[
Zoom Wo... Reviews
](https://www.g2.com/products/zoom-workplace/reviews)

[
Zoom Wo... Reviews
](https://www.g2.com/products/zoom-workplace/reviews)

# Zoom Workplace Features

##### 
## Content Sharing (7)

Video Streaming

Live streams audio and video from both teacher and student managed devices

Session Recording

Captures each session via a stream recording feature

File Sharing

The ability to share PowerPoints, images, and other file types

Presentation Streaming

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Video Call Recording

Record and playback video calls

Two-Way Audio & Video

Presenter can see and hear participants and vice versa

Two Way Audio & Video

Presenter can see and hear participants and vice versa.

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##### 
## Collaboration (8)

Whiteboard

Contains an interactive whiteboard for both student and teacher use

Hand Raising

Provides a hand raising feature for students that wish to ask questions or offer insight

Participation Controls

Teachers control participation permissions for students

Survey Tools

Creates online polls within the classroom environment

Screen Sharing

Permits screen sharing between the teacher and students

Interactive Whiteboard

Virtual whiteboards allow instructors to share information with students in real-time

Multi-User Collaboration

Allows multiple users to collaborate on a single document and see edits in real-time

Real-Time Communication

Allows users to communicate in real-time via chat and comments within the document

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##### 
## Functionality (7)

Technical Support

Live technical support available for all users

Live Chat

Text chat tools within the classroom

Markup Tools

Ability to markup different media types within a session

Collaboration Tools

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

Video Support

Supports various video file formats

Chat/Messaging

Communicate using direct chat or messages within the system

Real-Time Chat

Engage in direct, instant messaging with customers, users, etc.

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##### 
## Business Instant Messaging (9)

File Sharing

Allows users to send and open various file types.

Notifications

Notifies users when they have been contacted or tagged.

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

Mobile Application

Software can be accessed through a downloadable mobile application.

Web Application

Software can be accessed through a downloadable desktop app or a cloud-based site.

Third-Party Integrations

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

Active Directory Integration

Integrates with Active Directory

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##### 
## Business Instant Messaging (4)

Audio Conferencing

Allows users to communicate via audio call.

Video Conferencing

Allows users to communicate via video call.

Two-Way Audio & Video

Presenter can see and hear participants and vice versa

Conferencing

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##### 
## Grammar (4)

Grammar Check

Checks for grammar errors like misspellings, sentence run-on, etc.

Tone Check

Evaulates emotional tone of words written.

Sentence Formatting

Ensures sentences are formatted properly.

Spell Check

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##### 
## Formatting (4)

Plagiarism Check

Checks for instances of plagirism.

Style Editor

Evalutes that work has been done within the guildlines of a given writing style (MLA, APA, Chicago, etc.).

Citation Finder

Finds and formats citations for works mentioned.

Rich Text Editor

Input different types of content and edit text formats, fonts, font sizes, and colors

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##### 
## Content (3)

Content Ideas

Assists in the ideation process for creating new content, including themes, content types, titles and more

Content Generation

Generates sentences, paragraphs, or papers based on sample text or a topic.

Form Generation

Generates a form based on information presented.

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##### 
## Product Type (2)

Standalone Application

Application is available as a standlone product.

Plugin

Application is available as a plugin used with another document creation product.

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##### 
## Design Tools (7)

Drawing

Allows users to draw on the whiteboard.

Marker Colors

Assigns or allows users to pick different colors to designate who is drawing.

Mind Mapping

Provides tools that design mind maps for brainstorming sessions.

Templates

Provides premade templates to organize the whiteboard.

Drag-and-Drop

Allows users to drag and drop images, videos, links, and other content onto the whiteboard.

Project Templates

Pre-designed project plans that can be customized

Customizable Templates

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

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##### 
## Communication Tools (2)

Voting

Offers a built-in voting system.

Commenting

Allows users to annotate the whiteboard or comment on specific pieces of content on it.

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##### 
## Integrations (9)

CMS Integrations

Integrates with outside content management systems to save the whiteboard or pull content from.

Sharing

Allows users to share or export whiteboards to other software.

Third-Party Integrations

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

MS Teams Integration

This software integrates with Microsoft Teams.

Email Integration

This software integrates with popular email providers.

Zoom Integration

This software integrates with Zoom.

Google Meet Integration

This software integrates with Google Meet.

Salesforce Integration

This software integrates with Salesforce.

Third-Party Integrations

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

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##### 
## Software Offering (3)

In-Browser

Product is available as an in-browser application.

Desktop App

Product is available as a downloadable desktop application.

Mobile App

Product is available as a mobile application.

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##### 
## Conferencing Options (6)

Group Live Chat

Provides a live chat feed during a screen sharing session.

Audio Conferencing

Allows users to communicate via audio channels.

Video Conferencing

Allows users to communicate via video channels.

Video Streaming

Allows users to view videos without downloading media files

Two-Way Audio & Video

Presenter can see and hear participants and vice versa

Conferencing

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##### 
## Presenter Tools (4)

Live Preview

Provides a live preview of what viewers are seeing in real-time.

Notifications Blocker

Blocks notifications from other applications from appearing during a screen sharing session.

Remote Control

Allows users to give audience members control of cursors or tools on the shared screen.

Switch Presenter

Allows presenters to relinguish presenter access to another user in a call.

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##### 
## Application Tools (5)

Password Protection

Provides password protection to screen sharing sessions.

Video Call Recording

Record and playback video calls

In-Browser Application

Software is available within browsers.

