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

"Driving consistency is a big deal for us. Panviva simplifies the authoring process. Our content authors love how easy it is to use. They are excited to work with it." - Heather Morrow

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

"...We used Panviva to change from an onshore based 8-5 Monday to Friday helpdesk to 8am-10pm 7 days a week helpdesk manned by offshore staff outside of business hours...." Peer review by Vikki C
"...It's a home run solution for anyone looking to finally make an operational impact through knowledge sharing...." Peer review by John S., Hospital & Health Care
"...The member experience is better overall and interactions can be handled more quickly...." Peer review by Zach E, VP Digital Services

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

Why is Panviva the best choice for Helpdesk Management?

What makes Panviva ideal for Knowledge Management?

How efficiently Does Panviva manage your Engagement Management?

What Are the key features of Panviva for Onboarding?

How can Panviva enhance your Collaboration process?

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

Heather Morrow

Enterprise System Specialist II

GM Financial

Driving consistency is a big deal for us. Panviva simplifies the authoring process. Our content authors love how easy it is to use. They are excited to work with it. Testimonial By Heather Morrow
Panviva testimonial

Marci O’Gara

Director of Customer Service

Rocky Mountain

We have improved retention 70%. We have great numbers: going from hiring a class of 10 and keeping one to hiring a class of 10 and keeping seven. Testimonial By Marci O’Gara
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
CUSTOMERS TESTIMONIALS
Panviva testimonial

Heather Morrow

Enterprise System Specialist II

GM Financial

Driving consistency is a big deal for us. Panviva simplifies the authoring process. Our content authors love how easy it is to use. They are excited to work with it. Testimonial By Heather Morrow
Panviva testimonial

Marci O’Gara

Director of Customer Service

Rocky Mountain

We have improved retention 70%. We have great numbers: going from hiring a class of 10 and keeping one to hiring a class of 10 and keeping seven. Testimonial By Marci O’Gara
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
 

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.

 

NEXTDC - Information Technology And Services - Medium

Brisbane, Australia

NEXTDC used Altify to help their sales team work together better. The team used one approach for all sales. This made it easier to handle complex deals. With Altify, they closed their biggest deal ev...er. The sales team spoke the same language and worked as one group. Altify helped them build stronger relationships and grow revenue.

 

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.

 

Global life sciences organization - Pharmaceuticals - Very Large

BA Insight’s AI Enablement Platform unified data from Veeva Vault, Confluence, Jira, and SharePoint for a global life sciences leader. Scientists and compliance teams now access all SOPs and regulato...ry guidelines in one place. Copilot delivers complete, context-aware answers for R&D and compliance. Compliance tasks are faster and more accurate. Teams make decisions quicker and save resources. Data security and compliance standards are maintained across all sources.

 

AAA Northeast - Automotive - Large

Providence, USA

Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and procedures. Panviva created a single place for all inf...ormation. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.

 

Only One - Non Profit Organization Management - Small

Only One used Mobile Commons to boost their digital strategy. In one year, they sent 209,000 SMS messages. They added 40,000 new texting subscribers. Thousands of supporters signed climate petitions.... Mobile messaging helped them reach more people and drive action for climate causes.

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