What is a Customer Engagement Platform? (and How to Choose One)

Every consumer wants a different experience when shopping and that ‘customer experience’ (CX) has become the differentiating factor for many successful business models. CX is the new marketing battlefront.

Also, 73% of consumers say a good experience is key in influencing their brand loyalties. Hence, brands need to understand customer data to deliver the right personalization at scale.

However, as the customer life cycle spans across different touchpoints and stages, it gets difficult to analyze their behavior. The customer engagement platform is the one that fills the gaps by understanding the customer journey across different touchpoints. 

Before we delve further,  let us go deeper to know more about the consumer engagement platform and its use cases.

Let us go deeper to know more about what constitutes a customer engagement software platform and the various types of customer engagement tools based on its use cases.

What is a Customer Engagement Platform (CEP)? 

A customer engagement platform is software that helps businesses to acquire, engage and serve customers across all communication channels under one solution. Having all conversations in one inbox helps you to understand the customer journey and get better insights to help agents make better decisions.


what is customer engagement platform.

With the right customer engagement hub and software in place, you can build long-lasting customer relationships that can increase customer lifetime value (CLTV), sales conversions, as well as retention.

The core elements of customer engagement are:

  • Omnichannel communication – Engage customers across their preferred channels in real time and deliver a consistent experience.
  • Live engagement – Use visual tools like video chat and co-browsing to collaborate with customers in real time and drive personalized engagement.
  • Customer engagement automation – Select a platform that offers powerful features like automated triggers, chatbots, advanced routing, etc. to engage customers in real time.
  • Third-party integrations – Integrate your favorite tools with the engagement platform and manage conversations effectively from a single dashboard.

Key benefits of customer engagement platform

A good customer engagement platform should provide capabilities to streamline your communication with your clients and deliver them an unforgettable experience. 

Benefits of customer engagement platform


However, the important use cases of customer engagements are discussed below.

Increase website engagement

Websites are a key source of customer engagement and lead generation. Implementing appealing web design and engagement ideas helps in constructively engaging users at multiple touchpoints to increase website engagement

Real time customer engagement 

Engaging customers at the right moment when they are looking for it with the help of advanced digital engagement tools like live chat, co-browsing, video chat delivers a better conversational support experience.

Scale customer service 

An effective customer engagement platform helps to scale customer service as per the requirement to deliver an excellent customer service experience.

Automate lead generation

Leveraging AI chatbots helps businesses to automate lead qualification by asking preset questionnaires to the website visitors. It helps to close sales instantly, which increases sales funnel velocity. 

Main Features Every Customer Engagement Platform Needs

Investing in a customer engagement technology or platform allows businesses to significantly improve the experiences they offer to their customers through digitalization and automation via a variety of communication channels.

And self-service portals and digital communication channels are the key driving forces for retaining your customer base and overall business growth. 

Now we know why you should have a CEP, let us go through the key features narrowed down, which include digital customer service channels, self-service portal, and knowledge base.

1. Live chat

Customer concerns not being addressed fast is one of the crucial reasons why clients abandon online transactions. 

92% of customers feel satisfied when they choose live chat to connect with businesses unlike reactive channels such as phone or email. 


As response time plays a vital component of a good customer service experience, live chat fulfills it by having their issues resolved quickly.

Live chat is the most preferred software by businesses to deliver real time responses to customers. It is a complete customer service toolkit that includes live engagement tools like co-browsing and video chat that delivers an interactive support experience.

2. Chatbot

An AI enabled customer engagement software fulfills client’s expectations of getting real time responses. 

Chatbots can engage with your customers with immediate responses and increase customer satisfaction, which makes them happy to retain your brand. 

Using a chatbot, you can easily understand how to measure customer engagement online and cater to engaged customers across their journey with your brand. 

How do AI bots improve customer engagement?

  • Chatbots engage customers 24×7 when the support team is busy or not available.
  • AI bots can easily engage customers to handle information-based questions and reduce support tickets.
  • Bots are easily scalable during peak hours to engage customers and deliver a better customer experience.

Emirates Vacations is the best chatbot example for boosting customer engagement. They built a chatbot within its display ads and engagement rates rose 87% since deployment.

3. Video chat

33% of customers are most frustrated by having to wait on hold and by having to repeat themselves to multiple support reps.

Visual engagement tools are being widely adopted by businesses to increase customer engagement. Engaging clients with video chat helps customers through tricky situations in real time, unlike reactive channels.

Live video chat is a proactive support channel that allows:

  • You identify issues faster in the first go and provide effective responses.
  • Significantly reduce the number of touchpoints by delivering contextual solutions.
  • Engage customers with personal conversations and build trust.

4. Knowledge base

A knowledge base is one of the most powerful tools when it comes to capturing, managing, and propagating knowledge across an organization. 

The reasons to employ such a solution are as numerous as the benefits of knowledge sharing themselves, especially for businesses that are always eager to learn more, keep improving, and provide better customer service.


Knowledge base - customer engagement platform


A customer engagement platform can easily track the links when customers land to your knowledge base. You can also see whether people have their questions answered when they visit them and keep track of the resources you have already shared.

5. Social media channels

Social media platforms can help with customer engagement in a number of ways. In addition to effective engagement and communication, social media also makes it easier to market your brand.

Here is how social media platforms can help to boost engagement.

  • Build rapport with followers: With social channels, you can build a rapport with audiences and are able to connect with your audience on a more personal level.
  • Make your followers feel special: Social media is a great way to make your audience feel special by offering special deals and promotions. It helps to win more followers and retain the existing ones.
  • Engage with audiences: By ensuring your posts are relevant, you can get a positive reaction from your audience and in turn, engage with them. It helps to improve your brand image. 
  • Improve communication: With social media, you can provide fast and efficient responses to customers by giving them the option to contact you via social platforms.

