Five9 Agent Assist vs. Maxio

At the moment, I think it's the best one out there. It's also integrated with our system well. We have Five9 for our dialer that's already connected through Salesforce so having Five9 Agent Assist is a huge plus compared to getting another AI overview. It's also good with providing summary and providing suggestions.

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In my opinion, Maxio is well suited for a large company with simple products/billing scenarios and 10s of thousands of dollars available to waste on implementation, learning curve, and mistakes. For any other company, I do not advise purchasing Maxio.

• transcripting
• guidance for next best actions
• summarizing the previous agent’s call transcription

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• Managing deferred revenue.
• Contract management is flexible and allows us to see data that we never had before.
• Billing is painless and is now done within a couple hours. Previously it would take at least 1-2 days.
• Business Metrics and Reporting.

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• There are cases where it's recommending an old article or knowledgebase
• too many options being recommended reducing confidence on or providing confusion
• not providing links to allow agents to double check or verify the information

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• Options for Cash-based businesses. While it's not GAAP compliant and most users are accrual, many SaaS start ups are still small and operating on a cash basis.
• Commissions Module since SO already has all our data intergrations
• So many different features and data entry points that manual data entry errors are common

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They are a crucial piece of what we do. We hope to have them as a vendor for a long time to come.

previosuly some required tasks are missed by the agents. But once we implemented this, we are making sure agents are completing all of them. We are also able to send nudges as well and show them all related helpful knowlede center articles to guide them in the conversation. Based on the words and questions they are asking,we are showing the relatedarticles which is a game changer for us

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There is definitely a learning curve - to me the UI for reporting was not intuitive and often required me to ask our RevOps to pull data for me

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They are willing to help with most challenges and are pretty easy to get ahold of by phone. They are limited in their reach, when it comes to bulk cancellations, along with some other bulk edits. It is no fault to them, Chargify is just a system that hasn’t been upgraded much over the years.

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Gong AI tends to providing a vague summary of the call and can also mistake what the concern is. So far, Five9 Agent Assist is more accurate on analyzing what happened on the call and what the next step is.

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I inherited SaaSOptics from several predecessors that worked on it before me. I believe they used Chargebee or Chargify before SaaSOptics, but I haven't used them. I pray that the market comes up with a better product for subscription revenue management, SaaS metric reporting, and financial projections. Unfortunately, I don't have the time or the team to be able to successfully complete the transition to new software at this time, so I feel like I'm stuck with SaaSOptics at this point

• we gor high ROI, as our resolution time went down. So many cases are being resolved so quick now.
• we got good customer satisfaction reviews too

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• Limitations in Chargify's invoicing capability has resulted in our finance team having to manually send invoices from our accounting system. This has resulted in 10-15 hours a week of resource wasted on something that Chargify should automatically do. If this isn't addressed, then the wasted time will increase as we scale.

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