
Image Recognition
Ability of software to identify an image among other data
Data Storage Management
Manage and store data in a database
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Management
Create, manage and track all task activities and progression
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Reports
Alter the layout and content of reports
Version Control
Track revisions and updates made to files and navigate between different versions
Integration into Third Party Applications
Embed/link applications into third party software so it can be accessed within a third party system
Third-Party Integration (1)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Scalability (1)
Scalability
Manage a growing amount of work to meet increased demand without compromising performance
Iteration Management (1)
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Backend Logic Creation (1)
Backend Logic Creation
Effectively builds the necessary backend workflows, processes, and database schemas from the prompt.
Prompt Understanding (1)
Prompt Understanding
Accurately interprets complex, multi-step natural language prompts to understand user intent.
Application Development (1)
Application Development
Build unique software tools based on your specific requirements
Full-Stack Output (1)
Full-Stack Output
Produce both frontend user interfaces and backend logic
API Integration (1)
API Integration
Connect to databases, web services, or APIs for robust data integration
Contextual Guidance (1)
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Customizable User Interface (1)
Customizable User Interface
Design, modify, and organize how content is displayed on a system interface
Design Customization (1)
Design Customization
Allows for easy modification and customization of the generated application's visual design and branding.
Out-of-the-Box Functionality (1)
Out-of-the-Box Functionality
The generated application is functional and ready for use with minimal-to-no manual intervention.