Top Customer Engagement Platforms (with Examples) 

Usually, businesses focus on engaging users at the beginning of their journey with different ways like welcome emails, onboarding messages but lack a long-term solid customer engagement strategy. User engagement spans the entire lifecycle and should at a balanced pace to drive users deeper into the product. 

Your approach to how conversations go with the right information can make the difference between customer retention and customer churn. We have outlined the main categories to engage clients and examples of the best platforms.

Let us dive in.

#1. Real time customer engagement software

Live customer engagement is all about delivering personalized one-on-one conversation with the customers in real time with the help of advanced tools like co-browsing, screen sharing, video & voice chat. 

How live tools improve customer engagement?

  • The visual engagement tools have the ability to identify the issues faced by your target audience in their journey. 
  • Getting the context and comprehensive elaboration of the issue helps to deliver personalized solutions that provide a positive customer experience and cultivate loyalty. 

Some best platforms of live customer engagement are Pega and REVE Chat, which is an omnichannel live chat platform that provides real time sales and support assistance with a complete suite of live engagement tools.  

#2. Deliver conversational engagement with chatbots

AI Chatbots are a smarter way to ensure that customers receive the instant response that they demand. Deploying bots can help businesses to engage customers 24×7 by instantly responding to their common queries. 

Key ways chatbots help in customer engagement:

  • Businesses can leverage chatbots to qualify leads by asking relevant questions and direct them to the sales team for immediate sales conversion. 
  • AI bots can automate bookings of orders and schedule appointments so that customers can instantly book from the website or Facebook page.
  • Chatbots are easily scalable to manage customer requests with instant responses during peak hours or when the support team is not available.

Some best chatbot platforms for customer engagement are Bold360 and REVE Chat. 

#3. Provide value to customers with email engagement platforms 

The main focus of email engagement should be providing real value to the users whether it is being used for onboarding or weekly newsletter. Emails sent in the right manner act as an extension of your brand. 

How email platforms boost customer engagement?

  • The right email marketing tool should allow you to segment your emails for more personalized engagement. 
  • It should also focus on the deliverability of emails by monitoring and combating email throttling issues.

Hubspot and Marketo are examples of the most preferred email marketing tools used by businesses.

#4. Respond to customers effectively with help desk tools

Choosing the right help desk software helps a customer support team to organize, analyze, prioritize, and respond to customer queries and requests effectively.

The main benefit of deploying the right tool helps to route the customer conversations to the right agent or department and provide effective customer service solutions.

The best examples of help desk tools for better customer engagement are Zendesk and Freshdesk

#5. Enhance customer engagement with feedback tools

Customer-centric companies are more profitable than those not focused on the customer. It proves that putting customers at the core is the big step towards business success. Collecting customer feedback is important. And equally important is how you collect customer feedback.

How do feedback tools improve customer engagement?

  • Feedbacks help to know and understand customer pain points and align services to match their expectations.
  • Great customer feedback leads to better customer service, which leads to more customer loyalty.

Knowing how to choose the right tools for your business, however, is a bit tricky. Obtaining feedback is attributed to the fact that customer feedback tools are very diverse in purpose like surveys, online reviews, visual feedback, etc.

Survicate and Surveymonkey and the most preferred feedback collection tools implemented by the businesses.

#6. Provide contextual customer engagement within apps

In-app communication is the most contextual way to reach users. Hence the communication should make users feel like an extension of your product. For effective in-app messaging the best way to educate users is by minimum onboarding steps and focus on user goals.

If your product has a broader audience, you need to choose a customer service tool that allows scalability and allows you to create a database of FAQs for in-app outreach.

Some best examples of in-app customer engagement platforms are Appcues and Sendbird.

 #7. Understand customer behavior with analytics tools

Analytics tools are vital as it empowers your support teams to understand how customers interact with the brand. 

  • The tools provide valuable insights into what customers want. 
  • Using the data allows businesses to understand customer action and modify their marketing strategy to deliver better results.

Choosing the right analytics tools will help to capture crucial data about customer behavior. By using such data points, companies can better their customers and hence, provide better value.

Hotjar and Kissmetrics are the top analytics tools used for customer engagement.

#8. Monitor social media with social tools

Social media is one of the most cost-effective online marketing strategies that allow businesses to enhance their visibility and brand awareness. You can witness greater social media impact with some important tools in your arsenal.

  • Good social media tools help you find more content to share. 
  • Use them to schedule posts at the perfect time, and measure the effectiveness of your campaigns. They provide actionable insights for you to improve your social presence.

Hootsuite and Brand24 are the most preferred tools to monitor social media customer engagement.

Invest in the Right Customer Engagement Software Now!

Now it is evident that a customer engagement software is very important towards delivering a better customer experience (CX). If you are looking forward to increasing revenue efficiency and delivering a superior customer experience, a good customer engagement platform can do it for your business. 

Start with identifying your core business requirements and choose the right consumer engagement platform that can empower your support team to deliver better service and increase customer satisfaction.

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Snigdha Patel
Author’s Bio

Snigdha Patel is a customer experience researcher, author, and blogger. As part of REVE Chat, she focuses on helping organizations maximize customer experience using omnichannel messaging and conversational AI.

She creates contextual, insightful, and conversational content for business audiences across a broad range of industries and categories like Customer Service, Customer Experience (CX), Chatbots, and more.

Serving as the lead content strategist, Snigdha helps the customer service teams to leverage the right technology along with AI to deliver exceptional and memorable customer experiences.

Being a customer service adherent, her goal is to show that organizations can use customer experience as a competitive advantage and win customer loyalty.

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