Skip to main content
Contivio Platform Features

Everything You Need to Run Customer Conversations

Contivio combines business calling, inbound and outbound contact-center operations, SMS, live chat, CRM and ERP integration and built-in AI capabilities on one platform. Contivio provides and manages the VoIP service, so office employees and contact-center agents work on the same system.

Illustration of a customer on a phone call. A Contivio AI agent searches for order 802, tells the customer it found the order and is passing them to a team member, and a context card for the agent shows Jennifer Brown, order 802, order cancelled by mistake and customer frustrated. HubSpot, NetSuite, Microsoft and Salesforce logos appear beside the conversation.
An AI agent finds the customer’s order and hands the conversation to a team member with context for the agent.
Used by customer-facing teams at Amatheon Animal Health Speedmaster Freedom and Glory
Inbound and outbound contact centerInbound + outbound Business phone systemPhone system Voice, SMS and live chatVoice, SMS + chat CRM and ERP integrationCRM + ERP AI and workflow automationAI + automation
Platform Overview

What Is Contivio?

Contivio is a complete cloud business phone system and contact center that connects voice, SMS, live chat and AI to the customer’s CRM or ERP. Contivio provides and manages the VoIP service.

Office employees use PBX licenses for business calling. Contact-center agents use Contact Center licenses for queues, routing, dialing and supervisor tools. Both groups share one platform, one directory and one set of business numbers.

NetSuite is Contivio’s deepest integration and runs as a native SuiteApp. Contivio also supports Salesforce, HubSpot, Zendesk, Microsoft Dynamics and Microsoft Business Central.

Platform
Cloud business phone system and contact center
Users
Office employees on PBX licenses and agents on Contact Center licenses
Channels
Voice, business SMS and live chat
Integrations
Native NetSuite SuiteApp, plus Salesforce, HubSpot, Zendesk, Microsoft Dynamics and Microsoft Business Central
Voice service
Provided and managed by Contivio
Deployment
Cloud platform, implemented by Contivio
AI
Built in and configured around your workflows
Business Phone System

Business Calling for Every Office Employee

Employees who do not work in a contact center still need a reliable phone system. Contivio gives them business numbers, call handling and messaging from their desk, browser or phone.

Call handling

  • Extensions
  • Auto attendants
  • Voicemail
  • Transfers
  • Conferencing
  • Ring groups
  • Business-hours routing

Where employees take calls

  • Desktop calling
  • Mobile calling
  • Supported desk phones

Employees can answer and place business calls from a computer, a mobile device or a supported desk phone, using the same number and extension.

Numbers and messaging

  • Business numbers
  • Business SMS
  • International calling where available
  • Eligible number porting coordinated during implementation
PBX users and Contact Center users share the same platform, numbers, directory, administration and managed VoIP service. Explore the business phone system
Inbound Contact Center

Route Every Inbound Call to the Right Agent

Contivio applies queue logic, skills, priority and availability to each inbound call. IVR menus let callers choose a department or complete simple requests on their own. Agents see the matching customer record when the call arrives, and the call can be recorded and logged against that record.

  • ACD queues
  • Skills-based routing
  • Priority routing
  • IVR
  • Self-service IVR
  • Business-hours routing
  • After-hours routing
  • Automatic callbacks
  • Queue voicemail
  • Screen pops
  • CRM or ERP-based routing
  • Transfers
  • Conferencing
  • Call recording
Ring group or ACD queue?

Ring group

A ring group rings a defined group of users for a shared line. It suits a front desk, a small office line or a department number.

Shared lineDefined group of usersPBX

ACD queue

An ACD queue applies routing logic, skills, priority, availability and reporting to determine which agent receives the interaction.

Routing logicSkillsPriorityAvailabilityReporting
Outbound Contact Center

Outbound Calling From Your Records and Lists

Sales and collections teams can call from approved CRM or ERP records and lists, follow a script, record the outcome and schedule the next step.

Everything agents need on each call

  • Dialing from approved CRM or ERP records and lists
  • Local caller ID where configured and available
  • Scripts
  • Dispositions
  • Notes
  • Scheduled calls
  • Follow-up actions
  • Sales workflows
  • Collections workflows
Dialing modes and campaign settings are configured for each deployment. Customers remain responsible for the consent, list and calling-time requirements that apply to their campaigns.
Contivio softphone panel open beside a customer account record in Salesforce, showing recent calls and call controls(opens full-size image in a new tab)
The Contivio softphone beside the recordRecent calls and call controls in a panel next to the account. Shown here in Salesforce.

