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    CCaaS system feature matrix

    Feature name Chat Email Voice Short description
    AI - Conversation categorization βœ“ βœ“ βœ“ Automatically categorize a conversation based on pre-defined categories and subcategories using AI.
    AI - Conversational bots βœ“ βœ“ βœ“ Powerful LLM based conversational bots.
    AI - Conversational bots: multiple languages & voice models βœ“ βœ“ βœ“ Multilingual conversational bots with support for thousands of voice models, enabling tailored customer experiences across channels.
    AI - Knowledge bases βœ“ βœ“ βœ“ Easy-to-use knowledge base support for bots and copilot functionalities
    AI - Linked knowledge bases βœ“ βœ“ βœ“ Link multiple knowledge bases to expand bot and agent assist capabilities across channels.
    AI - Human handoff βœ“ βœ“ βœ“ Tools for conversational bots to handoff conversations with context to a human agent
    AI - Multiple bots orchestration βœ“ βœ“ βœ“ Support for multiple conversational bots in a single flow.
    AI - Bot Quality management βœ“ βœ“ βœ“ Powerful insights to analyze and optimize the performance of conversational bots.
    AI - Draft Mode x βœ“ x Use the AI to generate an email draft for the agent to review before sending it to the customer.
    AI - Bot attachment support βœ“ βœ“ x Chat and email conversational bots can now process attachments.
    AI - Agent assist for live translation x x βœ“ Agent Assist feature introduced for native voice live translation.
    AI - Live translation x x βœ“ Translate customer messages into agent's spoken languages and vice-versa in real time.
    AI - Live translation fine-tuning & TTS vocabulary support x x βœ“ Improve real-time voice translation accuracy by applying regex-based text manipulation to transcriptions, and enhance TTS output with custom vocabulary and dictionaries for tailored terminology and pronunciation.
    AI - Live translation providers x x βœ“ Real-time voice translation powered by configurable providers: STT (Google, Azure), TTS (Azure), and translation engines (DeepL, Amazon, Azure).
    AI - Next best action x x βœ“ Use AI & Knowledge base to provide speech suggestions to the agent.
    AI - Reply enhancer βœ“ x x Use the AI to enhance a reply before sending it to the customer.
    AI - Summarization βœ“ βœ“ βœ“ Use AI to summarize a past conversation transcript and provide it to the agent & supervisor.
    AI - Voice model selection N/A N/A βœ“ Thousands of voice models available for AI conversational bots or live translation with support for many languages
    AI - Outbound voice campaigns N/A N/A βœ“ Outbound voice campaigns with workflow support, integrations and AI Conversational bots.
    AI - Speech transcription: language profiles & engine selection x x βœ“ Configure language profiles to select the optimal speech-to-text engine for each customer, improving transcription accuracy and multilingual support.
    AI - Voice bots TTS providers: ElevenLabs, Azure N/A N/A βœ“ Choose from advanced text-to-speech providers, including ElevenLabs and Azure, to deliver natural-sounding voice bot interactions in multiple languages.
    AI - Voice bots STT providers: Azure, Google, Speechmatics N/A N/A βœ“ Select from leading speech-to-text providersβ€”Azure, Google, and Speechmaticsβ€”for accurate, multilingual voice bot transcription.
    AI - Mobile Agent application x x βœ“ Mobile Agent application website for front-line or traveling agents, installable as an app icon.
    API - Campaign management x x βœ“ Public API for creating, updating, scheduling, and managing outbound voice campaigns, including workflow integration and reporting.
    Agent Management - Application layout βœ“ βœ“ βœ“ Control the vertical split ratio between the conversation controls and customer related data per queue to improve the agent experience.
    Agent Management - Attribute matrix βœ“ βœ“ βœ“ View, edit, delete all attributes in one place. Supports agent, queue bulk assignment or de-assignment.
    Agent Management - Auto answer βœ“ βœ“ βœ“ Automatically accept conversations instead of manual accept/reject.
    Agent Management - Bulk create/edit/delete βœ“ βœ“ βœ“ Bulk add, edit or delete agents for quick operations. Includes skill assignment.
    Agent Management - Configurable breaks βœ“ βœ“ βœ“ Configure break codes with the option to configure a duration for each break code. Agents will become available when the break timer elapses.
