Features
Journey AI Agent for structured reasoning
Automated journey building from transcripts/notes
Insight mining, scoring, and summarization
Opportunity detection and prioritization
Executive insight generation and reporting
KPI alignment and progress tracking
Data hub for KPIs, VoC, and interaction data
Custom journey frameworks and templates
Saved views and Pulse monitoring
Role-based access controls and SSO
Metrics with dimensions and metric cards
SFTP data delivery for automated ingestion
Link insights directly to solutions
Insert building blocks in-editor without switching context
Pre-trained AI models for invoices, receipts, contracts
No-code custom field training
Real-time data validation rules
Batch processing with auto-file-upload
Multi-language document support
Handwriting extraction (limited)
Export to CSV, JSON, Excel
Role-based user permissions
Document classification by type