This spring, Engageware is expanding what AI can actually do. Voice Agents now handle real phone interactions end to end, booking appointments, answering inquiries, and escalating when needed, without a live agent. Web-scraped knowledge keeps your AI answers current automatically, pulling directly from your website so your team stops maintaining content in two places. And group scheduling finally lives natively inside Salesforce, so advisors can run seminars, workshops, and onboarding cohorts without the manual coordination that slows relationship-driven teams down.
Every feature in this release is built around one idea: AI should finish the job, not hand it off. We dive into each one below, but if you want the full picture now, the release brief has everything you need.
Voice AI: Agents that do the work, not just the talking
The phone remains the channel regulated-industry customers trust most. Most enterprise voice automation still relies on rigid IVR trees that frustrate callers and overwhelm contact centers. Voice Agents replace that experience with natural language conversations that run on the same Studio orchestration and Knowledge Base as your digital channels, so answers are consistent whether a customer types or calls.
Voice AI that moves work, not just words
Turn every conversation into real action, executed inside your systems and governed by your business rules.
Voice Scheduling Agent
Now generally available in the US, the Voice Scheduling Agent converts inbound calls into confirmed appointments around the clock, without a live agent. Customers who prefer to call, or who reach out outside business hours, can book through a natural conversation rather than navigating a web form.
Spoken intent is interpreted in real time. Every booking executes against existing Enterprise Appointment Management rules and live availability, so the AI cannot overbook, bypass policy, or act outside defined parameters.
Voice Agents are already proven at enterprise scale across LATAM, where early deployments have handled over 50,000 calls in a single month, logged more than 100,000 minutes of conversations, delivered greater than 95% voice recognition accuracy, and driven a 34% increase in customer call retention.
Key capabilities include:
- AI speech recognition and natural language understanding
- Conversational appointment scheduling via
- Advisor-specific scheduling with real-time calendar checks
- 24/7 availability without live staff
- Intelligent escalation with full conversation context
- Multilingual voice support
- Call recording, transcripts, and auditability
- Sentiment analysis and call scoring
- Studio and Knowledge Base integration
Voice Analytics
Voice Analytics is built into Voice AI, not bolted on. Call volume, containment rates, sentiment, call quality, and full transcripts are available in one place. For regulated industries, every call is recorded, transcribed, and auditable.
Knowledge Management: Your website is already a knowledge asset
Before this release, banks and credit unions faced a difficult choice: maintain two versions of the same content, or accept incomplete self-service search. Either path creates friction. Duplicate maintenance burns content team time. Incomplete search drives members to call instead of self-serve.
Web-Scraped Content Ingestion removes that tradeoff.
Web-Scraped Content Ingestion
Customers can now crawl select pages from their websites and ingest that content directly into the searchable knowledgebase. Scraped content is stored alongside curated content and immediately available to power AI-generated responses in both Enhanced Search and the Virtual Assistant, with the source URL cited in every answer.
Configure a crawl schedule, point it at the pages that matter, and the system keeps itself current automatically. Content teams stop maintaining two versions of the same information. The website becomes the single source of truth.
Always current, always cited
When AI surfaces an answer drawn from scraped content, it cites the source page, giving users a direct path to the original material and maintaining full transparency.
Top use cases:
- Rates: Daily rate updates pulled directly from your website, always current
- Promos: Seasonal promotions that expire without knowledgebase clutter
- Products: Loan product details that update automatically with market conditions
Scheduler for Salesforce: Group scheduling is now native
- One advisor-led session can now reach 10 to 50 clients at once, with zero manual coordination and Salesforce as the system of record throughout.
Classes and Occurrences brings 1:many scheduling natively into Salesforce. Advisors create a single class with multiple time slots, clients self-select what works for them, and capacity is managed automatically. Attendance, follow-up workflows, and session outcomes all live in Salesforce. No external tools. No reconciliation. No rebuilding the invite list every time.
Built for the use cases that drive the most scheduling load: quarterly market update events, new client onboarding cohorts, retirement planning workshops, and university enrollment sessions.
Salesforce stays the system of record
Every registered attendee is captured. Every session outcome feeds the next workflow. No manual reconciliation required.
A release built for real work
Most AI earns its keep by making interactions smoother. That’s table stakes.
The April 2026 release is built on a higher bar. A phone call ends with a confirmed appointment or a completed transaction. A website update flows automatically into AI answers. A seminar fills up and Salesforce already knows who’s coming, what session they chose, and what happens next.
No additional handoffs. Fewer manual steps. Shorter to-do lists for your teams.