Click-to-dial

Place a call from a phone number on the customer record.

Power dialing

Dial the next contact in a list automatically as each agent becomes available.

Predictive dialing

Pace outbound calls to agent availability for higher-volume campaigns.

Campaigns

Organize lists, scripts and dispositions by team or objective.

Voice, SMS and Live Chat

Calls, Texts and Chats on One Platform

Agents handle voice, business SMS and live chat on the same platform, with the same customer context and the same supervisor tools.

Voice

Inbound and outbound calling with queues, IVR, recording, transfers and conferencing on Contivio’s managed VoIP service.

Business SMS

Two-way text conversations from your business numbers for updates, reminders and follow-ups.

Live chat

Website chat handled by agents. A chat can start with a configured AI chat agent and move to a person with the conversation in view.

How interactions are logged and which CRM or ERP records are created depends on the selected integration and configured workflow.

A chatbot conversation handed off to a live agent and auto-logged in NetSuite, shown over a NetSuite record with the chat transcript(opens full-size image in a new tab)
From chatbot to live agentContivio hands the chatbot conversation to a live agent and stores the transcript, AI summary, sentiment analysis and follow-up suggestions. Shown here in NetSuite.
CRM and ERP Integration

Conversations Connected to the Customer Record

Contivio connects calls, texts and chats to the system your team already uses. Agents see who is contacting them, work with the right customer context and keep the interaction history on the relevant record.

Deepest integration

Native NetSuite SuiteApp

Contivio runs inside NetSuite as a native SuiteApp. Calls, SMS and live chat connect to NetSuite customer, contact, case and supported transaction records, with screen pops, click-to-dial and automatic logging. Recordings, transcripts and AI summaries can be attached to the record where configured.

NetSuite customer dashboard listing Contivio call activity, with a Contivio incoming-call screen for the caller shown beside it(opens full-size image in a new tab)

What the integration can include

  • Screen pops
  • Click-to-dial
  • Automatic interaction logging
  • Record matching
  • Calls, SMS and live chat connected to records
  • Recording access
  • Transcripts and AI summaries where configured
  • CRM or ERP-based routing
  • Follow-up workflows
  • Customer, contact, case and transaction context where supported

Available capabilities vary by platform and configuration.

Other supported platforms

Salesforce HubSpot Zendesk Microsoft Dynamics Microsoft Business Central View all integrations
AI and Conversation Intelligence

AI for Every Customer Conversation

Contivio AI works in two ways. Conversation intelligence analyzes interactions that agents handle. AI agents handle selected customer requests directly and pass the conversation to a person when needed.

Contivio AI capabilities are configured around each organization’s channels, workflows and customer-service requirements.

Conversation intelligence

Understand What Happened in Each Conversation

Contivio AI can transcribe and summarize conversations, identify sentiment, keywords and topics, and score interactions against your own criteria. Where configured, structured results are written to the associated record.

  • TranscriptionSpeech-to-text for each call
  • SummariesKey points and outcomes
  • SentimentPositive and negative signals
  • Keywords and topicsWhy customers are contacting you
  • Customer-satisfaction analysisWhether the customer was satisfied
  • Follow-up actionsCommitments and next steps
  • Agent scorecardsInteractions scored against your criteria
  • Supervisor alertsConversations flagged for review
  • Structured results on the recordWritten to the associated record where configured
Contivio AI Analysis panel over a NetSuite record showing customer satisfaction as Not Satisfied, an agent score of Poor, a summary and a recommended follow-up, saved as structured fields on the NetSuite record(opens full-size image in a new tab)
AI analysis saved to the recordCustomer satisfaction, agent score, summary and recommended follow-up for one conversation. Shown here in NetSuite.
AI voice, SMS and chat agents

Handle Common Requests Over Voice, SMS and Chat

AI voice, SMS and chat agents can answer routine requests and complete configured tasks. When a request needs a person, the AI agent hands the conversation to a live agent.

  • Voice agents
  • SMS agents
  • Chat agents
  • After-hours assistance
  • Order-status requests
  • Tracking information
  • Appointment scheduling
  • Common customer-service requests
  • Live-agent handoff
Illustration of an AI-powered SMS conversation offering to reschedule a delayed technician appointment, shown next to an Oracle NetSuite appointment record marked reschedule required(opens full-size image in a new tab)
An AI SMS agent reschedules a technician appointment. Shown here with a NetSuite appointment record.
Supervisor and Quality Tools

Manage Queues and Agents in Real Time

Supervisors see live queue and agent activity, coach during calls and review interactions afterward. Reporting shows how each queue is performing over time.

