You can now pre-populate fields on Forms within Journeys using data from the Case related to that Journey or from previous actions on the Journey. 

This enhancement is designed to save you time by reducing the need for repetitive copy and pasting when completing Forms within a Journey. It also allows internal teams or customers to easily validate existing data during the life of a journey. 

To pre-populate form data on a journey, navigate to the Journey Builder and open your journey. Select a Form Action and on the right side editor panel you will see the form fields with the ability to pre-populate the field with data from the related Case or from previous actions within the same journey.

Once saved and published, the next time you access that form on the journey from the journey timeline, the fields will be pre-populated with your selected data.

Release: May 7 2026

CX Manager

• Fixed a bug where CC recipients would sometimes get dropped off inbound email threads into CXME
• Fixed a bug with the password reset flow in the new CXME UI so you can now reset your passwords from the new user interface

Journeys

• We added the ability to archive a Journey in the journey builder. Once archived, no new customers can go into that Journey and the journey will be hidden from the main journeys list, but can be found through a filter. A Journey can be unarchived and updated if needed.
• Fixed an issue where tasks would sometimes not get created when used in parallel steps in a journey
• Fixed an issue where the closeout action sometimes did not properly close out a journey
• Fixed an issue where the loading spinner on automation actions on the journey timeline would sometimes not go away

Forms

• Fixed a bug where multi-select picklists didn't show on Forms when opened on a Case
• Fixed an issue where signatures on Forms did not properly save on submission

Knowledge

• Fixed a bug where opening a file from the article preview screen would sometimes result in a 403 on first attempt
• Added an Owner field on Articles that allows you to define owners for each article for easier filtering and workflows

Connectors

• Added Embedded Apps to the Location screen in addition to the Case screen
• Added a Calendly embedded app (full release post and documentation to come soon)
• Fixed a sporadic sync issue with the jira connector
• Implemented caching on our non-api connectors
• Updated Zoho connector to allow creating docs and hardened core flows

Tasks

• Added In Progress and On Hold statuses to Tasks and you can now set the status of the task from the list or the case

Reporting & Dashboards

• We launched Journey and Task analytics to give you near real time dashboards for your Journey and Task data. This includes overall stats, detailed insights, and friction points to help optimize your workflows. We are rolling this out now so please let us know if you would like access to these dashboards.
• We added to ability to add Case and Location data to your Journey and Task dashboards to bring additional insights into the your data.

Security

• We updated our CSP policy for improved security

Release Date: 04/21/24: 

CX Manager

• Added the ability to use custom fields in Email Templates. Previously only standard fields were available.
• Fixed a bug where the Email from Chat Room email template was not respecting the filters for Owner Team on a Case. It will now use the proper email template based on the Owner Team of the Case.
• Fixed an issue where cloned Cases from inbound emails to closed Cases were sometimes being assigned to the incorrect Owner Team.
• Fixed an issue with outbound emails sometimes not appearing in the message history. We will continue to harden this specific flow.
• Improved the loading time and process for email history on Cases.

Knowledge

• Migrated all Knowledge Libraries from the default theme to the modern theme for bug fixing, performance improvements, and design updates.
• Fixed a bug related to accessing internal articles for non content editors when the Article was restricted to certain Teams.

Journeys

• Fixed a bug where Tasks in multiple Parallel Steps would not all get properly created as the Journey progressed.
• Fixed a bug where Automation loading spinners on the Journey Timeline sometimes would not disappear when the automation completed.

Forms

• Fixed a bug where signatures were not properly saving and exporting on Form exports. 

APIs

• Updated API/v3 to allow cutomers/location/put and customers/user/put APIs to accept requests without customer_id when id is provided. This will help integrations where a Location moves to a new Customer and the original Customer ID is no longer valid.
• Added SAML SSO integrations for the new CXME application along improved SSO configuration workflows.
• Reduced the latency when redirecting a login after successful SSO login
• Improved the resiliency of our eventing system.

Data

• Fixed an issue where email transcripts were not always being included in AI-generated Case Summaries.

Reporting & Dashboards

• We are in the process of launching our new Journey and Task analytics data and pre-built dashboards. We will be rolling these out over the comings weeks.

We are excited to announce a new feature: Forms in Journeys. This enhancement allows you to incorporate forms as actions within a journey, providing an easy way to collect structured data throughout the life of a customer experience.

Forms can be designed to be either internal or customer-facing, or even both, depending on your needs. One of the key benefits of this feature is the ability to prepopulate form data based on context data from the journey, case, or customer. This ensures a seamless and personalized experience for users and ensuring that they don't have to manually enter information that you already have in your systems.

The data submitted through these forms can also be utilized as inputs for future actions within the same journey. This capability becomes really powerful as it enables you to automate decisions and future actions (e.g. API calls) by taking the output of the form to use as the inputs of those actions, enhancing the overall efficiency and effectiveness of your processes.

