WorkHub Tasks Features
Platform (35)
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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Customization
Allows users to customize chat colors, text, logos, and branding.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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Reporting
Provides analytics tools that reveal important business metrics and track progress
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Reporting & Dashboards
Access pre-built and custom reports and dashboards for viewing
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Import & Export Tools
Ability to input, modify, and extract data from the application in bulk through a structured file.
Workflow Capability
Automates everday customer success functions for more efficient and effective day-to-day processes.
Notifications
Set alerts for customer actions in order to respond quickly and proactively.
Customization
Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Scalability
Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.
Data Security
The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.
Performance & Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Real-Time Data
Receive data and information in real time
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Churn Management
Identify customers at risk of migration and activate strategies to retain them
Survey/Poll Management
Create and administer polls and surveys
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Task Management
Create, manage and track all task activities and progression
Customer Management
Store and organize information about customers and previous interactions
Account Management
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Workflow Management
Create, design and manage workflows for repetitive tasks
Contact Management
Manage, organize, and store contact information
Email Management
Manage, store and organize emails within the system or via third-party apps
Configurable Workflow
Configure existing workflows to meet your organization's needs
Ticket and Case Management (16)
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Ticket Creation User Experience
User Experience of creating and submitting a ticket
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Ticket Response User Experience
User Experience of responding and receiving a response
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Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
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Automated Response
Respond to common requests with standard reply
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Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
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Attachments/Screencasts
Documents and files can be attached to the ticket to communicate with customer issues/resolutions
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Ticket Collaboration
Share and collaborate on tickets with multiple customer service representatives
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Customer/Contact Database
Central repository for account and contact information
Workflow Management
Create, design and manage workflows for repetitive tasks
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbox Management
Organize, prioritize, and manage incoming communications
Support Ticket Management
Allow customers/users to submit support queries and service requests
Email Management
Manage, store and organize emails within the system or via third-party apps
Communication Channels (6)
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Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
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Email to Case
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
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Live Chat Support
Ability for customer service agents to communicate with customers via live chat to solve problems live
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Social Media Integration
Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
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Voice
Make and receive calls directly in the application. Track and record calls for analysis.
Video Chat
Chat with your counterparts over the video in real time
Customer Information (9)
Customer Health Scores
Provides users a customer-specific score to determine the overall satisfaction of each customer.
Customer Monitoring
Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team
Customer Profiles
Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.
Playbooks
Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments
Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.
Product Engagement
Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.
Surveys
Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.
NPS of Customers
Calculate NPS of customers
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Predictions (4)
Churn Risk
Calculates the risk that your customers will not renew or continue using your product or service.
Upsell Opportunities
Discovers and highlights factors that lead to upsell opportunities.
Custom Triggers
Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.
Machine Learning
Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.
Facility Management Platform Features (36)
Maintenance Planning
Schedule and assign maintenance work orders to engineers or technicians from within the system. Work orders can be prioritized according to a series of predetermined factors in order to streamline operations.
Facility Inventory Management
Track material, equipment, and inventory usage across facilities. Record historical usage data, supplier information, and estimated replacement costs.
Space Planning
Provide information detailing how the space inventory in a building is used, what assets currently occupy that space, and how the assets are arranged in order to optimize the management of space inventory.
Move Management
Coordinate employee and asset moves, adds, and changes (MAC) to reduce associated costs and minimize organizational disruption
Vendor Management
Source vendors and contractors through a centralized directory within the system. Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance.
Service Request Portal
Respond to and manage facility reservations and maintenance requests submitted through a centralized web portal.
Green Building Operations
Monitor energy and water usage in buildings, use energy usage data to generate actionable reports, and forecast the performance of "green" initiatives to reduce energy costs, greenhouse gas emissions, and other associated waste.
Reporting & Dashboards
Visualize facility data and KPIs using built in dashboards, and create custom reports around facility usage statistics.
Facility Document Storage
Maintain a central online repository for facility documentation, such as lease documents, that is easily accessible by facility management personnel.
Mobile Field Access
Facilitate maintenance planning and task completion with mobile access to facility management tools.
Facility Asset Management
Manage and track high-value assets including office equipment, furniture & more
Task Management
Create, manage and track all task activities and progression
Equipment Maintenance
Manage procedures that ensure organizational equipment remains in working condition
Preventive Maintenance
Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Service Request Management
Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Parts Management
Track parts inventory levels and manage re-stocking
Visitor Management
Allow organizations to streamline the check-in process for visitors.