Screen Recording

Record and save a video file of what is happening on a computer screen

On-Demand Recording

Record the audio of phone conversations for quality assurance purposes

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##### 
## Platform Basics (36)

Screen Capture

Provides the ability to screen capture a still image of a user's full desktop, specific window or a small portion of the user's screen.

Video Capture

Provides the ability to video capture a user's full desktop, specific window or a small portion of the user's screen.

Image Editor

Allows users to edit and annotate screen captures and video captures with markup tools and image editing tools.

Audio Capture

Record audio or import/upload audio files

Visitor Check-In

Allows guests to check-in using the platform's built-in dashboard.

Mail Management

Provides delivery management resources to help manage incoming and outgoing mail, such as delivery notifications, package delivery photos and a log of delivered mail.

Visitor Database

Allow users to track on-site visitors, previous visits, and provides visitor log insights.

Reports & Analytics

Using the database of visitor information, provide insights into regular visitors and their frequency of visits to plan for future arrival. Plus enable access for certain admin in case of audits, emergency, or checking anomalies.

Blacklist Screenings

Cross-check visitor information with resitrcited visitor lists both with the building, nationally and internationally to ensure no dangerous visitors are allowed on the premises.

Badge Issuance

Scan faces or IDs for issuing approved visitor badges. Store photo information in database for record keeping.

Automation

Automate manual tasks such as visitor arrival and departure notifications, and contact information autofilling.

Workflow Management

Create, design and manage workflows for repetitive tasks

Document Management

Store, manage, and track all electronic documents in a centralized location

Registration Management

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Contact Management

Manage, organize, and store contact information

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Parking Management

Manage, optimize, and automate tasks related to parking operations

Badge Management

Create, manage, and print wearable badges

Email Management

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

Access Management

Control and manage access to company resources

Remotely Content Management

Ability to remotely control the content displayed across digital screens.

Content Scheduling

Ability to schedule digital signage content in advance.

Multi-User Access

Enables individuals with different roles within the operator’s organization to control the content that is being published on the digital signage network.

Task Scheduling

Track and manage the scheduling of tasks

Mobile Access

Access software remotely via mobile devices

Inventory Management

Track and manage inventory levels to maintain proper supply

Interactive Content

Allow the audience to interact or engage with the content

File Management

Create, save, and store files

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Policy Management

Create, manage, and track policies and procedures within an organization

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Survey/Poll Management

Create and administer polls and surveys

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Mobile Device Management

Control, secure and enforce policies on mobile devices such as smartphones, tablets etc.

Remote Display Management

Remotely schedule and display multimedia content regardless of where you are

Playlist Management

Create playlists of content and media types & manage the distribution of those playlists to display screens

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##### 
## Platform Content (8)

Scrolling Capture

Allows users to capture a full screen capture while scrolling down a page.

Text Extraction

Lets users extract text from a screen capture.

Screen Record

Helps users record a video capture and save it as a video file, audio file or GIF file.

Video Support

Supports various video file formats

Media Formats

Provides users the ability to upload a variety of media formats, including photos, videos, and URL addresses for live web pages.

Media Editor

Provides users the built-in ability to edit parts of their designs, like images and text.

WYSIWYG Editor

What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface

Visual Editor

Program to edit text files that renders the content in accordance with embedded markup code such as HTML

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##### 
## Platform Additional Functionality (10)

File Sharing

Provides robust sharing and publishing options.

Platform Search

Lets users search the platform for saved screen and video captures, as well as stock images.

Integration

Integrates with related tools that simplify platform management and usage.

Screen Grouping

Allows users to organize multiple screens into a single unit.

Asset Management Integration

Ability to connect and integrate with your asset management sources to feed your screen from where your assets are housed.

Network Reporting

Provides detailed information about the content assets and playback, playbackmedia players, and user management.

Configuration Management

Identify component attributes like servers, hardware, software, and manage relationships across all services

User Session Management

Maintain and control user sessions (including session tracking, timeouts and termination) in a web application or system

Touch Screen

Interactivity between software and users by touching areas on the screen of display devices

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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##### 
## Inbox Tools (4)

Unified Inbox

Consolidates multiple email accounts into one viewable platform.

Filters

Allows users to filter their emails by sender, date received, opened, etc.

Reminders

Gives users reminders to send or reply to emails.

Notifications

Provides notifications when users receive new emails.

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##### 
## Coordination Tools (3)

Calendar

Provides a native calendar.

Contacts

Provides a native contact book.

Task Management

Offers built-in task creation and assignment functionality.

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##### 
## Software Options (2)

Desktop Application

Software available as a downloadable desktop application.

Mobile Application

Software available as a mobile application.

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##### 
## Platform Data (4)

Automation

Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling.

Analytics

Allows users to track on-site visitors previous visits and future visits and provides visitor log insights.

Visitor Logs

Allows users to screen incoming vistiors, add flagged visitors to watchlists and get notified of when a flagged visitor enters the facility.

Dashboard

Provides a dashboard with check-in and check-out capabilities and visitor logs.

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##### 
## Platform Interoperability (4)

Notifications

Sends a notification to users of a visitors arrival and departure.

Hardware

Works with hardware, such as iPads, for an interactive representation of the platform that is easy to use by visitors.

Emergency Notification

Automatically send mass notifications or alerts for any emergency or crisis

Hardware

Integrates with existing hardware.

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##### 
## Features (15)

Voicemail to Email

Transcribes voice messages to email.

Voicemail to SMS

Transcribes voice messages and delivers them via text message.

File Sharing

Includes a way to easily share files between users.

Voice Conferencing

Allows multi-participant phone conferences.

Video Conferencing

Can host video conferences.

Conference Transcripts

Records and transcribes voice and video conferences.

