Panviva Overview

Panviva transforms novice agents into experts using AI-powered guided knowledge management, ideal for regulated industries. The platform is offered by Upland Software.

Use Cases

Customers recommend Helpdesk Management, Knowledge Management, Engagement Management, as the business use cases that they have been most satisfied with while using Panviva.

Other use cases:

  • Onboarding
  • Collaboration
  • Content Management
  • Contract Management
  • Workflow Management
  • Sending & Publishing Communications
  • Conference Call Management
See all use cases See less use cases

Business Priorities

Improve ROI and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Panviva.

Other priorities:

  • Acquire Customers
  • Enhance Customer Relationships
  • Improve Consistency
  • Scale Best Practices
  • Launch New Products
  • Improve Internal Communications
See all business priorities See less business priorities

Panviva Use-Cases and Business Priorities: Customer Satisfaction Data

Panviva works with different mediums / channels such as Phone Calls. and Offline.

Panviva's features include Alerts: Popups & Notifications, and Personalization. and Panviva support capabilities include Phone Support, Email Support, Chat Support, etc. also Panviva analytics capabilities include Custom Reports, and Analytics.

Reviews

"Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth." - Susan Gemmel

Peer review evidence (same sources as the product rating summary)

"...staff training and retention was down and call center errors, particularly misquotes on services, were rising. ..." Case Study Rocky Mountain
"...Their prior knowledge management application was full of out of date content and multiple screenshots were needed to explain things to employees...." Case Study Desert Financial
"...The business process guidance software tells agents what application they should use based on the customer interaction...." Case Study Health Alliance

Panviva, livepro, Shelf.io, KnowledgeOwl, Notion, etc., all belong to a category of solutions that help Knowledge Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Panviva

Top Industries

  • Hospital & Health Care
  • Financial Services
  • Insurance

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Panviva is popular in Hospital & Health Care, Financial Services, and Insurance and is widely used by Enterprise, Mid Market, and Large Enterprise.

Panviva Customer wins, Customer success stories, Case studies

What makes Panviva ideal for Helpdesk Management?

Why is Panviva the best choice for Knowledge Management?

What makes Panviva ideal for Engagement Management?

How does Panviva address your Onboarding Challenges?

Why is Panviva the best choice for Collaboration?

29 buyers and buying teams have used Cuspera to assess how well Panviva solved their Knowledge Management needs. Cuspera uses 466 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Knowledge Management needs.

CUSTOMERS TESTIMONIALS
Panviva testimonial

Susan Gemmel

Kings County 2-1-1

Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth. Testimonial By Susan Gemmel
Panviva testimonial

Sarah Winn

Quality Lead

Telstra

Panviva allowed us to determine a single source of truth for our operations. We removed the ambiguity for Asset Management. Testimonial By Sarah Winn
Panviva testimonial

Member Services Manager

Health New England

HNE is a very conservative organization and our executive committee scrutinizes every investment request, carefully considering and ranking investments by ROI, payback period and impact on the Customer experience. They approved very few projects in 2009, but Panviva was viewed as so important to gr...owth and to the customer experience that it was one of the only projects approved.

Testimonial By Health New England
CUSTOMERS TESTIMONIALS
Panviva testimonial

Susan Gemmel

Kings County 2-1-1

Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth. Testimonial By Susan Gemmel
Panviva testimonial

Sarah Winn

Quality Lead

Telstra

Panviva allowed us to determine a single source of truth for our operations. We removed the ambiguity for Asset Management. Testimonial By Sarah Winn
Panviva testimonial

Member Services Manager

Health New England

HNE is a very conservative organization and our executive committee scrutinizes every investment request, carefully considering and ranking investments by ROI, payback period and impact on the Customer experience. They approved very few projects in 2009, but Panviva was viewed as so important to gr...owth and to the customer experience that it was one of the only projects approved.

Testimonial By Health New England
 

A top law firm - Legal Services - Large

BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. Attorneys now use natural language to find case files instantly. The firm automated document summarie...s and improved security compliance. Copilot became more useful, saving time and boosting accuracy. The law firm now leads in legal AI adoption and future-proofs its workflows.

 

A leading global investment bank - Banking - Very Large

BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with fragmented data and manual processes, slowing deal veloci...ty. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.

 

A global Big Four accounting firm - Accounting - Very Large

BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had delivered inaccurate answers and caused employee frustration. BA Insi...ght used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.

 

Foremost Golf - Retail - Medium

UK

Foremost Golf used Adestra to send personalized emails to their customers. They targeted emails based on golfing ability and dexterity. This led to a 25% increase in orders compared to last year. The...ir UK market share grew from 64% to 70%. The first launch email had a 6.6% click-to-open rate, up from 5.4%.

 

Powerlink - Utilities - Large

Brisbane, Australia

Powerlink uses Altify to improve sales and buyer interactions. They leverage account management features to boost data quality and team collaboration. Insight Mapping gives Powerlink transparency wit...h customers and helps account directors understand buyer needs. This approach helps Powerlink become a trusted advisor and increases revenue. Integration with third-party apps makes their sales process easier.

 

Service Employees International Union (SEIU) - Non Profit Organization Management - Very Large

Washington, USA

SEIU used Upland Mobile Commons to grow its membership and boost political action. The union added 15,000 new members in one year. Mobile messaging tools helped activate 1,200 volunteers in key state...s. SEIU members made 27,000 calls to legislators through SMS campaigns. The platform also guided voters to polling stations during the 2020 elections.

Upland Panviva for Contact Centers

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Peers used Panviva for helpdesk management and knowledge management

Panviva Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.72/5

Read Reviews (64)
Analytics

3.05/5

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.72/5

Read Reviews (64)
Analytics

3.05/5

Read Reviews (3)

Software Failure Risk Guidance

?

for Panviva

Overall Risk Meter

Low Medium High

Top Failure Risks for Panviva

Upland Software, Inc. News

Awards

Upland Software Earns 43 Badges in G2's Summer 2026 Market Reports

Upland Software received 43 badges in G2's Summer 2026 Market Reports, highlighting its strong performance and recognition across various categories.

Financial

Upland Software Reports First Quarter 2026 Financial Results

Upland Software announced its financial results for the first quarter of 2026.

Financial

Upland Software Q1 revenue falls 24%, guides 2026

Upland Software reported a 24% decline in Q1 2026 revenue to $48.7 million, primarily due to 2025 divestitures. Despite the drop, the company exceeded guidance midpoints for revenue and Adjusted EBITDA, and introduced new AI-powered products like the Upland BA Insight Platform and AI Conversational Search for Upland Panviva Sidekick. Upland also expanded its customer base, adding 107 new customers and enhancing relationships with 189 existing ones.

Financial

Upland Software to Release First Quarter 2026 Financial Results on May ...

NR Reason: The article is about the schedule for Upland Software's financial results announcement, which fits the "Financial" category, but the specific details of the financial results are not provided.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE