Five9 Agent Assist vs. Scratchpad

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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Frankly, if I can do something in Scratchpad instead of Salesforce, I prefer Scratchpad because it's faster, easier, simpler, with a much more readable and useable interface. Salesforce has been getting requests to allow font size modification for over a decade and hasn't even done that. That's what sent me looking for something like Scratchpad. I sort of view it as a much more user-friendly UI to layover SF. It's faster and less frustrating than SF for frequent daily activities. It's great for creating notes and tracking tasks at a basic level in a much more user friendly environment than Salesforce. But it interacts w/ SF, which is great!

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

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• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

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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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• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

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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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So intuitive and user friendly

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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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It doesn't. Scratchpad is more agile and much easier to use as a seller managing a large patch with lots of opportunities. SAP is robust but is far more complicated and involves a lot more inputs to get the same outputs that you can get with Scratchpad in half the time and effort.

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• 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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• I save many hours a week using Scratchpad to simply manage my tasks.
• I no longer waste time waiting for SFDC to load.
• I can easily create opps, adjust the pipeline, and check to see if someone is already prospecting into an account.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info