Inspection Management
Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Space Management
Manage occupancy and space utilization in facilities and buildings
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Maintenance Management
Manage, maintain and track the performance of assets and equipment
Materials Management
Process of planning, procuring and controlling material flows along with supplier evaluation and shipping
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Document Management
Store, manage, and track all electronic documents in a centralized location
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Historical Reporting
Information, data and reports that are being tracked over time
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Incident Management (6)
Automate Ticket Routing
Routes tickets automatically to the appropriate user.
Ticket Prioritization
Prioritizes tickets based on factors configured by the user.
Ticket Notifications
Notifies the IT team when a ticket needs action.
Knowledge Base
Provides a forum for answers to common questions.
Knowledge Base/Ticket Integration
Integrates knowledge base articles into a ticket.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Reporting (8)
Dashboards
Displays important metrics relating to performance.
Time Tracking
Tracks time worked on a ticket.
Surveys
Provides surveys to measure employee satisfaction.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Priority Case Alerts
Informs stakeholders of activity on escalated or high-value cases
Trend Analysis
Evaluates frequency of types of complaints
Performance Monitoring
Includes a dashboard or other means of performance monitoring
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Access & Usability (5)
Mobile
Enables access to service desk features via mobile device.
Self Service
Enables employees to view the status of their tickets.
Active Directory
Provides a directory of all users within an organization.
Multi-Channel Access
Enables access to service desk features through multiple channels such as email, phone, or the portal.
Mobile Access
Access software remotely via mobile devices
Communication (7)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-time Consumer-facing Chat
Engage in direct, instant messaging with consumers
Internal Use (6)
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Customization
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Administration (27)
Change Management
Tools to track and implement required IT changes in a system.
Asset Management
Tools to organize and manage all IT assets within an organization.
Reports & Analytics
A means to view and analyze a large amount of data in order to gain business insights.
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Task Management
Create, manage and track all task activities and progression
Service Request Management
Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Incident Management
Manage and track all disruptions and incidents
Contract/License Management
Track, store, and access client contracts or licenses
Support Ticket Management
Allow customers/users to submit support queries and service requests
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Inventory Management
Track and manage inventory levels to maintain proper supply
Screen Sharing
Provides screen sharing options to allow access to view or control real-time activities.
File Sharing
Provides easy and seamless file transfer and sharing capabilities to increase productivity and collaboration while working remotely.
Session Recording
Provides the ability to record remote access and support sessions.
Unattended Remote Access
Provides remote access to computers at any time, without an end-user present.
Multi - Session Handling
Provides multiple technician support simultaneously.
Multi-Monitor Support
Allows users to switch between multiple end users’ monitors with a single click.
Service Desk (4)
Help Desk
A place for users to submit tickets when they require IT help.
Incident Reports
Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur.
Process Workflow
The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met.
Customizable Reports
Alter the layout and content of reports
Channels (3)
Multi-Channel Coverage
Software incorporates multiple digital communications channels.
Open Listening
Allows incorporation of inbound contacts from non-marketing channels.
Physical Media
Includes physical media (mail, flyers, billboards, etc.) in the channels mix.
Design (9)
Communications Strategy Development
Allows planning and deployment of an overall communications strategy.
Create Content
Includes or integrates with content creation apps.
Personalization
Outbound communications are segmented and personalized.
Inbound Identification
Inbound contacts are identified and handled based on history.
Regulatory Compliance
Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.
Batch Communications
Send messages, notifications, or documents to an entire customer base at the same time
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
On-Demand Communications
Generate personalized communications upon request to meet customer needs
Interactive Content
Allow the audience to interact or engage with the content
Usability (4)
All-Employee Access
Permits use by job roles outside of service department
Supporting Documents
Allows linking of useful information such as screen shots
Two-Way Communication
Provides direct contact between CSRs and customers outside of milestones
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Productivity Tools (7)
Notes
Allows users to leave notes or comments on emails or relevant cases.
Internal Discussion
Provides a dedicated space or a thread feature that allows for long-form discussion.
Assignments and Tasks
Offer in-application assignment and task tracking functionality.
Workflows
Allows users to create and follow predetermined workflows attached to actions.
Templates
Allows users to create canned answers or templates for email responses.
Integrations
Integrates without outside software to provide additional functionality or pull information.
Tagging System
Provides a tagging system to allow users to sort emails by relevant subject.
