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).