Engageware

Outcomes in Regulated Industries

Faster Value and Lower Costs for Highly Regulated Organizations

About Us

Engageware combines smart automation with a platform built to support every step of the customer journey. We make it easier for teams to deliver fast, reliable, and meaningful service—whether they're scheduling appointments, answering questions, or guiding customers to the right expert. What started as a solution to streamline interactions has evolved into a platform trusted across the industry.

Welcome to Engageware.

Reduce Effort Per Ticket

Deflect and resolve more interactions digitally. Resolve remaining tickets faster with rich customer insights.

• AI handles 98% of inquiries without escalation

• Contextual handoffs to live agents

• Unified customer history across all channel

Graph showing an increase in customer satisfaction and a decrease in call volume

Success Stories

See How Engageware Powers Faster, Smarter, and More Effective Interactions.

170%

Adoption, Driving 75% of Employees to Report Performance Gains

99.9%

Adoption, Driving 75% of Employees to Report Performance Gains

1.5M

Adoption, Driving 75% of Employees to Report Performance Gains

Success Stories

See How Engageware Powers Faster, Smarter, and More Effective Interactions.

170%

Adoption, Driving 75% of Employees to Report Performance Gains

99.9%

Adoption, Driving 75% of Employees to Report Performance Gains

1.5M

Adoption, Driving 75% of Employees to Report Performance Gains

USE CASES

Built for Financial Services

Reduces Call Volume

24/7 Member Support

Handle questions about lost cards, wire transfers, account balances, and branch hours around the clock. Members get immediate help. Your team focuses on complex issues that require human judgment.

Increases Conversions

Website Experience

Turn your website into an interactive guide. Whether someone's researching products or troubleshooting an issue, the chatbot provides contextual help that keeps them engaged.

Quick time to value

Fast Implementation

Existing Engageware customers go live in weeks. Your content library becomes the foundation—no flows to build. Our managed services team handles setup and optimization.

flexible and scalable

Enterprise Level Capabilities to Meet Your Needs

Proof of Value

We help you define success criteria for AI adoption and help you build use cases based on your organization, business goals, and data platforms.

Custom Training

We help you define success criteria for AI adoption and help you build use cases based on your organization, business goals, and data platforms.

Deployment Services

We help you define success criteria for AI adoption and help you build use cases based on your organization, business goals, and data platforms.

Key capabilities

Delivering Value Across Every Salesforce Cloud

Marketing Cloud

More than leads, drive marketing qualifed meetings directly to your sales team via omnichannel campaigns.

Sales Cloud

Fill your pipeline and expedite sales cycles by scheduling meeting instantly with prospects and leads

Service Cloud

Watch your NPS scores and customer satisfaction skyrocket by instantly scheduling on-boarding and support meetings.

Financial Services

Offer instant accessibility for your clients to boost engagement and increase assets management

How it Works

Three Engagement Pillars, One Orchestration Layer

We don’t just answer questions. We complete journeys.

Shared Memory

Shared Memory: Every interaction preserves context. When customers switch from chat to voice to branch, agents see the full history so there is no repetition.

Workflow Intelligence

Workflow Intelligence: AI agents execute mapped workflows connected to your cores, CRMs, and systems. Not blank prompts, but structured processes with clear guardrails.

Multi-Channel Deployment

Build once, deploy everywhere. Your AI agents run across WhatsApp, web, mobile, voice, SMS, social platforms, and other channels.

Features

Knowledge That Lowers Cost And Burnout

Search That Understands Your Team

AI Search returns the right answer instantly, even when content is buried inside long policies and procedures. Employees stop juggling keywords or switching between portals.

Instant Answers

Teams receive accurate answers immediately with source details shown every time. This reduces confusion, speeds decisions, and improves service with consistent guidance.

Content Services Team

Engageware experts refine and structure content so procedures become clear, searchable, and compliant. This strengthens your knowledge base and improves employee experience.

Insights & Analytics

Search data reveals content gaps and outdated materials. Leaders gain visibility into what teams need so improvements become simple and targeted.

Procedure Builder

Create clear, step-by-step guides that reduce risk and support consistent execution. Updates are easy and can be self-managed or with Engageware support.

Integrations & APIs

Connect search and content to intranets, CRMs, CCaaS, and other internal tools. Keep answers within existing workflows so teams stay productive without jumping systems.

Built for Compliance

Drafting and approvals ensure only accurate content is published. Automated reviews and guardrails keep information current and within your risk envelope.

The Solution

Build the Right Experience for Your Customers

01

Convert demand into booked appointments, faster and at scale

From the first signal of intent to the final conversation, Appointment Management ensures every interaction moves forward with purpose.

Use smart links for built-in tracking

Engageware auto-generates dynamic, trackable scheduling links at scale by service, staff, or location.

01

Schedule exactly what you need

Immediate scheduling of different types of appointments ranging from mortgage consultation, wealth management, account opening, and more.

02

Avoid missing an opportunity

Capture leads 24/7 with always-on scheduling and omnichannel support that turns after‑hours visitors into next‑day appointments and weekend inquiries into Monday meetings.

03

Schedule Exactly What You Need

Immediate scheduling of different types of appointments ranging from mortgage consultation, wealth management, account opening, and more.

04

Avoid Missing an Opportunity

Capture leads 24/7 with always-on scheduling and omnichannel support that turns after‑hours visitors into next‑day appointments and weekend inquiries into Monday meetings.