Analytics (7)
Trends
Analyzes trends in email content and resolution.
Performance Tracking
Tracks performance and productivity of users inside the application.
Email Tracking
Tracks email analytics like emails opened, how long the email was opened for, etc.
Net Promoter Score (NPS)
Calculates net promoter score (NPS) using customer feedback data.
Customer Satisfaction (CSAT) Score
Calculates customer satisfaction (CSAT) score using customer feedback data.
Customer Effort Score (CES)
Calculates customer effort score (CES) using customer feedback data.
Gamification
Provides gamification tools to incentivize employees to leverage customer feedback insights.
Functionality (4)
Ticketing System
Provides a service desk for users to submit tickets for IT-related issues.
Performance Logging
Tracks action-by-action asset performance with machine- or human-readable logs.
Alerting
Creates alerts when tracked assets encounter errors or performance issues.
Automation
Automates repetitive tasks associated with IT service operations and maintenance.
Management (6)
Reporting
Provides graphics, dashboards, and general reporting around IT service, assets, and incidents.
Administration Console
Provides administrative tools for routine maintenance, upkeep, and tracking.
Access Management
Gives administrators control over user privileges and accessibility for IT assets.
Asset Management
Gives administrators control over hardware and software resource allocation and tracking.
Policy Dictation
Controls policies and configurations across business applications and hardware.
Real-Time Reporting
Active reporting of data and metrics
Login Options (2)
Single Sign-On (SSO)
Allows users to sign into the software using a single sign-on (SSO) application.
Password Saver
Saves login information like usernames and passwords for external applications.
Productivity (5)
Email Client
Application also serves as an email client.
Split Screen
Applications can be viewed simultaneously within the unified workspace via split screen.
Activity Feed
Provides a cross-application activity feed.
Virtual Assistant
Offer a virtual assistant to guide users and recommend routine actions.
Analytics and Reporting
Generates reports based on security and/or productivity data.
Customization (3)
Custom Workflows
Enables the creation of custom workflows to facilitate various processes.
Multiple Workspaces
Allows users to create multiple workspaces for different projects or teams.
Custom Application Integration
Allows users to connect custom or in-house applications.
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (6)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Project Templates
Pre-designed project plans that can be customized
Task Management
Create, manage and track all task activities and progression
Customization (11)
Stakeholder Management
Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience.
Multilanguage Support
Allow users to create surveys and repond to customer feedback in a variety of languages.
Multiple Branding Support
Allows users to deploy surveys and intake feedback data for multiple brands.
Vertical-specific Solutions
Vendor provides industry- or role-specific experience management solutions.
Customizable Branding
Add customized logos and colors to align with company branding
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Workflow Management
Create, design and manage workflows for repetitive tasks
Email Management
Manage, store and organize emails within the system or via third-party apps
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Survey/Poll Management
Create and administer polls and surveys
Negative Feedback Management
Identify, track, and respond to negative feedback
Maintenance (2)
Remote Reboot
Remotely wake, restart, and install applications on sleeping devices.
Remote Printing
Print files from remote computer onto the local printer, without having to transfer the file between computers.
Communication (4)
Text Chat
Connects instantly via group chats, web-based chats, offline messaging, persistent chat groups, and customer-initiated chat.
VoIP
Provides voice over IP calling solutions.
Video Conference Call
Provides pre-session or in-session video call options to resolve issues.
Screen Annotations
Allows to draw, highlight, encircle, and box certain areas on the screen of the remote computer to enhance support and communicate better.
Security (2)
Data Encryption
Implements encryption standards to secure data both in transit and at rest.
Compliance
Provides compliance to multiple industry standards like HIPAA and GDPR.
Device Support (4)
Mobile Device Access
Allows mobile device access to provide support or connect to your computer from anywhere.
Multi-Platform Support
Provides support across iOS, Mac, Android, PC and other devices.
Cross-Platform
Allows cross-platform device support, supporting Windows, Mac, Linux, iOS, Android, and Chromebook devices.
Video Support
Supports various video file formats
Performance (1)
Reporting
Provides robust reporting capbilities like session details, technician performance information, and end users’ survey summaries.
Generative AI (23)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Service Desk (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Help Desk (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Success (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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Multi-Language
Manage and support multiple languages
Agentic AI - Experience Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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.