Electronic Faxes

Create, edit, preview, and send faxes electronically

IVR

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Video Call Recording

Record and playback video calls

Customizable Reports

Alter the layout and content of reports

Real-Time Reporting

Active reporting of data and metrics

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Screen Sharing

Digitally share screen view with others

Two-Way Audio & Video

Presenter can see and hear participants and vice versa

Virtual Voicemail

Voice messages are stored online and accessible via a visual interface

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##### 
## Extensions (3)

Tenancy Flexibility

Can be deployed as a single-tenant or multi-tenant product.

Native VoIP

Contains its own IP telephony system.

CCaaS Option

Is also able to serve as contact center software.

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##### 
## Collaboration Tools (6)

Screen Sharing

Able to share your desktop screen or an application with the rest of the conference.

Real-Time Chat

Engage in direct, instant messaging with customers, users, etc.

Hand Raising

Allows conference participants to notifiy conference hosts when they want to speak.

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Private Chat

Send messages to selected individual(s) from the entire audience

Real-Time Chat

Engage in direct, instant messaging with customers, users, etc.

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##### 
## Meeting Coordination (9)

Scheduling

Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software.

Video Call Recording

Record and playback video calls

Participant Permissions

The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group.

One-Click Join

Allows users to join a conference without requiring a download or a sign-in

Video Streaming

Allows users to view videos without downloading media files

On-Demand Recording

Record the audio of phone conversations for quality assurance purposes

Call Recording

Record the audio of phone conversations for quality assurance purposes

Call Recording

Record the audio of phone conversations for quality assurance purposes

Event Scheduling

Plan an event's time and location

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##### 
## Software Type (3)

Mobile

Offers a mobile app or mobile optimized website to video conference from smartphones or tablets.

Browser Application

Conferences can be launched within a browser without requiring a user to download an application to their desktop.

Desktop Application

Software is available as a downloadable desktop application.

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##### 
## Calendar View (2)

Multi-Calendar View

Ability to view multiple calendars at once from within a single window

Customizable Viewing

Provides customizable viewing options (e.g., day, week, month, year)

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##### 
## Shared Calendar (12)

Calendar Collaboration

Ability to subscribe to other calendars for collaboration purposes or personal needs (work, family, school, etc.)

Multiple Calendar Management

Ability to manage multiple calendars at a time

Event Calendar

A list of events with their respective dates

Availability Management

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Event Management

Schedule and manage the logistics of activities and other gatherings

Email Management

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

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Booking Management

Create, update, and manage bookings, itineraries, and reservations

Timesheet Management

Track the amount of time spent on a job or task

Task Management

Create, manage and track all task activities and progression

Employee Management

Track employee schedules, availability, and performance across projects and tasks

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##### 
## Accessibility (2)

Screen Reader Compatibility

Calendar integrates with a screen reader to read and respond to calendar invites as well as schedule appointments and meetings

Keyboard Shortcuts

Calendar functions can be carried out with the use of keyboard shortcuts

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##### 
## Integration (5)

Sync Multiple Calendars

The ability to automatically sync calendars across different calendar softwares (i.e. ability to sync a Google Calendar with an Outlook calendar)

Import Events

Ability to import events from an existing account or another calendar

Software Integrations

Integrates an existing calendar with another software application, such as Microsoft Teams or Slack

Third-Party Integrations

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

Website Integration

Seamlessly integrates with 3rd party websites

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##### 
## Notifications (4)

Customized Calendar Notifications

Ability to customize calendar notifications including event reminders, how far in advance the notification should be received, and methods in which the notification is received (desktop notification vs. email)

Location-Based Alerts

Offers location-based alerts to assist with commuting to and from one location to another

Alerts/Notifications

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

Mobile Alerts

Notifications via mobile devices

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##### 
## Integrate & Embed (3)

Calendar

Integrates with calendars to link relevant documents for meetings or appointments

Website

Embeds live documents into websites

Applications

Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software

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##### 
## Edit & Revise (3)

Revision History

Tracks changes made to documents and access all revision history

Suggestion Mode

When reviewing documents, provides suggestions that can be accepted or rejected by the document owner

Document Editor

Provides editing and proof-reading tools such as spell check and grammar check

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##### 
## File Types (3)

Export

Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format

Import

Imports documents in multiple file formats for editing

Web Publishing

Transforms a document into a web page and publish to the internet

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##### 
## Design (3)

Graphics

Ability to insert graphics, including photos, charts, drawings, graphs, etc.

Templates

Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.

Themes

Offer various color themes which can be applied to the document

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##### 
## Operating System (3)

PC Operating System

Supports Microsoft Windows operating system

Mac Operating System

Supports macOS operating system

Linux Operating System

Supports Linux operating system

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##### 
## Branding & Customizatio (5)

Custom Booking Page

Provide the ability to create a custom booking page.

Personalized Links

Provide the ability to create custom scheduling URLs.

Personalized Web Embed

Provide the ability to create a personalized web embed.

Online Booking

Book meetings and appointments through a website or digital platform

Room Booking

Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held

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##### 
## Automatic Rules & Configurations (4)

Set Working Hours

Allow users to set automatic working hours.

Automatic Updates

Automatically update calendars after a meeting has been booked.

Buffer Times

Provide the ability to incorporate buffer times, leaving time before and after meetings.

Real-Time Updates

Receive system updates as soon as any changes are made

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##### 
## Seating Options (6)

Amenities

Filters desks based on user-designated amenities, such as restrooms, windows, and nearby meeting rooms.

Automatic Grouping

Automatically allocates adjacent seats to employees who work together on a team.

Predefined Neighborhoods

Allows administrators to create neighborhoods, keeping departments and teams together in a designated space, limiting desk booking options based on these parameters.

