Platform / Complete feature catalogue33 product systems

Every feature.
Explained clearly.

01 / Customer work

Customer work

5 product systems

01

Dashboard & live monitoring

A practical opening view of workload, ownership, channel activity and operational attention.

  • Tenant-scoped operational overview
  • User, channel and conversation summaries
  • Recent activity and notification surfaces
  • Live agent and queue visibility
  • Loading, empty and partial-data states
  • Responsive manager-ready workspace
02

Universal inbox

One queue for customer messages, ownership, agent collaboration and AI-assisted replies.

  • Unassigned, owned, AI-handled and human-help queues
  • User and Team conversation assignment
  • Channel-aware replies and quoted messages
  • Internal notes that never reach the customer
  • Tags, favourites, archives and resolution states
  • Attachments, media and stored summaries
  • Quick responses and reusable content
  • Contact context and call history beside the thread
03

Channels & messaging

Provider connections normalized into the same contact, conversation, message and delivery contracts.

  • WhatsApp Business connection and synchronization
  • OmniSMS and Bulk SMS BD routes
  • Inbound and outbound message processing
  • Text, template and media messaging
  • Delivery and failure-state handling
  • Channel credentials and active-state controls
  • Provider adapter model for additional channels
  • Telegram service capabilities and webhook operations
04

Tickets & SLAs

Turn a conversation into a ticket with an owner, priority, status and response target.

  • Ticket creation, ownership and assignment
  • Priority and status management
  • Response and resolution targets
  • SLA warning and breach conditions
  • Escalation paths and policy controls
  • Conversation and customer context
  • Searchable ticket workspace
  • Permission-separated read, create, update and delete actions
05

Knowledge base

Publish approved answers for customers, agents and grounded AI from one tenant-owned source.

  • Article drafting and editing
  • Categories and structured navigation
  • Public tenant-branded help pages
  • Internal and external knowledge access
  • Searchable help content
  • Knowledge chunks for grounded retrieval
  • Archive and publishing lifecycle
  • Permission-controlled article management
02 / Voice operations

Voice operations

5 product systems

01

Calling workspace

Handle inbound, manual and campaign calls with customer history and structured wrap-up on screen.

  • WebRTC softphone sessions
  • Carrier-agnostic SIP trunk connectivity
  • IP-authenticated and registration-based SIP trunks
  • Inbound, outbound and bidirectional SIP routes
  • WhatsApp SIP calling
  • Agent login, pause, resume and availability state
  • Inbound caller context resolution
  • Manual number search and dialling
  • Campaign queue and live-call state
  • Hold, transfer and call controls
  • Contact timeline and messaging during a call
  • Dispositions, callback timing and wrap-up forms
  • Recording and call-history access
  • Exact final call identity for reporting
02

Inbound phone-line routing

Map each inbound number to an independently controlled destination with observable runtime state.

  • Searchable carrier phone-line inventory
  • Route to IVR, Team, user or external number
  • Independent ingress per phone line
  • Destination existence and access validation
  • Optimistic revision protection
  • Deterministic desired-state hashes
  • Pending, synchronized, out-of-sync and failed states
  • Last error and applied-state visibility
  • Runtime reapply and configuration rebuild
03

Visual IVR studio

Build caller journeys with prompts, keypad input, rules, data, actions, destinations and version control.

  • Drag-and-connect visual flow canvas
  • Uploaded audio and generated speech prompts
  • Telephony WAV preparation and inspection
  • Keypad menus and bounded digit capture
  • Confirmation, consent and caller recording
  • Conditions, schedules, languages and variables
  • Caller lookup, authentication and API stages
  • SMS, callbacks and survey actions
  • Team, agent, phone, voicemail and IVR transfers
  • Subflows, stage jumps and loop limits
  • Fail-safe and explicit hang-up stages
  • Pre-publish graph and dependency validation
  • Immutable versions and deployment history
  • Publish, synchronize and verified rollback
04

Team queues & callbacks

Tune how a Team receives calls, communicates waiting state and recovers demand when no agent is ready.

  • Workspace-default inheritance or Team overrides
  • Agent ring and maximum wait limits
  • Longest-waiting distribution
  • Fewest-calls distribution
  • Random or ring-all distribution
  • Hold audio and periodic announcements
  • Position-in-line and estimated-wait prompts
  • Maximum-wait message
  • Timed callback offers
  • Detected-number confirmation policy
  • Accepted local number-length rules
  • Dedicated audio for acceptance, entry, readback, retry and failure
05

Campaign operations

Create targeted outbound work from the customer registry and keep provisioning, agents and outcomes connected.

  • Predictive, progressive and preview calling modes
  • Voice and messaging campaign types
  • Contact filters and lead ownership
  • Target-list construction from CRM data
  • Campaign status, timing and dialling policy
  • Lead allocation and hopper control
  • System campaign provisioning state
  • Retry and synchronization controls
  • Campaign-specific dispositions and forms
  • Start, pause, resume and stop permissions
  • Selected-campaign analytics
03 / Data & intelligence

Data & intelligence

8 product systems

01

Customer registry & CRM

A configurable customer record shared by inbox, calling, campaigns, AI and reporting.