To ensure consistency with your brand identity, custom theming is available for all forms. This allows you to maintain a cohesive look and feel across all customer interactions.

We believe that this new feature will significantly enhance your ability to engage with customers and streamline your workflows. We look forward to seeing how you leverage Forms in Journeys to achieve your business objectives.

CX Manager

• Improved the workflow for handling inbound emails to closed cases with proper case cloning and linking to the cloned case.
• Fixed an issue where new users created with only numbers in their user ID would encounter errors on daily use of CXME.
• Fixed an issue where some phone transcripts were not properly saving on a Cases.

Forms

We recently launched our new Forms product including a new drag and drop builder, customer-facing forms with enhanced styling, and customizable themes and branding options. We'll post a full update on this soon.

Knowledge

• Improved knowledge search by adding case insensitive matching and increased title matching boost to the algorithm.
• Improved HTML and CSS styling in knowledge articles, leading to fewer overrides, improved formatting, and cleaner code for editing.

Journeys

• Added custom status mapping for journey actions to have more control over exactly when an action progresses in a Journey. 
• Improved styling of Journey builder and timeline with new component updates.
• Added search and filters to the journey builder list to make it easier find the journeys you are looking for.

APIs

• Updated api/v3/issues/put to allow the waiting_reason field to be set via API to control the ready/waiting workflows via API.
• Updated the case created and updated webhooks to pass journey ID with the payload.

Security

• Improved security for SAML SSO related to IP whitelisting.
• Improved security for file downloads to prevent unauthorized access to files.

For the past few years, your feedback has been the blueprint for our evolution. Today, we’re incredibly excited to pull back the curtain on the latest CXMEngine update. This is more than a UI refresh - it’s a foundational rebuild to deliver greater speed, personalization and flexibility to support a stronger AI-first future. 

Here is a quick overview of what you can expect to see. 

A Modern, Flexible Workspace

We’ve introduced a brand-new design system that is modern, clean and ADA-compliant out of the box. This system is consistent across every module, ensuring a seamless experience as you move across the platform, including:

• The Inbox Experience: We’ve unified My Work, Case Lists, Task Lists, Journeys, Customer Profiles, AI Copilots, Embedded Apps, and Knowledge Delivery into a single screen. This is your new single pane of glass, designed to give you more information with fewer clicks.
• Flexible Layouts: Every user can now personalize their UX. Use blocks to collapse or expand data by object type and customize case layouts to fit your specific workflow.
• Dedicated Customer Screens: We’ve added new, granular screens for Customers, Locations, and Contact, giving you more control over your data than ever before.

• Refreshed Modules: 

  • Communications: A major UX overhaul makes email, chat, and SMS threads more integrated and easier to use.
  • Journeys: New rollup views on customer profiles and a redesigned timeline and builder interface.
  • Knowledge: A cleaner editing window with smart formatting that automatically converts content into your CXMEngine style guide.

Speed Without Compromise

We know that in customer experience, every second counts. That’s why we’ve optimized the architecture to ensure the interface is as fast as your team. 

• Faster Load Times: Through optimized lazy loading and a streamlined UI, screens pop instantly and the application is 50% faster to load.
• Better Information Architecture: We’ve reorganized modules, updated field naming, and added tooltips throughout. This makes the platform more intuitive for veterans and significantly faster for onboarding new users.
• Keyboard First: You can now use Cmd + K (or Ctrl + K) to open search, take quick actions, and navigate the platform without ever touching your mouse.

Powerful Forms for Streamlined Data Capture

Our Forms product has been completely reimagined to be the best-in-class experience for your customers.

• Deep Ecosystem Integration: Forms are now natively tied to cases and journeys. This allows for data pre-population on journeys so customers don't have to re-type what you already know. It also ensures form submission data is instantly accessible in future steps of a journey.
• Drag-and-Drop Builder: Use over 60 elements to build complex workflows without writing a single line of code.
• Brand Extensions: Extensive theme customization ensures your customer-facing forms look like a native part of your brand.
• Save and Return: Customers can now save their progress on a form and return later - significantly reducing drop-off on complex onboarding journeys.

Your AI-First Command Center is Here

While the UI is the most visible change, the most powerful change is under the hood. AI is now natively integrated into the core of CXMEngine.

Introducing AI Studio

The new AI Studio is your command center for the next generation of CX. You can now build, test, and iterate on AI agents with full observability. With AI Studio, your organization enjoys: 

• Multi-Model Approach: Choose the model that fits your needs or Bring Your Own Key (BYOK) to aggregate usage in one place.
• Agent Configuration and Types: Deploy customer-facing Chat and Voice Agents, or empower your team with Copilots that provide brand-accurate responses in an instant. Enjoy total control over prompts, rules and training content. 
• Intelligent Routing: AI agents can take the first pass at an inquiry and escalate to a human only when necessary - with a full summary ready for responding teams.
• Observability and Feedback: Dive deep into the inputs and outputs of every interaction via trace data to see exactly how an agent responded and why. Use the feedback loop to suggest rules on your agent, add content to your knowledge base or create tasks for subject matter experts to fill knowledge gaps.
• Evaluations and Analytics: Run test datasets to validate agent responses before deploying and track response quality and monitor production data for guardrails like PII.

