What is digital customer engagement software?

Digital customer engagement software enables your business to engage with customers on the phone, on your website, or on your mobile app in real time. The best digital customer engagement software is built directly into your CRM with artificial intelligence, chatbots, automation and workflows, self-service help centers, knowledge bases, and omni-channel routing.

What can you do with your new customer engagement software?

Improve operational efficiency, unlock greater agent productivity, and deliver better outcomes by breaking down channel and departmental silos to put your customer at the center of every conversation.

Meet customers where they are — anytime, anywhere.

Live Chat & Messaging

Don’t put your customers on hold. Meet them on their preferred channels from your website; mobile app, SMS, WhatsApp, Facebook Messenger, Apple Messages for Business, and more. Scale 24/7 support easily with AI-powered chatbots to resolve cases faster by automating answers to common questions and business processes.

Proactive Messaging

Go from reactive to proactive service with automated, relevant outbound messages from order status updates to appointment confirmations and reminders. Deflect inbound volume and improve customer experience by getting ahead of service issues — from shipping delays to service outages — with timely notifications.

API & Integrations

Expand your reach by extending the power of Digital Customer Engagement to almost any third-party channel with out-of-the-box integrations and APIs.

Natively integrate phone support.

Telephony Integration

Get on the phones faster with out-of-the-box telephony integration with Amazon Connect or a range of partners on the Salesforce AppExchange. Embed the phone into your digital channels in Service Cloud to provide a holistic view of your customer conversations. Connect your customers to the right agent at the right time and give your agents all the context they need to assist customers faster than ever.

Real-Time Transcription

Launch AI-driven recommendations with real-time transcriptions that free up agents to focus on the customer. Improve Customer 360 and insights with the ability to analyze voice conversations in the context of CRM data — driving next best actions to help agents resolve cases faster. At the end of the call, wrap up with conversation summaries based on customer intents and sentiment.

Agent Productivity Tools

Equip agents with instant access to a complete view of the customer and better tools and insights. Reduce average handle times and deliver a seamless customer experience with the help of real-time transcription and AI-powered recommendations from Einstein. Give agents and supervisors full visibility into the customer data from your voice and CRM channels in real time.

Empower your service teams to deliver omni-channel support.

Omni-Channel Routing

Intelligently route work from any channel to the right agent for the most efficient resolution based on skill set, availability, and capacity. Automatically route work items to the most available and qualified queues, agents, or even Einstein Bots to assist customers more effectively and close cases faster.

Training and Management

Give supervisors visibility and insights to onboard, coach, and manage agents. Supervisors can monitor key contact center metrics in realtime and step in to assist on conversations when agents need support. Improve onboarding, agent productivity, and agent engagement by enhancing supervisor visibility and coaching tools.

My Service Journey

Discover which omni-channel capabilities and implementation best practices you should adopt next based on your business goals.

Resolve issues faster using real-time video.

Desktop Sharing

Empower your teams to seamlessly guide customers through critical actions — all while maintaining the highest level of privacy. With our nonintrusive approach, you can ensure that sensitive information remains confidential while delivering top-notch assistance.

Visual Flows

Harness the power of streamlined processes with Visual Flows to automate tasks for greater efficiency and a smoother experience. Unlock key knowledge articles using optical character recognition, and ensure continuous improvement by seamlessly integrating CSAT surveys after each session. Experience a holistic approach to improving customer support.

Augmented Reality

Transform your video support experience with interactive guidance. Step into the future of customer support, where you can swiftly resolve issues through a dynamic blend of video, screenshots, and annotations. Revolutionize your assistance approach and deliver solutions that are faster, more effective, and highly engaging.