Wimi Features
File Management (6)
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Device Syncing
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
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Web Interface
Ability to access documents via a web interface without a client being installed on a device
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File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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Search
Can easily find files via a simple and/or advanced search
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Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
Video Support
Supports various video file formats
Collaboration (8)
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File following
Allows users to receive updates when files have been updated, added, deleted or moved.
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File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
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Simultaneously Editing
Users can work simultaneously on files.
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Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Activity Tracking
Track and document all activities across devices, networks, and other systems
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Screen Sharing
Digitally share screen view with others
Real Time Editing
Preview and make real-time changes in the web content
Administration (20)
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User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
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Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
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Device Management
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
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Storage Limits
Administer storage limits by user or group
Storage Zones
Choose data center your files should be stored at
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Security
Stores and transfers files in secure environment
Calendar Management
Track and manage schedules and meetings via an integrated calendar
File Management
Create, save, and store files
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Email Management
Manage, store and organize emails within the system or via third-party apps
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Task Management
Create, manage and track all task activities and progression
Website Management
Built-in website builder or integration with third-party site
Secure Data Storage
Securely stores data to prevent data loss or breaches
Platform (4)
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Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
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System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
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APIs
Enables custom integration to external systems
Business Instant Messaging (9)
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File Sharing
Allows users to send and open various file types.
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Notifications
Notifies users when they have been contacted or tagged.
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Search
Message content search capability.
Screen Sharing
Digitally share screen view with others
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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Mobile Application
Software can be accessed through a downloadable mobile application.
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Web Application
Software can be accessed through a downloadable desktop app or a cloud-based site.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Active Directory Integration
Integrates with Active Directory
Business Instant Messaging (4)
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Audio Conferencing
Allows users to communicate via audio call.
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Video Conferencing
Allows users to communicate via video call.
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Conferencing
Task Creation (4)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
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Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (5)
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Project Templates
Pre-designed project plans that can be customized
Communication (5)
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Chat
Provide live chat tools for instant messaging
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Discussions
Ability to involve multiple users in public or private discussions
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External
Allow external users to use chat and discussions
Feedback
Provide functionality to create and manage polls and surveys
Announcements
Manage news and announcements by company or department
Content & Documents (4)
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File Sharing
Documents can be shared between users and teams
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Notes
User can share notes with colleagues or external users
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Search
Help users find documents and other types of content
Versioning
Keep track of document versions and related changes
Controls (5)
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Custom Views
Create personalized project views for collaboration
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Followers
Allow users to follow tasks which are not assigned to them
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User Management
Define and manage users access to documents and collaboration features
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Calendars
Manage private and shared calendars and associated events
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Public Sharing
Make project views available for the public.
Project Management (4)
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Task Management
Include features to create, assign, and manage tasks.
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Planning
Deliver project plans that can be customized by users.
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Visibility
Provide visibility into collaborative processes accross the company
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Integration
Provide integration with task management and project management software.
Remote Collaboration (4)
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Alignment
Align remote employees with their colleagues and external users
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Accountability
Define and track responsabilities for remote users
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Connectivity
Allow users to connect to tools that they use remotely
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Offline Mode
Users can work offline and changes are synced when they back online
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI - Business Instant Messaging (1)
Text Summarization
Condenses long documents or text into a brief summary.
AI - Business Instant Messaging (5)
AI Powered Search
Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.
Smart Notifications
Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.
AI Powered Language Translation
Uses AI-powered language translation tools to translate messages in real-time.
Content Generation
Creates, assists, or automates the generation of text-based content within the platform.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Cloud Content Collaboration (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Business Instant Messaging (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Additional Functionality (110)
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Tagging
Add labels or tags to tasks
Spreadsheet View
UI looks like a spreadsheet
Task Scheduling
Track and manage the scheduling of tasks
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Email-to-Task Conversion
Convert emails into tasks
Project Tracking
Monitor the progress of projects from start to finish
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Sub-Task Management
Split and manage tasks into individual components
Task Progress Tracking
Track the status and progress of tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Mobile Access
Access software remotely via mobile devices
Task Editing
Edit task information and all related elements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
API
Application programming interface that allows for integration with other systems/databases
Dependency Tracking
Track and manage task relationships and dependencies
Document Management
Store, manage, and track all electronic documents in a centralized location
Assignment Management
Assign issues and tasks based on availability or required skills
Project Planning
Organize and schedule projects
Task Board View
UI looks like task board
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Commenting/Notes
Leave comments and notes on documents for others to view
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Task Import
Import tasks from external sources
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Audio/Video Conferencing
Audio/Video Conferencing
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Commenting/Notes
Leave comments and notes on documents for others to view
Chat/Messaging
Communicate using direct chat or messages within the system
Configurable Workflow
Configure existing workflows to meet your organization's needs
Electronic Signature
Digitally sign online documents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Planning
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Encryption
Convert data into a code for security
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Content Publishing Options
Facilitates online authoring and publishing of the content
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Group Messaging
Group messaging lets multiple people carry on a group conversation
Bulk Send
Process of sending a large number of documents, messages or emails to multiple recipients at once
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Mobile Access
Access software remotely via mobile devices
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Contact Management
Manage, organize, and store contact information
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Message Recall
Retrieve sent messages from mailboxes of recipients who haven't yet opened it
Canned Responses
Shortcuts for inputting frequently used messages
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Workflow Configuration
Alter the default workflow to meet your organization's needs
Single Sign On
Allow users to access multiple services after entering their login credentials once
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Task Management
Create, manage and track all task activities and progression
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Read Receipts
Ability to see if recipient has viewed/opened the message
@mentions
An @mention is a way to tag or notify a specific person about a message/post
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Secure Data Storage
Securely stores data to prevent data loss or breaches
Activity Tracking
Track and document all activities across devices, networks, and other systems
Broadcast Messaging
Notify large groups of people simultaneously about important updates.
Customizable Branding
Add customized logos and colors to align with company branding
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Commenting/Notes
Leave comments and notes on documents for others to view
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
One-to-One Messaging
Send personal messages to clients or attendees
Event Calendar
A list of events with their respective dates
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Photos
Store photos of employees
Mobile Alerts
Notifications via mobile devices
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Blogs
Allows users to publish blogs on social site
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