Recurring Reservations

Enables users to schedule recurring desk reservations

Space Reservation

Manage the reservation of workspaces

Desk Reservation

Reserve a desk space that is available

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##### 
## Tech Stack (5)

Moble App Offering

Offers a mobile app for users to book desks on the go

Employee Communications Integrations

Integrates with employee communications software, such as Slack or Microsoft Teams.

Calendar Integrations

Integrates with calendar software (e.g., Google, Microsoft, Outlook)

SSO Compatible

Integrates with a company's SSO (single sign-on) system.

Third-Party Integrations

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

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##### 
## Generative AI (17)

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-to-Image

Provides the ability to generate images from a text prompt.

AI Text-to-Speech

Simulates human-like speech from text inputs.

AI Image-to-Text

Converts images into a textual description, identifying key elements.

Generative AI

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

AI Text-to-Image

Provides the ability to generate images from a text prompt.

AI Text-to-Speech

Simulates human-like speech from text inputs.

AI Text-to-3D

Provides the ability to generate 3D renderings from a text prompt.

AI Image-to-Text

Converts images into a textual description, identifying key elements.

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-Image

Provides the ability to generate images from a text prompt.

AI Text-to-Speech

Simulates human-like speech from text inputs.

AI Image-to-Text

Converts images into a textual description, identifying key elements.

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##### 
## Meeting Prep - AI Meeting Assistants (3)

Agenda Management

Assists in creating and managing meeting agendas, ensuring that discussions stay on track and objectives are met.

Virtual Meeting Hosting

Hosts virtual meetings, manages attendee lists, and controls meeting features like screen sharing and recording.

Automated Scheduling

Helps schedule meetings by analyzing participants' calendars and finding suitable time slots for everyone involved. They can also send out meeting invitations and reminders.

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##### 
## Meeting Automation - AI Meeting Assistants (3)

Automated Note-Taking

Automatically transcribes and summarizes meeting discussions.

Voice Recognition

Recognizes and transcribes spoken words during meetings, making note of who is speaking and when.

Action Item Tracking

Tracks action items and follow-up tasks, assigning responsibilities to specific participants and sending reminders.

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##### 
## Meeting Insights - AI Meeting Assistants (3)

Sentiment Analysis

Analyzes the sentiment of meeting participants based on their speech patterns and provides insights into the emotional tone of the meeting.

Personalization

Adapts to individual preferences and learning from past interactions to provide a more personalized meeting experience.

Smart Summaries

Creates smart summaries that capture the essential information and insights from a meeting, allowing participants to recall key points, track action items, and have a comprehensive understanding of what transpired during the meeting

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##### 
## Accessibility - AI Meeting Assistants (3)

Language Translation

Offers real-time language translation, allowing participants who speak different languages to communicate effectively.

Real-Time Transcription

Provides real-time transcription of spoken words. This may also include closed-captioning.

Accessibility Guidelines Compliance

Complies with accessibility standards and guidelines, such as the Web Content Accessibility Guidelines (WCAG), to ensure that the tool is accessible to individuals with disabilities.

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##### 
## Generative AI - Business Instant Messaging (1)

Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## 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.

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##### 
## Additional Functionality - Visitor Management (27)

NDA & Contract Signing

Depending on the needs of the business, there can be NDAs and contacts provided if there is the need for a higher level of security.

Integrations with Relevant Software

integrate with Vaccine Tracking software and other relevant security software for extra security measures.

Hardware Integration

Can integrate with hardware like kiosks, tablets, PC, or Macs for visitor check in purposes.

Multi-lingual Support

Allow the capability of multiple languages to be accessed when a visitor is looking to log in in theri native language, whether domestically or abroad.

Generative AI

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

Employee Directory

Access names, contact information, and roles of employees in a centralized repository

Security Gate Access Control

Manage gate access to secure facilities/properties

Biometric Recognition

Facial or other physical recognition to confirm identity

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

ID Scanning

Scan and validate an ID barcode

Customizable Forms

Customize contracts and forms to collect specific information

SMS Messaging

Send messages via SMS

Pre-Registration

Manage the pre-registration process

Time Tracking

Measure and track time including hours worked and paid time off (PTO)

Reporting & Statistics

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

Facial Recognition

Identify and analyze unique facial features in images or videos

Multi-Language

Manage and support multiple languages

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Authentication

Verify the identity of users/devices to enable secure access

Visitor Tracking

Track visitors and purpose of visits

Multi-Location

Manage and support multiple locations

Mobile Access

Access software remotely via mobile devices

Watch List

View and track activity related to an individual, transaction, etc.

Photo Capture

Capture photos for any type of use case

Wireless Internet Access Control

Control and manage access to wireless networks

AI Copilot

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

User Profiles

Profiles of users providing basic information

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##### 
## Agentic AI - Virtual Classroom (5)

Adaptive Learning

Improves performance based on feedback and experience

Assignment Management

Assign issues and tasks based on availability or required skills

Self-paced Learning

Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge

Blended Learning

Supports learning paths that combine in-person classes with online/virtual courses

Synchronous Learning

Real-time, interactive learning experiences where participants engage in learning activities simultaneously

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##### 
## 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

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##### 
## Agentic AI - Digital Signage (2)

Cross-system Integration

Works across multiple software systems or databases

Third-Party Integrations

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

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##### 
## Agentic AI - Video Conferencing (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Calendar (2)

Cross-system Integration

Works across multiple software systems or databases

Calendar/Reminder System

Notifications/alerts for upcoming events or tasks

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##### 
## Agentic AI - Screen and Video Capture (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - Document Creation (1)

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Visitor Management (1)

Decision Making

Makes informed choices based on available data and objectives

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##### 
## 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

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##### 
## Agentic AI - Collaborative Whiteboard (3)

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

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##### 
## Agentic AI - UCaaS Platforms (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

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

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## Agentic AI - Screen Sharing (1)

Decision Making

Makes informed choices based on available data and objectives

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## Email Client - Agentic AI (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

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## Agentic AI - Business Scheduling (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

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## Agentic AI - AI Meeting Assistants (4)

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

Decision Making

Makes informed choices based on available data and objectives

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## Action Item Detection - AI Note-taking Software (2)

Action Item extraction

Helps in automatic extraction of tasks, deadlines, and follow-ups from meetings or conversations.