Native Intelligence at the Point of Work

AI is now natively integrated into every workflow across CXMEngine, living exactly where you do your work.

• Comprehensive Summaries: Quickly digest long email threads or complex case histories. The AI generates concise summaries so you can get up to speed in seconds rather than minutes.
• Customer Summaries: Get a granular summary of a customer’s current sentiment and their entire history with your organization.
• AI-infused Communications: Summarize emails, generate draft responses, reformat replies into your brand voice, and check grammar in the click of a button.
• Smart Knowledge Conversation: Automatically convert third party HTML (from Word or Google Docs) into your CXMEngine style guide for perfectly formatted articles every time.

Additional Updates

You will also notice some  subtle improvements in your experience, including:

• URL Deep Linking: Every specific area of the app now has a unique URL. Bookmark a specific record or layout and return to it with a single click.
• Pinned Communications: You can now pin communication threads to the bottom of your screen. Manage multiple chats or emails simultaneously while navigating other parts of the app.
• In-Line Editing: No more hunting for Edit buttons. Click directly on a case name or field to update it instantly.
• Quick Links: Direct access to live chat support, status pages, and recent updates is now baked into a new integrated menu.

Ready to Dive in?

This release sets the stage for everything we have planned for 2026. Your environment has already been updated to this latest version, so you can dive in right now. We recommend starting with the new Inbox to see how the single pane of glass changes your daily flow.

Release Date: June 2025: 

CX Manager

• We fixed an issue where some cases were not being automatically moved from a Resolved to a Closed status after two weeks. 
• We fixed an issue where periodically some CC recipients on an email thread could be removed from the thread when they were from the same organization as the sender but not a user in CXME.
• We fixed an issue where file previews would sometimes not show when accessing a file from a Case.
• We fixed an issue where clicking into a View that had grouped results would sometimes display zero results when clicking into a group.

Journeys

• We improved overall Journey performance when loading the Journey Builder as well as when loading the list of Journeys that can be added to a Case.
• We fixed an issue where a Step within a Path could not be set to sequential order.
• We fixed an issue where dragging an Action into a Step within a Path would fail to properly add the Action.
• We fixed an issue where the name of the Selection Action in the Path Condition was not properly displaying.
• We fixed an issue related to deleting an Action in a Journey.

Connectors & APIs

• We added the User's Role to the api/v3 response to make it easier to manage user onboarding and offboarding via 3rd party systems.
• We improve the load time of the Connector Marketplace and Embedded Apps on a Case.

AI

Phone Transcripts - We added the ability to automatically generate and save text conversdation transcripts for every phone call that creates a Case in CXME. When you save the call audio transcript, we will automatically convert it to text and save it as a PDF on the Case for easy future reference as well as being able to use this content in summaries and other AI use cases throughout the platform.

Security

• We added additional restrictions to our Content Security Policy across all areas of our application for improved security.
• We addressed multiple vulnerabilities for libraries within our application.

Introducing: Customer-Facing Journey Timelines

We recently launched a powerful enhancement to our Customer Journey Orchestration tool: shareable, customer-facing journey timelines.

You already rely on our platform to design and manage complex customer experiences across your internal teams and systems. You meticulously map out every step, ensuring smooth transitions and coordinated efforts. But until now, sharing that journey overview with your customer often involved manual summaries or static documents.

Bring Your Customers Into the Journey

With this update, you can now generate a dedicated, customer-friendly view of the journey timeline directly from the internal timeline. This dynamic timeline provides transparency and keeps your customers informed about their progress, key milestones, and what to expect next.

Key Features & Benefits:

1. One-Click Sharing: Generate a unique, shareable link for a specific customer journey timeline with just a single click. Easily paste this link into emails, support cases, or customer portals.
2. Controlled Visibility: You have complete control over what the customer sees. Use the familiar journey builder interface to select which Stages, Steps, and Actions are included in the customer-facing view. Keep internal actions internal while sharing relevant progress updates.
3. Customizable Language: Tailor the terminology used in the customer timeline. Adjust Stage, Step, and Action names within the journey builder to ensure they are clear, concise, and speak your customer's language, avoiding internal jargon.
4. Enhanced Transparency & Trust: Proactively share progress and upcoming steps, building trust and managing expectations effectively.
5. Improved Alignment: Ensure both your internal teams and your customers are perfectly aligned on the journey status and next actions.
6. Streamlined Communication: Reduce back-and-forth questions by providing customers with a self-serve way to check their journey status.