Supervision and quality

Live queue visibility

Waiting interactions and current activity for each queue in one view.

Agent status

See which agents are available, on a call or in wrap-up.

Monitor, whisper and barge

Listen to a live call, coach the agent without the customer hearing, or join the conversation.

Call recording

Record calls for review, training and quality programs.

Dispositions

Capture a consistent outcome for every interaction so reporting reflects what happened.

Quality review

Review recorded interactions against your own criteria.

Agent scorecards

Score interactions against your organization’s quality and performance criteria.

Supervisor alerts

Automatically flag conversations that may require supervisor attention or follow-up.

Reporting and analytics

Service levels

Track how quickly each queue answers against the targets you set.

Answer-time reporting

See how long customers wait before an agent answers.

Abandonment reporting

See how many callers hang up before reaching an agent, by queue and time period.

Historical reporting

Review activity and outcomes for each queue, team and agent over time.

Workflow Automation

From Customer Interaction to Follow-Up

Each interaction follows the same path. Contivio identifies the customer, opens the right record, logs what happened and starts the follow-up your team has configured.

  1. Customer interaction
  2. Identify customer
  3. Open the correct record
  4. Handle the conversation
  5. Log the interaction
  6. Connect recording, transcript or summary
  7. Trigger the configured follow-up

Route using CRM or ERP data

Send a caller to the account owner or the right team based on approved CRM or ERP data.

Open the right record

Open the matching customer, contact, case or order when the interaction starts.

Add notes and dispositions

Record the outcome and agent notes on the record when the interaction ends.

Create a follow-up task

Create a task for the agent or another team when a next step is needed.

Escalate at-risk interactions

Flag a conversation for supervisor review when it needs attention.

Trigger an approved workflow

Start a CRM or ERP workflow your team has approved for that type of interaction.

Automations run through the supported integration and the workflows configured for your deployment. Available actions vary by platform.

Office Users and Contact-Center Agents

One Platform for Office Employees and Agents

Office employees use PBX licenses. Agents use Contact Center licenses. Both run on Contivio, so calls move between agents and office employees without changing phone systems.

Office employeesBusiness calling
  • Business numbers and extensions
  • Receive transfers from agents
  • Desktop, mobile and desk phones
PBX license
Shared Contivio platform
  • Business numbers
  • Directory
  • Transfers
  • Administration
  • Managed VoIP service
Contact-center agentsSales, service, collections and support
  • ACD queues and skills-based routing
  • Power and predictive dialing
  • Supervisor tools and reporting
Contact Center license
Office employees do not need a Contact Center license to receive a transfer or share the company phone system. Business phone system Cloud contact center
Pricing

Two License Types. One Platform.

Give office employees PBX licenses and agents Contact Center licenses, all on the same system.

PBX

For office employees who need business calling.

Starting at$20 per user/month
Contact Center

For agents in sales, service, collections and support.

Starting at$99 per user/month

Usage, AI services, implementation and selected features may be additional.

FAQ

Contivio Platform Questions

Answers about business calling, contact-center features, integrations, AI, licenses, pricing and implementation.

What is Contivio?

Contivio is a cloud business phone system and contact center that connects voice, SMS, live chat and AI to the customer’s CRM or ERP. It combines business calling, inbound and outbound contact-center operations, recording, supervisor tools, reporting and AI-powered automation on one platform. Contivio also provides and manages the VoIP service.

Is Contivio a business phone system?

Yes. Office employees on PBX licenses get business numbers, extensions, auto attendants, voicemail, transfers, conferencing, ring groups and business-hours routing. They can call from a desktop app, a mobile app or a supported desk phone. See the Contivio business phone system page for details.

Is Contivio a complete cloud contact center?

Yes. Contivio combines inbound and outbound voice, ACD queues, skills-based routing, IVR, callbacks, queue voicemail, call recording, supervisor monitoring, power and predictive dialing, dispositions, reporting, business SMS, live chat and AI-powered conversation intelligence and automation on one platform. Contivio also provides and manages the VoIP service.

Does Contivio provide the VoIP service?

Yes. Contivio provides and manages the VoIP service for PBX and Contact Center users. Calling, business numbers and the contact-center platform come from one provider.

What is included with a PBX license?

A PBX license covers business calling for office employees. It includes business numbers and extensions, auto attendants, voicemail, transfers, conferencing, ring groups, business-hours routing, desktop and mobile calling, supported desk phones and business SMS. International calling is available where supported. Exact features depend on the plan and configuration.