Summary Generation

Assists in generating concise summaries highlighting key action items.

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## Automatic Transcription - AI Note-taking Software (1)

Speech-to-text Transcription

Enables real-time transcription of meetings, calls, and conversations.

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## Collaboration & Sharing - AI Note-taking Software (1)

Team-based Access

Enables real-time collaboration and share the files securely with the stakeholders.

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## Language & Accent Support - AI Note-taking Software (1)

Multi-Language and Accent Support

Supports multiple languages and accents across regions.

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## Multi-Platform Integration - AI Note-taking Software (1)

Integrations

Integrates with webinar platforms, calendars, CRM platforms, and/or video conferencing platforms.

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## Privacy & Security Controls - AI Note-taking Software (1)

Access Control

Includes encryption and compliance with standards like GDPR and HIPAA.

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## Searchable Note Archives - AI Note-taking Software (1)

Semantic Search

Enables keyword and semantic search across transcripts for easy retrieval.

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## Speaker Identification - AI Note-taking Software (1)

Speaker Recognition

Recognizes as well as labels different speakers for accurate attribution and context.

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## Meeting Capture & Retention - AI Meeting Assistants (3)

Bot Presence

Requires an automated bot to join meetings as a participant to capture meeting content.

Meeting Moments Management

Enables users to search, edit, and highlight key moments within recorded content for easier reference.

Audio or Video Recording

Captures and stores in-meeting audio and video for post-meeting review and sharing.

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## Additional Functionality (530)

Video Support

Supports various video file formats

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Collaboration Tools

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

Single Sign On

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

Registration Management

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Email Management

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Transcripts/Chat History

View messages sent by both parties during the chat conversation

Activity Dashboard

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

Data Security

Protect sensitive data for digital privacy

Document Storage

Store and organize documents in a centralized system

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

Customizable Branding

Add customized logos and colors to align with company branding

Two-Way Audio & Video

Presenter can see and hear participants and vice versa

Drag & Drop

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

Conferencing

Breakout Rooms

Sub-room created within virtual meeting/class

Third-Party Integrations

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

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.

Chat/Messaging

Communicate using direct chat or messages within the system

Whiteboard

Allows multiple users to simultaneously annotate on a digital whiteboard

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Reporting & Statistics

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

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Presentation Streaming

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Mobile Access

Access software remotely via mobile devices

Video Conferencing

Connect with meeting participants remotely over video

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

Email Reminders

Reminders sent via email

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Microsoft Outlook Integration

CRM

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

Auto Framing

Detect speech to highlight frame subjects

On-Demand Webcasting

An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience

Automatic Transcription

Use AI to convert voice into text automatically

Two Way Audio & Video

Presenter can see and hear participants and vice versa.

User Profiles

Profiles of users providing basic information

Video Management

Store and manage online video content

Polls/Voting

Enable custom polls/voting to facilitate decision-making or increase engagement

Event Management

Schedule and manage the logistics of activities and other gatherings

Brand Management

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

HD Audio/Video

High-definition audio and/or video capabilities

Presentation Tools

Share and present designs

Communication Management

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

Host Controls

Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.

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

Reporting/Analytics

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

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Multi-Screen Recording

Simultaneously record webcam and screen

Video Streaming

Allows users to view videos without downloading media files

Single Sign On

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

Video Editing

Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Video Conferencing

Connect with meeting participants remotely over video

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Reporting & Statistics

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

API

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

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collaboration Tools

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

Data Import/Export

Import and export data to and from software applications

Projections

Estimate or forecast of a future scenario based on the study of present trends

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

File Management

Create, save, and store files

SSL Security

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

Document Storage

Store and organize documents in a centralized system

Backup and Recovery

Create backups and provide methods to recover deleted/lost data

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Annotations

Highlight content and/or make notations about parts of content

File Transfer

Move files across different systems or networks

Conferencing

Chat/Messaging

Communicate using direct chat or messages within the system

Image Editing

Edit, touch up, and convert images for publishing

Commenting/Notes

Leave comments and notes on documents for others to view

Application Management

Track, manage and store the applications of potential future members, customers or candidates

Interactive Content

Allow the audience to interact or engage with the content

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Live Chat

Ability to chat online in real time

AI Copilot

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

Communication Management

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

Video Call Recording

Record and playback video calls

On-Demand Recording

Record the audio of phone conversations for quality assurance purposes

Workflow Management

Create, design and manage workflows for repetitive tasks

YouTube Uploading

Upload and share videos with an in-app YouTube integration

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Video Management

Store and manage online video content

Customizable Branding

Add customized logos and colors to align with company branding

Email Management

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

Speech-to-Text Analysis

Analyze, correct, and monitor speech for transcriptions or recordings

Generative AI

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

Third-Party Integrations

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

Performance Metrics

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

Drag & Drop

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

Document Storage

Store and organize documents in a centralized system

Chat/Messaging

Communicate using direct chat or messages within the system

File Transfer

Move files across different systems or networks

Third-Party Integrations

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

Presentation Streaming

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

On-Demand Webcasting

An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience

Screen Capture

Save a screenshot of your desktop as an image

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Multi-Participant Screen Sharing

