Conversica named a Leader in The Forrester Wave™: Conversation Automation Solutions for B2B, Q1 2024

Frequently Asked Questions

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Platform Capabilities

What languages do you support?

Conversica Revenue Digital Assistants™ have human-like and personalized conversations in the contact’s preferred language and will dynamically switch when a different language is detected. We support French, Japanese, Italian, German, Spanish, Portuguese and more.

For a full list of supported languages check out our Multi Language page.  Check back often as we are continually adding more languages.

Conversica Revenue Digital Assistants hold Powerfully Human®️ conversations over chat, email and SMS. They are smart and flexible enough to transition mid-conversation to a different channel or language while driving toward the desired result.

Check out our Omni Channel page for additional details.

Conversica Revenue Digitial Assistants (RDAs) engage their human counterparts in a variety of ways. Alerts are sent via email and SMS when a new hot lead is identified, or the RDA determines assistance is needed in responding to a lead. Additionally, an RDA can book a meeting directly through a calendar link and notify their colleague that there is a new meeting set. The conversations and any insights gleaned from the conversation are always available in the Conversica dashboard and captured in the system of record for easy access by the rep.  

Conversica offers several out-of-the-box reports to help get our clients started. This includes, but is not limited to, lead quality, funnel and status reports and reports that allow you to compare the performance of conversations, RDAs, lead sources and more. Clients can also build their own reports or work with Conversica to design custom reports when needed.

Check out our Reports and Analytics page for additional details.

Chat Capabilities

Do you offer the ability to hand off to an agent in real time?

Conversica Chat is a dynamic dialog that pulls from client data to answer most questions. In many cases, visitors can get their answers without talking to an agent, thus removing the dependency on a live agent. For the handful of situations where the contact does not get their questions answered, Conversica will capture the lead data for follow-up. We also offer the ability to schedule a demo or call with a rep from a link presented in the chat window. The ability to directly connect a visitor to an agent is on Conversica’s product roadmap; please talk with your rep so we can better understand your objectives and provide roadmap timing.

Check out our Chat page to learn more about our solution.

We provide a scheduling link in the body of the chat response. This offers our clients the flexibility to use the scheduling process and tool that works best for them. Clients can point visitors to a web form or provide a Calendly, Chili Piper or other solution link.

Check out our Chat page to learn more about our solution.

Conversica leverages various AI models and data science technologies to support its Conversational AI platform. For chat we are using neural network search to comb through the client’s data and respond accurately to brand-related questions. In the event that a visitor asks a non-brand-related question, Conversica leverages GPT technology and a curated large language model (LLM) to respond to the specific question with the intent of bringing the visitor back to the task at hand.

Check out our Natural Language Processing page for more details.

Conversica is a true omni-channel solution, leveraging chat, email and SMS to hold personalized two-way conversations with prospects and customers at all stages of their lifecycle. When a lead is captured from chat, the contact information and insights from the chat exchange are captured in the client’s system of record. The lead is then actioned based on the client’s business rules and processes. The lead is placed in the most appropriate Conversica conversation and follow up is initiated to drive the desired outcome.

Check out our Chat page to learn more about our solution.

AI Capabilities

Do you use GPT or other Generative AI solutions?

Conversica leverages various AI models and data science technologies to support its Conversational AI platform. We use GPT and other AI models in combination with our custom intent models to power our email, SMS and chat solutions.

For email and SMS, we use generative models to mix and modify email phrases to make each instance more unique and personalized. We also use NLU to determine intent when a user responds so that we can determine the next best response to send

For chat we are using neural network search to comb through the client’s data and respond accurately to brand-related questions. In the event that a visitor asks a non-brand-related question, Conversica leverages GPT technology and a curated LLM to respond to the specific question, with the intent of bringing the visitor back to the task at hand.

We are continuously evaluating the latest technologies and incorporating them in the appropriate areas of our platform to deliver the enterprise-class experience our customers desire. Check out the latest on our Natural Language Processing page.