    Agent Management - Mandatory completion code βœ“ βœ“ βœ“ Force agents to select a completion code before completing their tasks. Can be breached by the wrap-up timer.
    Agent Management - Parallel tasks thresholds βœ“ x βœ“ Control the amount of tasks handled in parallel by agents. Only 1 voice call at a time can be handled, but agent can still handle other media types.
    Agent Management - RONA timeout βœ“ βœ“ βœ“ Tasks missed or rejected by the agents are being returned to queue; the agent missing or rejecting a task will be moved to dedicated RONA break, trackable in reports.
    Agent Management - Wrap up timer βœ“ βœ“ βœ“ Control the time spent by agents in wrap up by auto closing tasks breaching the threshold. Optionally allow agents to reset the wrap-up timer.
    Chat - Collaborative Scenarios βœ“ N/A N/A Transfer to queue, transfer to agent are supported.
    Chat - Digital channels βœ“ N/A N/A Support for inbound Instagram DM, Facebook Messenger, Viber, WhatsApp and Infobip SMS digital channels.
    Chat - Suggested answers βœ“ N/A N/A Agent next best action support for chat using QnA knowledge base.
    Chat - Templates βœ“ N/A N/A Configured canned responses for usage in the agent application by the agents.
    Chat - Workflow βœ“ N/A N/A Modern flow designer for chat conversations with support for announcements, customer identification, menu selection, custom bots, custom integrations, queues, CSAT, Question answering, opening hours and more.
    Customers - Blacklist βœ“ βœ“ βœ“ Ban unwanted interactions from bad-faith actors.
    Customers - Built-in CRM βœ“ βœ“ βœ“ Built-in mini-CRM allowing customer profile management with built-in fields plus up to 20 custom fields, with support for create, update, delete and bulk-import.
    Customers - Case Management βœ“ βœ“ βœ“ Customizable built-in ticketing system associated to agent conversation tasks.
    Email - Collaborative scenarios N/A βœ“ N/A Support for email transfer to another queue.
    Email - General N/A βœ“ N/A Support for inbound and outbound emails with draft option and built-in resiliency.
    Email - Templates N/A βœ“ N/A Configure rich email templates to be used by the agents, AI conversational bot or auto-reply.
    Email - Workflows N/A βœ“ N/A Modern flow designer for email conversations with support for auto-reply, customer intent evaluation, custom bots, custom integrations, queues, opening hours and more.
    Email - Data extraction node x βœ“ x Workflow node for extracting structured data from email content using pattern matching or rules.
    Email - Multi-language templates x βœ“ x Create and manage email templates in multiple languages with a tabbed editor and default fallback language.
    General - AI Generated QnA βœ“ x x AI recommends Questions & Answer pairs based on conversation transcripts.
    General - Business Units βœ“ βœ“ βœ“ Segregate company domains in multiple business units within the same tenant.
    General - Contact directories βœ“ βœ“ βœ“ Custom phone books for agents per queue.
    General - Dynamics CRM connector βœ“ βœ“ βœ“ Support for handling conversations in the Dynamics CRM through the CRM connector with screen pop, click to dial, activity logging and custom field mapping.
    General - iFrames & Scripting βœ“ βœ“ βœ“ Support for agent scripting & custom pages for conversations.
    General - QnA Bots βœ“ x x Questions and answering integration with Microsoft Language Studio.
    General - Quality Management βœ“ βœ“ βœ“ Use the built-in scripts to evaluate the quality of an agent task. Support for score, email notification and agent review.
    General - Salesforce CRM connector βœ“ βœ“ βœ“ Support for handling conversations in the Salesforce CRM through the CRM connector with screen pop, click to dial, activity logging and custom field mapping.
    General - Service Now CRM connector βœ“ x βœ“ Support for handling conversations in the ServiceNow CRM through the CRM connector with screen pop, click to dial, activity logging and custom field mapping.
    Historical Reports - Conversations βœ“ βœ“ βœ“ Analyze conversation details, playback calls, view & summarize transcripts through the portal Conversation reports.
    Historical Reports - Insights βœ“ βœ“ βœ“ View conversation insights, such as CSAT, Traffic distribution and conversation categorization.
    Historical Reports - oData feed βœ“ βœ“ βœ“ Build highly custom reports with the raw data provided through the OData feed.