Allow several participants to share screens simultaneously

Mobile Access

Access software remotely via mobile devices

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Role-Based Permissions

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

API

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

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Customizable Branding

Add customized logos and colors to align with company branding

Email Reminders

Reminders sent via email

Desktop/Browser Sharing

Share screens of either your computer's desktop or your browser tab with another computer

Email Management

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

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Collaboration Tools

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

Screen Mirroring

Display your computer screen wirelessly on a TV or projector screen for real-time sharing with a large audience

Annotations

Highlight content and/or make notations about parts of content

Generative AI

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

Whiteboard

Allows multiple users to simultaneously annotate on a digital whiteboard

Targeted/Locked Screen Sharing

Share only a specific tab on your desktop while continuing to work in other tabs without sharing them

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

Reporting & Statistics

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

File Management

Create, save, and store files

Mobile Screen Sharing

Share screens from your tablet or smartphone

Video Management

Store and manage online video content

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Real Time Screen Sharing

Share your screen with a third party to enable them to see what changes/actions are being performed as they happen

CRM

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

Presenter Control Management

Allow one presenter to pass control of the screen sharing to another participant

Drag & Drop

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

Microsoft Outlook Integration

SSL Security

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

Video Support

Supports various video file formats

Scheduling

Plan availability and assign specific time slots for tasks and resources

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Availability Indicator

Indication whether a resource is available or protected from allocation

@mentions

An @mention is a way to tag or notify a specific person about a message/post

Commenting/Notes

Leave comments and notes on documents for others to view

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Single Sign On

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

Discussions/Forums

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Data Import/Export

Import and export data to and from software applications

Audio Calls

Ability to make voice calls within the system

Search/Filter

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

Trend Analysis

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

Generative AI

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

Voice Mail

Computer-based system that allows users to send and receive voice messages

SSL Security

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

Caller ID

Identify the number and contact information of a caller before answering the phone

Multi-Channel Communication

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

Activity Tracking

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

Interaction Tracking

Track interaction history by documenting conversations for contacts

Alerts/Notifications

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

Virtual Backgrounds

Upload or use pre-set virtual backgrounds during video meetings

Mobile Access

Access software remotely via mobile devices

Contact Management

Manage, organize, and store contact information

Call Center Management

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Call Tracking

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Call Transfer

Transfers live calls to other agents

Group Messaging

Group messaging lets multiple people carry on a group conversation

Call Recording

Record the audio of phone conversations for quality assurance purposes

AI Copilot

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

Call Monitoring

Listen to live phone conversations for the purpose of training and assessing agent performance

Task Management

Create, manage and track all task activities and progression

SMS Messaging

Send messages via SMS

Reporting & Statistics

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

Activity Dashboard

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

Call Routing

Sends voice calls to a specific queue based on predetermined criteria

Multi-User Collaboration

Two-way actions and communication between multiple users in real time

Single Sign On

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

Chat/Messaging

Communicate using direct chat or messages within the system

Widgets

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

Preview Functionality

Preview materials before finalizing projects

Generative AI

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

Drag & Drop

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

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Data Import/Export

Import and export data to and from software applications

Content Personalization

Personalize delivered content based on characteristics, preferences, behavior or other data across the network

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

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

Multi-Language

Manage and support multiple languages

Emergency Notification

Automatically send mass notifications or alerts for any emergency or crisis

Digital Menu Boards

Electronically display menu item options for customers to make selections from

Reporting & Statistics

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

API

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

XML/RSS

Expand the format in which multimedia files and web content are delivered in RSS feeds

Predictive Analytics

Predict future data based on historical data sets

Multi-Location

Manage and support multiple locations

Data Synchronization

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

Audience Analytics

Track and analyze various metrics such as demographics, psychographics, behavior and other insights

Multimedia Support

Supports various file formats

Media Library

Collection of images, videos and other digital content that can be used

Customizable Templates

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

EU AI ACT Compliance

Adheres to regulations designed to ensure the safety, transparency, and ethical use of AI systems in the European Union

Layout & Design

Configure publication's layout before publishing

Customer Segmentation

Process of dividing customers into groups based on common characteristics

Auto Update

Automatic update of information / software

Multi-Screen Support

Facilitate the display of multimedia content across multiple screens

AI Copilot

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

Alerts/Notifications

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

Data Security

Protect sensitive data for digital privacy

Customizable Branding

Add customized logos and colors to align with company branding

Payment Processing

Accept, record, and reconcile financial transactions

Secure Login

At least a username and password is required to access the system

Geolocation

Determines the location of a device using GPS or an IP address

Two-Factor Authentication

Extra layer of security that requires not only a password and username but also something specific to that user

IT Asset Tracking

Monitor the movement of one or more IT assets throughout the organization

Remote Update/Installation

Deploy updates or install new software remotely

Location Tracking

Identify the physical location of an individual, asset, device, etc.

Custom Development

Development of custom software, web apps, mobile apps, etc.