Multi-Language
Manage and support multiple languages
Agentic AI - IT Service Management (ITSM) Tools (10)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Multi-Language
Manage and support multiple languages
Agentic AI - Productivity Bots (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
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
Agentic AI - Shared Inbox (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Unified Workspaces (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Facility Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (453)
Prioritization
Arrange tasks based on the level of priority or urgency
Service History
Track work performed and resources used for past customers, sites, or assets
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Customizable Forms
Customize contracts and forms to collect specific information
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
Service Catalog
Database containing accurate and up-to-date information on all operational services
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Automated Responses
Automatic reply functionality for incoming messages
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Macros/Templated Responses
Templated responses for responding quickly to recurring support requests
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Search
Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.
Alerts/Escalation
System alerts about the need to escalate an issue or request
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Dashboard Creation
Creation and customization of dashboards
Remote Access & Monitoring
Control system behavior and appearance, and access and report on system status/health from a distant location
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Chat/Messaging
Communicate using direct chat or messages within the system
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Canned Responses
Shortcuts for inputting frequently used messages
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Transfers/Routing
Transfer queries and organize messages between agents
Geotargeting
Geographic location of visitors determines behavior of the software
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Document Storage
Store and organize documents in a centralized system
Screen Sharing
Digitally share screen view with others
Contact Management
Manage, organize, and store contact information
Autoresponders
Create and automatically send premade copy in response to customer messages
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
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
Offline Form
Form to collect visitor contact information when live chat isn't available
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Image Editing
Edit, touch up, and convert images for publishing
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Notes Management
Allow users to create, edit, and sort multiple notes
Assignment Management
Assign issues and tasks based on availability or required skills
Task Scheduling
Track and manage the scheduling of tasks
Content Creation
The ability to create unique content
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Audio Recording
Record and edit recorded audio and/or video
Focus Aid
Tools that provide motivation and discipline to bolster productivity.
Presentation Tools
Share and present designs
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Email Management
Manage, store and organize emails within the system or via third-party apps
Prioritization
Arrange tasks based on the level of priority or urgency
Task Management
Create, manage and track all task activities and progression
Single Sign On
Allow users to access multiple services after entering their login credentials once
Secure Data Storage
Securely stores data to prevent data loss or breaches
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Office Suite
A collection of tools to be used for routine tasks within an organization such as word documents, spreadsheets, presentations, etc.
Database Creation
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
To-Do List
A digital list of items that need to be completed
Chat/Messaging
Communicate using direct chat or messages within the system
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Document Management
Store, manage, and track all electronic documents in a centralized location
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Data Import/Export
Import and export data to and from software applications
Team Collaboration
Allow multiple team members to edit and work on the same document
Video Content
Supports video files
Productivity Tools
Tools to facilitate the production of information and promote efficiency
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Autoresponders
Create and automatically send premade copy in response to customer messages
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Monitoring
Active monitoring of systems, applications, or networks
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Gamification
Games or game-like elements to track progress and reward accomplishments
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Customizable Fields
Customize data fields to support various needs and use cases
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Live Chat
Ability to chat online in real time
Task Automation
Automatically handle routine, repetitive tasks and processes without the need for manual intervention
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Language Detection
Identify different languages
Multiple Data Sources
Allows users to manage data from a number of sources
Predictive Analytics
Predict future data based on historical data sets
API
Application programming interface that allows for integration with other systems/databases
Alerts/Escalation
System alerts about the need to escalate an issue or request
Data Security
Protect sensitive data for digital privacy
Interaction Tracking
Track interaction history by documenting conversations for contacts
Prioritization
Arrange tasks based on the level of priority or urgency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Macros/Templated Responses
Templated responses for responding quickly to recurring support requests
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Mobile App
Access the system via a mobile application
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Templates
Pre-made examples and templates for emails
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Automated Responses
Automatic reply functionality for incoming messages
Data Import/Export
Import and export data to and from software applications
Personalization
Adjust communications based on previous interactions or personal preferences
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
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
Customizable Forms
Customize contracts and forms to collect specific information
Checklists
An itemized to do list that can be edited as tasks are completed
Real-Time Data
Receive data and information in real time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Facility Scheduling
Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
Status Tracking
Track the status over time for a request, process, asset, or transaction
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
For Schools
Designed to be used by kindergarten, primary, middle, and senior secondary schools.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Multi-Location
