Intelligent Virtual Assistant Software

Intelligent Virtual Assistant Software Overview

Intelligent virtual assistants (IVAs) are essentially chatbots that use either pre-determined rules or natural language processing and predictive analytics to assist salespeople, customer success, customer service, and marketing departments. They can help reps or agents perform tasks like lead qualification, meetings scheduling, data entry, pipeline management, pre and post-event outreach, etc. These types of platforms are also often called AI sales assistants, AI virtual assistants, or virtual assistant software.


These platforms are designed to help customer-facing departments be more productive by streamlining, automating, and/or optimizing different parts of the sales and marketing funnel. A primary goal of IVA software is to help increase a company’s revenue by increasing its capacity, without needing to hire more employees.


Some products in this category, including Conversica, x.ai, Saleswhale, Amplemarket, and Drift, interface with prospective customers directly, using AI-based chatbots to follow up on inbound leads, answer basic questions, and schedule meetings. These virtual sales assistants send emails or respond to live chat messages according to rules defined by the user's sales organization, similar to the job an inbound SDR/BDR might do. Some of these vendors offer intelligent virtual assistant software for other departments too, like marketing and customer success.


Products like Edward, Cien, Zoho Zia, Tact, and Troops, on the other hand, provide internal assistance to sales reps and managers. They're focused on productivity and optimal performance—things like reminders, automated data entry, pipeline insights, forecasting, etc. Typically they interact with salespeople through email, a chat interface, or push messages.

Top Rated Intelligent Virtual Assistant Products

TrustRadius Top Rated for 2021

These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. Read more about the Top Rated criteria.

Intelligent Virtual Assistant Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Intelligent Virtual Assistant Products

(1-25 of 57) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.
Conversica

Conversica provides lead management software for marketing, inside sales and sales groups.

Intercom

Intercom

Customer Verified
Top Rated

Intercom is a contextual messaging system that supports live engagement with customers via text, chat, or email. It also supports triggered emails, customer segmentation and analysis, as well as integrations with MailChimp and Salesforce, and further extensibility via APIs and webhooks.…

Genesys DX (formerly Bold360)

Genesys DX (formerly Bold360)

Customer Verified
Top Rated

Bold360 is a live chat engagement and chatbot AI solution. Bold360 was a LogMeIn product from 2012, and then acquired by Genesys in May 2021. It is now a Genesys product.

Drift

Drift

Customer Verified
Top Rated

Drift is an AI-driven sales and marketing tool that acts as a virtual assistant, facilitating conversations with leads, qualifying them, enriching CRM data with information gathered, and automatically booking sales meetings.

IBM Watson Assistant

IBM offers Watson Assistant, an AI and natural language driven chatbot designed to allow anyone to deploy a chatbot in an app or website.

SAP Conversational AI

SAP Conversational AI is a cloud-based enterprise level chatbot building platform.

Five9

Five9 is cloud contact center software for inbound, outbound, blended, or multi-channel operations. This solution includes management capabilities such as campaign management, quality monitoring, real-time and historical reporting, and call recording.

Key Features

  • Quality management (11)
    97%
    9.7
ZoomInfo Chat (formerly Insent)

ZoomInfo Chat is a solution based on the former Insent.ai, an AI-driven chatbot acquired by ZoomInfo in June 2021 to enable sales and marketing teams to engage and convert more website visitors.

Exceed.ai

Exceed.ai is an AI sales assistant and chatbot featuring dynamic lead nurturance and lead qualification process support, meeting scheduling, two-way conversation via chat, and other features.

Qualified

Qualified is a conversational sales and marketing platform for Salesforce, which, starting with chatbots and live chat, includes advanced routing and omnichannel alerts, so users can prompt sales reps to take immediate action with their named accounts.

Oracle Digital Assistant

The Oracle Autonomous Digital Assistant PaaS supports building and deploying mobile apps, digital assistants, and intelligent chatbots.

SalesboxAI

SalesboxAI is an AI-Powered Sales and Marketing platform that helps businesses around the globe to scale faster with Account-Based Marketing solutions. In a single platform: Identify and Discover target accounts, Orchestrate one-one conversations with target groups, Engage them across…

Five9 Inference Solutions (Inference Studio)

Inference Studio, developed by Inference Solutions which was acquired by Five9 October 2020, is a web based visual tool that enables users to build AI-Powered Intelligent Virtual Agents to help businesses of all sizes automate their customer care workloads.

Tact.ai

Tact Assistant, from Tact.ai, is a virtual personal assistant for sales reps. It provides reps with intelligence on their meetings for the day and a history of interactions with the customers/prospect, allows them to schedule reminders and followups, creates CRM contacts from business…

Pega Sales Automation

Pega Sales Automation offers built-in artificial intelligence (AI) and insights that direct sellers with real-time offers, suggested actions, content, and valuable insights on how to build and progress pipeline across accounts. By blending predictive analytics with configurable business…

Amplemarket

Amplemarket is a virtual sales assistant that uses artificial intelligence to do early-stage sales tasks including prospecting, email outreach, follow-ups and meeting scheduling. Users communicate with the virtual assistant via email (to ask it to find/reach out to a certain size…

Saleswhale

Saleswhale is an AI sales assistant tool that qualifies leads via email (Gmail or Outlook) and then books meetings with qualified leads on behalf of sales reps. The automated sales assistant can answer frequently asked questions, send file attachments, etc., try to schedule a call,…

Zoho Zia

Zia is an AI-powered sales assistant for Zoho CRM. She analyzes the activities and performance of individual salespeople using Zoho CRM and provides a pipeline analysis, reminders, predictions, and recommendations about when to contact prospects, how to leverage automation, and which…

[24]7 Voices

[24]7 Voices reinvents interactive voice response (IVR) for the digital age. Powered by conversational AI technologies that support natural, intent-based interactions, Voices supports customers and increases automation. It augments basic IVR with interactive visual content, contextual…

Luma

Serviceaide headquartered in San Jose offers Luma, an AI virtual assistant designed for customer support.

