Menu
Everything You Need to Know About AI Agents
Download Whitepaper
Meet the platform built to help organizations orchestrate advanced multimodal AI agents that elevate employee and customer experiences - we call them Intelligent Digital Workers (IDWs).
See the kinds of agentic workflow automations our platform was built for
As digital teammates, AI agents are orchestrated to elevate experiences for employees and customers
We’re moving call centers far beyond RPA and IVRs. AI agents,/IDWs can filter inbound calls leveraging data from previous customer interactions in real-time to efficiently guide customers to resolutions. IDWs can coach call center agents and collaborate with them during live calls. Agents can also use GSX’s code-free tools to create and customize new skills for their IDWs—a key component to hyperautomation. CASE STUDY
AI agents/IDWs help HR teams create better experiences for candidates and existing employees. IDWs can meet people where they are and nudge them to take actions over their preferred communication channels. We’ve worked closely with Deloitte to reshape experiences on both sides of HR, reimagining the onboarding experience, the scheduling process, and the ability to seamlessly integrate human-in-the-loop. LEARN MORE
GSX offers fully customizable dashboards and widgets that can create personalized views for individual groups or users. Our platform also offers extensive reporting and analytics tools that allow people inside your organization to watch users moving through experiences as they unfold in real time. This creates the opportunity for human-in-the-loop collaboration that improves automations at every level. You can literally have conversations with your data. READ MORE
It’s critical that businesses can reach customers when and where they need information, on the relevant channel, with awareness of any user session (GSX supports 60+ enterprise systems and channels). AI agents on the GSX platform have connected 10,000 farmers across 12 countries, sharing information over WhatsApp to quickly warn them on their mobile devices at the first sighting of a crop disease. GSX supports multimodal experiences with touchpoint awareness across all channels. READ MORE
When organizations engage in building automations at these levels, they set the stage for something more. Often described as a digital twin or even organizational AGI, this next level represents a company reaching a level of self-awareness. With AI agents/IDWs sharing skills and data across an org using vector databases (or graphDB), a heightened level of context emerges, unlocking vast possibilities. READ MORE
We used to have to focus our conversational AI design around what was possible with the technology. Finding OneReach.ai meant that the technology melted away for the first time. We could focus on the best experience for the user, not what the technology partners were capable of.
Let your team focus on high-level tasks while AI agents are orchestrated to handle the rest
The Agentic
Organization
Optimize your workforce - focus your people on important tasks and let IDWs take on the rest
Qa
Q&A
Conversational interaction with your company's knowledge base makes it easier for people to find information quickly
Qa
Q&A
Conversational interaction with a company's operations knowledge base, enabling its use and updates across different channels: Slack, Teams, Email, Web Chat, SMS, Phone
Sc
Shift covering
Facilitates work shift fulfillment, managing requests for shift changes and ensuring continuous workforce availability
Fa
Facilities assistance
Provides conversational support for facilities-related requests and reports, such as damage reporting, cleanup requests, or vending options
Ca
Catering assistance
Assists in coordinating catering for on-site meetings based on location and calendar data, ensuring timely and appropriate food delivery
Oa
Onboarding assistance
Guides new employees through the onboarding process, automating interactions and training for a smooth transition
Im
Invoice management
Manages the review, approval, and execution of invoices, ensuring efficient and accurate financial operations
Cc
Contract comparison
Assists in comparing contracts to identify key differences and similarities, aiding in efficient contract management and negotiation
Bc
Background checks
Assists in conducting integrated background checks on candidates, providing timely alerts and insights for informed hiring decisions
Ps
Payroll setup
Automates the process of setting up new employees on payroll, ensuring a smooth and efficient onboarding experience
Cm
Contract lifecycle management
Assists in managing the entire contract lifecycle from creation to renewal, improving efficiency and reducing the risk of errors
Cw
Company wallet
Helps manage employee/company currency creation and usage, applicable for perks, trading, and bonuses
Tt
Time-tracking
Captures, tracks, and reports time spent on tasks, updating relevant people and systems for accurate time management
Gi
Generate invoice
Aids in drafting invoices using templates and system data, leveraging human oversight for accuracy and compliance
Et
Expense tracking
Provides conversational assistance for tracking expenses, modifying behaviors, and bringing in relevant parties when necessary
Sv
Schedule visitor
Helps manage scheduling and welcoming for office visitors, updates team about arrivals, and provides access information to enhance visitor experience
Pt
Project time request
Helps manage requests for company time allocation to projects, streamlining approval processes with the relevant parties
Ed
Equipment damage reports
Streamlines the reporting of damaged or stolen property, coordinating with relevant parties for replacement or repair
Eh
Employee handbook
Provides conversational support for inquiries and updates regarding the employee handbook, ensuring easy access to company policies
Pa
Procurement advisor
Collects and organizes suggestions for software and tools needed by the team, engaging appropriate personnel for procurement decisions
Ct
Compliance training
Delivers training on legal and compliance requirements, ensuring employee understanding and adherence for legal conformity
Ra
Relocation assistance
Provides conversational FAQ and request processing for relocation assistance, simplifying the transition for relocating employees
Ca
Collections assistance
Automates multi-channel communications around payments, including initiation, follow-up, and payment method creation
Mc
Manage contract expiration
Proactively manages contract renewals, compliance, replacements, or terminations, engaging relevant parties for timely decision-making
Cs
Contract summarization
Summarizes contracts, saving time and effort for legal professionals.
Lq
Legal Q&A
Offers conversational support for inquiries about company legal policies and history, providing quick access to legal information
Vr
Vacation requests
Manages the conversational facilitation of vacation request and approval processes, coordinating with relevant parties and systems
Hs
Holiday schedule
Maintains and communicates the holiday schedule, reminding staff of upcoming holidays and ensuring operational planning
Mc
Made coffee
Provides alerts, updates, and notifications regarding the initiation and completion of coffee brewing in the office
Dd
Device detection
Detects and identifies devices on the network, ensuring efficient IT management and security
Dc
Data collection
Aids in collecting essential information from employees or customers, streamlining data gathering processes
Ta
Teach/Train AI
Helps facilitate the growth of AI's knowledge base through interactive communication, enabling continual learning and improvement
El
Employee Contact Lookup
Provides text-based dynamic assistance for employees to find the right contact based on role, skill, department, or common interest
Ps
Password reset
Provides a conversational system for password resets, enhancing security and user convenience
Sb
Suggestion box
Helps collect and organize employee suggestions and ideas, facilitating a culture of innovation and continuous improvement
Rc
Request conference
Manages requests for training or conferences, including follow-up with relevant parties to facilitate professional development
Cg
Contract generation
Generates contract drafts based on data inputs and approved standards, streamlining the contract creation process
Cb
Conference room booking
Facilitates booking of conference and meeting rooms, suggesting options based on related project or meeting data
Ca
Chase assistance
Provides relentless reminders across all communication channels, escalating until task completion is confirmed
Wp
Wifi access management
Simplifies wifi access queries by providing real-time wifi credentials and login usage. Features optional password rotation for enhanced security
Td
To-dos
Assists in creating and managing to-do tasks, setting reminders, and helping teams stay organized and on track
Lm
Leave manager
Facilitates the request and approval process for leaves of absence, coordinating with HR and management for smooth transitions
Up
Uniform purchase
Facilitates the selection and procurement of company uniforms and supplies. Remembers preferences like size and color, and streamlines the payment process
Ei
Employee IVR
Offers a voice/phone-based dynamic triage system, allowing employees to navigate various operational skills through keypad or voice recognition
Ca
Company directory assistance
Provides internal/external navigation of the company directory, accessible through all communication channels. Assists in identifying the right contacts
Mc
Meeting coordination
Helps manage meeting requests, notifies appropriate parties, schedules meetings, and sends reminders for efficient meeting organization
Nm
Number masking
Executes calls and messages from a masked phone number, maintaining privacy and professionalism in communications
Ac
Access card
Manages reports for lost access cards and facilitates the procurement of new cards through appropriate systems and personnel
Rw
Remote work support
Provides essential guidance and resources for remote employees, addressing their unique needs and challenges in a distributed work environment
Tm
Ticket management
Facilitates the creation and management of tickets in the helpdesk system, enhancing IT support efficiency
Pt
Pay by text
Facilitates secure and convenient payment processing via SMS and secure rich web chat
Sl
Sick leave
Coordinates employee sick-day requests and notifications, integrating with HR and payroll/benefits functions for comprehensive management
Im
Inventory management
Aids in managing inventory of materials, supplies, and resources, updating and involving the necessary internal and external parties
Eh
Employee Health and safety
Delivers essential training on health and safety protocols, ensuring a safe and informed workplace environment
Ce
Company event RSVPs
Manages RSVPs and reminders for company events, ensuring well-organized and well-attended corporate gatherings
Rr
Round robin
Manages a sequence of call connections with designated parties, ensuring efficient communication and response
Es
Employee satisfaction survey
Facilitates custom employee satisfaction surveys, providing comprehensive results and reports. Identifies anomalies and establishes a baseline for trend analysis
Ce
Contract execution
Streamlines sharing and collecting signatures on PDF documents, combined with smart contract reminders for critical events like renewals
Bs
Benefits support
Provides assistance with employee benefits inquiries, helping navigate claims and actions related to their specific benefits packages
Cr
Customized reminder
Creates and executes reminders across various channels, tailored to the creator’s preferences and schedule
Sr
Supply requests
Manages requests for company supplies through a conversational system, ensuring timely fulfillment of employee needs
Pp
Pay by phone
Enables efficient secure payment processing via voice or phone systems
Es
Environmental sustainability
Helps promote environmental sustainability by providing training and support.
Rg
Report generator
Assists in generating reports from various data sources, providing dynamic insights and analytics for informed decision-making
Cd
Check deposit
Utilizes OCR and image recognition to facilitate check deposits through approved communication channels, enhancing financial efficiency
Od
Offboarding documentation
Streamlines the collection and execution of employee offboarding documentation, ensuring a compliant and orderly process
Cc
Charge credit cards
Facilitates secure and automated charging of payment methods, streamlining transaction processes
Os
Onsite safety training
Assists in facilitating site-specific safety training to ensure employees are aware of hazards and protocols
Er
Expense reporting
Helps streamline the generation and submission of expense reports, ensuring accuracy and compliance with company policies
Cc
Compliance communication
Delivers consistent, accurate information about company policies and legal requirements, ensuring informed and compliant employees
Pm
Payment Method Updates
Facilitates the capture and update of payment method information, ensuring secure and up-to-date transaction processes
Iq
IT Q&A
Assists in providing conversational support for inquiries about company IT information, policies, and history, aiding in tech-related queries
Gt
Team goal tracker
Captures and shares updates regarding team goals, leveraging gamification to keep people on track and aligned with objectives
Pc
Policy compliance
Helps to facilitate employees acknowledging and complying with company policies through conversational AI interactions
As
Account status
Assists in updating and editing of account statuses, ensuring current and accurate customer account information
Lc
Labor law compliance
Provides labor law updates, accurate documentation, streamlined processes, and assists in data-driven decision-making for compliance
Oa
Overlap assistance
Assists in analyzing internal communications and reports to identify and intercept overlapping efforts, facilitating more efficient operational planning
Cu
Contact information updater
Facilitates the confirmation and updating of contact information, streamlining communication preferences and accessibility needs
Pm
Payroll management
Handles payroll-related queries, offering support and information to employees regarding their compensation and related issues
Tr
Tuition reimbursement
Assists in managing requests and approvals processes for tuition reimbursements, streamlining educational support for employees
Ia
Induction process
Automates the induction process for new hires, encompassing training and engagement activities for an effective start
Cg
Compliance guidance
Offers accurate and up-to-date information to guide employees through various policies, laws, and compliance-related questions
Pd
Pay discrepancy
Assists in managing the creation and resolution of pay discrepancy reports, liaising with relevant personnel to ensure accurate compensation
Pa
Personality assessment
Facilitates conversational personality tests, provides detailed reports, and enables sharing of results for team-building and personal insights
Pm
Project management
Assist with project management by providing updates and tracking progress
Et
Employment termination tracking
Facilitates policy-compliant processes for exiting the company, including checklists and off-boarding item management
Tw
Troubleshooting wizard
Provides dynamic conversational troubleshooting, integrating with historical data and multimedia resources for efficient problem-solving
Cu
Compliance auditing
Assists in auditing HR processes to ensure adherence to legal requirements and regulations, promoting organizational integrity
Cm
Compliance monitoring
Sends alerts to HR personnel when policies require attention or data suggests difficulties in employee adoption
Oc
Offboard customer
Assists in managing compliant communication and checklist processes for offboarding customers, ensuring a smooth and professional conclusion
Ca
Compliance assistant
Aids in compliance and policy creation, ensuring adherence to local laws and regulations, including workplace safety and culture
Pt
Employee productivity tracking
Assists in monitoring and analyzing employee productivity metrics, identifying areas for improvement and opportunities for recognition
Bp
Employee benefits personalization
Personalizes benefits offerings based on individual employee preferences and needs, enhancing employee satisfaction
Fa
Form assistance
Aids in creating and configuring forms conversationally, automating the backend code generation for tailored form functionalities
Ca
Communications analysis
Analyzes unstructured data from emails, Slack, etc., to identify communication trends and insights, aiding in performance improvement
Er
Employee risk alerts
Utilizes data analytics to identify and alert about potential employee risks, offering insights for preventive measures
Un
Unblocker
Assists in identifying and addressing operational blockers, engaging appropriate systems and personnel for efficient resolution
Da
Data analysis
Employs machine learning and traditional analytics to analyze, process, and visualize data. Uncovers hidden insights for informed decision-making
Dq
Data quality enhancement
Assists in improving data quality by cleaning and standardizing, enhancing its usability for analysis and strategic applications
Fr
Facial Recognition
Aids employees in using facial recognition for security/authentication. Streamlines the intake, registration, and approval processes.