Manage and support multiple locations
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Reports
Alter the layout and content of reports
Commercial Properties
Designed to serve commercial properties
Residential Properties
For residential properties
Data Import/Export
Import and export data to and from software applications
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
CMDB
Configuration Management Database
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
IT Risk Management
Manage risks related to IT systems
Service Catalog
Database containing accurate and up-to-date information on all operational services
Inventory Management
Track and manage inventory levels to maintain proper supply
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Chat/Messaging
Communicate using direct chat or messages within the system
Change Management
Track and monitor efficient handling of all changes/transitions
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Task Management
Create, manage and track all task activities and progression
Email Templates
Pre-made examples and templates for emails
Benchmarking
Compare key metrics for the business against prominent players in the industry
Localization Automation
Adapt content to display differently based on viewer location
Real-Time Reporting
Active reporting of data and metrics
Customer Support
Provide online support for your customers through live chat or help desk functionality
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Alerts/Escalation
System alerts about the need to escalate an issue or request
Release & Deployment
Planning, coordinating, and executing the deployment of software or system changes into a live or production environment
Email Management
Manage, store and organize emails within the system or via third-party apps
Contract/License Management
Track, store, and access client contracts or licenses
Workflow Management
Create, design and manage workflows for repetitive tasks
Problem Management
Identify and solve underlying cause of incident(s), and prevent future incidents from occurring
Analytics
Tools for the systematic analysis of various types of data or statistics
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
API
Application programming interface that allows for integration with other systems/databases
IT Asset Management
Managing inventories and tracking changes to hardware and software configurations
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Live Chat
Ability to chat online in real time
Customizable Reports
Alter the layout and content of reports
Incident Management
Manage and track all disruptions and incidents
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Support Ticket Management
Allow customers/users to submit support queries and service requests
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Branding
Add customized logos and colors to align with company branding
Remote Monitoring & Management
Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Transfer
Move files across different systems or networks
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Single Sign On
Allow users to access multiple services after entering their login credentials once
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Summary Reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Session Transfer
Transfer a support session to another team member
Remote Update/Installation
Deploy updates or install new software remotely
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Real-Time Updates
Receive system updates as soon as any changes are made
Troubleshooting
Take actions to troubleshoot issues for networks, devices, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
API
Application programming interface that allows for integration with other systems/databases
Support Ticket Management
Allow customers/users to submit support queries and service requests
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customizable Reports
Alter the layout and content of reports
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Video Conferencing
Connect with meeting participants remotely over video
Diagnostic Tools
Access client's system information, including hardware and software configuration, to perform diagnostics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Survey/Poll Management
Create and administer polls and surveys
Live Chat
Ability to chat online in real time
Real-Time Reporting
Active reporting of data and metrics
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Customer Complaint Tracking
Track customer complaints from initiation through resolution
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
API
Application programming interface that allows for integration with other systems/databases
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Import/Export
Import and export data to and from software applications
Interaction Tracking
Track interaction history by documenting conversations for contacts
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Real-Time Updates
Receive system updates as soon as any changes are made
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Canned Responses
Shortcuts for inputting frequently used messages
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Forms
Customize contracts and forms to collect specific information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Prioritization
Arrange tasks based on the level of priority or urgency
Routing
Plan daily routes to optimize employee scheduling and provide directions
Support Ticket Management
Allow customers/users to submit support queries and service requests
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Chat/Messaging
Communicate using direct chat or messages within the system
Alerts/Escalation
System alerts about the need to escalate an issue or request
Activity Tracking
Track and document all activities across devices, networks, and other systems
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Workflow Management
Create, design and manage workflows for repetitive tasks
Quality Assurance
Systematic evaluation of various aspects of a project or service to prevent defects or issues
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Issue Tracking
Record and follow the progress of every issue
Customizable Branding
Add customized logos and colors to align with company branding
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customer Service Analytics
Assignment Management
Assign issues and tasks based on availability or required skills
Email Templates
Pre-made examples and templates for emails
Customizable Reports
Alter the layout and content of reports
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Forms Management
Store, manage and track all forms in a centralized location
Chat/Messaging
Communicate using direct chat or messages within the system
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Call Recording
Record the audio of phone conversations for quality assurance purposes
Autoresponders
Create and automatically send premade copy in response to customer messages
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
SMS Messaging
Send messages via SMS
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Language
Manage and support multiple languages
Interaction Tracking
Track interaction history by documenting conversations for contacts
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.
