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 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." - Stephanie Swinbourne

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

"...Our call center agents have benefited by following procedures for transactional inquiries as well as maintenance inquiries...." Peer review by Leanne H, MSC Team Lead
"...Employees are happily adopting the habit of consulting the Panviva knowledge management system as their first point of reference...." Case Study MoneyMe
"...Desert Financial has seen big improvements in customer experience, employee engagement and day to day operations...." Case Study Desert Financial

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?

What Are the key features of Panviva for Knowledge Management?

What makes Panviva ideal for Engagement Management?

How can Panviva optimize your Onboarding Workflow?

How can Panviva optimize your Collaboration Workflow?

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

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

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
Panviva testimonial

Cynthia Alofaituli

Performance Improvement Analyst

Nevada Health Centers

I really recommend SupportPoint. It has been so good for software development. For us, it has been a breath of fresh air that everything is right there at our fingertips. For us the change has been revolutionary. Testimonial By Cynthia Alofaituli
CUSTOMERS TESTIMONIALS
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

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
Panviva testimonial

Cynthia Alofaituli

Performance Improvement Analyst

Nevada Health Centers

I really recommend SupportPoint. It has been so good for software development. For us, it has been a breath of fresh air that everything is right there at our fingertips. For us the change has been revolutionary. Testimonial By Cynthia Alofaituli
 

A top law firm - Legal Services - Legal Services

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 - Banking

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 - Accounting

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 - Retail

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 - Utilities

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 - Non-Profit Organization Management

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

Financial

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

Upland Software will announce its first quarter 2026 financial results on May 1, 2026.

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.

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.

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.

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