St
Security vulnerability testing
Assists in testing security system vulnerabilities, continuously relearning and coordinating with appropriate teams for system integrity
Qa
HR Knowledge Base
Conversational interaction with HR knowledge base, enabling use & updates. Operates in company channels (Slack, Teams, Email, Chat, etc.)
Hs
Holiday Schedule
Assists in maintaining and communicating/reminding staff about holiday schedule
Br
Benefits Enrollment Reminders
Sends reminders and notifications to employees about benefits enrollment deadlines and requirements.
Vr
Vacation Requests
Helps facilitate vacation requests and the approvals process with associated parties and systems
Rd
Employee Mental Health Resource Directory
Provides a directory of mental health resources and support services available to employees
Sd
Sick day
Helps with managing employee sick-day requests/notifications. Notifies the team, requests coverage as needed, etc
Cs
Candidate Screening
Assists with the initial screening with job applicants based on predefined criteria
Rc
Request Conference
Helps capture requests for training or conferences, including follow-up and preparation with appropriate team members
Hs
Employee Health and Safety Training
Facilitates training on health and safety protocols and best practices to ensure a safe work environment
Rh
Report Harassment
Assists in creating harassment incident-reports, creating records in the correct places and involving the appropriate parties
Bs
Benefits Support
Assists with answering employee questions about their specific benefits packages and helps them navigate actions and claims against it.
So
Shout Out
Helps capture and share accolades from employees about their successes and wins
Ts
Candidate Test Scheduling
Assists with scheduling tests for candidates
Rm
Employee Referral Management
Helps simplify the employee referral process, notifying employees about open positions and chasing them for referrals
Cg
Legal Compliance Guidance
Provides accurate and up-to-date information to guide employees through various policies and compliance-related questions
Ca
Candidate Analysis
Helps to assess candidates based on defined factors, such as market data, company history, goals, job description, etc
Cr
Candidate Recommendations
Makes recommendations for which candidates to seriously consider, based on criteria defined by the hiring manager
Hi
New Hire Info
Assists with answering questions and providing updates regarding new hires, engaging a human in the loop as appropriate
Tf
Employee Training Feedback
Collecting/analyzing feedback from employees about the effectiveness of training programs, enabling continuous improvement
Eh
Employee Handbook
A conversational employee handbook, allowing employees to ask questions, find resources, and get in touch with the HR team as needed
Ecr
Employee Candidate Referral
Assists with information gathering, processing and notifications regarding referrals made by current employees
Ra
Relocation Assistance
Facilitates a conversational FAQ and request process for relocation for work
Ct
Candidate Tests
Assists in facilitating tests with candidates and hiring managers
Rr
Employee Recognition and Rewards
Assists with enabling managers to recognize and reward employees for their contributions and achievements
Lc
Legal Compliance Monitoring
Sends alerts to HR personnel when policies require attention or if data suggests employees are not adopting them
Is
Interview Scheduling
Helps schedule interviews with candidates and with the appropriate individuals on the team, coordinating schedules efficiently
Es
Employee Engagement Surveys
Conducts engagement surveys and analyzing the results to improve employee engagement and retention
Si
Schedule group interview
Helps find time for group interviews in the appropropriate teammates' calendars, and sending prep materials as needed
Oa
Onboarding Assistance
Helps guide new employees through the onboarding process, tracking tasks, and getting them access to all the right accounts
Pa
Induction Process Automation
Assists with the induction process for new employees, including training and engagement
Rs
Remote Work Support
Provides guidance and resources to employees working remotely, addressing their unique needs and challenges
Ct
Employee Skill Certification Tracking
Helps track and manage employee skill certifications and training requirements
St
Sourcing Talent
Helps to identify and attract potential candidates for open positions via social media
Rr
Fielding Routine HR Requests
Assists with handling routine HR inquiries and requests from employees, providing quick and accurate responses
Bb
Create Brown Bag
Helps find and schedule time with the appropriate parties, as well as booking meeting space and finding lunch plans
Ot
Office Theme
Collects office theme-day and party suggestions and facilitates voting, scheduling and notifying employees
Ws
Employee Well-being Scorecards
Generates personalized well-being scorecards for employees to track and improve their overall well-being
Fc
Employee Feedback Collection
Helps gather feedback from employees on various aspects of their work experience, enabling continuous improvement
Pf
Submit Positive Feedback
Provides a conversational way to provide quick, policy-compliant, positive feedback and constructive criticism about peers
Rs
Resume Skill
Assists in the collection, analysis and storage of candidate resumes for conversational search and perusal by the hiring team
Bc
Background Checks
Provides intelligent, integrated background search on any candidates entering the system, and corresponding notifications/alerts
Lc
Labor Law Compliance
Helps notify team of new labor law updates and helps them update documentation to ensure compliance with labor laws
Eb
Employee Benefits Education
Educating employees about available benefits, coverage details, and how to make the most of their benefits package
Cv
Conversational Venting
Listens to employee problems and helps sort through resolution tactics
Pc
Policy Acknowledgment and Compliance
Helps employees read company policies and compliance requirements, tracking progress and ensuring understanding
Ba
Employee Benefits Enrollment Assistance
Helps guide employees through the benefits enrollment process and escalating to HR professionals as needed
Tt
Employment Termination Tracking
Assists with facilitating and tracking policy-compliant tasks for terminating employment
Id
Wellness Incentive Drip
Provides conversational engagement that helps drive behavior/adherence to wellness programs
La
HR Legal Assistant
Helps HR team with legal questions and leverages Human-in-the-Loop capabilities as needed with counsel
Bp
Behavior Policies
Helps provide conversational explorations of behavior policies, and timed check-ins on such behaviors
Ds
DEI Surveys
Assists in assessing and surveying how personal views the DEI landscape within the company
Pb
Employee Performance Benchmarking
Assists with benchmarking employee performance against industry standards to encourage and promote improvement
Ht
HR Training
Assists in onboarding for members of the HR team, helping them to get familiar with company-specific HR policies and procedures
Bp
Employee Benefits Personalization
Personalizing benefits offerings based on individual employee preferences and needs
Ec
Employee Remote Work Productivity
Provides guidance and resources to help employees maximize their productivity while working remotely
Pt
Personality test
Facilitates conversational personality tests as well as reporting/results, sharing with the rest of the team to improve communication
Ms
Performance Management Support
Assists in the performance management processes, providing guidance and support to employees and managers
Cc
Compliance Communication
Helps deliver information about company policies and legal requirements to employees, providing updates as needed
Wc
Employee Well-being Check-Ins
Conducts regular check-ins with employees to assess their well-being and satisfaction, providing support as needed
Sa
Succession Planning Assistance
Helps support HR in identifying and developing potential successors for key roles within the organization
Ms
Internal Mobility Support
Assisting employees in exploring internal job opportunities and getting connected with the right people
Hs
Mental Health Support
Offers resources and support for employees' mental health and well-being, including stress management and counseling services
Cr
Candidate Offers
Helps produce candidate offers based on various data points, including candidate tests, location, experience, etc
Ms
Multilingual Support
Helps with providing support for employees in multiple languages, catering to global workforces
Mh
Employee Mental Health Awareness Campaigns
Helps with raising awareness about mental health issues and promoting a supportive workplace culture
Pm
Payroll Management
Assists in handling payroll-related queries, providing information and support to employees regarding compensation and escalating as needed
Ds
Diversity, Equity, and Inclusion (DEI) Support
Helps provide resources and guidance to promote diversity, equity, and inclusion within the organization
Bg
Compensation and Benefits Guidance
Provides support to HR managers in guiding employees through compensation and benefits-related processes
Ps
Employee Assistance Program (EAP) Support
Assists in providing information and resources to employees through an EAP for personal and work-related challenges
Ct
Employee Legal Compliance Training
Delivers training on legal and compliance requirements to ensure employee understanding and adherence
Pc
Employee Performance Coaching
Helps provide coaching and feedback to employees to enhance their performance and professional development.
Bo
Employee Benefits Optimization
Assisting employees in optimizing their benefits package to suit their individual needs and preferences
Ei
Exit Interviews
Helps facilitate exit interview scheduling and capturing the right information
Sk
Strategic Skills Development
Recommends development of skills for employees based on their role, such as Gen AI training and best practices
Ca
Data Collection and Analysis
Helps collect and analyze data from employee queries to improve responses over time
Pm
Employee Recognition Program Management
Assists in developing and managing employee recognition programs, including nominations, awards, and celebrations
Ta
Employee Career Transition Assistance
Assisting employees in transitioning to new roles within the organization or exploring external opportunities
Bs
Employee Work-Life Balance Support
Offers resources to help employees with a healthy work-life balance, prioritize their time, and manage stress
Pb
Candidate Profile Building
Helps collect and synthesize candidate information into an internally shareable profile for use during interviews
Ir
Employee Performance Improvement Resources
Provides resources and tools to support employees in improving their performance and achieving their goals
Td
Training and Development
Helps deliver customized training for employees, helping them practice and develop new skills and tracking their progress
Pf
Employee Performance Feedback
Assists in providing feedback to employees on their performance, facilitating continuous improvement
Ws
Employee Well-being Survey Analysis
Helps analyze employee well-being survey data to identify trends and areas for intervention and improvement
Dr
Employee Skill Development Roadmaps
Helps create personalized roadmaps for employees to develop and enhance their skills based on career aspirations
Cs
Preparation for Challenging Situations
Helps HR professionals prepare for difficult and sensitive conversations, via stimulating questions, etc
Pp
Employee Performance Prediction
Helps predict employee performance and identify potential areas for support and development
Eq
Emotional IQ Development
Assists employees in developing and expanding their emotional intelligence, to enhance their ability to work with others
Pp
Learning Path Personalization
Helps to create personalized learning paths for employees based on their skills, interests, and career goals
Dp
Career Development Planning
Assists employees in creating and executing personalized career development plans
Mp
Employee Mentorship Program
Assists in the establishment and management of mentorship programs within the company
Ai
HR Analytics and Insights
Helps to analyze unstructured data from employee interactions to spot trends and better assist employees
Rt
Conflict Resolution Training
Assists HR in scheduling, coordinating and facilitating training for conflict management and resolution
Od
Offboarding Documentation
Facilitates collection and execution of employee offboarding, and helps delete accounts and access permissions
Pt
Employee Productivity Tracking
Helps monitor and analyze employee productivity metrics to identify areas for improvement and recognition.
Cs
Conflict Support
Assists staff in managing and resolving conflicts between employees, providing guidance and resources
Pm
Compliance and Policy Making
Helps with compliance and creating policies that adhere to local laws and regulations, including safety and culture
Ec
Employee Conflict Mediation
Assists employees directly in mediating conflicts between one another providing an neutral and unemotional 3rd party
Ap
Employee Advocacy Programs
Helps facilitate employee advocacy initiatives and encouraging employees to become brand ambassadors
Ca
Legal Compliance Auditing
Assists in auditing HR processes to ensure adherence to legal requirements and regulations
Cg
Culture Merger Guide
Helps in development, coordination and facilitation of guidance for teams, departments or companies merging into a cohesive group
Qa
Q&A
Provides a conversational interaction with company's knowledge base, enabling use and updates across different channels: Slack, Teams, Email, etc.
