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Software Type Details
Agent Assist
Categories

Customer Journey Orchestration (CCaaS)

Deliver personalized and seamless customer experiences across all channels. Manage customer interactions, automate engagement, and build lasting relationships with tools for contact center operations, omnichannel communication, and customer journey mapping.

Workforce Engagement Management (WEM)

Software, usually for 50+ person operations to efficiently plan, schedule, and monitor the efficiency of your customer service organization. Enhance employee engagement and productivity by providing tools for performance management, training, and collaboration.

Interested in Agent Assist
Talk to a technology advisor for no cost/obligation to find the best Agent Assist Software for your business.
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Agent Assist
More Details
Provides agents with context and workflow guidance through real-time transcription, sentiment, and intent during customer interactions. Based on the context, agents can be presented with real-time "next best action", workflow guidance and Automation, including After Call Work like summarizing notes, setting dispositions, etc.
Provides agents with context and workflow guidance through real-time transcription, sentiment, and intent during customer interactions. Based on the context, agents can be presented with real-time "next best action", workflow guidance and Automation, including After Call Work like summarizing notes, setting dispositions, etc.
Buying Guide Software

Buying Guide

1. Real-Time Assistance Features

  • Real-Time Transcription: Converts voice interactions to text immediately, allowing agents to follow along.
  • Intent Recognition: Detects and identifies customer intents to provide relevant guidance.
  • Sentiment Analysis: Analyzes customer tone to adjust responses based on emotional cues.
  • Next Best Action Prompts: Offers agents immediate response suggestions based on customer inputs.
  • Script Adherence Monitoring: Ensures agents follow approved language or scripts.
  • Automated Call Summaries: Produces concise summaries post-call, saving agents time on documentation.
  • Proactive Recommendations: Suggests next-best actions for agents based on the conversation flow.
  • Knowledgebase Search: Automatically pulls relevant information from knowledge bases as questions arise.
  • Product Recommendation: Uses data to suggest personalized offers or solutions for upselling/cross-selling.
  • Real-Time Translation: Provides instant translation to support multilingual interactions.

2. Workflow Automation and Efficiency

  • Automated Data Entry: Captures and logs key conversation points to CRM without manual input.
  • Ticket Generation & Routing: Automatically creates and assigns tickets during calls for post-call actions.
  • Auto-Dispositions: Automatically categorizes and labels interactions, saving post-call work.
  • Escalation Alerts: Flags potentially high-risk conversations for supervisory review.
  • Customizable Workflows: Allows tailoring of workflows to match specific business processes.
  • Voice or Chat Transfers: Seamlessly transfers interactions between channels without loss of context.
  • Agent Handoff to Bots: Delegates routine tasks to bots, allowing agents to handle more complex issues.

3. Multi-Channel and Omnichannel Support

  • Channel-Specific Adaptability: Optimizes assistance based on channel type (e.g., chat, email, voice).
  • Unified Interaction History: Provides a single view of past customer interactions across all channels.
  • Cross-Channel Persistence: Maintains conversation context even as customers switch channels.
  • Voice-Only & Chat-Only Capabilities: Supports interactions on individual channels when needed.
  • Social Media Integration: Monitors and assists with interactions across social media platforms.

4. Integration & Interoperability

  • CRM and ERP Integrations: Directly integrates with leading CRMs (e.g., Salesforce, HubSpot) and ERPs.
  • API & SDK Availability: Provides APIs/SDKs for custom integrations with in-house or third-party tools.
  • Knowledge Base Syncing: Seamlessly pulls from existing knowledge repositories.
  • Unified Data Management: Aggregates data from various platforms to ensure accurate recommendations.
  • Collaboration Tools Integration: Links with tools like Slack or MS Teams for easy collaboration.

5. Analytics & Insights

  • Performance Analytics: Tracks key metrics like Average Handle Time (AHT) and First Call Resolution (FCR).
  • Sentiment Tracking Over Time: Analyzes sentiment trends across customer interactions.
  • Agent Productivity Metrics: Reports on productivity metrics like response times and issue resolution.
  • Customer Satisfaction (CSAT) Score Analysis: Collects and analyzes CSAT feedback in real-time.
  • Trend Analysis: Highlights recurring themes or issues in customer inquiries.
  • Call Quality Scoring: Analyzes calls to provide a quality score based on set criteria.
  • Supervisory Insights: Allows supervisors to monitor and evaluate agent performance live.
  • Self-Service Usage Insights: Tracks the effectiveness of self-service content accessed through Agent Assist.

6. Customization and Personalization

  • Customizable AI Training: Allows training on custom datasets to improve relevance in responses.
  • User Profile Customization: Personalizes responses based on customer profiles or past interactions.
  • Language and Tone Adjustment: Customizes tone of voice to match company or brand standards.
  • Regional Language Models: Supports region-specific dialects, jargon, or legal language needs.
  • Customer Profile Enrichment: Uses conversation data to update or enrich customer profiles.

7. Security & Compliance

  • Data Masking: Masks sensitive data such as credit card numbers during interactions.
  • GDPR and HIPAA Compliance: Complies with regional and industry-specific privacy regulations.
  • Access Control: Role-based permissions for data access and interaction monitoring.
  • Encryption Standards: Ensures data is encrypted in transit and at rest.
  • Audit Trails: Logs all actions and interactions for compliance and accountability.

8. Training and Onboarding Support

  • Guided Onboarding Flows: Provides step-by-step guidance for new users.
  • Continuous Learning Modules: Offers modules to improve agents’ skillsets over time.
  • In-Call Training Prompts: Displays tips or reminders based on interaction context.
  • Gamified Learning: Includes incentives or gamified elements to encourage agent engagement.
  • Scenario-Based Training: Allows agents to practice responses in simulated interactions.

9. Supervisory & Management Tools

  • Real-Time Monitoring: Allows supervisors to oversee ongoing conversations.
  • Intervention Capabilities: Enables supervisors to step in or take over calls when needed.
  • Quality Scoring and Feedback: Allows supervisors to score and provide feedback on interactions.
  • Agent Scheduling Assistance: Uses AI to optimize scheduling based on agent performance and demand forecasts.
  • Automated Reporting: Generates regular reports on agent and customer experience metrics.

10. AI Adaptability and Machine Learning Enhancements

  • Self-Learning Algorithms: Improves accuracy and relevance by learning from past interactions.
  • Customizable AI Rules: Allows business-specific rules to adjust AI responses.
  • Intent Mapping: Continuously refines intent categories based on data trends.
  • Feedback Loops: Enables agents to flag inaccurate suggestions to improve AI responses.
  • Multi-Language NLP Support: Adapts to different languages and dialects.
Software Type Details
Agent Assist
Categories

Customer Journey Orchestration (CCaaS)

Deliver personalized and seamless customer experiences across all channels. Manage customer interactions, automate engagement, and build lasting relationships with tools for contact center operations, omnichannel communication, and customer journey mapping.

Workforce Engagement Management (WEM)

Software, usually for 50+ person operations to efficiently plan, schedule, and monitor the efficiency of your customer service organization. Enhance employee engagement and productivity by providing tools for performance management, training, and collaboration.

Interested in Agent Assist
Talk to a technology advisor for no cost/obligation to find the best Agent Assist Software for your business.