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what are they features in conversational support software

Prompt

Last updated 14th September 2025

Domain count
thecxlead.com
235
kustomer.com
215
tidio.com
196
Citations count
21
0
11
10
Brands Discovered
7
6
4
0

Original answer

Here’s a clear, organized list of common and important features you’ll find (or want) in conversational support software, grouped so it’s easy to compare and prioritize.

Core conversational features

  • Multi-channel support: chat (web/in-app), SMS, email, social (Facebook, WhatsApp, Instagram), and voice—handled from one platform.
  • Live agent chat: real-time messaging between customer and human agent with agent presence.
  • Bot + human handoff: seamless escalation from automated bot to live agent (and back) without losing context.
  • Persistent conversation history: retains session history so customers and agents can pick up where they left off.
  • Typing indicators and read receipts: shows users/agents when the other side is typing or has read messages.
  • Attachments & media: send/receive files, images, videos, links, and rich cards/carousels.

Agent productivity & workspace

  • Unified agent inbox/queue: single place for agents to manage conversations across channels.
  • Canned responses/macros/templates: prebuilt replies to speed handling of common questions.
  • Internal notes & private chat: agents can leave notes or consult colleagues without exposing info to customers.
  • Co-browsing / screen sharing: agents can view or guide a user’s screen to resolve complex issues.
  • Transfer & conferencing: transfer chats between agents or add multiple agents.
  • Agent routing & skills-based routing: route conversations to the best-qualified agent or team.
  • SLA and priority management: set response/resolution targets and priority rules.
  • Agent collision prevention: prevent multiple agents from responding to the same conversation.

Bot, automation & AI features

  • Natural language understanding (NLU) / intent detection: understands user intent and extracts entities.
  • Multi-turn dialog & context management: maintains context over multiple exchanges and sessions.
  • Dialogue flow builder / low-code bot builder: visual tools to design conversation flows without heavy coding.
  • FAQ/knowledge base integration: bot answers from a company KB and suggests articles.
  • Automated workflows / escalations: trigger processes (tickets, approvals, follow-ups) based on conversation events.
  • Sentiment analysis: detects user sentiment to prioritize or escalate conversations.
  • Smart suggestions & agent assist: propose replies or knowledge articles to agents in real time.
  • Hand-offs to rules or human: configurable fallback and escalation triggers.
  • Machine learning retraining tools: manage intents, re-train models, and review misclassifications.

Customer experience & self-service

  • Knowledge base + article suggestions: surface relevant articles inside the chat and via bot.
  • Self-service flows (forms, guided troubleshooting): let users solve issues without agent involvement.
  • Proactive messaging & notifications: send triggered messages, reminders, or updates (opt-in compliant).
  • Surveys & feedback capture (CSAT, NPS): collect ratings and comments after interactions.
  • Personalization & user profiles: use CRM data to personalize conversations.
  • Multilingual support & translation: automatic translation or native language routing.

Integrations & extensibility

  • CRM & ticketing integrations: e.g., Salesforce, Zendesk, ServiceNow—sync contacts and cases.
  • Commerce & order system hooks: access order status, returns, refunds inside chat.
  • APIs, SDKs & webhooks: embed chat in apps and integrate events with other systems.
  • Identity & single sign-on (SSO): authenticate users/agents via SSO (SAML, OAuth).
  • Platform/third-party apps marketplace: add plugins for payments, surveys, analytics, etc.

Analytics, reporting & quality

  • Real-time dashboards & monitoring: live view of queue sizes, agent status, and response times.
  • Conversation analytics & transcripts search: search chat logs, filter by tag/intent/sentiment.
  • Historical reporting & KPIs: first response time, resolution time, CSAT, containment/deflection rate, volume by channel.
  • Quality assurance tools: scorecards, review workflows, and coaching notes for agent training.
  • Conversation tagging & custom fields: categorize interactions for reporting and automation.

Security, compliance & governance

  • Role-based access control & audit logs: control who can view/edit and track changes.
  • Data encryption at rest & in transit: secure storage and transport of messages.
  • Data retention & export policies: configurable retention periods and data export for compliance.
  • Privacy & regulatory compliance: GDPR, CCPA, HIPAA support where applicable (HIPAA requires special BAAs).
  • Redaction & PII handling: tools to mask or remove sensitive data in transcripts.
  • Backup & disaster recovery: ensure high availability and data resilience.

Deployment & scalability

  • Cloud, hybrid, or on-premises deployment options.
  • Multi-tenant support (for SaaS providers).
  • High availability & autoscaling for peak loads.
  • Performance & rate-limiting controls.

Operational features

  • Ticket / case creation and lifecycle tracking.
  • Business hours / offline messaging & auto-responders.
  • Throttling / rate limiting to prevent abuse.
  • Conversation archiving & export.

“Nice-to-have” advanced features

  • Voice bots and IVR integration.
  • Rich bot actions (payments in chat, appointment booking).
  • Contextual routing using ML (route by predicted complexity).
  • Knowledge article auto-generation or RAG (retrieval-augmented generation) for summarizing articles or generating replies.
  • Conversation summarization and next-action suggestions.
  • Low-latency webhooks and event streaming (for real-time automation).
  • SDKs for mobile apps (iOS/Android) with native UX.

Key KPIs to track in conversational support

  • First Response Time
  • Average Handle Time / Resolution Time
  • Containment / Deflection Rate (bot resolves without agent)
  • CSAT / NPS scores
  • Volume by channel and peak traffic times
  • Cost per contact / agent utilization
  • Escalation rate and transfer rate

Quick prioritization guide

  • Must-haves for basic support: multi-channel chat, live agent workspace, canned responses, basic bot with FAQ, KB integration, reporting on response/resolution times, security/role controls.
  • Important for scaling: routing/queues, SLA management, advanced bot with NLU, analytics, integrations to CRM/ticketing, audit logs.
  • Enterprise-grade: multi-region deployment, compliance (GDPR/HIPAA), advanced automation (RAG/ML), contact center/voice integration, SSO, and governance tools.

If you want, I can:

  • map these features to specific vendor types (e.g., contact-center platforms vs. chatbot platforms),
  • create a prioritized checklist for selecting software, or
  • tailor recommendations for a specific use case (e.g., ecommerce support, SaaS customer success, healthcare).

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Rank
Brand
Topic
LLM
Sentiment
1
🥇

Facebook

57%
85%
0%
85%
Neutral
2
🥈

WhatsApp

53%
80%
0%
80%
Neutral
3
🥉

Instagram

48%
75%
0%
70%
Neutral
4

Twitter

25%
0%
0%
75%
Neutral
5

Salesforce

23%
70%
0%
0%
Neutral
6

Zendesk

22%
65%
0%
0%
Neutral
7

ServiceNow

20%
60%
0%
0%
Neutral
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