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

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

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 Are the key features of Panviva for Helpdesk Management?

How does Panviva facilitate Knowledge Management?

How can Panviva optimize your Engagement Management Workflow?

What makes Panviva ideal for Onboarding?

What benefits does Panviva offer 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

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

Stephanie Swinbourne

Director of the Customer Service Center

NextCare
Before Panviva call handing times were at 2:02 minutes per call. With Panviva we are at 1:47 minutes per call. That’s a 15 second handle time improvement. Testimonial By Stephanie Swinbourne
Panviva testimonial

Jim Lavery

Vice President of Contact Centers and Credit Services

Desert Financial
Now that we’ve got this ownership and feedback process, we can really maintain this program. It’s taken on a whole different approach from what we did in the past.” Testimonial By Jim Lavery
CUSTOMERS TESTIMONIALS
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

Stephanie Swinbourne

Director of the Customer Service Center

NextCare
Before Panviva call handing times were at 2:02 minutes per call. With Panviva we are at 1:47 minutes per call. That’s a 15 second handle time improvement. Testimonial By Stephanie Swinbourne
Panviva testimonial

Jim Lavery

Vice President of Contact Centers and Credit Services

Desert Financial
Now that we’ve got this ownership and feedback process, we can really maintain this program. It’s taken on a whole different approach from what we did in the past.” Testimonial By Jim Lavery

Johnson Controls, Inc. - Mechanical Or Industrial Engineering

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

Read on →

A Fortune Global 500 oilfield services firm - Oil & Energy - Very Large

BA Insight delivered modern search solutions for a Fortune Global 500 oilfield services firm. The company needed to improve enterprise search and information access. BA Insight's platform enabled bet...ter search, discovery, and knowledge delivery. The solution helped unlock the firm's AI investments and improved employee productivity. The case highlights the impact of advanced search technology in the oil and energy sector.

Read on →

Federated Media - Media Production

Upland Second Street helped Federated Media run public service campaigns with radio and digital contests. They worked with The City of Fort Wayne to raise awareness on key issues. The campaigns broug...ht in $13,600 in annual revenue. Community engagement and participation increased. Federated Media used quizzes and contests to educate and collect first-party data.

Read on →

Incisive Media - Publishing

Incisive Media improved email deliverability with Upland Adestra's workshops. Open rates increased from 9.7% to 26% and 8.8% to 24% after implementing recommendations. Click-through rates also improv...ed significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.

Read on →

Nestlé - Food & Beverages

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

Read on →

USA Today - Media Production - Large

Upland Second Street powered a national sweepstakes for USA Today, generating $2.2M in revenue. The campaign featured HGTV stars and a $100,000 grand prize, driving 145,000 entries. USA Today gained ...thousands of new opt-ins and social followers. The interactive platform enabled strong audience engagement and first-party data growth. Strategic brand alignment boosted measurable results for the media company.

Read on →

Upland Panviva for Contact Centers

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lightning

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 42 G2 Spring 2026 badges

Upland Software received 42 badges in the G2 Spring 2026 awards, highlighting its strong performance and recognition in the software industry.

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Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These recognitions reflect Upland's commitment to delivering impactful customer value through its knowledge management and content automation tools.

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Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Panviva, RightAnswers, BA Insight, and InterFAX. These recognitions underscore Upland's commitment to delivering impactful results and customer value through its knowledge and content management software.

Read more →
Product

Upland Software Adestra Improves Marketing Impact With Multi-Channel Automation

Upland Software's Adestra enhances marketing impact through multi-channel automation, optimizing email marketing performance and maximizing digital ROI. Adestra integrates email with other digital touchpoints, offering sophisticated automation, flexible segmentation, and real-time analytics. This empowers marketers to deliver personalized experiences and improve engagement across customer journeys.

Read more →

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

Facebook Linkedin Twitter

Financials

PRIVATE