Wireless Internet Access Control

Control and manage access to wireless networks

Onsite Printing

Print tickets, receipts, and other information on location

Customizable Reports

Alter the layout and content of reports

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Order Fulfillment

Manage the process of receiving, preparing, and delivering orders for goods/products

Mobile Alerts

Notifications via mobile devices

Secure Browsing

Allow or block access to specific domains and individual pages

Real-Time Notifications

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

Video Streaming

Allows users to view videos without downloading media files

Virtual Keyboard

On-screen keyboard that can be used without the need for physical keys/keyboard

Usage Tracking/Analytics

Track and interpret metrics on the usage of company resources

Filtering

Find & retrieve relevant data or documents

Monitoring

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

Alerts/Escalation

System alerts about the need to escalate an issue or request

ADA Compliance

Civil rights law that prohibits discrimination against individuals with disabilities in all areas of public life

Customizable User Interface

Design, modify, and organize how content is displayed on a system interface

Digital Signage

Digital displays use technologies such as LCD, LED, projection and e-paper

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Address Book

Stored list of contacts and groups

Class Scheduling

Schedule in-person or online classes

Customizable Templates

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

Email Reminders

Reminders sent via email

Scheduling

Plan availability and assign specific time slots for tasks and resources

Customizable Reports

Alter the layout and content of reports

Real-Time Reporting

Active reporting of data and metrics

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

SMS Messaging

Send messages via SMS

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

Task Scheduling

Track and manage the scheduling of tasks

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Attendance Tracking

Track the attendance of specific individuals or groups

Customer Database

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

Collaboration Tools

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

Customizable Branding

Add customized logos and colors to align with company branding

AI Copilot

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

Room Booking

Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held

Real-Time Data

Receive data and information in real time

Electronic Payments

Electronically collect payments for goods or services

Customizable Forms

Customize contracts and forms to collect specific information

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

API

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

Customizable Fields

Customize data fields to support various needs and use cases

Drag & Drop

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

Color Codes/Icons

A way to visually represent data where different categories of items are marked with different colors

Event Scheduling

Plan an event's time and location

Real-Time Updates

Receive system updates as soon as any changes are made

Activity Tracking

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

Reporting & Statistics

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

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

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Email Reminders

Reminders sent via email

Visitor Management

Allow organizations to streamline the check-in process for visitors.

Contact Tracing

identification of people who have recently been in contact with someone diagnosed with an infectious disease

Reporting/Analytics

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

Email Management

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

Wayfinding

Process of understanding one's position in a physical space via planned routes, signs, colors and images

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

QR Codes

Matrix barcode that stores information

Desk Availability Schedule

A calendar or map that shows occupied and available desks

Floor Plans & Maps

Actual floor locations and directions with the virtual floor map to reflect a realistic view of the floor during the virtual tour

Online Booking

Book meetings and appointments through a website or digital platform

Booking Management

Create, update, and manage bookings, itineraries, and reservations

Hot Desking

Multiple employees utilizing a singular physical workstation at varying intervals

Meeting Room Booking

Occupancy Management

Manage, track & record the usage and occupancy of physical spaces such as apartments, offices or meeting room

Utilization Reporting

Track the frequency of asset usage

Drag & Drop

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

Single Sign On

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

API

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

Employee Self Service

Gateway through which employees can access the system

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Payment Processing

Accept, record, and reconcile financial transactions

Availability Indicator

Indication whether a resource is available or protected from allocation

Employee Directory

Access names, contact information, and roles of employees in a centralized repository

Scheduling

Plan availability and assign specific time slots for tasks and resources

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

Search/Filter

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

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

Task Scheduling

Track and manage the scheduling of tasks

Customizable Branding

Add customized logos and colors to align with company branding

Customizable Fields

Customize data fields to support various needs and use cases

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Shift Swapping

Managing and trading shift details between employees

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

Drag & Drop

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

Mobile Access

Access software remotely via mobile devices

Real-time Scheduling

Based on availability, instantly confirm or deny a request when a new booking is made

Multi-Location

Manage and support multiple locations

Personalization and Recommendation

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Resource Scheduling

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Activity Tracking

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

Timesheet Management

Track the amount of time spent on a job or task

Availability Management

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

API

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

Absence Management

Manage and track employee attendance

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

Generative AI

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

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Real-Time Notifications

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

Class Scheduling

Schedule in-person or online classes

Employee Scheduling

Assign working shifts or tasks to employees based on their availability

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Booking Management

Create, update, and manage bookings, itineraries, and reservations

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Alerts/Notifications

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

Reporting & Statistics

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

Group Scheduling

Automatically find mutually available meeting time slots across multiple calendars

Customer Database

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

Appointment Scheduling

Schedule appointments via a calendar

Time Zone Tracking

Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation

AI Copilot

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

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual Workflow Management

Create, design, and visually represent processes within the software

Task Planning

Activity Dashboard

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

Task Management

Create, manage and track all task activities and progression

Idea Management

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Chat/Messaging

Communicate using direct chat or messages within the system

Real-Time Notifications

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

Document Management

Store, manage, and track all electronic documents in a centralized location

Project Workflow

Create, manage, or update project workflows.

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Single Sign On

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

Whiteboard

Allows multiple users to simultaneously annotate on a digital whiteboard

Categorization/Grouping

Organize and group data or items based on various criteria

Projections

Estimate or forecast of a future scenario based on the study of present trends

Meeting Management

Manage the process of planning and scheduling meetings, including agenda creation

Mind Maps

Diagram used to organize information in a hierarchical way to show relationships

Video Conferencing

Connect with meeting participants remotely over video

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Diagramming

Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.

Collaboration Tools

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

Sketching and Annotation Tools

Create, draw, and annotate graphical content directly within the software application

Brainstorming

Group collaboration to solve ideas in a productive and concentrated manner.

Workflow Management

Create, design and manage workflows for repetitive tasks

Screen Recording

Record and save a video file of what is happening on a computer screen

Project Planning

Organize and schedule projects

Ideation

The creation, development, and sharing of potentially innovative new ideas

Digital Canvas

Canvas that can be used to create and collaborate in person and online.

