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.
Business Priorities
Improve ROI and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Panviva.
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)
"...Virtually every department from customer service to call centers to the entire dealership network would be affected...." Case Study GM Financial
"...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
How can Panviva optimize your Helpdesk Management Workflow?
How efficiently Does Panviva manage your Knowledge Management?
Why is Panviva the best choice for Engagement Management?
What Are the key features of Panviva for Onboarding?
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 |
|---|---|
|
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 |
|
|
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 |
|
It has been really easy to work with Upland Panviva. The resources they provided us with were great and we were able to easily get in contact with the team for seamless integration. After utilizing their knowledge management platform, we’ve noticed a visible decrease in how many questions are recei...ved from new team members. Utilizing the important updates section on the homepage has allowed us to share critical business updates. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
Jake MoneyMe |
It has been really easy to work with Upland Panviva. The resources they provided us with were great and we were able to easily get in contact with the team for seamless integration. After utilizing their knowledge management platform, we’ve noticed a visible decrease in how many questions are recei...ved from new team members. Utilizing the important updates section on the homepage has allowed us to share critical business updates. |
Upland Panviva for Contact Centers
Peers used Panviva for helpdesk management and knowledge management
Panviva Competitors
Panviva Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (64) |
| Analytics | Read Reviews (3) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (64) |
| Analytics | Read Reviews (3) |
Software Failure Risk Guidance
?for Panviva
Overall Risk Meter
Top Failure Risks for Panviva
Upland Software, Inc. News
Upland Software Appoints Jennifer Simon as New Chief Financial Officer ...
Upland Software has appointed Jennifer Simon as its new Chief Financial Officer, effective August 17, 2026. Simon brings over two decades of experience in the software industry and private equity-backed leadership roles. This leadership change is expected to support Upland's transformation and growth initiatives.
Upland Software Earns 43 Badges in G2's Summer 2026 Market Reports
Upland Software earned 43 badges in G2's Summer 2026 Market Reports, highlighting the impact of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These accolades reflect customer satisfaction and the effectiveness of Upland's products in delivering AI-driven results.
Upland Software Reports First Quarter 2026 Financial Results
Upland Software announced its financial results for the first quarter of 2026.
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.
Upland Software, Inc. Profile
HQ Location
Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788
Employees
251-500
Social
Financials
PRIVATE