Mc
Multi Channel Support
Provides a one-stop-shop support assistance through various channels such as chat, email, and phone
Pr
Password Reset
Helps users to reset their passwords through a conversation, automating security workflows
Pt
Printer Troubleshooting
Assists users in resolving printer issues such as paper jams or connectivity problems
Kb
Knowledge Base
Helps to develop and maintain a comprehensive knowledge base for IT support
Ps
Procurement Suggestions
Collects and organizes suggestions for software and tools for the team, and engaging the appropriate personnel
Sa
User Satisfaction Analysis
Analyzes user satisfaction data to help identify areas for improvement in IT service desk support
Cs
Network Connectivity Support
Helps users troubleshoot and resolve network connectivity issues
Ec
Email Configuration
Guides users through setting up and configuring their email accounts
Ca
Service Catalog Access
Provides access to the company's IT service catalog for employees to request services
Ia
Software Installation Assistance
Guides users through the process of installing software on their devices via natural conversation
Us
User Satisfaction Surveys
Assists in developing and conducting surveys to measure user satisfaction with IT service desk support
La
Legal Assistant
Helps team with legal questions and answers while leveraging Human-in-the-Loop capabilities as needed
Ds
Remote Desktop Support
Assists users with accessing their work computers remotely
Tm
Ticket Management
Conversationally creates a ticket in helpdesk ticketing system and guides it through appropriate workflows
Bg
Data Backup Guidance
Guides users on how to backup their data securely
Er
Equipment Damage Reports
Helps collect information regarding stolen/damaged property, notifies appropriate partiesand also facilitates replacement
Af
Access Card/Fob
Creates reports for lost access cards, plus completes approval and procurement of new cards through appropriate parties/systems
Sc
Feedback Collection
Collects feedback from users to improve IT service desk operations
As
Application Support
Provides assistance with using and troubleshooting various applications
Vs
VPN Setup
Assists users in setting up and troubleshooting VPN connections for secure remote access
Po
Device Performance Optimization
Provides tips for optimizing device performance and speed to customers and employees
Dp
Asset Disposal Procedures
Informs users about proper procedures for disposing of IT assets
Ir
Incident Reporting
Enables users to report IT incidents and track their resolution status
Dm
Mobile Device Management
Helps users with managing their mobile devices for work purposes
Ua
Software Update Assistance
Guides users through updating software to the latest versions and sharing new features and upgrades
Ef
Event Feedback
Facilitates design and execution of collecting feedback from IT workshops and training events
Tm
Ticket Management
Assists with managing and prioritizing IT service desk tickets for efficient resolution
At
Security Awareness Training
Provides information and tips on cybersecurity best practices for employees
Pg
Procurement Guidance
Guides users through the process of procuring IT equipment and services
Te
Training Enrollment
Helps employees enroll in IT training programs and courses, making sure that required classes are attended
Os
User Onboarding Support
Facilitates specialized support for new employees during the onboarding process
Po
Personnel Onboarding Support
Facilitates specialized support for new IT Service Desk employees during the onboarding process
Tw
Troubleshooting Wizard
Helps with conversational troubleshooting with integrations into ticket-history and tutorial content
Hd
Hardware Issue Diagnosis
Helps users diagnose and fix hardware issues with their devices in any channel
Ms
Virtual Meeting Setup
Helps users set up and troubleshoot virtual meeting platforms and tools
At
Remote Access Troubleshooting
Assists users in troubleshooting issues related to remote access to company resources
Ra
Data Recovery Assistance
Helps facilitate the process of recovering lost or corrupted data, ensuring privacy is upheld
Ms
Project Management Support
Assists employees with IT project management tasks and tools, keeping employees connected and in the loop
Ap
Data Access Permissions
Assists users in understanding and managing data access permissions
Ai
Asset Inventory
Helps provide information on managing and tracking IT assets within the company, conversationally allowing employees to access it
Ca
Legal Compliance Auditing
Helps in auditing IT and Helpdesk processes to ensure adherence to legal requirements and regulations
Er
User Empowerment and Recognition
Assists in recognizing and rewarding users who actively contribute to the improvement of IT support resources and processes
Pc
Policy Clarifications
Answers questions related to company IT policies and guidelines
Bp
Data Security Best Practices
Educates users on best practices for data security and privacy
Ir
Incident Reporting
Enables users to report security incidents and breaches, notifying leadership and engaging response measures
Ep
Escalation Procedures
Assists with defining and executing escalation procedures for IT support issues, adding Human-in-the-Loop as needed
Ks
Knowledge Sharing
Facilitates knowledge sharing among IT service desk agents and different teams for better team collaborations
Ks
Knowledge Sharing
Facilitates knowledge sharing among users to build a collective repository of IT support resources and best practices
Sp
Support Personalization
Assists in personalizing IT support experiences based on individual user preferences and needs
Cp
Capacity Planning
Assists in planning for IT infrastructure and resource capacity, gathering goals from team leaders
Lm
Software License Management
Assists users with managing and renewing software licenses
Ct
Compliance Training
Offers training on IT compliance requirements and regulations, and tracks employee progression
Pm
Performance Metrics
Provides information on IT performance metrics and key indicators
Ss
Accessibility Standards Support
Assists in upholding IT service desk standards for accessible and inclusivity for all users
Se
User Support Empowerment Advocacy
Helps support users in advocating for their IT help desk needs and preferences
Sr
User Satisfaction Reporting
Assists in reporting to share analysis of user satisfaction data to identify areas for improvement in IT service desk support
Sm
Mentorship Assistance
Assists in facilitating opportunities for experienced users to guide and support newer users in their IT support journey
Vm
Vendor Management
Provides information on managing relationships with IT vendors, partners, and technology suppliers
Pb
Performance Benchmarking
Assists in benchmarking IT service desk performance against industry standards
Ec
Agent Support Empowerment Collaboration
Helps to connect agents with one another to co-create and improve IT support resources and processes
Ge
Governance Education
Educates employees on IT governance principles and practices
Bp
Budget Planning
Provides guidance on IT budget planning and expenditure
Ra
Risk Assessment
Guides users through conducting risk assessments for IT systems and processes, making sure best practices are followed
Ep
User Support Empowerment via Partnerships
Assists in identifying and facilitating partnerships with internal and external organizations to provide additional support resources for users
Cm
Change Management
Assists users in understanding and adapting to IT changes within the company
Sl
Level Agreements
Supports staff in understanding and supporting SLAs
It
Incident Trend Analysis
Helps to analyze trends in IT service desk incidents, highlighting possible areas for improvement
Sr
Reporting
Generates reports on IT service desk performance, resolution times and user satisfaction
Qa
Quality Assurance
Assists in implementing quality assurance processes for IT service desk interactions
Fa
Feedback Analysis
Assists in analysis user feedback to identify areas for improvement in IT service desk support
Eg
User Support Empowerment Gamification
Implements gamification elements to motivate and empower users in their IT support journey
Ml
Multilingual Support Assistance
Provides agents with realtime in assisting users across languages
Et
User Empathy Training
Assists in training IT service desk agents to empathize with users' IT issues and challenges
Ds
Data Migration Support
Assists users in migrating data between systems or platforms
Rt
Response Training
Offers training on responding to IT incidents and emergencies, tracking employee progress and understanding
Sd
Performance Analysis
Provides insights into IT service desk performance metrics and analysis
Tp
Training Programs
Assists in developing and implementing training programs for IT service desk agents and tracking progress
Ux
User Support Experience Measurement
Measures and analyzes the overall user support experience to drive improvements
Sm
SLA Management
Assists in managing and maintaining service level agreements for IT service desk operations
Tw
User Training Workshops
Assists in the development and facilitation of workshops to train users on IT best practices and tools
Cp
Continuity Planning
Assists in planning for IT service continuity and resilience
Rt
Remote Support Tools
Helps to implement tools for remote IT support and troubleshooting, and tracking progress towards resolution
Ue
User Education Programs
Assists in developing and facilitating educational programs to enhance users' IT knowledge and skills
Ec
User Support Empowerment Campaigns
Assists in developing and implementing campaigns to empower users with knowledge and resources for IT support
Rp
Disaster Recovery Planning
Offers guidance on disaster recovery planning for IT systems and data
Rp
Incident Response Playbooks
Helps develop standardized playbooks for common IT incidents, walking employees through best practices
Ap
Audit Preparation
Assists in preparing for IT audits and compliance checks
Ca
Audits
Provides guidance on preparing for and undergoing IT compliance audits
Uc
User Communication Strategies
Assists in developing, improving and facilitating communication strategies for IT service desk interactions
Er
Empowerment Recommendations
Suggests platforms and tools to further empower users to take control of their IT support experience
Ew
User Support Empowerment Workshops
Helps develop and implement workshops to educate and empower users with IT support skills and knowledge
Ee
User Support Empowerment Events
Assists in organizing events to engage users and empower them with IT support resources and skills
Fr
Facial Recognition
Facilitates intake, registration and approvals to aid employees in utilizing facial-recognition as an security/authentication function
Ee
User Experience Enhancement
Assists in analyzing and making suggestions for improving the overall user experience of IT service desk interactions
Ua
User Satisfaction Analysis
Analyzes user satisfaction data to identify areas for improvement and drive continuous enhancement of the IT support experience
Ss
Self-Service Management
Assists in managing development and updates to self-service skills
Ai
User Advocacy Initiatives
Assists in empowering users to advocate for their IT support needs and preferences, sharing feedback with the team
Fi
User Support Feedback Integration
Assists in integrating user feedback into continuous improvement initiatives for IT service desk support
Jm
User Journey Mapping
Assists in mapping out the user journey for IT support interactions to identify pain points and improvement opportunities
Qa
Q&A
Conversational interaction with Finance knowledge base, enabling use & updates. Operates in company channels (Slack, Teams, Email, Chat, etc.)
Kb
Knowledge Base
Conversational interaction with your company's knowledge base to make it easier for the marketing team to find company information quickly
Fa
Financial Advice
Advises clients on simple questions and escalates to the right financial consultants when Human-in-the-Loop is needed
Ra
Automated Loan Repayment Assistance
Provides automated guidance and reminders for loan repayment schedules, aiding borrowers in managing loans
Ir
Account Information Retrieval
Provides information on pending transactions, card bonus points, recurring payments, and card limits for self-service
Mc
Financial Market Commentary
Delivers personalized commentary and analysis of financial market trends and events, keeping users informed and updated
Ft
Financial Task Ticketing
Helps manage ticketing and ticket communications for internal and external finance tasks for both people and IDWs
Mr
Market Research
Assists in gathering and analyzing market research, allowing you to talk with your financial data for investment decisions
Sm
Credit Score Monitoring
Allows users to inquire about and monitor their credit scores using conversational interactions, promoting financial awareness and responsibility
Tn
Tracking and Notifications
Keeps track of transactions, providing notifications to users about their financial activities and account balances
Ip
Invoice Processing
Streamlines invoice processing and payment reconciliation, reducing manual effort and errors and executing workflows
It
Investment Tracking
Helps track and monitor investments, providing real-time updates on portfolio performance and personalized recommendations
Sa
Document Gathering and Sharing Assistance
Simplifies the process of sharing documents such as loan applications, by guiding users through processes
Cs
Credit Scoring
Helps to assess credit worthiness, enabling more accurate and inclusive credit scoring
Gs
Financial Goal Setting
Assists individuals in setting and tracking financial goals, providing personalized recommendations and progress updates
Fs
Financial Summaries
Generates automated summaries of financial news and reports, providing concise and relevant information
Dc
Financial Data Collection
Helps finance team collect required info from employees or customers
Dv
Financial Data Visualization
Generates visual representations of financial data and trends by creating charts on demand, like pie charts, line charts, bar graphs, etc
Lq
Financial Literacy Quizzes
Offers interactive financial literacy quizzes and educational content, making personalized recommendations along the way
Ma
Debt Management Assistance
Provides personalized debt management advice and strategies tailored to individual financial situations
Pr
Investment Performance Reporting
Generates automated investment performance reports, providing users with insights into portfolios and trends
Le
Financial Literacy Education
Provides financial education and guidance to customers, promoting better financial decision-making and understanding
Ae
Agent Empowerment
Helps streamline common customer intents like balance inquiries, transfers, and fraud alerts
Et
Voice-controlled Expense Tracking
Enables users to track and categorize expenses using voice commands, simplifying personal and business finance management
Mu
Market Updates
Delivers automated updates on financial market trends, stock prices, and economic news that is personalized to the customer
Ru
Financial Regulatory Updates
Provides automated updates on financial regulations and compliance requirements, ensuring businesses stay informed and compliant
Pc
People Coordinating
Assists in managing finance personnel and coordinating schedules for projects
Ba
Budgeting Assistance
Assists users in creating and managing budgets suited to their needs and purchase history, promoting financial discipline
Ga
Financial Goal Alignment
Helps users to align their financial goals with personalized investment strategies and risk profiles
Pd
Financial Portfolio Diversification
Guides users in diversifying their investment portfolios based on risk tolerance and market conditions
Fn
Live Company Financial News
Posts relevant financial news to news feed in preferred company channels
Ap
Loan Application Processing
Automates the loan application and compliance process, providing instant responses and improving customer experience
Ft
Voice-activated financial tasks
Enables employees to perform financial tasks using voice commands, enhancing convenience and accessibility
Pr
Financial Product Recommendations
Offers personalized recommendations for credit cards, loans, savings accounts, etc. based on individual needs
Pc
Financial Product Comparison
Allows users to compare financial products such as loans, credit cards, and insurance plans through conversation
Ha
Financial Decision History Analysis
Analyzes and provides insights into users' past financial decisions and behaviors, offering recommendations
Cm
Contract Management
Uses templates to draft contracts and facilitates workflow of contract review, compliance and analysis
Fr
Voice-driven Financial Reporting
Enables voice-driven access to financial reports and data, improving accessibility and efficiency for analysts and decision-makers
Cu
Credit Underwriting
Streamlines credit underwriting processes by helping to draft and facilitating review
Rr
Regulatory Reporting
Streamlines regulatory reporting processes by automating data collection, analysis, and alerting workflow
Dm
Financial Document Management
Helps streamline document classification, search, and management, drastically improving search efficiency
To
Tax Optimization
Assists with analyzing tax optimization strategies and provide personalized tax-saving recommendations to individuals and businesses
Ft
Voice-enabled Financial Planning Tools
Provides interactive financial planning tools accessible through voice commands
Sa
Financial Strength Analysis
Analyzes the company's or individual's financial strengths and weaknesses based on historical data
Ia
Insurance Assistance
Assists customers and employees in understanding insurance products, filing claims, and managing policies
Rp
Retirement Planning
Provides interactive retirement planning tools accessible through voice and natural language
Ff
Financial Forecasting
Assists in preparing forecasts for informed decision-making and sends automated reports as needed
St
Financial Statement Reconciliation
Prepares statements with recommendations on how to reconcile income with expenses
Ct
Compliance Training
Provides automated compliance training and reminders for employees, helping to ensure adherence to regulatory requirements
At
Algorithmic Trading
Assists in executing trades based on predefined criteria, improving speed and accuracy in trading
Ra
Investment Risk Assessment
Helps investors in assessing and understanding the risk profiles of their investment portfolios
Pb
Financial Performance Benchmarking
Helps benchmark financial performance against industry standards and peers
Sa
Personalized Savings Assistant
Assists with developing and facilitating personalized savings plans, goal tracking, and financial planning tools for both customers and employees
Cc
Credit Counseling
Provides personalized credit counseling and debt management advice based on individual financial situations
Pv
Investment Portfolio Voice
Allows investors to analyze and assess the company portfolio for improved valuation and predictions
Rc
Regulatory Compliance
Assists in ensuring compliance with financial regulations through automated monitoring and reporting
Ds
Financial Decision Support
Offers real-time financial decision support and guidance through voice interactions, helping people make informed decisions
Pr
Financial Performance Reviews
Generates automated performance reviews and analysis of financial portfolios, providing summaries and recommendations
Er
Internal & External Reporting
Assists in preparing internal and external reporting, including the right information and sending scheduled reports
Fs
Financial Stewardship
Assists in stewardship of the company's assets and recommends where to allocate more money
Tm
Real-time Transaction Monitoring
Monitors transactions in real-time to detect suspicious activities and prevent fraud
Dr
Complaints and Dispute Resolution
Assists in handling internal complaints and disputes through automated conversational interfaces, improving resolution times
Ts
Trade Settlements
Assists with the trade settlement processes, reducing settlement times and operational risks in trading activities
Bd
Budget Development
Assists in coordinating development of annual operating and capital budgets
Po
Investment Portfolio Optimization
Assists users in optimizing their investment portfolios based on risk tolerance, market conditions, and financial objectives.