Real-Time Updates

Receive system updates as soon as any changes are made

API

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

Commenting/Notes

Leave comments and notes on documents for others to view

Generative AI

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

Task Scheduling

Track and manage the scheduling of tasks

Planning Tools

Multi-Department/Project

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Data Import/Export

Import and export data to and from software applications

Version Control

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

Presentation Tools

Share and present designs

Document Storage

Store and organize documents in a centralized system

AI Copilot

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

File Transfer

Move files across different systems or networks

Presentation Streaming

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Task Progress Tracking

Track the status and progress of tasks

Reporting/Analytics

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

Image Library

Store and manage images

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Revision History

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Assisted Content Creation

Utilizes artificial intelligence to provide content suggestions to users as they type

Collaboration Tools

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

Templates

Sample files or documents that could be customized as needed or used as is

Search

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

Tone Selection

Choose the desired tone for content to be generated

Multi-Language

Manage and support multiple languages

Tagging

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Autocomplete

Autocompletion of a word or phrase that the user is typing

Document Export

Export content in multiple document formats such as .pdf, .txt, .doc, .xls, and more based on requirements

Dictionary/Thesaurus

Dictionary/Thesaurus

Snippets

Create and save approved content for re-use across the team or business

AI Copilot

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

Third-Party Integrations

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

Reporting/Analytics

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

Workflow Management

Create, design and manage workflows for repetitive tasks

Customizable Templates

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

Customizable Rules

Rules followed by the software/AI can be configured by users to suit their specific needs

API

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

Autocorrect

Automatic correction of spelling and/or grammatical mistakes

Natural Language Processing

Process and analyze human language in text or audio form

Language Detection

Identify different languages

Keyword Research Tools

Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns

Plagiarism Detection

Text Editing

Edit text as needed

Auto-Save

Automatically saves entered text/data

Brand Guidelines

Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines

Generative AI

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

Polls/Voting

Enable custom polls/voting to facilitate decision-making or increase engagement

Reporting & Statistics

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

Assessment Management

Creation, administration, and evaluation of assessments or tests

Video Management

Store and manage online video content

Scheduling

Plan availability and assign specific time slots for tasks and resources

Real-Time Data

Receive data and information in real time

Interactive Content

Allow the audience to interact or engage with the content

Video Conferencing

Connect with meeting participants remotely over video

Real-time Broadcasting

Broadcast live video streams

Breakout Rooms

Sub-room created within virtual meeting/class

Data Import/Export

Import and export data to and from software applications

Customizable Reports

Alter the layout and content of reports

Content Library

Centralized repository to store content and assets

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Activity Dashboard

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

Attendance Tracking

Track the attendance of specific individuals or groups

Class Scheduling

Schedule in-person or online classes

AI Copilot

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

Third-Party Integrations

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

Student Management

Database of students to track personal information of individuals and families

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Learning Management

Organize and track educational activities

Customizable Branding

Add customized logos and colors to align with company branding

API

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

LMS Integration (LTI)

Integration with LMS system

Conferencing

Course Authoring

Developing custom training courses for educating employees or for teachers to create courses for their students

Student Portal

Reporting/Analytics

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

Virtual Classroom

Classes/sessions accessible via web browser of built-in video conferencing

Progress Reports

Document and report the progress of ongoing projects

Show More

##### 
## Third-Party Integrations (1)

Third-Party Integrations

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

Show More

##### 
## Agenda Management (1)

Agenda Management

Access event or meeting agenda online

Show More

##### 
## Speech Recognition (1)

Speech Recognition

Train your system to interpret and transcribe voice messages

Show More

##### 
## Scheduling (1)

Scheduling

Plan availability and assign specific time slots for tasks and resources

Show More

##### 
## Video Conferencing (1)

Video Conferencing

Connect with meeting participants remotely over video

Show More

##### 
## Decision Support (1)

Decision Support

Tools that provide relevant information at specific times to support judgments and courses of action

Show More

##### 
## Accessibility Compliance (WCAG) (1)

Accessibility Compliance (WCAG)

WCAG accessibility compliance

Show More

##### 
## Real-Time Language Translation (1)

Real-Time Language Translation

Offers real-time language translation for multilingual participants

Show More

##### 
## Autonomous Task Execution (1)

Autonomous Task Execution

Completes tasks independently without constant human intervention

Show More

##### 
## Meeting Notes (1)

Meeting Notes

Create and share notes/annotations taken during meetings

Show More

##### 
## Action Management (1)

Action Management

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Show More

##### 
## Sentiment Analysis (1)

Sentiment Analysis

Categorize emotions expressed and identify if they are positive, negative or neutral

Show More

##### 
## Call Transcription (1)

Call Transcription

Voice conversion to text

Show More

##### 
## Recording (1)

Recording

Record live video calls to play later

Show More

##### 
## Transcript Search & Annotation (1)

Transcript Search & Annotation

Allow users to search, edit, and highlight meeting moments

Show More

##### 
## Action Item Tracking (1)

Action Item Tracking

Track the status of discussed/agreed tasks

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Calendar View](/glossary/calendar-view-definition)

What is calendar view and why is it important as a software feature? Read further to learn more about calendar view and how calendar software implements this feature.

[Instant Messaging](/glossary/instant-messaging-definition)

Business instant messaging software works as a communication platform for companies via a text-based messaging application. Learn how these products ease internal business communication among employees.

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##### Categories on G2

[Business Instant Messaging](https://www.g2.com/categories/business-instant-messaging)[Video Conferencing](https://www.g2.com/categories/video-conferencing)[AI Writing Assistant](https://www.g2.com/categories/ai-writing-assistant)

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