Panviva

Paid APIExtensionWeb

What Panviva is

Panviva is an AI-powered knowledge management and process-guidance platform for contact center teams in complex, regulated industries. Its Sidekick answers agents’ natural-language questions using trusted Panviva knowledge, while step-by-step guidance helps teams follow procedures and reduce errors. Knowledge Creator provides templates and designs for authoring without coding or HTML knowledge. The platform supports content review and approval workflows, scheduled audit reviews, standard reports, analytics, version history, and secure single sign-on with role-based access controls. Knowledge can be delivered through websites, customer portals, IVRs, voice assistance, CRM systems, and EHRs. Listed integrations include Salesforce, Microsoft Teams, Microsoft Power Platform, Zapier, Twilio, PEGA Systems, Microsoft Bot Framework, IBM Watson, Creative Virtual, Alexa, PiP, and NPM. Panviva is available through web, API, and extension platforms. Pricing is on request. The Standard plan is a legacy license unavailable to new customers, while Sidekick’s browser extension is limited to Anywhere-tier customers.

Who it suits

It is aimed at contact center teams in healthcare, financial services, utilities, and BPO organizations. Leaders needing governed knowledge, process guidance, analytics, and integrations may find it suitable.

What it does well

Natural-language answers for agents
Step-by-step process guidance
Authoring without coding or HTML
Review workflows and audit reviews
Single sign-on and role controls

What to know first

Pricing is on request
Standard plan unavailable to new customers
Sidekick extension limited to Anywhere tier
Implementation may involve certified partners

Plans

Plan	Billed and limits	Price
Knowledge Anywhere	AI-powered knowledge for agents and customers	On request
Standard	Legacy license · not available for purchase to new customers	On request
Knowledge Essentials	Built for organizations focused on agents’ knowledge	On request

As uplandsoftware.com lists them, read 12 Oct 2026. The maker's own page has the final word.

Verdict

Panviva combines guided procedures, governed content, AI assistance, analytics, and many delivery channels. Confirm plan availability and Sidekick eligibility before planning an implementation.

Facts from Panviva's own pages

Additional integrations: The product page also lists Microsoft Bot Framework, IBM Watson, Creative Virtual, Alexa, PiP, and NPM as other integrations. · uplandsoftware.com, 12 Oct 2026
Publishing audience: both · investor.uplandsoftware.com, 20 Sept 2026
Authoring: Knowledge Creator includes templates and designs and does not require coding or HTML knowledge. · uplandsoftware.com, 12 Oct 2026
Content analytics: Yes · investor.uplandsoftware.com, 20 Sept 2026
Extension: Panviva Sidekick is described as a browser extension, and the maker's blog says it is available only to customers on the Anywhere tier. · uplandsoftware.com, 12 Oct 2026
Guidance: Panviva provides step-by-step process guidance to help teams follow procedures and reduce errors. · uplandsoftware.com, 12 Oct 2026
Integrations: The product page lists Salesforce, Microsoft Teams, Microsoft Power Platform, Zapier, Twilio, and PEGA Systems among its platform integrations. · uplandsoftware.com, 12 Oct 2026
Intended users: The maker identifies healthcare, financial services, utilities, and BPO leaders as audiences that rely on Panviva. · uplandsoftware.com, 12 Oct 2026
Omnichannel delivery: Panviva can deliver knowledge through websites, customer portals, IVRs, voice assistance, CRM systems, and EHRs. · uplandsoftware.com, 12 Oct 2026
Plan availability: The maker's brochure says the Standard plan is a legacy license and is not available for purchase to new customers. · uplandsoftware.com, 12 Oct 2026
Plan feature limit: The brochure lists web, wiki, and portal content sharing, IVR screen pops, Power Platform connections, and microcontent curation under Knowledge Anywhere. · uplandsoftware.com, 12 Oct 2026
Purpose: Panviva provides AI-powered knowledge management and process guidance for contact center teams in complex, highly regulated industries. · uplandsoftware.com, 12 Oct 2026
Security and access: Panviva supports secure single sign-on to match an organization's authentication, and its demo page describes role-based access controls. · uplandsoftware.com, 12 Oct 2026
Sidekick: Sidekick lets agents ask questions in natural language and receive instant answers grounded in trusted Panviva knowledge. · uplandsoftware.com, 12 Oct 2026
SSO support: Yes · investor.uplandsoftware.com, 20 Sept 2026
Support and implementation: Certified partners can help with implementation, content development, administration, and technical integrations. · uplandsoftware.com, 12 Oct 2026
Version history: Yes · investor.uplandsoftware.com, 20 Sept 2026
Workflow and reporting: The product supports content review and approval workflows, scheduled audit reviews, standard reports, and analytics. · uplandsoftware.com, 12 Oct 2026

Where Panviva stands on Freedom251

Knowledge base software#112 of 138