Upsolve AI Features

Reports interface for standard and self-service reports is intuitive and easy to use.

Requires a minimal number of steps/clicks to answer business question.

Offers a variety of attractive graph and chart formats.

Score cards visually track KPI's.

Provides business users an interface to easily design, refine and collaborate on their dashboards

Alter the layout and content of reports

Reports specific to marketing and associated campaigns

Reports specific to sales analysis for trends and strategies

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Edit and personalize data view as needed

Alter the layout and content of reports

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of dashboards

Reports interface for standard and self-service reports is intuitive and easy to use.

Receive email reports and notifications regarding metrics.

Requires a minimal number of steps/clicks to answer business question.

Using formulas based on existing data elements, users can create and calculate new field values.

Business users have the ability to filter data in a report based on predefined or automodeled parameters.

Users can drill down and explore data to discover new insights.

Ability to search global data set to find and discover data.

Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.

Tool automatically suggests data types, schemas and hierarchies.

Ability to interact with the application using human languages such as English

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

Merge data from multiple sources to a single data set

Merge data from multiple sources to a single data set

Converts data formats of source data into the format required for the reporting system without mistakes.

Ability to (re)structure data in a manner that allows extracting insights fast and accurate.

Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)

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.

Receive data and information in real time

Receive data and information in real time

Set up connections to third-party platforms to improve business processes

Set up connections to third-party platforms to improve business processes

Ability to track historical data.

Track metrics in real time with consistent and frequent updates.

Set a time to generate routine reports automatically

Alter the layout and content of reports

Predict future data based on historical data sets

Ability to handle large datasets

Receive data and information in real time

Ability to track historical data.

Track metrics in real time with consistent and frequent updates.

Uses LLMs to generate dynamic responses within defined boundaries and business-safe content rules.

Maintains context across user turns in a single session to provide coherent, relevant responses.

Understands varied user phrasing and infers intent without relying solely on keywords or scripts.

Supports building conversational flows using predefined paths, rules, and decision trees.

Provides fallback messages or guidance when the bot cannot understand or fulfill a query.

Provides API access to connect with proprietary business systems or internal data sources.

Offers embeddable widgets or SDKs for integration into websites, apps, or third-party tools.

Allows non-developers to configure and design chatbot flows via visual or no-code interfaces.

Offers a variety of attractive graph and chart formats.

Score cards visually track KPI's.

Provides business users an interface to easily design, refine and collaborate on their dashboards

Allows one to create and export visualization into various formats (PNG, JPEG, etc.)

View and present dashboard on mobile devices

Publish dashboard publicly on various platforms

Share dashboard screen within private user groups

Provides the ability to easily share visualizations.

Allows multiple users to edit and create visualizations together.

Has the ability to edit visualization across devices and device types (e.g. computer and phone).

Ensures consistent performance, delivering reliable outputs based on user prompts.

Implements stringent measures to protect user data and ensure privacy.

Shows adeptness in comprehending and responding to complex or multi-part queries.

Facilitates natural and human-like conversations, delivering engaging interaction experiences.

Demonstrates a sophisticated understanding of both written and spoken user commands.

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Offers a high degree of customization to meet individual user or business requirements.

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, design and manage workflows for repetitive tasks

Manage, store and organize emails within the system or via third-party apps

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Features robust learning mechanisms, improving responses over time based on past user interactions.

Showcases the ability to recognize, correct, and learn from its own mistakes.

Displays creativity in generating diverse, interesting, and contextually relevant responses.

Produces content that is accurate, factually correct, and relevant to the user's query.

Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions.

Regularly receives updates that contribute to continuous improvement of the product.

Assesses the chatbot's ability to function seamlessly across various platforms and devices.

Seamlessly integrates with other platforms or software systems, enhancing overall utility.

Set up connections to third-party platforms to improve business processes

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Supports configuration using natural language instructions.

Allows users to customize the tone of agent.

Enables definition of clear security guardrails for agent actions.

Protect APIs from threats using authentication, access control and encryption

Protect sensitive data for digital privacy

Verify the identity of users/devices to enable secure access

Provides support across web, mobile, messaging apps, and other channels.

Allows customization of agent branding, including visual appearance and conversational style.

Equips agents with proactive response capabilities based on predefined triggers.

Facilitates seamless escalation to human employees for complex issues.

Supports various file formats

Processing different types of input like text, voice, images etc.

Provides analytics and reporting on agent performance and interactions.

Offers agents the ability to maintain contextual awareness across interactions.

Ensures compliance with data privacy and governance requirements.

Automates workflows and actions based on agent responses.

Allows the use of APIs for advanced agent configuration.

Enables interoperability with multiple platforms for unified experiences.

Allows integration with CRM data to ground agent responses in business context.

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Enables tuning or updating chatbot behavior based on user feedback or admin input (non-live learning).

Includes safeguards to restrict inappropriate responses and ensure compliant language use.