What is included with a Contact Center license?

A Contact Center license adds the tools agents use to handle customer interactions. These include ACD queues, skills-based and priority routing, IVR, callbacks, queue voicemail, screen pops, click-to-dial, power and predictive dialing, campaigns, dispositions, live chat, call recording and supervisor tools. Usage, AI services and selected features may be additional.

Does every employee need a Contact Center license?

No. Only employees who need contact-center capabilities need a Contact Center license. Office employees can use a PBX license and do not need a Contact Center license to receive a transfer or share the company phone system.

Does Contivio support inbound and outbound calling?

Yes. Inbound teams use ACD queues, skills-based routing, IVR, business-hours and after-hours routing, callbacks and queue voicemail. Outbound teams use click-to-dial, power dialing, predictive dialing, campaigns, scripts, dispositions and follow-up actions, including dialing from approved CRM or ERP records and lists.

Does Contivio support IVR and skills-based routing?

Yes. Contivio supports IVR, self-service IVR, skills-based routing, priority routing, and business-hours and after-hours routing. Depending on the configured workflow, routing can also use approved CRM or ERP data.

What is the difference between a ring group and an ACD queue?

A ring group rings a defined group of users for a shared line. An ACD queue applies routing logic, skills, priority, availability and reporting to determine which agent receives the interaction. Ring groups suit simple shared lines. ACD queues suit contact-center teams that need managed routing and queue reporting.

Does Contivio support SMS and live chat?

Yes. Agents can handle voice calls, business SMS and live chat on one platform. How interactions are logged and which CRM or ERP records are created depends on the selected integration and configured workflow.

Does Contivio integrate with NetSuite?

Yes. Contivio is a native NetSuite SuiteApp. Calls, SMS, live chat, recordings, transcripts and AI summaries can connect to NetSuite customer, contact, case and supported transaction records, with screen pops, click-to-dial and automatic logging. See Contivio for NetSuite for details.

Which other CRM and ERP platforms does Contivio support?

Contivio also supports Salesforce, HubSpot, Zendesk, Microsoft Dynamics and Microsoft Business Central. Available capabilities vary by platform and configuration. Screen pops, logging and routing options are confirmed for each integration during planning.

Does Contivio support call recording, monitor, whisper and barge?

Yes. Contivio supports call recording. Supervisors can monitor live calls, whisper to coach an agent without the customer hearing, and barge in to join the call.

Does Contivio offer power and predictive dialing?

Yes. Contivio supports click-to-dial, power dialing and predictive dialing, with campaigns, scripts, dispositions and notes. Local caller ID is available where configured and available. Your organization remains responsible for the consent, list and calling-time requirements that apply to its campaigns.

Can Contivio transcribe and summarize calls?

Yes. Contivio AI can transcribe calls and generate summaries, along with sentiment, keywords, topics, customer-satisfaction analysis, follow-up actions and agent scorecards. Results can be written to the associated CRM or ERP record where configured. AI services are selected and configured around each deployment.

Does Contivio provide AI voice, SMS and chat agents?

Yes. Contivio provides configurable AI agents across voice, SMS and live chat. Contivio AI agents can handle voice calls, SMS and live chat for after-hours assistance, order-status requests, tracking information, appointment scheduling and common customer-service requests. When a request needs a person, the AI agent hands the conversation to a live agent. AI agents are configured for each deployment.

Can customers keep their existing telephone numbers?

Contivio coordinates porting of eligible numbers as part of implementation. Number eligibility is confirmed during planning.

How much does Contivio cost?

PBX licenses start at $20 per user/month and Contact Center licenses start at $99 per user/month. Usage, AI services, implementation and selected features may be additional. See the pricing page for details.

What is involved in implementation?

Contivio leads implementation. The work covers solution design, users and numbers, queues and routing, CRM or ERP workflow setup, SMS and chat, recording, AI configuration, devices, testing, training and porting of eligible numbers. Your team confirms requirements, handles CRM or ERP administration and completes user acceptance testing. NetSuite customers can review the NetSuite implementation guide.

Get Started

See the Contivio Platform Working With Your Workflows

A personalized demonstration of business calling, queues, routing, CRM or ERP integration, SMS, live chat, supervisor tools and AI-powered automation.

  • Business calling and queues
  • CRM or ERP integration
  • SMS and live chat
  • Supervisor tools and AI
Trusted by teams including
Amatheon Animal Health White Labs Speedmaster Freedom and Glory

Request Your Demo

A live demo, personalized to your teams and systems.