  • Core identity, organization and location fields
  • Typed custom field definitions
  • Configurable field layouts
  • Contact ownership and Team context
  • Channel identities and phone normalization
  • Tags and filtered views
  • Conversation, call and ticket history
  • Manual creation and editing
  • Tenant-scoped search and pagination
  • Read, create, update, delete and export permissions
02

Imports & external data sync

Import and synchronize approved customer data without rebuilding records by hand.

  • Guided CSV upload
  • Source-column to customer-field mapping
  • Unique-field selection
  • Import job state and error visibility
  • Authenticated REST data sources
  • Pagination and record-path configuration
  • External-to-internal field mappings
  • Scheduled synchronization status
  • On-demand customer lookups
  • Response rendering as fields, tables or cards
03

Contact sidebar & agent tools

Design the context and actions agents see beside a conversation or call.

  • Custom sidebar tabs
  • Field and information widgets
  • External-data widgets
  • Action buttons and API-backed tools
  • Inbox and calling-workspace availability
  • Tenant-specific layout
  • Contact-aware requests
  • Usable card, table and field presentation
04

Forms & structured capture

Collect consistent operational data at wrap-up, campaign and workflow decision points.

  • Reusable form definitions
  • Drag-and-order field layout
  • Text, number, date and datetime inputs
  • Single and multi-selection fields
  • Checkbox and structured choice capture
  • Required and optional fields
  • Conditional visibility rules
  • Conditional requiredness
  • Field-level validation
  • Campaign and call wrap-up assignment
  • Stored responses for reporting
  • Permission-separated form design and response access
05

Tenant-configured AI

Control assistant identity, knowledge, behaviour and autonomy around each workspace.

  • Tenant-owned assistant name and identity
  • Persona role and tone
  • Company profile and operating context
  • System instructions and prohibited behaviour
  • Fallback and human-handoff wording
  • Confidence threshold
  • Per-channel automatic or copilot mode
  • Conversation-history grounding
  • Attachment and media summaries
  • Knowledge retrieval
  • Approved MCP server tools
  • Redis-backed configuration invalidation
06

Manager AI

Ask a business question and get an answer based on approved knowledge and current workspace data.

  • Manager chat sessions
  • Tenant and role context
  • Conversation and operational evidence
  • Knowledge-backed answers
  • Approved live-tool queries
  • Follow-up questions that retain context
  • Clear evidence boundaries
  • Human-readable recommended next actions
07

AI playground, evaluation & feedback

Test changes before release and turn reviewed human feedback into visible improvement signals.

  • Draft persona and instruction overrides
  • Realistic test conversations
  • Context and evidence inspection
  • Production-versus-draft comparison
  • Agent rating and reason codes
  • Corrections and expected outcomes
  • Moderator-reviewed feedback
  • Learning insights and source checkpoints
  • High-priority live notices
  • AI configuration version history
  • Usage and response-quality records
08

Operational analytics

Move from headline workload into channel, people, campaign, AI and operational diagnostics.

  • Executive overview
  • Channel performance
  • Agent and Team performance
  • Campaign-scoped reporting
  • AI and quality reporting
  • Operations view
  • Trends and period comparisons
  • Distributions and ranked detail
  • Funnels and outcome residuals
  • Duration and response analysis
  • Hourly heatmaps
  • Forecast safeguards
  • Conditional-form completion
  • Loading, empty, error and zero-activity handling
04 / People & process

People & process

9 product systems

01

Users, identity & authentication

Manage who can enter the workspace, their operational profile and the authentication boundary around them.

  • User invitation and creation
  • Profile and phone details
  • Role assignment
  • Active and suspended states
  • Password reset controls
  • MFA enforcement
  • TOTP and backup-code flows
  • OIDC workspace authentication
  • Allowed email domains
  • Session-derived tenant identity
  • User administration permissions
02

Roles & granular RBAC

Choose what each role can view, change, assign, publish, export, monitor or run.

  • Custom role names and descriptions
  • Role hierarchy values
  • Permission matrix across 29 domains
  • Independent read, create, update and delete rights
  • Assignment, export, monitoring and execution rights
  • Separate IVR publish, sync and rollback rights
  • Separate campaign start and stop authority
  • Separate call-recording download and monitoring authority
  • Protected deletion while users remain assigned
  • Server-side tenant and permission enforcement
03

Team management

Make hierarchy, leadership, membership and the calling runtime part of one Team definition.