Cf
Cash Flow Tracking
Assists in tracking cash flow and makes cash flow data accessible through conversation
Ir
Investor Relations
Offers automated portfolio management services, rebalancing, and performance tracking for investors
Sc
SEC Compliance
Assists in ensuring compliance with SEC and other regulatory entities by notifying employees and executing workflows
Gr
GAAP Research and Analysis
Provides in-depth research and analysis of Generally Accepted Accounting Principles to ensure compliance and understanding of the latest standards
Ef
Economic Forecasting
Assists in analyzing economic indicators and forecasting trends, aiding in strategic decision-making for businesses and investors
Gc
GAAP Compliance
Assists with ensuring compliance with GAAP and notifies team of updates or risks
Oa
Operational Analysis
Assists in analyzing internal operations and identifying areas for cost reduction
Cg
Corporate Governance
Assists in overseeing corporate governance and ethical compliance, sending reports and recommendations to employees
Pr
Portfolio Recommendations
Provides personalized investment portfolio recommendations based on individual risk tolerance, financial goals, and market
Gf
GAAP Financial Statement Preparation
Aids in the preparation of financial statements in accordance with GAAP, providing guidance on the proper presentation of financial data and disclosures
Ia
Personalized Investment Analysis
Provides personalized investment insights and recommendations based on individual profiles and market trends
Ta
Tax Assistance
Assists individuals and businesses in preparing and filing taxes, facilitating compliance, ensuring accuracy and compliance with tax laws
Si
Secure Information
Helps manage which user should have access to which information and monitors unusual requests, sending notifications as needed
Ia
Investment Analysis
Researches revenue opportunities and economic trends
Fc
Financial Control
Assists with ensuring well-controlled fiscal management and project coordination
Fs
Financial Strategy
Assists in developing and iterating on the company’s financial planning and strategy
Rm
Risk Management
Provides strategies to identify, assess, and prioritize risks, as well as methods to mitigate or transfer the risks
Fm
Financial Modeling
Assists in developing financial models for forecasting and decision-making, based on personal preferences
Bv
Business Valuation
Assists in determining the economic value of a business or an asset for various purposes such as mergers and acquisitions, financial reporting, and litigation
Ma
Mergers & Acquisitions Assistant
Assists with M&A by providing updates and making recommendations based on M&A history in their marketplace
Pa
Predictive Analytics
Analyzes customer data and predicts behaviors, assisting with projections for things like collections and managing risks
Fp
Fraud Prevention
Enhances security by monitoring and alerting team of anomalies and possible threats
Vb
Voice Biometrics
Enhances security by using voice biometrics for customer authentication and fraud prevention
St
Predictive Financial Service Tasks
Anticipates needs and issues based on data, enabling proactive support and personalized recommendations
Ta
Voice-enabled Trading Analysis
Allows traders to analyze market trends and trading strategies using voice commands and natural language interactions
Da
Data Analysis
Helps to analyze vast amounts of data quickly, providing valuable insights and market analysis to investment bankers and traders
Cc
Cost Control
Assists in implementing cost control measures and efficiency improvements by analyzing previous data and current goals
Mp
Market Predictions
Offers real-time financial market predictions and forecasts, aiding investors and traders in decision-making
Sa
Financial Market Sentiment Analysis
Analyzes financial influencer sentiment and content, providing valuable insights for investors and analysts
As
Audit and Assurance
Offers independent examination of financial statements to provide assurance on the accuracy and reliability of the information for stakeholders
Rs
Financial Risk Simulation
Simulates and analyzes potential financial risks, aiding in risk mitigation and strategic decision-making
Wm
Wealth Management
Assists in providing comprehensive financial planning and investment management services to high-net-worth individuals and families
Sc
Integration Security Compliance
Assists in securely integrating conversational finance platforms with core banking systems and existing IT infrastructure
Ca
Capital Allocation
Assists in recommendations for capital allocation to maximize shareholder value
Fi
Financial Innovation
Helps drives financial innovation and process improvement initiatives
Qa
Q&A
Helps answer common legal questions and direct people to the right resources and personnel.
Ds
Document Summarization
Automatically summarize legal documents from document database, saving time and effort for legal professionals.
Cq
Client Q&A
Enhances client communications by helping providing quick and accurate responses to common client inquiries
Cs
Contract Summarization
Automatically summarizes contracts, saving time and effort for legal professionals.
Cc
Contract Comparison
Compares contracts to identify differences and similarities, making sure they follow templates to aiding in contract management.
Ad
Documentation Assistant
Assists with laborious process of manually entering legal documentation, such as internal notes or court transcripts.
Aw
Approval Workflow
Automates the approval workflow for contracts, automatically sending things to involved parties and nudging them to complete them.
Lr
Legal Research
Helps with legal research, providing links to documentation, summarizations, and allowing you to ask questions.
Dr
Due Diligence and Research
Helps lawyers perform due diligence and research, providing links to full documentation and highlighting key words.
Dc
Automated Document Creation
Uses templates to create filled-out documents on a case by case basis, creating a starting place for legal professionals.
Cg
Contract Generation
Generates contract drafts based on situational data and circumstances, reducing manual effort and improving efficiency.
Rw
Renewal Management
Assists in managing contract renewals, ensuring timely renewal and reducing risk. Automatically notifies related parties.
Na
NDA Assistant
Automated creation of non-disclosure contracts, as per current company standards, approvals process, etc
La
Case Law Analysis
Helps perform advanced legal research, providing insights into case law, statutes, and regulations.
Km
Legal Knowledge Management
Helps organize and manage legal knowledge and the firm's best practices within, improving accessibility and efficiency.
La
Legal Analytics
Helps track company data and provides shortcuts through analytics, aiding legal professionals in decision-making.
Da
Data Anonymization
Helps anonymize sensitive legal and personal information data, ensuring privacy and compliance with data protection regulations.
Ir
Information Retrieval
Helps sort through large volumes of data and pull exceptions as needed.
Er
Entity Recognition
Recognizes and extracts entities from legal documents, streamlining search and finding related documentation.
Aa
Audio Analysis
Helps analyze audio data from legal proceedings, transcribing them and making them searchable.
Ca
Contract Clause Analysis
Helps analyze contract clauses to identify potential issues or areas of concern, improving accuracy and reducing risk.
Lt
Legal Transcription
Transcribes court proceedings and other legal meetings, saving time for legal professionals and allowing them to search meeting.
De
Data Extraction
Extracts relevant data from legal documents, helping to count and analyze keywords and information.
Sa
Social Media Analysis
Assists in analyzing social media data from posts and engagements, helping with collecting evidence and assessing intent.
Cm
Contract Management
Helps with tasks like contract review, analysis, and drafting, freeing up time for more complex tasks.
Eb
Electronic Billing
Helps computes billable hours, streamlining the billing process and sending finance and managers for approval workflows.
Cm
Case Management
Assists in managing legal cases, organizing information, contacting people, and improving workflow efficiency.
Fa
Financial Analysis
Assists in analyzing financial data for legal purposes, helping to identify anomalies and patterns.
Tp
Trial Preparation
Assist in preparing for trial by analyzing case law, statutes, and regulations, etc.
Dc
Data Collaboration
Helps facilitate collaboration and sharing of legal data among legal professionals and clients, improving teamwork and efficiency.
Dc
Data Classification
Helps classify legal data into relevant categories so that both structured and unstructured data can be used easily.
Wp
Witness Preparation
Assists in preparing witnesses for trial by analyzing deposition transcripts and providing feedback.
Dv
Data Visualization
Helps to visualize data by creating charts on demand, like pie charts, line charts, bar graphs, etc.
Sa
Sentiment Analysis
Helps analyze transcripts and communications to gauge sentiment, aiding in case strategy and decision-making.
Dm
Data Mining
Mines large volumes of data to extract valuable insights and patterns to prove conversational exploration of large data sources.
Em
Evidence Management
Assists in managing evidence for trial, organizing information and making it easy to search conversationally.
Cm
Compliance Monitoring
Helps monitor contracts for compliance with regulations and standards, reducing the risk of non-compliance and human error.
Ca
Regulatory Compliance Analysis
Helps analyze regulatory compliance data, aiding in adherence, risk management, and evidence collection.
Fa
Family Analysis
Helps analyze family-related data and interactions for legal matters.
Pr
Pattern Recognition
Assists in recognizing patterns and trends in legal data, aiding in the identification of anomalies.
Ca
Civil Analysis
Helps analyze civil data in legal matters, aiding in compliance and risk management
Cm
Legal Compliance Monitoring
Helps monitor and ensure legal compliance within organizations, contacting
Ca
Criminal Analysis
Helps analyze criminal data in legal contexts, aiding in evidence collection and anomaly detection.
Ca
Legal Contract Analysis
Analyzes and extracts key information from legal contracts, improving accuracy and efficiency
Lc
Legal Compliance
Helps with compliance-related tasks, educating team members for adherence to legal regulations and standards.
Ta
Temporal Analysis
Helps analyze temporal data, aiding in time-based insights and analysis.
Ia
Immigration Analysis
Analyze immigration data in legal matters, aiding in evidence collection and helping to identify mistakes in the systems.
Pc
Data Privacy Compliance
Aids in ensuring compliance with data privacy regulations within legal data management.
La
Labor Analysis
Assists with analysing labor data for legal purposes, finding anomalies and identifying patterns for evidence.
Ba
Bankruptcy Analysis
Helps analyze bankruptcy data in legal matters, helping to quickly identify patterns, anomalies, and collect evidence.
Ma
Manufacturing Analysis
Helps analyze manufacturing data in legal matters, aiding in compliance and risk management, as well as evidence collection.
Ea
Employment Analysis
Helps analyze employment data in legal matters, helping to quickly identify patterns, anomalies, and collect evidence.
Ta
Transportation Analysis
Assists with analyzing transportation-related data in legal contexts, helping to find anomalies and patterns.
Na
Data Network Analysis
Helps analyze network data, aiding in relationship and connectivity insights.
Ba
Data Blockchain Analysis
Assists in analyzing blockchain data, aiding in verification and validation.
Ta
Telecommunications Analysis
Helps analyze telecommunications data in legal matters, aiding in evidence collection, pattern recognition, etc.
Ca
Cloud Computing Analysis
Helps analyze cloud computing data and usage for legal matters, to determine security and compliance risks and threats.
Ca
Cybersecurity Analysis
Assists in analyzing cybersecurity data, aiding in threat detection and prevention, or helping to collect evidence.
Ra
Real Estate Analysis
Assists in assessing real estate data in legal contexts, aiding in valuation, transaction monitoring, and evidence collection.
Ip
Intellectual Property Analysis
Helps guide lawyers in analyzing large intellectual property portfolios and drawing insights from the content.
Dd
Data Disposal
Aids in the secure and compliant disposal of legal and personal data, reducing the risk of data breaches.
Df
Data Forensics
Aids in forensic analysis of legal data, supporting investigations and legal proceedings.
Ia
Insurance Analysis
Assists in analyzing insurance data for legal purposes, aiding in risk assessment and claims management.
Ha
Healthcare Analysis
Assists in analyzing healthcare data for legal purposes, aiding in compliance with healthcare regulations, evidence collection in medical malpractice cases, and identifying patterns in healthcare fraud cases.
Da
Data Archiving
Assists in archiving and searching historical legal data, ensuring its accessibility and integrity.
Pa
Data Predictive Analytics
Helps analyze legal data to make predictions and forecasts, aiding in strategic decision-making.
Da
Environmental Data Analysis
Helps analyze environmental data for legal contexts, aiding in ensuring compliance, finding patterns, and collecting evidence.
Dr
Data Retention
Assists in managing the retention of legal data, ensuring compliance with retention policies and regulations.
Ta
Tax Analysis
Helps analyze tax-related data, helping to identify anomalies and patterns that might be helpful evidence.
Ra
Retail Analysis
Helps assess retail-related data for legal purposes, aiding in evidence collection.
Ha
Hospitality Analysis
Assists with analyzing hospitality data for legal purposes, aiding in evidence collection.
Ea
Entertainment Data Analysis
Helps analyze entertainment-related data for legal purposes, aiding in evidence collection.
Ac
Data Access Control
Helps manage access to sensitive legal data, ensuring appropriate permissions and security measures.
Cr
Data Compliance Reporting
Assists in generating compliance reports for legal data, aiding in regulatory adherence and regularly notifying the team.
Ba
Data Biometric Analysis
Assists in analyzing biometric data in legal contexts, aiding in identification and authentication.
Sa
Sports Analysis
Helps analyze sports data for legal purposes, aiding in evidence collection.
