We are thrilled to unveil our new CX Orchestration Engine UI: a fundamental re-engineering designed to orchestrate the entire customer journey from a single, unified workspace. This updated CX engine is designed to supercharge your productivity, empowering your teams to do more, faster, and with greater precision.
The best part for our current customers? It's a seamless transition. You can start experiencing the benefits immediately with no data migration required - all your existing data is exactly where you expect it.
AI Studio: The Future of Bank-Grade Automation
For the modern financial institution, AI can't be a black box. It needs to be governed, precise and deeply integrated. OvationCXM’s new AI Studio is our answer. It gives you a centralized command center to build, train, and deploy chat, voice and internal copilot agents - like our internal Copilot - that are grounded in your specific knowledge base. Define the data sources, set the brand voice, perform rigorous QA to ensure your agents are ready for the front lines, and gain incredible insights at every level.

This re-engineering is more than just a new look; it’s a commitment to the velocity of your organization. For our long-standing partners, this update is our investment in your growth, giving you a more powerful way to manage the complex ecosystems you’ve already built with zero downtime. For those just starting their journey with OvationCXM, you are joining a community of industry leaders who refuse to let fragmented tools slow down their customer experience.
A New Standard for Journey Flows Using Our CX Orchestration Engine
OvationCXM unifies fragmented enterprise workflows and data into a single, high-visibility CX Orchestration workspace.
In the new workspace, the transition between your task list and a specific customer case is instantaneous. We’ve redesigned the workspace to ensure that your most important tools are never more than a glance away. We’ve merged role and user-specific tasks as well as broader case management in a single, high-fidelity view so that you can enjoy all the communication and historical data you need in one spot.
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Multi-tasking Without the Mental Tax
Great communication rarely happens in one tab. Our next-gen communication client now allows you to pop out or minimize active conversations. You can keep a critical thread pinned to the bottom of your screen while you research a knowledge article or check a customer's journey history.

Sentiment Analysis and Summarizations
We’ve woven sentiment analysis and case summaries directly into your activity feed. Instead of piecing together the history from dozens of disparate cases and communications, your team gets an instant distillation of the facts and the customer’s overall emotional state. By turning minutes of reading into seconds of understanding, we protect your team’s cognitive bandwidth, allowing them to skip the detective work and move straight to high-value problem solving.

Precision Data Capture with Powerful Forms
Our new, intuitive Form Builder allows business teams to create branded, logic-driven forms in minutes and embed them into Journeys directly. This allows you to automate data collection from customers, or within Cases to ensure your agents are capturing the exact structured data required for complex workflows.

From top-tier financial institutions to fast-growing fintechs and payment companies, our clients are already leveraging these workflows to set a new standard for the modern enterprise.


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