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer History
Access previous interactions or concerns to maintain customer relationships
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
Video Support
Supports various video file formats
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Inbox Management
Organize, prioritize, and manage incoming communications
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Tracking
Track and document all activities across devices, networks, and other systems
Real-Time Reporting
Active reporting of data and metrics
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
Customizable Forms
Customize contracts and forms to collect specific information
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Data Visualization
Graphical representation of data
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Customizable Reports
Alter the layout and content of reports
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Multi-Channel Data Collection
Collect information from multiple sources
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Customizable Fields
Customize data fields to support various needs and use cases
Real-Time Analytics
Analyze and gain insights into data in real-time
Predictive Analytics
Predict future data based on historical data sets
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
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
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Channel Support
Collect information from and communicate with customers or users across multiple channels, such as email, phone, live chat, web, and other touchpoints.
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Chat/Messaging
Communicate using direct chat or messages within the system
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
API
Application programming interface that allows for integration with other systems/databases
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Win/Loss Analysis
Analyze lost and won opportunities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customer History
Access previous interactions or concerns to maintain customer relationships
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Branding
Add customized logos and colors to align with company branding
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Account Alerts
Informs of any account changes and notifications
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Commenting/Notes
Leave comments and notes on documents for others to view
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Time Zone Tracking
Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Projections
Estimate or forecast of a future scenario based on the study of present trends
Prioritization
Arrange tasks based on the level of priority or urgency
Softphone
Use your computer as a phone device to make calls over the internet
Employee Activity Monitoring
Monitor and track what your employees are doing
File Transfer
Move files across different systems or networks
Email Management
Manage, store and organize emails within the system or via third-party apps
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Document Management
Store, manage, and track all electronic documents in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Import/Export
Import and export data to and from software applications
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Project Time Tracking
Measure time to completion or hours worked for projects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Remote Support
Provide support to your customers and employees remotely over a shared network
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Live Chat
Ability to chat online in real time
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Electronic Signature
Digitally sign online documents
Video Chat
Chat with your counterparts over the video in real time
Assignment Management
Assign issues and tasks based on availability or required skills
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customizable Branding
Add customized logos and colors to align with company branding
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
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Video Conferencing
Connect with meeting participants remotely over video
Activity Tracking (1)
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversation Intelligence (1)
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
API (1)
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Feedback Management (1)
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Dashboard (1)
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Projections (1)
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Forms (1)
Customizable Forms
Customize contracts and forms to collect specific information
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer Database (1)
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications (1)
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Escalation (1)
Alerts/Escalation
System alerts about the need to escalate an issue or request
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
CRM (1)
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI/Machine Learning (1)
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Customizable Templates (1)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data (1)
Real-Time Data
Receive data and information in real time
Role-Based Permissions (1)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Communication Management (1)
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Trend Analysis (1)
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Forecasting (1)
Forecasting
Form predictions based on past and present data/trends
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export (1)
Data Import/Export
Import and export data to and from software applications
Collaboration Tools (1)
Collaboration Tools
Provides a channel for team members to share AI models, media files, communicate, and work together
Self Service Portal (1)
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Multiple Data Sources (1)
Multiple Data Sources
Allows users to manage data from a number of sources
Monitoring (1)
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Fields (1)
Customizable Fields
Customize data fields to support various needs and use cases
Drag & Drop (1)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Customer History (1)
Customer History
Access previous interactions or concerns to maintain customer relationships
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions (1)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
SSL Security (1)
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Multi-Channel Communication (1)
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Sentiment Analysis (1)
Sentiment Analysis
Categorize emotions expressed and identify if they are positive, negative or neutral
Social Media Integration (1)
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Real-Time Reporting (1)