Setup and Maintenance

What are the common integration points? How many integrations do you have?

Conversica fits seamlessly into your existing tech stack, reading lead data and account insights to build personalized conversations and ensuring the details of the conversations and additional insights the Revenue Digital Assistant uncovers are written into the system of record.

We integrate with ~60 different corporate and Automotive systems of record and have a number of enrichment integrations to complement insights already available in the system of record.

Check out our Integrations page to learn more about how we integrate.

Looking to find out about a specific integration, search our Integration Partners page.

Conversica has pre-built over 1,000 conversations that are trained and optimized to drive specific outcomes. Since these purpose-built templates are ready off the shelf, most customers are up and having conversations with prospects in less than 21 days.

Building the Private Large Language Model needed to support brand-specific generative chat experience takes a bit longer, but the heavy lifting is done by Conversica. Clients provide the data set to be used and test the model when completed. The whole process takes about 4-6 weeks.

Conversica Revenue Digital Assistants are a part of your team and as such their communications come from your domain. As part of the initial setup, the Conversica team works with to send from your email servers.

Check out this Knowledge Base article for more details. 

Data and Security

What data privacy and security measures does Conversica take to ensure your customers and customers’ customers are protected?

Conversica takes its customers’ data very seriously. We are committed to honoring all security measures. We encrypt data in transit and when stored. Conversica is certified for SOC2, GDPR, ISO 27001 and others.

For more details check out our Security and Compliance page.

Conversica is a SaaS platform that is 100% cloud-based in Amazon Web Services. We do not operate our own physical servers, routers, load balancers, or DNS servers. All of our servers are within our own virtual private cloud (VPC) with network access control lists (ACLs) that prevent unauthorized requests from reaching our internal network.

For additional FAQs check out our Security and Compliance page.

Our Revenue Digital Assistants initiate conversations with individuals on behalf of a customer via email and/or text utilizing contact information provided by the customer. To initiate a conversation by email with an individual, Conversica RDAs need the name and email address for the individual. However, Conversica customers may choose to provide other data regarding the individual to enable a more productive and personalized conversation. Our customers often choose to integrate their CRM or DMS systems with Conversica so they can transfer select data back and forth via secure API.

For additional FAQs check out our Security and Compliance page.

Our Revenue Digital Assistants initiate conversations with individuals on behalf of a customer via email and/or text utilizing contact information provided by our client often from an integrated CRM solution. Our chat lead capture collects email and full name. 

Conversica pushes back status updates on the lead and contact record and conversation exchanges with the end user. Conversica will create new leads generated from our Chat solution.

Conversica vs Alternatives:

How is Conversica different from a Marketing Automation Platform?

Unlike Marketing Automation which conducts one-way communication to talk at many contacts, Conversica talks with contacts. Conversica complements your high funnel, one-to-many email nurture communications with quick and relevant dialog that is personalized to drive the desired business outcome. Conversica Revenue Digital Assistants eliminate the concept of MQL, engaging with each lead to conversationally qualify each lead before engaging sales. RDAs confirm interest, validate fit and direct to the best rep based on account and contact insights. Conversica offers clients the ability to scale and have a dialog with every lead before engaging sales.

Check out our Conversica and Marketing Automation Better Together Datasheet for additional details.

Conversica works in tandem with a Sales Acceleration Platform. Conversica is a more efficient and easier to manage solution that filters through inbound leads and turns outbound motions into high-quality inbound leads. Sales Engagement Platforms cannot automatically respond to contacts or filter through the clutter to find hot leads and motivate them to take the next action. Conversica RDAs can conduct personalized outreach at scale, hand-delivering only the best, Conversation Qualified Leads. RDAs respond to each lead, answering questions, offering relevant resources and asking questions to further qualify each lead, all autonomously, Allowing Sales to focus on the 1:1 engagements they are best at.

Check out our Conversica and Sales Engagement Platforms Together Datasheet for additional details.

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