Ir
Image Recognition
Recognizes and analyzes images in legal documents, aiding in information extraction and analysis
Ea
Education Analysis
Helps analyze education-related data for legal purposes, aiding in evidence collection.
Na
Nonprofit Analysis
Helps assess nonprofit-related data for legal purposes, aiding in evidence collection.
Ga
Government Analysis
Helps with analyzing government-related data for legal purposes, aiding in evidence collection.
Va
Video Analysis
Helps analyze video data from legal proceedings or videos related to the case, aiding in documentation, analysis, and search.
Ga
Geospatial Analysis
Helps analyze geospatial data, aiding in location-based insights and analysis.
Ma
Multilingual Analysis
Helps with analsys of multilingual data, aiding in evidence collection and helping to find any relevant errors or anomalies.
Ma
Multinational Analysis
Helps assess data from different sources and nations to bring data sources together and search for patterns and outliers.
Lp
Litigation Prediction
Helps analyze legal data to predict the outcome of litigation, aiding legal professionals in case strategy.
Ca
Multinational Corporation Analysis
Assist in analyzing data from different corporations, aiding in compliance, risk management, evidence collection, etc.
Lr
Legal Risk Assessment
Helps assess legal risks by analyzing historical data and providing insights to support risk management decisions.
Ca
Corporate Analysis
Helps analyze corporate data in legal contexts, aiding in compliance, risk management, evidence collection, etc.
Va
Joint Venture Analysis
Helps analyze joint venture data for legal purposes, helping to quickly identify patterns, anomalies, and collect evidence.
Ma
Merger and Acquisition Analysis
Assiste with analyzing merger and acquisition data, helping to identify patterns, anomalies, and collect evidence.
Dg
Data Governance
Assists in governing legal data, ensuring its quality, security, and compliance with regulations.
Da
Data Audit
Assists in auditing of legal data, ensuring its accuracy, integrity, and compliance and listing sources so people know where it came from.
Ds
Legal Data Security
Helps enhance data security within firms, protecting sensitive information from breaches and notifying of potential threats.
Ts
Trial Strategy
Helps analyze case law and data on opposing firms to aid in developing trial strategy, improving outcomes.
Dc
Data Cleansing
Helps clean and standardize data, improving its quality and usability to make it more trustworthy.
Di
Data Integration
Helps integrate and unify disparate legal data sources in one place, providing a unified view for analysis and decision-making.
Js
Jury Selection
Helps analyze juror data to aid in jury selection, improving the chances of a favorable outcome.
Cp
Criminal Profiling
Assists in analyzing various data, including crime scene information, witness statements, evidence, to help create suspect profiles.
Cm
Contract Lifecycle Management
Assists in managing the entire contract lifecycle, from creation to renewal, reducing errors, and notifying parties.
Ts
Trial Support
Assists in preparing for trial by analyzing case law, statutes, and regulations, managing evidence, preparing witnesses, and aiding in jury selection.
Qa
Q&A
Conversational interaction with company's knowledge base, enabling its use and updates across different channels: Slack, Teams, Email, etc
Pr
Password reset
Assists with password reset and account recovery, securely helping customers through workflow
Fc
Feedback collection
Assists with collecting feedback from customers to improve products and services
Ei
Helps managing email inquiries and provides automated responses to simple queries
Va
Voice assistants
Helps manage voice experiences that can assist customers with tasks, automated processes, and provide helpful information
Ot
Order status
Provides customers with real-time updates on the status of their orders, conversationally across channels
Sa
Package tracking
Manages shipping and package tracking, conversationally accessible across channels
Ir
Intelligent Routing
Helps intelligently route customer inquiries to the most appropriate support agent or system for efficient handling
Fc
Employee Feedback Collection
Helps to gather feedback from employees on various aspects of their work experience, enabling continuous improvement
Cs
Customer Support Summaries
Helps generate summaries of customer support interactions, facilitates insight-gathering in order to help improve customer service
Kd
Internal Knowledge Delivery
Delivers internal knowledge to support teams, providing a single destination for customer inquiries
Cc
Content creation
Assists with content creation by generating ideas or graphics
Cs
Customer satisfaction
Helps measure customer satisfaction and provide insights on customer feedback
Rp
Returns
Assist with workflow for returns, provides information about policies, and answers common questions
Ss
Employee Satisfaction Surveys
Conducts regular surveys to gauge employee satisfaction and identify areas for improvement
Pa
Policy Acknowledgment and Compliance
Helps to ensure that employees acknowledge company policies and compliance requirements through conversation
As
Appointment scheduling
Assists with scheduling appointments and managing calendars across teams and departments
Pr
Performance reviews
Assists with facilitating performance reviews and collecting data for managers to review
Ks
Knowledge sharing
Helps to promote knowledge sharing and provides access to information based on role
Nh
New Hire Info
Helps answer questions and provides updates regarding new hires to entire team
Wc
Warranty claims
Assists with warranty claims and answering questions on warranty policies
Ds
(DEI) Surveys
Assists in assessing and surveying how personal views the DEI landscape within the company
Ss
Self-service
Provides self-service experiences for customers, allowing them to resolve common issues on their own
Rw
Remote Work Support
Helps to provide guidance and resources to employees working remotely, addressing their unique needs and challenges
Ca
Content curation
Assists with content curation by recommending relevant articles and resources, and providing links and citations
Cg
Candidate screening
Assists with customer service recruitment by screening candidates
Cs
Candidate scheduling
Assists with customer service recruitment by scheduling interviews, and coordinating calendars
Ci
Candidate interviews
Assists with customer service recruitment and hiring by serving as a realtime aid to personnel during interviews
Ct
Compliance training
Provides notifications and facilitates compliance training and ensure employees are up-to-date on regulations and policies
Et
Employee Training
Helps training and support to employees, keeping track of their progress and providing skill recommendations based on role
Ca
Compliance Assistance
Helps ensure compliance with regulations and policies, notifying employees as necessary
Pe
Product education
Help educate customers on products and services, providing information on features and benefits based on their needs
Rr
Employee Recognition and Rewards
Helps with prompting managers to recognize and reward employees for their contributions and achievements
Mr
Market research
Helps conduct market research and gather customer insights on any topic
Cs
Customer service metrics tracking
Helps to track customer service metrics like response time and customer satisfaction
Oa
Onboarding
Assists with onboarding new customers and employees, taking them through required workflows and answering questions
Ba
Billing Assist
Helps with billing inquiries, billing workflows, and helping to execute payment options
Ma
Marketing
Assists with 1:1 marketing by providing hyper-personalized recommendations and promotions for customer service employees to use
Rm
Refund management
Helps with refund requests and provides information on refund policies
Im
Personal Info Management
Assists with account management tasks such as updating personal information and payment details
Pd
Product development
Assists with product development by gathering customer feedback and providing insights
Si
Sales Assistant
Assists with sales and purchasing by providing product information, answering customer questions and facilitating purchase
Da
Data analysis
Helps analyze customer data and allows employees and customers to have a conversation with their data
Ds
Diversity, Equity, and Inclusion (DEI) Support
Provides resources and guidance to help promote diversity, equity, and inclusion within the organization
Ct
Customer Training
Helps facilitate training and support to customers, notifying them about product updates and how to use new features
Ta
Troubleshooting
Assists with troubleshooting by providing solutions to common problems, and walking customer through troubleshooting recommendations
Ll
Labor Law Compliance
Offers notifications about labor law updates, to helps streamline documentation workflows
Sm
Social media
Helps managing social media interactions and generates draft responses to customer inquiries, escalating to a human as needed
Rp
Product Recommendations
Helps provide customers with personalized product recommendations based on their preferences, current sales, and purchase history.
Ts
Technical support
Helps provide technical support and assist with software and hardware issues, escalating to an agent as needed
Ro
Conversion rate optimization
Helps to optimize conversion rates by providing recommendations and assistance specific to the target audience
Bi
Behavior Insights
Helps team conversationally explore customer behavior insights and data
Lg
Lead generation
Assists generating leads by engaging with potential customers and collecting contact information in preferred channels
Ab
A/B testing
Assists with A/B testing by providing recommendations on things to test and helping to make sure data is collected
Sa
Surveys
Facilitates surveys to help gather customer insights, offering rewards/incentives as needed
Cm
Supply chain management
Helps to manage the supply chain and provide real-time updates on shipments and deliveries
Ls
Lead scoring
Helps to score leads and prioritize sales efforts based on engagement and lead quality
Cr
Customer retention
Assist with improving customer retention by providing personalized support and assistance to keep customers engaged
Cp
Customer profiling
Helps with creating customer profiles and providing insights on customer behavior
Cs
Coaching Customer Service Teams
Helps to coach customer service teams and provides feedback on performance based on data
Aa
Authentication
Helps to enhance security by providing authentication and verification to employees and customers
As
Accessible Support
Assists in providing support for customers with disabilities, offering tailored assistance and adaptive solutions
Ba
Brand awareness
Helps Increase brand awareness by engaging with customers and promoting products and services
Cr
Complaint resolution
Helps to resolve customer complaints by providing personalized support and assistance
Vc
Virtual assistants per customer
A virtual assistant for each customer that can assist with tasks and provide information tailored to them
Rm
Reputation management
Assists in managing online reputation by monitoring social media and responding to customer feedback
Cs
Customer segmentation
Helps with segmenting customers based on previous purchase data and personalized recommendations for different segments
Ps
Net Promoter Score
Assists in developing and measuring net promoter scores and provide insights how to improve it base on customer feedback
Bp
Behavior Policies
Provides conversational explorations of behavior policies, and timed check-ins as needed for employees
St
Customer service training
Provides training for customer service representatives, encouraging them to develop their careers
Ms
Multilingual support
Helps to facilitate support in multiple languages
Pa
Personalization
Leverages customer data (including unstructured data and biosketches) to help personalize customer interactions and provide a more tailored experience
Pa
Predictive analytics
Provides predictive analytics and helps forecasts customer behavior
Im
Inventory management
Helps to manage inventory and provide real-time updates on stock levels conversationally
Ux
User experience
Helps to improve user experience by providing personalized recommendations and assistance
Pt
Personality test
Walks customers or employees through personality tests, offering product suggestions or interaction recommendations based on results
Fa
Customer feedback analysis
Helps to analyze customer feedback and provide insights for improving products and services
Lp
Loyalty programs
Helps to develop and manage loyalty programs, and track customer progression through them
Qc
Quality control
Helps to assist with quality control and rectify on product defects
Pa
Succession Planning Assistance
Helps to support the team in identifying and developing potential successors
Cg
Customer Goals
Helps with offering recommendations and insight on goals and recommendations on how to achieve them
Mh
Mental Health Support
Helps by offering resources and support for employees' mental health and well-being, including stress management and counseling recommendations
Cc
Customer Churn
Helps to predict customer churn by identifying at-risk customers and providing personalized support
Fd
Fraud detection
Helps to detect and prevent fraud by keeping systems up to date and facilitating security best practices
Sa
Customer sentiment analysis
Helps to analyze customer sentiment based on conversational history (transcripts, recordings, etc.)
Ca
Customer advocacy
Helps improve customer advocacy by encouraging customers to leave reviews and share positive experiences, providing incentives as needed
Co
Customer Touchpoint optimization
Helps to optimize the customer journey by providing personalized recommendations and assistance at each touchpoint
Cm
Crisis Management
Assists in managing crises and disruptions in customer service operations based on best practices and the current market climate
Sf
Sales forecasting
Helps to provide sales forecasting and predict revenue based on previous data and market trends
Wo
Website optimization
Helps with optimizing websites by providing insights on user behavior and recommendations
Pp
Learning Path Personalization
Helps create personalized learning paths for employees based on their skills, interests, and career goals
Aa
Advertising
Assists with advertising by identifying specific audiences to target and generating personalized messages
Cs
Customer segmentation analysis
Analyzes existing customer segmentation strategies and helps consider other criteria for segmentation based on purchase history
Er
Emotion Recognition
Assists agents with recognizing customer emotions using tech like sentiment and facial recognition technologies
Ir
Proactive Issue Resolution
Assists with anticipating potential issues or problems a customer may ask in the future
Jm
Customer journey mapping
Helps with mapping the customer journey and providing insights on customer behavior and preferences
Ap
Employee Advocacy Programs
Facilitates employee advocacy initiatives and encourages employees to become brand ambassadors
Fm
Customer feedback management
Collects and analyzes customer feedback to identify areas for improvement and measure customer satisfaction
Pg
Predictive hiring
Uses data to help predict which candidates are most likely to succeed in a given role
Eb
Energy booster
Assists personnel in channeling their energy and enthusiasm when they need it
Qa
Q&A
Conversational interaction with CS knowledge base, enabling use & updates. Operates in company channels (Slack, Teams, Email, Chat, etc.)