Real-Time Reporting
Active reporting of data and metrics
Key Performance Indicators (1)
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Content Management (1)
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Real-Time Analytics (1)
Real-Time Analytics
Analyze and gain insights into data in real-time
Data Visualization (1)
Data Visualization
Graphical representation of data
Issue Management (1)
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Voice Recognition (1)
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Configurable Workflow (1)
Configurable Workflow
Configure existing workflows to meet your organization's needs
Customizable Branding (1)
Customizable Branding
Add customized logos and colors to align with company branding
Ad hoc Reporting (1)
Ad hoc Reporting
Generate one-off reports that meet information requirements
Data Security (1)
Data Security
Protect sensitive data for digital privacy
Audit Management (1)
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Real-Time Monitoring (1)
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Chat/Messaging (1)
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes (1)
Commenting/Notes
Leave comments and notes on documents for others to view
Multi-Language (1)
Multi-Language
Manage and support multiple languages
SMS Messaging (1)
SMS Messaging
Send messages via SMS
Performance Metrics (1)
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Predictive Analytics (1)
Predictive Analytics
Predict future data based on historical data sets
Dashboard Creation (1)
Dashboard Creation
Creation and customization of dashboards
Surveys & Feedback (1)
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Synchronization (1)
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
CES Survey Structure (1)
CES Survey Structure
Survey designed to measure the Customer Effort Score & evaluate their satisfaction of using product or service
CSAT Survey Structure (1)
CSAT Survey Structure
Survey designed the measure customer satisfaction with a product, service, and more
Customer Segmentation (1)
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Email Management (1)
Email Management
Manage, store and organize emails within the system or via third-party apps
Interaction Tracking (1)
Interaction Tracking
Track interaction history by documenting conversations for contacts
Search/Filter (1)
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Automated Routing (1)
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Service Level Agreement (SLA) Management (1)
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Project Management (1)
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Support Ticket Management (1)
Support Ticket Management
Allow customers/users to submit support queries and service requests
Workflow Automation (1)
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Knowledge Base Management (1)
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Scheduled/Automated Reports (1)
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Financial Reporting (1)
Financial Reporting
Generate reports to assess the financial performance of an organization
Tagging (1)
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Task Automation (1)
Task Automation
Automatically handle routine, repetitive tasks and processes without the need for manual intervention
Ticket Management (1)
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Real-Time Updates (1)
Real-Time Updates
Receive system updates as soon as any changes are made
Marketing Reports (1)
Marketing Reports
Reports specific to marketing and associated campaigns
Engagement Tracking (1)
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Task Progress Tracking (1)
Task Progress Tracking
Track the status and progress of tasks
Prioritization (1)
Prioritization
Arrange tasks based on the level of priority or urgency
Survey/Poll Management (1)
Survey/Poll Management
Create and administer polls and surveys
Issue Tracking (1)
Issue Tracking
Record and follow the progress of every issue
Data Connectors (1)
Data Connectors
Connect to big data sources
Visual Analytics (1)
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Assignment Management (1)
Assignment Management
Assign issues and tasks based on availability or required skills
Live Chat (1)
Live Chat
Ability to chat online in real time
Single Sign On (1)
Single Sign On
Allow users to access multiple services after entering their login credentials once
Campaign Management (1)
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Call Center Management (1)
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Gamification (1)
Gamification
Games or game-like elements to track progress and reward accomplishments
Rules-Based Workflow (1)
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Widgets (1)
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Sales Reports (1)
Sales Reports
Reports specific to sales analysis for trends and strategies
Customer Journey Mapping (1)
Customer Journey Mapping
Visualize and analyze customer experience across all touchpoints and channels
Chatbot (1)
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
IVR (1)
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Customer Portal (1)
Customer Portal
A website or login for customers to access information
Issue Scheduling (1)
Issue Scheduling
Schedule and assign issue completion dates and/or times
Language Detection (1)
Language Detection
Identify different languages
Support Ticket Tracking (1)
Support Ticket Tracking
Track the status of support tickets/escalations as they move through the service queue
Autoresponders (1)
Autoresponders
Create and automatically send premade copy in response to customer messages
Customer Experience Management (1)
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Content Creation (1)
Content Creation
The ability to create unique content
Customizable Dashboard (1)
Customizable Dashboard
Alter the layout and content of dashboards
Queue Management (1)
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
OLAP (1)
OLAP
Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
Help Desk Management (1)
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Complaint Monitoring (1)
Complaint Monitoring
Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction
Event Triggered Actions (1)
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Churn Management (1)
Churn Management
Identify customers at risk of migration and activate strategies to retain them
Issue Auditing (1)
Issue Auditing
Inspecting the issue resolution process for compliance with related systems and regulatory guidelines
Video Chat (1)
Video Chat
Chat with your counterparts over the video in real time
Ad hoc Query (1)
Ad hoc Query
One-off queries made on an as-needed basis
Recurring Issues (1)
Recurring Issues
Set an issue to repeat
Inbox Management (1)
Inbox Management
Organize, prioritize, and manage incoming communications
NPS Survey Structure (1)
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
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