Additional Tools to Extend Your CXM Platform.

More CX capabilities to power journeys, boost productivity and deliver results. Add what you need, as you need it.

Add-on CX Management Tools Unlock More

Optional CX capabilities take our CXM platform even further – helping you gather documents and information in-journey, surface relevant knowledge instantly and transforming journeys from today’s state to tomorrow’s ideal.

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Additional CX Management Tools That Scale With You.

CX Manager - One place to manage customer inquiries, tickets and communication

CX Manager brings together CRM, case management, communication and partner activity into one workspace.
Teams resolve issues faster, deliver consistent experiences and maintain real-time visibility of CX across the ecosystem, in one place.

See How CX Manager Works

Knowledge Delivery - The right answer by prompt
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Our real-time GenAI knowledge assistant serves up your relevant content, policies and guidance to teams quickly - no deep searching, no lag.
Reduce training time, improve resolution accuracy and equip teams to be subject matter experts.

See Knowledge Delivery in Action

Dynamic Forms - Simplify Information Gathering
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Gather customer information in-journey and after, with customizable onboarding and compliance forms, surveys and document collection. Deploy quickly with our template library.
Reduce duplication, manual effort and errors with logic controls and auto validation.

See How Forms Automate Journeys

Journey Mapping & CX Consulting - A road map to profitability

Maximize business line profitability and journey orchestration with CX consulting. From journey mapping to clear action plans, we offer recommendations to maximize revenue.
Used by banks to launch new products, streamline commercial onboarding and optimize ecosystem CX operations.

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FAQ: More CXM Tools

Learn how additional CXM tools give you even more CX orchestration power.