Pr
Password reset
Conversationally guides users through the process of resetting passwords and account information
Ec
Email Classification and Routing
Automate the detection of email topics and assign them to the appropriate representative
As
Account Setup
Assists customers with setting up their accounts
Ot
Order tracking
Provides real-time updates on the status of orders, allowing customers to ask questions
Kb
Knowledge Base Access
Directs users to relevant knowledge base content, providing summaries with citations, and recommends popular content for AI training
Fc
Feedback Collection
Gathers feedback from customers about products or services, collecting feedback for analysis
Ou
Service Outage Updates
Proactively notifies customers about service outages or disruptions and fields related questions
Pp
Payment Processing
Assists customers with standard payment processing tasks conversationally
Sm
Customer Satisfaction Measurement
Assists in measuring customer satisfaction using advanced survey and analysis methods
As
Appointment scheduling
Helps customers schedule appointments or meetings, coordinating calendars as needed
Lq
Lead qualification
Assists in qualifying leads based on predefined criteria
Si
Basic Sales Inquiries
Assists with providing basic information about products or services to potential customers
Am
Basic Account Management
Assists with simple account management tasks and basic communications
Op
Order Placement
Assists customers with placing standard orders, providing personalized assistance and suggestions
Bt
Basic troubleshooting
Assists with simple technical issues or inquiries to reduce the workload of IT team members
Ci
Basic Contract Inquiries
Assists in answering questions and providing information about contract terms and conditions
Ln
Basic Lead Nurturing
Helps nurture leads through initial stages of the sales funnel, providing personalized campaigns and collecting data
Tl
Ticket Labeling
Automatically labels incoming tickets based on their complexity and information about the customer, and assigns them to the right agent
Ic
Inventory Check
Helps customers and staff check product availability and inventory levels
Pi
Product information
Offers details about products or services, accounting for customer profile and previous purchases/status
Rr
Returns and Refunds
Assists with guiding customers through the return and refund processes
Pr
Product Recommendations
Offers basic product recommendations based on customer preferences, current deals, and previous order history
Cc
Call Center Scheduling
Assists in managing the customer service team's scheduling and hours.
Td
Technical Documentation Access
Directs users to and assists with technical documentation and manuals for products and services
Si
Shipping Inquiries
Provides information about shipping options and timelines to keep customers in the loop at every step of the purchase process
Ci
Advanced Contract Inquiries
Assists in offering in-depth information about complex contract terms and conditions to help customers navigate their contract
Bi
Billing inquiries
Helps customers with billing-related questions
Si
Advanced Sales Inquiries
Provides detailed information about complex products or services, escalating based on customer needs
Ce
Customer Education
Provides educational resources and guides to help customers better understand products and services, and how to use them effectively
Bt
Basic Troubleshooting (software)
Helps users troubleshoot software-related issues
Pr
Advanced Product Recommendations
Helps provide sophisticated product recommendations based on extensive data analysis
Si
Complex Shipping Inquiries
Provides detailed information about complex shipping scenarios
Ds
Diversity, Equity, and Inclusion (DEI) Support
Providing resources and guidance to promote diversity, equity, and inclusion within the organization
Lg
Leadership Guide
Assists leaders by providing conversational access to best practices and internal knowlebases.
Tl
Thought Leadership
Helps to generate ideas and content to help deliver thought leadership that will aid in customer service initiatives
Pp
Complex Payment Processing
Assists customers with complex payment processing tasks
Cc
Co-Creation
Provides inspiration and help to get customers engaged with ideation and facilitates co-creation with customers and internal teams.
Po
Performance Optimization
Assists in assessing and improving customer service performance based on specific KPIs per department
Cd
Culture Development
Assists with cultivating an advancing customer-centric culture within the organization
Ls
Complex Lead Scoring
Assists with scoring leads based on advanced algorithms and criteria, assigning a score to leads
Or
Advanced Service Outage Resolution
Assists with resolving complex service outages or disruptions
Rc
Regulatory Compliance
Assists in ensuring advanced compliance with regulations and standards in customer service operations
Cr
Complaint Resolution
Assists with documenting, escalating and resolving customer complaints and issues with products, services, or personnel
At
Advanced Troubleshooting
Assists with complex technical issues or inquiries, bringing in a Human-in-the-Loop as needed
Cp
Complex Order Placement
Assists customers with complex and/or customized orders
Sa
Customer Service Analytics
Helps analyze customer service data using advanced analytics and reporting tool
Lq
Complex Lead Qualification
Assists in qualifying leads based on intricate criteria and parameters, helping account managers to prioritize
Ls
Complex Lead Segmentation
Helps segment leads based on advanced attributes and behaviors, allowing you to play around with different segmentation criteria
Ct
Customer Service Training
Assists in facilitating advanced training for customer service agents using innovative methods and technologies
Pc
Complex Product Customization
Assists customers with customizing complex products or services to suit their needs
Ms
Multilingual Support
Assists in providing support for customers and staff across most languages and regional dialects
Sc
Service Customization
Helps assist customers in customizing service plans or options to better fit their needs and preferences
Va
Customer Lifetime Value Analysis
Assists in analyzing customer lifetime values using advanced data modeling
Im
Advanced Inventory Management
Assists with managing complex inventory-related tasks and processes
Am
Complex Account Management
Assists with advanced account management tasks, walking them through every task
Fa
Advanced Customer Feedback Analysis
Assists in analyses of customer feedback using advanced techniques and algorithms
Drp
Resilience Planning
Assists in assessing and planning for resilience in customer service operations against common challenges and disruptions
Ec
Ethics and Compliance
Collaborates to help uphold ethical standards and compliance in customer service operations
Ln
Advanced Lead Nurturing
Assists in nurturing leads through advanced stages of the sales funnel
Th
Advanced Troubleshooting for Hardware
Assists users with troubleshooting complex hardware-related issues
Po
Process Optimization
Assists in analyzing and current processes and suggesting potential improvements, using advanced AI and machine learning
Qa
Quality Assurance
Assists in assessing quality in customer service interactions using advanced monitoring and evaluation
Co
Channel Optimization
Assists in assessing and optimizing customer service channels for maximum efficiency and effectiveness
Pd
Partnership Development
Assists in assessing and developing partnership opportunities and collaborations to enhance customer service offerings
Sa
Advanced Customer Sentiment Analysis
Helps analyze customer sentiment
Fp
Fraud Prevention
Assists in preventing fraud and abuse in customer service operations using sophisticated techniques and controls
Co
Advanced Customer Onboarding
Assists with onboarding customers with complex or specialized needs
Ai
Customer Advocacy Initiatives
Assists in developing and executing advanced customer advocacy programs to improve customer service
Sm
Customer Success Management
Assists in managing customer success programs using advanced strategies and techniques
Ts
Advanced Technical Support
Assists in providing advanced technical assistance to customers
Lp
Customer Loyalty Programs
Assists in assessing, developing and iterating on customer loyalty programs
Sr
Social Responsibility
Assists in managing against social responsibility objectives in customer service operations and initiatives
Sa
Sustainability
Assists in assessing, ideating and implementing sustainability initiatives in customer service operations and practices
Cm
Crisis Management
Assists in managing crises and disruptions in customer service operations based on best practices and the current market climate
Es
Environmental Stewardship
Helps to educate and uphold environmental stewardship practices in customer service operations and practices
Si
System Integration
Assists in assessing and matching opportunities for improvements, via leveraging additional technologies and new partners
Dl
Deep Learning Applications
Applies advanced deep learning algorithms to enhance customer service processes and insights
Ce
Community Engagement
Serves as an assistant in engaging in community initiatives and partnerships through customer service operations
Pa
Predictive Analytics
Utilizes advanced predictive analytics based on previous customer data to assist in anticipating customer needs and behaviors
Cp
Advanced Customer Churn Prediction
Assists in predicting customer churn using advanced predictive analytics
Pp
Privacy Protection
Works to help protect customer privacy using advanced measures and safeguards in customer service operations
Ep
Customer Experience Personalization
Assists with personalizing the customer experience using data from biosketches collected in prior conversations
Ds
Data Security
Assists in enforcing best practices around advanced security of customer data and information in customer service operations
Ie
Innovation Ecosystems
Helps develop innovation ecosystems within customer service operatives, based on the customers goals, integrations, etc
Cc
Cognitive Computing
Utilizes advanced cognitive computing technologies to enable intelligent and adaptive customer service interactions
Cn
Contract Negotiation
Assists sales team with contract negotiations with customers/clients
Rs
Advanced Customer Retention Strategies
Assists with customer retention and developing advanced strategies to retain customers and enhance loyalty
Es
Customer Engagement Strategies
Assists in the development and iterating on strategies to engage customers across multiple touchpoints
Ir
Proactive Issue Resolution
Helps to anticipate potential problems and address them immediately, enhancing customer satisfaction and loyalty
Vb
Voice Biometrics
Utilizes advanced voice biometrics to help secure and personalize customer interactions
Pa
Prescriptive Analytics
Assists in applying prescriptive analytics to optimize customer service processes and outcomes
Rm
Risk Management
Assists in assessing and managing risks in customer service operations using sophisticated methods and tools
Vr
AR/VR Applications
Utilizes advanced AR/VR technologies to enhance customer service experiences and interactions, such as product placement
Jm
Customer Journey Mapping
Assists in mapping the customer journey using advanced analytics and insights
Cd
CAI Development
Assists in development of conversational and generative AI skills and applications for customer service
Er
Emotion Recognition
Assists in recognizing customer emotions using advanced AI, sentiment and facial recognition technologies
Cn
Complex Contract Negotiation
Assists team with negotiation processes for contracts, lowering the barriers to understanding and signing contracts
Cs
Cybersecurity
Assists in ensuring advanced cyber security measures are utilized to protect customer service operations and data
Ai
Virtual Assistant Integration
Assists in facilitating integration of virtual assistants into customer service operations and processes
Kb
Knowledge Base
Helps with common queries to company's knowledge base, enabling use and updates in different channels: Slack, Teams, Email, etc.
Hs
Holiday Schedule
Helps by maintaining and communicating with agent staff about holiday schedule, coordinating across multiple countries as needed
Ir
Intelligent Routing
Helps intelligently route customer inquiries to the most appropriate support agent or system for efficient handling
Rd
Agent Mental Health Resource Directory
Helps with providing a directory of mental health resources and support services available to employees
As
Appointment scheduling
Assists agents with scheduling appointments or meetings, coordinating calendars for efficient scheduling
Sd
Sick day
Managings employee sick-day requests/notifications helping with workflow to make sure agents are covering necessary lines of communication
Vr
Vacation Requests
Conversational facilitation of agent's vacation request and approval process with associated parties and systems
Er
Employee Benefits Enrollment Reminders
Helps send reminders and notifications to agents about benefits enrollment deadlines and requirements
Fc
Agent Feedback Collection
Helps gather feedback from agents on various aspects of their work experience
Id
Incentive Drip
Helps encourage agents by sharing incentives and reward campaigns designed by managers
Pi
Product information
Helps agents answer customer questions about products or services, quickly accessing customer history
Rw
Remote Work Support for Agents
Helps with guidance and resources to agents working remotely, addressing their unique needs and challenges
Ot
Order tracking
Assists agents by providing status and info regarding customer orders
Si
Basic Sales Inquiries
Assists agents by providing basic information about products or services to potential customers
Pp
Payment Processing
Guides agents through safely facilitating standard payment processing tasks, ensuring they follow company policy
Ca
Conversation Analysis
Provides analyses and summaries of the weeks conversation to agents every week
Rm
Employee Referral Management
Helps simplify the employee referral process, notifying employees about open positions and chasing them for referrals
Ba
Knowledge Base Access
Directs agents to relevant knowledge base answers, and provides summaries and citations
Op
Complex Order Placement
Guides agents through assisting customers with complex and customized orders
Ts
Troubleshooting
Assists agents with instructions on how to help with troubleshooting customer's technical issues
Rh
Report Harassment
Creation of a harrassment incident-report, creating records in the correct places and involving the appropriate parties
Sm
Customer Satisfaction Measurement
Assists by measuring customer satisfaction using advanced survey and analysis methods, and reporting back to agents
Cc
Call Counter
Helps agents keep track of number of calls and outcomes every week
Ai
New Agent Info
Answers questions and provides updates regarding new agents
Oa
Agent Onboarding Assistance
Helps to guide new agents through the onboarding processes, automating systems and training
Ct
Agent Skill Certification Tracking
Helps to track and managing agent skill certifications and training requirements
Ls
Lead Scoring
Assists agents with assessing and scoring leads based on criteria and their potential as a buyer
Lq
Lead Qualification
Assists agents by guiding them through the necessary steps and criteria for qualifying leads
Rr
Returns and Refunds
Helps by guiding agents through facilitating returns and refunds processes
Cc
Call Center Scheduling
Assists in managing the customer service team's scheduling, hours, and agent availability
Am
Agent Mentorship Program
Assists in the establishment and management of mentorship programs, connecting experienced employees with good matches
Bi
Billing inquiries
Assists agents with supporting customer billing questions
Op
Order Placement
Guides agents through taking an order via phone or chat, helping to uphold best practices
Ci
Basic Contract Inquiries
Guides and supports agents through answering questions and providing information about contract terms and conditions
Ah
Agent Handbook
Helps by conversationally allowing agents to peruse the agent handbook and resources, helping them stay up to date
Tl
Ticket Labeling
Helps by labeling incoming tickets based on their complexity and assigning them to the appropriate agent
Bp
Behavior Policies
Helps agents navigate behavior policies and best practices, with timed check-ins to help agents reflect on customer communications
Am
Agent Recognition Program Management
Assists with managing agent recognition programs, including nominations, awards, and celebrations
Pr
Product Recommendations
Assists agents with making personalized product recommendations based on customer preferences and history
Rr
Agent Recognition and Rewards
Encourages managers to recognize and reward agents for their contributions and achievements
Ic
Inventory Check
Helps staff by checking product availability or inventory levels
Ds
(DEI) Surveys
