Engageware’s June Release highlights how financial institutions can harness AI strategically to apply it to areas where it matters most. Check out our latest products and features that implement smart AI, empower employees with smarter tools, and provide flexible customer-first engagement.
Introducing our new and improved virtual assistant that now leverages a single source of content truth for chat and search
Engageware’s updated Virtual Assistant is an exciting new offering that delivers fast, reliable support powered by Generative AI and customer-facing content. Whether your customers search your website or chat with your Virtual Assistant, they’ll benefit from a truly conversational experience that feels natural, helpful, and consistent.
Join us on June 24, 2025 to dive deeper into this release.
This new offering connects Engageware’s native Virtual Assistant directly to Customer Self-Service content, eliminating the need to duplicate or manage content in multiple places. Your team saves time, and your customers quickly get clear and trusted answers.
With the Virtual Assistant you can:
- Provide AI-powered, follow-up friendly support using customer-facing content
- Launch faster customer service tools with little to no training needed
- Deliver a consistent omnichannel experience across the web and chat
- Reduce support volume while keeping customers happy
Behind the scenes, these updates help marketing teams, support, and content authors automate service, reduce incoming call center load, and improve the overall customer experience- all within one solution and ready to scale with your business.
Appointment Scheduling
With new enhancements focused on communication, flexibility, and ease of use, June’s Appointment Scheduling releases give your team more control and your customers a more personalized, seamless experience.
Question Responses in Email
Custom responses to appointment questions can now be individually used in email subject lines, email bodies, calendar entries, and elsewhere. This allows for detailed and customized communications, greater insight for internal teams, and improved customer visibility into appointment details.
Additional Attendees
Customers can now invite others, like family members, when booking an appointment with a professional. This ensures everyone receives the same updates and confirmations.
Streamlined Administrative Experience
We’re excited to introduce our redesigned Location Management Interface, enabling locations to be created and managed with less overhead and training and fewer clicks.
Scheduler for Salesforce
June 2025 Scheduler for Salesforce Releases aims to empower employees with innovative tools and give them greater control and insights into bookings.
Edit Attendees of Booking Meetings
Now, you can update attendee lists, add/remove internal team members, or reassign the meeting organizer from Salesforce.
Edit Meeting Duration
Need to shorten or extend a booked meeting? No problem. As long as time is available, you can adjust meeting lengths directly within the system.
Knowledge Management
Two new reports are available, making life easier and providing more insights for your knowledge management admins.
Search Report
Search Report is a brand-new report that provides visibility into all searches performed, the content returned, and its score. This report will show top search topics and popular categories of topics. Search can be filtered by attributes such as date, score, widget, and device type.
Popularity Report 2.0
This upgraded report gives new visual charts for content views and clicks, including content views over time by type, total views by category, and views by webpage. Users can filter content by attributes such as dare, type, category, page, and widget.
Improved Engage & Live Features
We’ve also added a few upgrades to better support communication and content delivery:
WhatsApp Carousel Templates
Easily manage and send WhatsApp Carousel message templates from Engage.
Engage Assets Upload Support
A new “Assets” section lets you upload and manage media or documents used in template messages.
Engage Meta MM Lite API Integration
Select the optimal API for your WhatsApp campaigns—Cloud or Lite—for better deliverability and read rates.
DocuSign Integration for Live
Agents can now send DocuSign templates uploaded by admins directly within Live.
Live Session Start Status Selection
Customers can bypass the status page and jump into the session’s login experience.
Smarter AI. Simpler Tools. Customer-First Engagement.
Engageware’s June Release highlights how financial institutions can harness AI strategically to apply it to areas where it matters most. From delivering a powerful new conversational Virtual Assistant to enhancing tools across scheduling, knowledge management, and messaging, every feature in this release is designed to help you work smarter, empower your teams, and create more personalized, seamless customer experiences.
Curious to learn more? Reach out to your Customer Success Manager or connect with us here to see how these updates can support your goals.
