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A handy array of components to customize your workflows

Take full control of your business, digitalize, track and automate your workflows with our easy to use tools. Doesn't matter if you're starting from scratch or modifying an existing configuration. You can attach new components and fine-tune every little detail to make your workflow match your real world operation.

Company knowledge management

Capture your teams know-how and transform it into a company asset. Let team members access the knowledge they need to perform their job, anytime, anywhere.

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Deep search for unstructured data

Don't waste time paging through company manuals. Our Knowledge Base engine performs full-text search within your documentation files (docx, pdf, etc.) based on natural language inquires, instantly and on-demand.

Harness your team's know-how

Centralize your team members inquiries, capture the answers and make them available company-wide.

Channel questions towards those who know the answers

Define company experts for different knowledge areas and automatically populate their feed with related questions made by other team members. Connect your team members directly to experts when provided answers are not enough.

Usage analytics and knowledge management insights

Measure your experts and knowledge areas' performance. Our Knowledge Base dashboard tells you exactly what topics are most searched and what answers and documents are most popular.

Perfect for

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    Growing companies

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    Call center assistance

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    Highly standardized industries

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    High turnover industries

Help desk

Convert your customers' inquiries into an always up-to-date help center and distribute the question load to your support team members efficiently.

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Integrate Cotalker to your web

Embed our question interface right into your website or app. Lend your customers a helping hand right when they need it.

Smart full-text natural language search

Forget cumbersome breadcrumbs navigation. Let customers go directly to the information they are looking for and see excerpts of related content while they're at it. Just write your question and see the results instantly; care for more specificity? select tags to filter the results accordingly.

Provide context to your support agents

Lack of context usually complicates customer service communications. Tickets sent by customers are associated to articles they accessed in the help center, to give better context to your support agents.

Automated ticket distribution

Tickets created by customers are assigned to support agents according to their area of expertise and in an equal round-robin distribution.

Sales pipeline

Manage your leads and customer relations in a collaborative and automated environment.

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Manage opportunities from start to finish

Track every opportunity's lifecycle neatly organized in funnel, pipeline or upsale stages.

Register meeting notes and discuss details with your team

Keep a detailed conversation with your team in every lead or opportunity and check back on it at any point in time. Share memos and meeting notes with your team and stakeholders directly through Cotalker.

Streamline your process

Direct closed deals to ops team or support. Visualize a complete timeline of your customer relations.

Automate follow-up actions and boost sales performance

Compare performance between periods with a detailed dashboard and keep your pipeline flowing with automated notifications and insightful alerts.

Asset maintenance

Monitor, manage and automate your company’s maintenance plans and incident tickets, all from one place.

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Execute maintenance plans automatically

Schedule maintenance plans, notify and confirm participation of related contractors and responsible parties ahead of time.

Document events just once

Contractors can fill the maintenance form directly in Cotalker, saving you hours of transcription and keeping the records up to date.

Contractors and resources marketplace

Automatically offer approved maintenance tickets to contractors based on live criteria like location, workload and specialty.

Integrate with your ERP

Compare performance between periods with a detailed dashboard and keep your pipeline flowing with automated notifications and insightful alerts.

Gathering information

Help your staff to collect data without complications in automated and easy-to-use forms.

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So easy that anyone can use it

If you know how to use messaging applications, you can send a form in Cotalker. Our intuitive interface allows anyone to find out the information they are assigned to lift, without the need for prior training.

Pick up information anywhere, even offline

Cotalker allows you to gather information at the relevant time and keep it stored locally on the device until a connection is available, when it will automatically synchronize with the cloud.

Integrations with the industry standard

You can use Cotalker as a simple and easy-to-use interface that connects your workflows in SAP, Oracle or any other resource management platform.

A trackable chain of responsibility

Each modification to forms is kept in a permanent record that allows to see in detail their history and ensures the maintenance of the chain of responsibility.

Project management

Convert your customers' inquiries into an always up-to-date help center and distribute the question load to your support team members efficiently.

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Team of four people assembling a giant four piece jigsaw

Integrate Cotalker to your web

Embed our question interface right into your website or app. Lend your customers a helping hand right when they need it.

Smart full-text natural language search

Forget cumbersome breadcrumbs navigation. Let customers go directly to the information they are looking for and see excerpts of related content while they're at it. Just write your question and see the results instantly; care for more specificity? select tags to filter the results accordingly.

Provide context to your support agents

Lack of context usually complicates customer service communications. Tickets sent by customers are associated to articles they accessed in the help center, to give better context to your support agents.

Automated ticket distribution

Tickets created by customers are assigned to support agents according to their area of expertise and in an equal round-robin distribution.

Supplies request

Automatically notify stakeholders who take decisions, simplify your requests workflow and speed up your operations.

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Put requests in the hands of decision-takers instantly

No more bureaucracy expenses mobilizing requests to decision-takers. Newly created requests are displayed in an organized feed for the managers to approve, comment or reject.

Quantize request attributes and create metrics

Improve your operations planning by knowing the volume of requests organized by type and make estimations to further optimize your response time.

Prioritize requests based on metadata

Personalize request forms to include context data in order to help you better prioritize requests.

Digitalize your company today

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