Qualified Features
Communication (5)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Messenger (4)
Sequencing
Mapped-out responses for conversations.
AI
Artificial intelligence (AI) and chatbot involvement.
Live Chat
Live human component of conversations.
Customization Interface
Quality of interface for designing and customizing conversation maps.
Channels (3)
Website
Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Conversations enacted through text message (SMS).
Other
Conversations enacted through other channels.
Customers (5)
Targeting
Overall quality of customer targeting based on needs or situations.
Profiles
Creation and modification of customer profiles based on conversations.
Analytics
Reporting based around specific and overall conversation results.
Lead Gathering
Capture and organization of leads from conversations.
Sales Conversion
Success rate of conversations leading to customer purchases.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Data Availability (3)
Contact Data Availability
Provides detailed contact-level buyer intent data
Account Data Availability
Provides aggregated intent data for individual contacts to supply an account-level view of intent
Offline Data
Ability to connect offline databases to collect information that can be matched to online devices
Platform Additional Functionality (4)
Integrations
Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.)
Topic Customization
Provides the ability to customize the relevant topics that are tracked
Alerts
Provides buyer intent alerts that can be delivered in a variety of formats (i.e. email, text message, etc.)
Real-time Intent
Ability to provide a dashboard showcasing intent that streams in real-time (as opposed to bulk deliveries)
Responses (8)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Customization
Customize your chat workflows with rules and automations.
Control
Control who the chatbot converses with (and when).
Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (10)
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Live chat
Provide tools for live chat on one's website.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
A/B testing
Allows users to test the efficacy of various responses through A/B testing.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Notifications (3)
Confirmations & Reminders
Ability to send confirmation and reminder emails & texts
Appointment Follow-Up
Ability to send automated follow-up emails/texts upon conclusion of appointment
Scheduling Notifications
Receive a notification whenever a customer schedules an appointment
Settings (3)
Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes
Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times
Blocked Time Settings
Ability to block off additional time between appointments for travel or preparation
Personalization (2)
Branding
Personalize booking page with custom logos and colors to match branding
Links
Personalize a booking link to share with customers
Integrations (8)
Multi- Calendar Integration
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
Website Integration
Provides the ability to be embedded into websites
Payment Acceptance
Integrates with payment processing software to accept payment from customers
Video Conferencing
Integrates with video conferencing tools to allow for virtual appointments
Communication
Integrates with SMS providers or instant messaging platforms to communicate directly with customers
MS Teams Integration
This software integrates with Microsoft Teams.
Email Integration
This software integrates with popular email providers.
Salesforce Integration
This software integrates with Salesforce.
Branding & Customizatio (3)
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.
Automatic Rules & Configurations (3)
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.
Generative AI (16)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
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.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Automation - AI Agents (3)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Automation (5)
Sales Follow-Up
Allows users to automate responses to sales leads across various channels.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Autonomy (4)
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Outbound Sales (5)
Follow-Up Scheduling
Allows the AI agent to schedule and automate follow-ups based on prospect engagement.
Prospect Prioritization
Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics.
Multichannel Campaign Execution
Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media.
Personalized Outreach
Allows the AI agent to tailor outreach messages based on customer profiles or past interactions.
Outreach Performance Analytics
Allows users to track and analyze the effectiveness of automated outbound campaigns.
Inbound Sales (5)
Data Enrichment
Allows the AI agent to enhance inbound lead profiles by gathering additional information from external sources.
Inquiry Routing
Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Real-Time Engagement
Enables the AI agent to respond instantly to inbound inquiries, improving response times.
Lead Qualification
Enables the AI agent to assess inbound leads and determine their sales readiness.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Bot Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Conversational Marketing (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
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