Assists in assessing and surveying how agents view the DEI landscape within the company
Pf
Submit Positive Feedback
Encourages managers to provide quick, policy-compliant positive feeback and constructive criticism to agents staff members
Bt
Basic Troubleshooting For Software
Helps agents with troubleshooting software-related issues
Es
Diversity, Equity, and Inclusion (DEI) Support
Providing resources and guidance to promote diversity, equity, and inclusion within the organization
Ts
Technical support
Assists agents by providing basic technical assistance to customers
Ss
Customer Support Summaries
Helps generate summaries of customer support interactions, providing insights for improving customer service
Td
Training and Development
Helps deliver customized training for agents, helping them practice and develop new skills
Rc
Request Conference
Conversational capture of requests for training or conferences, and follow-up with appropriate parties
Sd
Strategic Skills Development
Assists with development of strategic skills for agents, such as specialized calls and objection handling
Mh
Agent Mental Health Support
Offers resources and support for agents' mental health and well-being, including stress management and counseling
Ct
Agent Legal Compliance Training
Helps deliver training on legal and compliance requirements to ensure agent understanding and adherence
Cd
Culture Development
Assists with cultivating an advancing customer-centric culture within the organization
Na
Next-best Action
Assists during agent conversations to provide recommended next actions based on the context and customer history
As
Accessibility Support
Helps to support agents when having conversations with customers with disabilities, offering tailored and specialized assistance
Pc
Peer Connection
Helps connect agents with peers so they can instill community with remote agents
Dt
Learning and Development Tracking
Helps to track and managing agent learning and development progress, certifications, and skill acquisition
Td
Training and Development
Helps deliver customized training for agents, helping them practice and develop new skills
Rc
Regulatory Compliance
Helps agents ensure compliance with regulations and standards
Ms
Internal Mobility Support
Helps assist employees in exploring internal job opportunities and facilitating the internal mobility process
Ta
Agent Trend Analysis
Helps by analyzing trends in agent interactions and sharing that information with each agent
Cc
Compliance Communication
Helps to deliver consistent and accurate information about company policies and legal requirements to employees
Pa
Induction Process Automation
Automating the induction process for new agents, including training and engagement
Ll
Labor Law Compliance
Assists with information on labor law updates, accurate documentation, streamlined processes to ensure compliance with laws
At
Agent Training
Assists in facilitating advanced agent training, helping to track progress and encourage progress
Ms
Multilingual Support
Providing agent to customer support for employees in multiple languages, catering to diverse audiences
Ac
Policy Acknowledgment and Compliance
Helps employees acknowledge company policies and compliance requirements
Be
Agent Benefits Education
Helps to educate agents about available incentives, benefits details, and how to make the most of their job
Es
Agent Engagement Surveys
Assists with agent engagement surveys and analyzing the results to improve agent satisfaction and retention
Bg
Compensation and Benefits Guidance
Guiding agents through compensation and benefits-related processes that are specific to their role
Pb
Agent Performance Benchmarking
Helps to benchmark agent performance against industry standards and best practices to drive improvement
Ta
Agent Career Transition Assistance
Assisting agents in transitioning to new roles within the organization or exploring external opportunities
Ss
Agent Satisfaction Surveys
Provides regular surveys to gauge agent satisfaction and identify areas for improvement
Ms
Performance Management Support
Helps assess performance processes, providing guidance and support to employees and managers
Pr
Agent Performance Improvement Resources
Providing resources and tools to support agents in improving their performance and achieving their goals
Aa
Agent Assistance Program (AAP) Support
Provides information and resources to agents through an EAP for personal and work-related challenges
Cn
Contract Negotiation
Assists agents with basic negotiation processes for contracts, ensuring that they adhere to company policy
Ar
Task Automation Roadmap
Helps agents create an automation roadmap for their tasks and communications, encouraging adoption of new technologies
Fp
Fraud Prevention
Assists agents in preventing fraud and abuse in customer service operations by providing education and resources for questions
Pp
Learning Path Personalization
Helps to generate personalized learning paths for agents based on their skills, interests, and career goals
Pf
Employee Performance Feedback
Helps to collect and provide feedback to agents on their performance, encouraging continuous improvement
Wc
Agent Well-being Check-Ins
Helps by providing regular check-ins with agents to assess their well-being and satisfaction, providing support as needed
Pc
Agent Performance Coaching
Assists with coaching and feedback to agents to enhance their performance
Cd
Career Development Planning
Assists agents in creating and executing personalized career development plans
Ac
Mental Health Awareness Campaigns
Helps raise awareness about mental health issues and promotes a supportive workplace culture with proactive campaigns
Cs
Preparation for Challenging Situations
Helps agents prepare for difficult and sensitive conversations, providing practice situations and guidance
Ds
Data Security
Assists in enforcing best practices around advanced security of customer and agent data
Pt
Agent Productivity Tracking
Monitoring and analyzing agent productivity metrics to identify areas for improvement and recognition
Pt
Personality test
Provides agent personality test as well as reporting/results, recommending communication and work strategies to suite their personality
Aa
Agent Advocacy Programs
Helps to facilitate agent advocacy initiatives and encouraging agents to become brand ambassadors
Dr
Agent Skill Development Roadmaps
Creates personalized roadmaps for Agents to develop and enhance their skills based on career aspirations
Sp
Succession Planning Assistance
Supports agents in identifying and developing potential successors
Ir
Proactive Issue Resolution
Assists agents with anticipating potential customer needs, searching previous conversations and purchase history
Wb
Agent Work-Life Balance Support
Provides resources and tips to help agents achieve a healthy work-life balance and manage stress
Ap
Agent Performance Prediction
Helps to predict agent performance and identify potential areas for support and development
Sa
Agent Well-being Survey Analysis
Analyzes agent well-being survey data to identify trends and areas for intervention and improvement
Cs
Conflict Support
Assisting staff in managing and resolving conflicts between employees, providing guidance and resources
Rt
Conflict Resolution Training
Assists agents in scheduling, coordinating and facilitating training for conflict management and resolution with customers
Cm
Crisis Management
Helps agents to take the appropriate actions and comunicate effectively when responding to crises and disruptions in customer service operations
Er
Emotion Recognition
Assists agents with recognizing customer emotions using advanced sentiment and facial analysis technologies
Qa
Q&A
Conversational interaction with your company's Marketing knowledge base, enabling use & updates. Operates in company channels (Slack, Teams, Email, Chat, etc.)
Em
Event Management
Assists with event management by providing updates, answering questions, and coordinating details
Kb
Knowledge Base
Conversational interaction with your company's knowledge base to make it easier for the marketing team to find company information quickly.
Cf
Collect Feedback
Helps collect feedback from customers and employees to improve products and services, and help internal teams learn about personas.
Ks
Knowledge sharing
Helps promote knowledge sharing across teams. Updates everyone or select teams about new articles, graphics, and company-updates.
Cc
Content Creation
Assists with content creation by generating content specific to your audience and your needs.
Am
Asset Management
Manages design and branding assets for marketing team, providing information on usage and recommendations for updates.
Sa
SEO Assistance
Helps by providing keyword recommendations, analyzing website traffic, and rewriting copy to optimize for SEO performance.
Ea
Education Assist
Provides personalized support and assistance to employees, customers, partners, or investors as needed.
Sr
Social Responsibility
Helps promote corporate social responsibility by providing information, ideas, and support to the team.
Cc
Crisis Communication
Assists with crisis communication by providing updates and information as necessary to stakeholders, employees, and customers.
Gr
Government Relations
Helps manage government relations by monitoring regulations and policies and notifying the team of any that are of interest.
Pr
Public Relations
Helps manage public relations by monitoring media outlets, generating responses to inquiries, and drafting proposals.
Ss
Self-service
Helps create and facilitate self-service experiences for customers, allowing them to resolve issues and looping in employees as needed.
Pm
Personalized Marketing
Sends hyper personalized recommendations, promotions and info based on previous purchases and preferences
Ab
A/B testing
Assists with A/B testing by recommending copy to test, how to test it, and helps to analyze results.
Mr
Marketing Recruiter
Assist with marketing recruitment by screening candidates, scheduling interviews, recording sessions, and coordinating test tasks.
Sa
Sales Announcements
Helps to announce sales, deals, and incentives to drive engagement across internal teams.
Ii
Innovation Inspiration
Helps promote innovation with insights and ideas, pulling from other skills to learn and give team-specific recommendations.
Bm
Brand Management
Helps team members generate and use new artifacts that abide by brand guidelines and facilitates their approval for use with the marketing team.
Rc
Reduce Churn
Uses data to identify at-risk customers and provide personalized support and attention to reduce churn. Notifies customer support
Cb
Consumer Behavior
Provides insights on consumer behavior based on metrics that matter to your company (clicks, views, engagement, purchases, etc.)
Rp
Recommend Products
Provides customers with personalized product recommendations based on previous purchases and preferences.
Cv
Calculate Value
Predicts customer lifetime value based on behavior, purchase patterns, and revenue projections.
Pe
Product Education
Helps educate customers and leads on products and services, providing information on features and benefits and answering questions.
Cs
Customer Satisfaction
Helps measure customer satisfaction and provides ideas on how marketing campaigns can increase happiness and engagement.
Cr
Customer Referrals
Encourage customers to refer friends and family.
Ci
Collaboration Initiator
Helps facilitate collaboration and communication between teams, like sales and marketing.
Pm
Project Management
Assist with project management by providing updates, tracking progress, and coordinating schedules and details.
Ir
Investor Relations
Manages investor relations by prompting internal teams for updates, answering questions, and engaging investors based on interests.
Sc
Survey Collector
Helps to draft and conduct surveys to gather customer and employee feedback for data-driven insights.
Pm
Product Marketing
Prompts marketing team to update product information, coordinating with product teams to verify and approve information.
Lg
Lead Generation
Generates new leads by recommending and helping to execute campaigns on LinkedIn or other preferred channels.
Cp
Customer Persona
Creates customer profiles that will help the marketing team focus on personas. Assists with research and behavior predictions.
Ci
Customer Information
Provides marketing team with updated information from customer teams to improve personas and marketing tactics.
Ce
Customer Engagement
Coordinates between customer and marketing teams to improve customer personas and recommend engagement strategies.
Sm
Social Media
Helps manage social media channels by collecting engagement data and responding to customer inquiries.
Wo
Website Optimization
Data analysis of website traffic, views, and performance. Helps to identify areas of improvement based on Google Analytics data.
Ct
Customer Testimonials
Helps to collect customer testimonials and reviews.
Im
Inbox Monitor
Monitors generic inboxes like marketing@company.com to forward emails to the right parties and draft automated responses as needed.
Ps
Podcast Summary
Provides transcription and summarization of podcast recordings, answering questions and providing timestamps as needed.
Ms
Meeting Summary
Provides transcription and summarization of meetings, answering questions and providing timestamps as needed.
Ls
Lead Scoring
Helps to score leads based on engagement and actions taken
Pc
Podcast Social Content
Generates social content for podcasts promotion posts based on the contents of podcast recordings.
Sw
Script Writing
Helps to generate scripts for things like podcasts, videos, or webinars to save time for moderators and speakers.
Vc
Voice Cloning
Helps make minor changes to audio scripts as needed with podcast hosts and moderators so that recordings don't need to be redone.
Pt
Podcast Topic Generation
Helps generate episode topics for podcasts and questions for guests, making content creation more efficient.
Na
NPS Assist
Helps measure net promoter scores
Ec
Email Campaigns
Helps generate and send personalized email marketing campaigns on a per customer basis, tracking events and engagements for future campaigns.
Cs
Customer Segmentation
Helps to analyze customer data and segments customers based on behavior, characteristics, etc.
Lq
Lead Qualification
Qualify leads and identify high-quality prospects by conducting research and behavioral projections.
Pc
Podcast Promo Content
Generates content, such as blog posts and artwork, to complement podcast episodes.
Rt
Translation Support
Transcribes and translates meetings and podcast episodes into multiple languages to broaden audience and reach.
Va
Voice Assistants
Helps create and manage voice experiences that assist customers and leads and provide information on products and services.
Mo
Marketing Onboarding
Assists with onboarding new marketing employees with education and access to tools and accounts. Tracks onboarding status/tasks.
Ta
Training Assistant
Assists with training based on educational materials and documentation. Tracks status and advancement through program.
Ca
Customer Advocacy
Helps promote customer advocacy by encouraging customers to leave reviews and share positive experiences.
Ms
Realtime Translation
Facilitates conversations in multiple languages, translating in real time over voice or text-based channels.
Rm
Reputation Management
Helps manage online reputation by monitoring social media and alerting the team of comments that need a personal follow up.
Ep
Event promotion
Helps to create and execute event promotion materials to increase attendance with the target audience.
Ba
Brand Awareness
Helps increase brand awareness by recommending customer and lead engagements and helping to execute campaigns.
Ve
Virtual Events
Engages attendees in virtual events, providing personalized event information, managing Q&A, and sending follow ups to attendees.
Mr
Market Research
Helps conduct market research by scanning and summarizing reports, monitoring analyst outlets, and sharing insights with the team.
Aa
Ads Automation
Helps create new pay-per-click ad campaigns by generating content, recommending audiences, and optimizing based on data.
Ts
Time Sheeting
Assists in proactive collection and analysis of how teams are spending their time.
Da
Data Analysis
Helps analyze data and allows team to have a conversation with their data and help make informed decisions.
Ux
User Experience
Helps make recommendations for how to improve user experience, and coordinating improvements across teams.
Jm
Journey Mapping
Assists with journey mapping by generating content, interaction points, and helping to predict user behavior and feelings.
Dv
Data Visualization
Helps to visualize data by creating charts on demand, like pie charts, line charts, bar graphs, etc.
Sl
Social Listening
Analyzes social media conversations and provides real-time insights for responsive marketing strategies.
Fa
Feedback Analysis
Helps analyze customer feedback and provides insights for improving products, services, education, etc.
Sa
Sentiment Analysis
Analyzes customer and lead sentiment based on interaction data. Helps to record trends and make recommendations.