    Historical Reports - Tasks βœ“ βœ“ βœ“ Analyze agent task performance, playback recordings, view & summarize transcripts through the portal's Task reports.
    IT & Compliance - Audit log βœ“ βœ“ βœ“ Changes in the tenant are tracked.
    IT & Compliance - Customizable RBAC βœ“ βœ“ βœ“ IT Admins can create & configure custom access using role based access control.
    IT & Compliance - Retention policy βœ“ βœ“ βœ“ Dedicated retention policies for data & recordings.
    Queues - Automatic task distribution βœ“ βœ“ βœ“ Distribute tasks to agents from the queue automatically.
    Queues - Callback x x βœ“ In-queue callback request with support for alternative number and voicemail.
    Queues - Cherry picking tasks βœ“ βœ“ βœ“ Agents can manually pick their tasks from the queue.
    Queues - Estimated Wait Time βœ“ x βœ“ Stream the estimated wait time to the customer waiting in queue.
    Queues - Hold music x x βœ“ Customizable hold music for queues as well as in-queue comfort music.
    Queues - Position in queue βœ“ x βœ“ Stream the current position in the queue to the customer.
    Queues - Preferred agent routing βœ“ βœ“ βœ“ Allow agents to mark themselves as preferred for a customer and instruct the queue to route customers to their preferred agent.
    Queues - Reject queue attempts βœ“ βœ“ βœ“ Optionally reject queuing attempts if the queue size limit is reached, no agent logged in, no staffed agent available etc.
    Queues - SLA thresholds & routing βœ“ βœ“ βœ“ Configurable SLA threshold per queue, optionally enable SLA based routing.
    Realtime Reports - Agents βœ“ βœ“ βœ“ Agent performance dashboard, highlighting their own, their team and their queue performance.
    Realtime Reports - APIs βœ“ βœ“ βœ“ Real-time feed for programmatic usage & the wallboard feed optimized for Geomant Wallboard.
    Realtime Reports - Bot reports βœ“ βœ“ βœ“ Analyze the bot performance in realtime for the current day.
    Realtime Reports - Queues βœ“ βœ“ βœ“ Analyze the queue performance in realtime for the current day.
    Realtime Reports - Supervisor βœ“ x βœ“ Monitor, whisper, barge into agent live conversation for coaching and quality assessment. Live QM support included.
    Realtime Reports - Teams βœ“ βœ“ βœ“ Analyze group of agents bundled in a reporting team performance.
    Voice - Campaigns N/A N/A βœ“ Preview & Predictive outbound campaigns with custom parameters, fields & multiple number support.
    Voice - Collaborative scenarios N/A N/A βœ“ Blind transfers, consultative transfers & conferences to channel, agents, back-office using active directory, phone book or external numbers.
    Voice - General N/A N/A βœ“ Support for inbound, outbound voice calls.
    Voice - Recordings N/A N/A βœ“ Customizable recording behavior compliant with regulations.
    Voice - Restricted numbers N/A N/A βœ“ Do not call list to comply with regulations and customer wishes for voice calls.
    Voice - Workflows N/A N/A βœ“ Modern flow designer for voice conversations with support opening hours, queues, announcements, IVR, CSAT, time based redirects, external transfers and more.
    Voice - Workflow TTS with Azure provider N/A N/A βœ“ Use Azure as a text-to-speech provider to deliver dynamic, multilingual workflow messages in voice conversations.
    Webchat - APIs βœ“ N/A N/A Widget APIs with support for programmatic pre-conversation messages, data grabbing and passing, attention hooks and more.
    Webchat - Customization βœ“ N/A N/A Support for advanced widget color schemes and customizations.
    Webchat - Customer tracking & Outbound βœ“ N/A N/A Track customers Browse the pages where the webchat widget is embedded and allow agents to initiate outbound chats to them.
    Webchat - Inbound βœ“ N/A N/A Support for inbound webchat.
    Webchat - Pre-conversation messages βœ“ N/A N/A Greet customers with pre-conversation messages designed to grab their attention.
    Webchat - Trusted Domains βœ“ N/A N/A Ensure the widget cannot be embedded in any other website than the configured one preventing malicious impersonation.

    Last updated: September 5th 2025

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