How it Works:

1. Navigate to the Journey in the builder where you want to enable customer-facing timelines
2. Update the Public Name for all Stages and Steps that you want to share with your customers
3. Optionally toggle the Visibility on Steps and Actions to ensure you share exactly what you want.
4. Set the Journey Visibility to ‘Customer’ under Options > Edit Journey
5. Once the Journey is published and added to a Case, navigate to the Journeys tab on the Case and click the menu in the top right and select “Copy Public URL”
6. The URL will be copied to your clipboard so you can easily share it directly with your customer for them to follow along or take action as needed

We believe this feature will significantly enhance collaboration and communication between you and your customers, leading to stronger relationships and improved overall experiences.

Dive in and start sharing your journey timelines today! As always, we welcome your feedback. Please don't hesitate to reach out to our team with any questions.

The latest update to our Customer Journey Orchestration product is designed to give you more control and flexibility: Multi-Level Nested Paths.

Until now, creating branches within your journeys was limited to a single layer per decision point. With today's release, you can now nest multiple paths within existing paths.

This enhancement allows you to:

• Create more sophisticated and granular journey logic.
• Build highly personalized routes based on multiple sequential conditions.
• Map complex customer scenarios more accurately and efficiently within a single journey.

How it works: Simply click on the Path icon on a blank Step within a Path and confirm you want to convert that Step to a Path. It will then transform your Step into a Path and you will be able to define the next level of logic for the Journey.

This update will be rolling out to all organizations in the coming days. Once you have a chance to test it out, please let us know your feedback and we will continue to improve the workflow.

Release Date: April 8, 10, 2025

CX Manager

• We updated the font across our application to make the text easier to read at all sizes.
• We updated our Merge Case functionality so now communication threads that have 0 messages will not be merged to the new primary Case. Blank communication threads will now be discarded to avoid clutter on the new primary Case.
• We fixed an issue where Cases were periodically returning from Waiting to Ready before they were supposed to. 
• We fixed an issue where the 'Required to Resolved' toggle on custom Case Layouts was not being enforced on Custom Multi-Select Picklist fields. Now When this toggle is active the Case cannot be resolved until that field has at least one option selected.
• We fixed an issue where filtering a Case by Sponsor Organization would not retain the set filters.
• We fixed an issue with users logging in with SSO periodically needing to log in twice.
• Case Summaries: We fixed a bug where a user sometimes was presented the case summary from the previous case when creating a new case.

Knowledge

• We enhanced the code block styling in Knowledge Articles to make it easier to document, share and use code in Articles. There is a new Insert Code item in the menu, which will add a code block to your Article.
• We fixed an issue where pasting content into a Tab Body could break the tab layout. Now pasting into a Tab Body will retain the structure of a Tab.
• We fixed an issue where pressing Enter in a Tab or Accordion body would create a separate body rather than staying in the same body and going to the next line. Now pressing enter in a Tab or Accordion body will move the cursor to the next line within the same body.
• We fixed an issue where rows in tables alternated colors even when you have the Alternate Rows setting off.
• We fixed an issue where the layout would break when adding an Accordion or Tabs to a List or a List to an Accordion or Tab body. Now both will work as expected.
• We fixed an issue with the vertical spacing of bullets in the Article editor where the first indented item in a list would have less spacing than the other items.
• We made it easier to select and edit the Accordion Name without breaking the layout.
• We removed the menu option in Articles to style links since that styling is handled in the global CSS file.
• We updated Accordions and Tabs to make it easier to select the Header and Body text.
• We updated Accordions and Tabs to show alternating colors between rows to make it easier to differentiate between them.
• We updated the structure of Tab titles so they are easier to edit without breaking the subsequent tabs.
• We updated the styling of Tabs so the Tabs on the second row don't change position when the tabs on the first row are selected.
• We upgrade our Knowledge Article editor to the latest version, which included several enhancements, including, improved pasting images, pasting from MS Word docs, formatting of pasted bullets, bullet indentation, issues with the sticky toolbar, and more.

Journeys

• We added the ability to Clone a Journey. This includes cloning all Stages, Paths, Steps, and Actions as well as all Revisions. To clone a Journey, open the Journey you want to clone and select Clone to New Journey from the Options menu. You can also clone a Journey from the menu button on the main Journey list. 
• We fixed a bug with the spacing of Action names on the timeline. Action names will now appear on the same line as the Action icon.

Integrations & APIs

• We launched our Zoho Connector and you can read out it here. 
• We improved the performance of our /issues/put endpoint

Toolbox Application

We fixed an issue with mobile notifications not sending on the Toolbox application.

Reporting & Dashboards

We fixed an issue where users sometimes received an error when trying to edit dashboards inside CXME.