NICE Employee Virtual Assistant (NEVA)

Israeli company NICE Systems offers the NICE Employee Virtual Assistant (NEVA), a virtual agent and assistant for sales or service.

zoovu

zoovu, headquartered in New York, offers their AI virtual assistant and chatbot for ecommerce and customer engagement, guided selling, and interactive product recommendations.

Stefanini Sophie

Stefanini offers Sophie, an AI virtual assistant based on cognitive computing and artificial intelligence, with a focus on self-adaptation and both interactive and contextual automation—enabling her to achieve self-learning and human-like interaction.

Vymo

Vymo headquartered in New York offers their AI driven sales assistant, a salespersons' productivity application designed to provide lead tracking and management, and provide customer onboarding assistance as well.

Spiro.ai

Spiro Technologies in Boston offers the Spiro.ai virtual sales assistant, providing a proactive relationship management technology.

Learn More About Intelligent Virtual Assistant Software

What are Intelligent Virtual Assistants?

Intelligent virtual assistants (IVAs) are essentially chatbots that use either pre-determined rules or natural language processing and predictive analytics to assist salespeople, customer success, customer service, and marketing departments. They can help reps or agents perform tasks like lead qualification, meetings scheduling, data entry, pipeline management, pre and post-event outreach, etc. These types of platforms are also often called AI sales assistants, AI virtual assistants, or virtual assistant software.


These platforms are designed to help customer-facing departments be more productive by streamlining, automating, and/or optimizing different parts of the sales and marketing funnel. A primary goal of IVA software is to help increase a company’s revenue by increasing its capacity, without needing to hire more employees.


Some products in this category, including Conversica, x.ai, Saleswhale, Amplemarket, and Drift, interface with prospective customers directly, using AI-based chatbots to follow up on inbound leads, answer basic questions, and schedule meetings. These virtual sales assistants send emails or respond to live chat messages according to rules defined by the user's sales organization, similar to the job an inbound SDR/BDR might do. Some of these vendors offer intelligent virtual assistant software for other departments too, like marketing and customer success.


Products like Edward, Cien, Zoho Zia, Tact, and Troops, on the other hand, provide internal assistance to sales reps and managers. They're focused on productivity and optimal performance—things like reminders, automated data entry, pipeline insights, forecasting, etc. Typically they interact with salespeople through email, a chat interface, or push messages.

Intelligent Virtual Assistant Features

Most intelligent assistants will include the following capabilities:


  • Cross-channel conversation capabilities (e.g. website, email, messenger, etc.)

  • Customizable chatbots

  • Live chat

  • Lead/customer routing

  • lead qualification

  • Content sharing

  • Automated meetings booking

  • data collection

  • pipeline management

  • pre and post-event outreach

  • Integrations with third-party systems

Intelligent Virtual Assistant Comparison

Before deciding to purchase an intelligent virtual assistant platform, consider the following key factors:


  1. Use case: are you primarily looking for a sales, marketing, or customer support focused IVA software? Many vendors provide intelligent virtual assistant solutions for all of these use cases, though some products specialize in one of these areas. For example, some TrustRadius reviewers note that Drift is a better fit for sales and SDR teams while Intercom is a better fit for customer support.

  2. Rules-based vs. AI-based: are you interested in a rules-based tool where you can predefine specific conversation options? Or are you looking for an AI-powered IVA that uses natural language processing capabilities to interact with customers and website visitors? Rules-based chatbots can be ideal if you’re dealing with a large volume of very repetitive requests. However, more dynamic intelligent virtual assistants and chatbots can better handle complex requests and route customers or prospects to the appropriate channel or rep.


Pricing Information

Pricing for intelligent virtual assistant software can vary from product to product. Though most vendors charge on a monthly or annual subscription basis. Products can range from $10 per month per user/seat up to $100 per month per user/seat.


Many vendors don’t openly disclose pricing information on their website but will provide a quote upon request.


Frequently Asked Questions

What can I use intelligent virtual assistant software for?

Intelligent virtual assistants, or IVAs, can be used for a wide range of activities across different departments. For example, sales development teams can use them to help collect information about leads, qualify leads, and automate booking meetings with new prospects.

These tools can also be used by marketing and customer support teams to help answer questions from customers and web visitors, share content or links to other resources, and provide teams with a unified inbox for responding to requests.

What are the benefits of using IVA software?

One of the main benefits of using IVA or chatbot software is that it helps give your team extra capacity, without needing to hire additional employees. They can also help automate and streamline repetitive tasks that would otherwise be manual. IVAs also help provide customers, leads, and website visitors with a personalized experience.

How much does intelligent virtual assistant software cost?

Intelligent virtual assistant software can range in price from $10/mo. per user up to $100/mo. per user and above. Most vendors do not provide pricing information publicly on their website, though interested buyers can ask for a custom quote directly from the vendor.