Cs
Case Studies
Helps generate questions and outlines for customer case studies and success stories.
Ps
Product Search
Revolutionizes product search by analyzing shoppers' queries and helping with product discovery.
Dv
Data Validation
Assists with validating customer data to improve accuracy and completeness of the data.
Qa
Influencer Marketing
Assists in engaging with influencers and manages influencer marketing campaigns for brand and product promotion.
Pa
Predictive Analytics
Provides predictive analytics and forecasts data projections like lead numbers, sales projections, etc.
Nr
NPS Recommend
Analyses NPS studies and makes recommendations to support increased scores
Wb
Web Design
Assists with generating and enhancing website code.
Mt
Metric Tracking
Tracks marketing metrics like response time, engagements, campaign performance, etc. and provides recommendations on how to improve.
Dd
Data Deduplication
Deduplicates customer data to make sure that its clear of unnecessary contacts or data.
Jo
Journey Optimization
Helps improve the customer journey by providing personalized recommendations during communications and connecting with help.
As
After-Sales Service
Helps to provide immediate response and support to customers post-purchase for repeated sales and customer retention.
Ia
Inspiration Assistant
Surveys the market for high-performing, critically acclaimed marketing and branding initiatives and keeps the team updated.
Ia
Advertising Assistance
Assists in creating and executing targeted advertisement content and campaigns.
Sf
Sales Forecasting
Provides sales forecasting and predicts revenue for more accurate marketing spend conditions.
Aa
Advertising Analysis
Assists with assessing advertising campaigns, recommending spend, and projecting engagements.
Ro
Conversion Rate Optimization
Helps to optimize conversion rates by providing company-specific recommendations and target audience research.
Ls
Loyalty Suport
Helps manage and generate customer loyalty programs for increased customer retention and engagement.
Pd
Product Discovery
Assists with speedy product discovery experience that takes people from browsing to checkout conversationally.
Ro
Refined Offerings
Refines product offerings conversationally to assist leads and returning customers.
Pl
Product Launch
Helps to plan and promote product launch with targeted campaigns.
De
Data Enrichment
Enrich data with third-party data sources to have more information to use.
Cb
Customer Biosketch
Helps to create and maintain customer biosketches based on unstructured data captured from conversations and interactions.
Cd
Contact Data Cleansing
Helps to cleanse and standardize customer data, cleaning for bad emails, duplicates, etc.
Dn
Data Migration
Assists with migrating customer data to new enterprise systems and updating formats as necessary.
Dt
Data Management
Helps you manage databases
Dg
Data Modeling
Model customer data for predictive analytics.
Dm
Data Matching
Match and classify customer data across systems.
Dn
Data Normalization
Normalize customer data across enterprise systems and provides notifications on which systems need to be updated.
Qa
Q&A
Conversational interaction with your company's Sales knowledge base, enabling use of it and updates to it. Operates across company-approved channels (Slack, Teams, Email, Web Chat, SMS, Phone)
Sp
Soft-Phone
Facilitates intelligent, integrated ability to make sales calls on a company provided phone line
Re
Reminders
Helps set and facilitate reminders while modifying behaviour to help reduce no shows, get tasks done on time, and communicate changes
Cb
Call-Back
Offering and facilitating a call-back to callers, as alternative to holding to speak with a particular rep
Nm
Number Masking
Enables calls and messages to be executed from a masked/facade phone number
Lq
Legal Q&A
Conversational support for inquiries into company legal policies and history
Cc
Contract Comparison
Assists in comparing contracts to identify differences and similarities, aiding in contract management and negotiation
Sc
Sales Coordination
Assists in coordinating of the sales team's efforts
Sg
Sales Gong
Facilitates setting off digital or analogue sound that's audible to all sales personnel to celebrate a closing a sale
Is
Internal Sales Announcements
Assists in providing employees with news and updates from the sales organization
Es
External Sales Announcements
Assists in providing prospects, customers, and partners with news and updates from the sales organization
Eo
Employee Onboarding
Helps with onboarding new employees
Cu
CRM Updating
Assists with writing and reading CRM data
Sc
Sales Collaboration
Helps facilitate collaboration among sales teams for better coordination and efficiency
Ct
Call Transcription
Facilitates automated call transcription, summaries and insights
Lq
Lead Qualification
Analyzes leads to identify the most promising ones, saving time for sales teams
Ms
Meeting Scheduling
Assists with scheduling meetings based on availability, saving time for sales professionals
Ls
Lead Scoring
Helps to assess and score leads based on various criteria to prioritize sales efforts
Co
Customer Onboarding
Helps with onboarding new customers
Rb
Report Building
Assists in preparing weekly and monthly sales reports
Ce
Contract Execution
Facilitates PDF sharing and collection of signature
Fu
Follow-ups
Assists with the process of scheduling and sending follow-up communications with customers
Ms
Managing SMS
Assists in answering SMS, drafting, seeking iteration and approvals (from a human in the loop) for sending personalized responses to customer inquiries.
Ac
Artwork Creation
Assists in creating work for presentations and materials, by leveraging Generative AI, brand-guidelines and approval process with branding and marketing.
Cs
Customer Surveys
Facilitates the design and execution of customer feedback surveys to assess the experience being provided by the sales team
Eq
External Sales Q&A
Services basic sales questions for customers, prospects and partners.
Me
Managing Email
Helps answer emails, drafting, seeking iteration and approvals (from a human in the loop) for sending personalized responses to customer inquiries.
Wa
Workflow Automation
Helps facilitate sales workflows, improving efficiency and reducing manual tasks
Mc
Marketing Collaboration
Assists sales team in staying in sync with marketing programs and efforts: facilitating updates and promoting efforts across teams, and scheduling regular syncs
Mp
Market Prospecting
Helps identifying new markets and customer leads
Lc
Legal Collaboration
Facilitates and coordinates resourcing and participating from legal resources in sales activities
Ic
Interdepartment Coordination
Assists sales team in staying in sync with other departments programs and efforts: facilitating updates and promoting connectivity across efforts and teams
Pp
Presentation Preparations
Assisting in development and production of sales presentations
Rm
Customer Relationship Management
Helps analyze and optimize CRM activities
Mc
Managing Calls
Assists in answering phone calls, and/or engaging human in the loop
Pp
Pitch Personalization
Provides assistance in developing and personalizing pitching to prospective customers
Ca
Catering Assistance
Location and calendar-based catering coordination assistance for on-sight meetings, to ensure successful delivery of food to meet the moment
Vp
Customer Lifetime Value Prediction
Helps project the lifetime value of customers based on historical data and behavior
Pc
Prospect Chase
Facilitates proactive personalized and persistent follow ups for interested parties that have gone or are going dark
Ce
Customer engagement
Helps engaging with customers and build relationships
Ep
Expense Tracking
Facilitates submitting receipts, as well as answering questions, modifying behaviours, while bringing others into the loop as needed
Ss
Sales Swarm
Collects information about blockers or critical needs for help, develops and brief and facilitates matchmaking with team-members that can help
Cp
Customer Churn Prediction
Helps predict customer churn based on behavior and engagement data for proactive retention strategies
Lr
Lead Routing
Assists in routing leads to the most appropriate sales rep based on predefined criteria (territory, product expertise, or lead score, etc)
Cm
Contract Management
Helps with tasks like contract review, analysis, and drafting, freeing up time for more complex tasks
Dd
Deal Desk
Walks sales personnel through the puzzlework of the deal making process according to the best practices set forth by sales management
Ms
Managing Social Media
Helps manage social media interactions and responding to customer inquiries, leveraging human in the loop when needed
Fa
Customer Feedback Analysis
Helps analyze historical customer feedback to provide insights for improving sales strategies and interactions
Si
Sales Insights
Helps provide advanced insights into sales pipelines and deal opportunities
Ra
Resource Allocation
Assists in optimizing the allocation of sales resources for better efficiency and effectiveness
Ca
Communications Analysis
Helps analyze sales communications to provide insights for improvement and effectiveness
Cm
Contact Management
Assists with confirming and updating contact information
Ie
Internal Education
Assists in understanding and education about new features, products and messaging to help the sales team stay connected to new brand and product developments
Ct
Customer Training
Helps provide training and support to customers
Cm
Competitive Monitoring
Assisting in monitoring competition and market trends
Cc
Personalized Content Creation
Assists in analyzing customer data to create personalized content for sales pitches and supportive materials
Ca
Sales Call Analysis
Analyzes sales calls to provide insights for improving customer interactions
Es
Customer Engagement Scoring
Helps score customer engagement to prioritize sales efforts and strategies
Oi
Opportunity Identification
Helps identify new sales opportunities based on customer data and market trends
Pg
Lead generation
Assists in generating leads by engaging with potential customers and collecting contact information
At
Activity Tracking
Helps track sales activities and provides insights for improvement
Co
Cold Outbounding
Reaching out to prospective leads through various communication channels
Pr
Personalized Product Recommendations
Analyzes customer data to assist in recommending tailored products or services
Fa
Real-Time Feedback Analysis
Analyzes customer feedback and sentiment in real-time to help guide sales interactions
St
Sales Training
Assists with developing and facilitating personalized training and coaching for sales professionals based on performance data
Da
Customer Data Analysis
Helps analyze customer data to provide insights for personalized sales strategies
Qc
Quoting and Contracting
Assists with process of generating quotes/estimates based on customer needs
Da
Data analysis
Helps analyze customer data and provide insights for business decisions
Pp
Performance Prediction
Assists in predicting sales performance based on historical data and market trends
Cb
Cost-Benefit Analysis
Assists with performing cost-benefit analyses of existing and potential customers
Pg
Proposal Generation
Assists in generating personalized sales proposals based on customer data, re; needs and preferences
Nr
Needs-Reporting
Aids sales personnel in supplying management with reports on customer needs and interests
Si
Real-time Sales Insights
Provides real-time insights into customer behavior and preferences to guide sales strategies
Pb
Performance Benchmarking
Assists in benchmarking sales performance against industry standards and provide insights for improvement
Cr
Customer Retention
Assists with analyzing customer data and developing personalized retention strategies
Cj
Customer Journey Prediction
Helps predict customer journey paths based on market trends, historical data, and behavior
Cm
Process Compliance Monitoring
Helps monitor sales processes, specifically for compliance with regulations and standards
Tu
Trend Updates
Assists sales team with staying abreast with best practices and promotional trends
Sf
Sales forecasting
Assists in providing sales forecasting and predict revenue
Ce
Customer Emotion Analysis
Helps analyze and report on customer emotional experiences on a per-deal basis, through the deal cycle
Pd
Pricing Development
Helps determine pricing schedules for quotes, promotions, and negotiations
Pc
Customer Data Privacy Compliance
Helps ensure customer data privacy compliance through automated monitoring and analysis
Cn
Contract Negotiations
Assists sales team with contract negotiations with customers/clients
Cs
Customer Segmentation
Helps segment customers based on behavior and preferences for targeted sales strategies
Ca
Customer Acquisition Optimization
Assists with assessing customer acquisition and suggests optimization strategies based on data-driven insights and market trends
Ln
Lead Nurturing
Helps nurture leads through developing and executing personalized and automated communications for review and approval by a human in the loop
Tm
Territory Management
Assists in planning and optimizing sales territories for better coverage and efficiency
Pt
Performance Tracking
Helps track sales performance metrics and provide insights for improvement
Ac
Audio Content Creation
Assists in creating personalized audio content for use in customer interactions, communications and materials
Cy
Customer Advocacy
Assists in managing customer advocacy programs to identify, engage, and mobilize satisfied customers as brand advocates
Ps
Process Standardization
Assists in standardizing sales processes for better consistency and performance
Dv
Product Demonstration Videos
Assists in generating personalized product demonstration videos tailored to individual customer needs and preferences
Jm
Journey Mapping
Helps facilitate mapping the customer journey to identify sales opportunities and improve customer experience
Dp
Derivative Pricing
Provides assistance in pricing complex derivative products, allowing more time to focus on client service and solutions
Po
Process Optimization
Assists in assessing process and suggesting opportunities for optimizing sales processes based on data-driven insights and customer behavior
Dc
Data Cleansing
Helps clean and maintain sales data for better accuracy and reliability
Bf
Customer Behavior Forecasting
Helps forecast customer behavior trends to anticipate customer needs and preferences
Eo
Customer Experience Optimization
Assists with assessing the customer journey and suggests optimization
Cb
Customer Biosketch
Generates a biosketch of customers based on their history and drawing key details and meaning from unstructured data in conversations and their interaction history
De
Data Enrichment
Helps enrich customer data with additional insights and information for better targeting and engagement
Intelligent Digital Workers (IDWs) are AI-powered systems that combine agents, skills, and data to efficiently complete tasks and workflows at scale. Under your direction, IDWs coordinate language models and your resources to manage workflows across channels and languages.
IDWs can be created in minutes—try them in our interactive playground.
Play with an AI agent / IDW demo
Select the industry your IDW will operate in and customize its voice, look, and personality.
Experience training an AI agent / IDW
Grow your IDW’s knowledge base conversationally and track its progress using statistical knowledge scores.
Try and share skills
Manage scheduling or invoicing, or peruse our ever-growing skill library for inspiration. Share demo skills with your team!
The only platform named a leader
by every major analyst group
Build and orchestrate your fleet of AI agents with GSX
Magic Quadrant For Conversational AI Platforms, 2023
Conversational Artificial Intelligence MarketScape, 2023
Conversational AI For Customer Service Landscape, 2023
Peak Matrix Assessment, 2023
2023 Research Globe For Conversational AI
SPARK Matrix: Conversational Platform, 2023