  • Team name, slug, type and description
  • Parent and child Team hierarchy
  • Supervisor and deputy supervisor
  • Searchable multi-member assignment
  • Bulk member add and removal
  • Hierarchy diagram
  • Per-Team permissions
  • Calling-route provisioning
  • Member-to-calling-access reconciliation
  • Connected, syncing and needs-attention states
  • Workspace-default inheritance
  • Team-specific calling policy
04

Agent skills & quality assurance

Describe capability, score customer work and connect coaching to the operating record.

  • Skill categories and skill definitions
  • Agent skill assignment
  • Competency scoring
  • Routing skill requirements
  • QA criteria definitions
  • Call and shift grading
  • Review and scoring records
  • Agent shift opt-in and reports
  • AI-assisted grading permissions
  • Manager coaching access
  • Quality reporting signals
05

Workflows & triggers

Turn operating events into controlled multi-step processes with visible execution history.

  • Event-based triggers
  • Call-ended and customer-work events
  • Conditional rules
  • Action steps
  • Wait and delay blocks
  • Workflow variables
  • Execution state and history
  • Failure visibility
  • Create, update and delete permissions
  • Connections to approved integrations
06

Automations & quick responses

Remove repetitive work with rules, scheduled actions and context-aware reusable replies.

  • Rule-based automation
  • Trigger conditions
  • Scheduled task events
  • Automatic response actions
  • Reusable quick responses
  • Contact, agent and tenant placeholders
  • Live preview context
  • Channel-aware canned content
  • Execution records
  • Permission-controlled rule maintenance
07

Tasks & notifications

Keep deferred work, operational alerts and ownership visible after the live interaction ends.

  • Task creation and priority
  • Assignee and status management
  • Active, deferred and closed work
  • Due-time context
  • Tenant-scoped notifications
  • Read and unread state
  • Operational event alerts
  • Permission-controlled task changes
08

Templates, tags & categorisation

Standardize communication and give operators consistent ways to classify work.

  • Text, email and WhatsApp templates
  • Template placeholders
  • Template create, edit and delete lifecycle
  • Contact and conversation tags
  • Tag labels and semantic color
  • Search and filter usage
  • Reusable quick-response content
  • Separate template and tag permissions
09

Business hours, holidays & calendars

Use business hours, holidays and timezones in routing, SLAs, IVR rules and calendars.

  • Workspace timezone
  • Business shifts
  • Active-hour definitions
  • Holiday calendars
  • IVR business-hours branches
  • SLA time boundaries
  • Public calendar records
  • Permission-controlled schedule changes
05 / Governance & platform

Governance & platform

6 product systems

01

Workspace & branding

Make each tenant recognizable while preserving clean separation from every other workspace.

  • Workspace name and business details
  • Logo and brand colors
  • Theme settings
  • Timezone and language
  • Custom workspace domain
  • Tenant-scoped configuration
  • Onboarding state
  • Brand-aware public knowledge pages
02

Integrations, APIs, webhooks & MCP

Connect channels and business systems with managed authentication, events, webhooks and tools.

  • REST and GraphQL connections
  • Inbound and outbound webhooks
  • Basic and OAuth authentication models
  • Provider adapter architecture
  • Real-time event delivery
  • Carrier-agnostic SIP trunk adapters
  • WhatsApp SIP calling routes
  • Credential and secret separation
  • Retry and delivery-state handling
  • MCP server configuration
  • Approved tool discovery and use
  • Custom channel and system adapter scoping
03

Compliance, audit & document vault

Keep protected files, administrative changes and security-sensitive actions traceable.

  • Human-readable audit activity
  • Actor, tenant, action and entity context
  • Success and failure state
  • Old and new values for material changes
  • Impersonation context
  • IP and user-agent evidence
  • Security-policy review
  • Data-retention controls
  • Export-right restrictions
  • Protected document upload and download
  • Document access auditing
  • Tenant-scoped storage
04

Media, recordings & storage

Process and retain the files that make conversations, calls and knowledge usable.

  • Message attachment handling
  • Media processing state
  • Call recording references
  • Recording download permissions
  • IVR audio assets
  • Codec and sample-rate metadata
  • Runtime audio filenames and hashes
  • Secure object storage
  • Stored attachment summaries for AI context
05

Billing, usage & invoices

Give authorized workspace owners visibility into service use and commercial records without a public price grid.

  • Tenant subscription record
  • Usage logs and AI usage records
  • Billing rates and plan records
  • Invoice history
  • Invoice status and files
  • Payment-detail workflow
  • Billing-cycle visibility
  • Separate billing read, pay and update permissions
06

Runtime reliability & operational state

Make synchronization, retries, idempotency and failure state visible across connected systems.

  • Idempotent deployment and event keys
  • Desired-versus-applied hashes
  • Outbox-backed IVR events
  • Retry counters and next-attempt timing
  • Explicit pending, synchronized and failed states
  • Runtime verification artifacts
  • Last-error visibility
  • Tenant-safe background workers
  • Cached configuration with controlled invalidation
  • Recoverable reconciliation paths
Need a feature outside this catalogue?

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