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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ChatDash serves as a customizable client dashboard solution specifically crafted for agencies that provide AI agents and chatbot services, allowing them to package, manage, and present their offerings as refined products for their clients. The platform empowers agencies to develop dashboards with personalized branding, including their logos, domains, and themes, where clients can interact with their AI agents, examine interaction histories, and oversee knowledge bases. For agencies working with voice or chat agents, ChatDash offers real-time integration of analytics, call or message logs, and usage metrics. Additionally, it features a built-in billing system that can automate invoicing based on usage, such as charging clients for the duration of calls. With a developer-friendly API, teams are able to create or manage agents programmatically, retrieve conversation data, embed dashboards into specific workflows, and construct custom integrations tailored to their unique needs. This comprehensive approach ensures that agencies can streamline their operations while providing a seamless experience for their clients.

Description

Evolution is crafted specifically for agents, making it a cost-effective solution. Regardless of what products your clients seek, an innovative agency management system is essential to efficiently manage your business operations. With a robust client application that features quoting, claims, and payment capabilities, your clients can conveniently access their policies anytime and anywhere they wish. eVo stands out as a thorough and budget-friendly agency management system, equipped with an array of cutting-edge features. If you're prepared to enhance your management capabilities with eVo, or if you would like additional information, please reach out to us. Your satisfaction remains our utmost priority during these challenging times, and we are available to address any inquiries you may have. Don't hesitate to get in touch with us regarding any concerns. The system also includes a secured hierarchical structure, seamless integration with DocuSign, compatibility with Microsoft Outlook, a mobile app for clients, and in-platform texting features to streamline communication. These elements combine to create a powerful tool designed to elevate your agency's efficiency and client satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Calendar
HubSpot CRM
Make
Stripe
Twilio
Zapier

Integrations

Gmail
Google Calendar
HubSpot CRM
Make
Stripe
Twilio
Zapier

Pricing Details

$200 per month
Free Trial
Free Version

Pricing Details

$200 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ChatDash

Country

United States

Website

chat-dash.com

Vendor Details

Company Name

Evolution Agency Management

Founded

2006

Country

United States

Website

www.my-evo.com

Product Features

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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