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Define levels of authorization for access to specific files or systems

Access reports on mobile devices

Track the management and flow of data throughout the organization

Allows users to manage data from a number of sources

Form predictions based on past and present data/trends

Add customized logos and colors to align with company branding

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Create labels for products that contain required information such as colors, sizes, dates, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Analyze and gain insights into data in real-time

Create, design and manage workflows for repetitive tasks

Provides a channel for team members to share media files, communicate, and work together

One-off queries made on an as-needed basis

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Build unique software tools based on your specific requirements

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Visualize locations on a map

An extended application or connector that enables users to perform additional services with their current set of tools

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

View and track pertinent metrics to find patterns and gain insights from data

Generate reports on your own without IT involvement

Import, collect, and capture data from multiple sources

Embed/link applications into third party software so it can be accessed within a third party system

Generate one-off reports that meet information requirements

Create, design, and visually represent processes within the software

Interact with data visualization elements, such as charts and graphs, to drill down into data

Allow users to access multiple services after entering their login credentials once

Review data from past periods to reveal recurring tendencies and predict future performance

Predict future data based on historical data sets

Graphical representation of data

Connect to big data sources

Compare key metrics for the business against prominent players in the industry

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Monitor and visualize trends across live data streams

Access software remotely via mobile devices

Assemble applications and processes by dragging over and arranging pre-built components

Creation and customization of dashboards

Create and automatically send premade copy in response to customer messages

Configure existing workflows to meet your organization's needs

Process and analyze human language in text or audio form

Add customized logos and colors to align with company branding

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Analyze and gain insights into data in real-time

Existing bot models for AI-based tools commonly used for auditory and textual conversation methods

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ability to chat online in real time

Active monitoring of systems, applications, or networks

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Train your system to interpret and transcribe voice messages

Assemble applications and processes by dragging over and arranging pre-built components

View and track pertinent metrics to find patterns and gain insights from data

Use AI to generate content in the form of text, images, videos, etc.

AI-based platform which conducts a conversation via auditory or textual methods

Helps understand a user's intentions/actions

Automatically identify and save contact information of potential customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Interact with data visualization elements, such as charts and graphs, to drill down into data

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Communicate using direct chat or messages within the system

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Interprets what a user is doing based on context and helps guide them through the process.

Ability to interact with the application using human languages such as English

Observe and track the demand, usage, progress or quality of a system, product, or user

The ability of a bot to respond to user queries in synthesised voice

Notifications that are delivered to users as soon as an event occurs

A collection of customer information such as contact details, demographics, previous interactions, etc.

Application programming interface that allows for integration with other systems/databases

For the intention to be used by developers

Process of dividing customers into groups based on common characteristics

System alerts about the need to escalate an issue or request

Tracks metrics that provide insight into how a user interacts with any interface or product

Track revisions and updates made to files and navigate between different versions

Manage a growing amount of work to meet increased demand without compromising performance

Adjust communications based on previous interactions or personal preferences

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Event-driven HTTP callback that automatically sends real-time data between applications

Application programming interface that allows for integration with other systems/databases

Process and analyze human language in text or audio form

Automatically switching to secondary AI model(s) during failure or hallucinations

Assemble applications and processes by dragging over and arranging pre-built components

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Chatbot or AI assistant that answers queries and provides recommendations within an application

Execution of software tests by leveraging automation tools

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Provides a channel for team members to share media files, communicate, and work together

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Process of testing an ML algorithm by feeding it training data to learn from

Tools for the systematic analysis of various types of data or statistics

Allow users to access multiple services after entering their login credentials once

Detect and remove errors

Manage the processes involved when making the application ready for use

Managing and resolving errors that occur during program execution to maintain stability

Tracking the status of previously identified performance measurements

Securely stores data to prevent data loss or breaches

Allows users to manage data from a number of sources

Graphical representation of data

Allow users to access multiple services after entering their login credentials once

Ability to interact with the application using human languages such as English

Search and filter data across systems to locate required information by entering keywords or certain criteria

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Notifications that are delivered to users as soon as an event occurs

Provides a channel for team members to share media files, communicate, and work together

An extended application or connector that enables users to perform additional services with their current set of tools

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate one-off reports that meet information requirements

Track and document all activities across devices, networks, and other systems

View and track pertinent metrics to find patterns and gain insights from data

Add customized logos and colors to align with company branding

Collect, process and structure data from multiple sources for further analysis

Creation and customization of dashboards

Connect to big data sources

Pre-designed layouts that can be customized to match preferences and requirements

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Application programming interface that allows for integration with other systems/databases

Form predictions based on past and present data/trends

Various components within a system including buttons, clickable icons, hover effects, and more

Display aggregated data points on one page for a bird's eye view assessment

Import and export data to and from software applications

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Review data from past periods to reveal recurring tendencies and predict future performance

Create, design and manage workflows for repetitive tasks

Set up connections to third-party platforms to improve business processes

Perform various mathematical calculations using the data

Information, data and reports that are being tracked over time

Import, collect, and capture data from multiple sources

Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

Receive system updates as soon as any changes are made

Active reporting of data and metrics

Track the management and flow of data throughout the organization

Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

One-off queries made on an as-needed basis

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns