Introducing Knowledge Advanced Search

We recently added a new feature that will enhance your customer's and team's experience when searching for articles on our external knowledge sites.

Advanced Search Filtering

Advanced Search allows users of the external knowledge sites to filter their search results using specific labels. This means they can find the information they need more quickly and efficiently, with results that are more refined and relevant to their needs.

Improved Search Algorithm

In addition to adding the improved filtering functionality, we also revamped our search algorithm for both speed and quality. You will now notice that search results are being returned faster and the results should be more accurate in terms of the order they are returned in.

We will be rolling out this update to everyone over the coming weeks. This sets the foundation for continual search improvement, and we believe this new feature will make navigating our knowledge sites easier and more effective.

Give it a try and let us know if you have any feedback on the updated search.

Alan Finlay

Knowledge Site Performance Improvements

We've been working hard to enhance your experience on our knowledge sites. We're thrilled to announce that we've improved the page load times by an impressive 80%. This means you and your customers can now access the information you need faster than ever before.

We also significantly improve the response time and quality of search results on the knowledges sites as well.

We hope theses improvements makes your time on our sites more enjoyable and efficient. We plan to make a few additional performance-related updates soon and will keep you updated on those.

Alan Finlay

Salesforce AppExchange Package V3.0 Release

We’re excited to announce the release of OvationCXM Package 3.0 for Salesforce.

This release introduces Locations as a core capability, improves workflow automation, and delivers critical fixes to enhance stability and reliability. Our goal with 3.0 is to simplify setup, extend functionality, and ensure smoother day-to-day use for admins and end users.

What’s New

• Locations as a Core Capability
  • Manage Locations directly in Salesforce for consistent handling across customers and cases.
  • Automatically assigns a default contact when a Location is created, simplifying case association.
• Customer–Location Mapping Improvements
  • We’ve split Customer and Location object mappings in Salesforce.
  • You can now map multiple Locations under the same Customer, instead of being limited to a one-to-one mapping.
  • This makes it easier to represent real-world hierarchies when managing large or distributed customer accounts.
• Smarter Workflows
  • Location-aware workflow rules let admins build automations that reflect real-world structures.
  • Improved flow templates with Location support to speed up automation setup.
• Enhanced Data Portability
  • Locations are now included in JSON import/export for easier configuration and migration.
• Simplified Administration
  • Location permissions and settings are available by default—no extra setup required.
  • Extended mapping options for cases and contacts.
  • Admin safeguards prevent duplicate object mappings.

Fixes & Improvements

• Fixed an issue where contacts from Ovation were not being created in Salesforce.
• Corrected errors when the same object was related to different entities in object mapping.
• Improved mapping for Salesforce custom objects.
• Resolved workflow index errors affecting some environments.
• JSON imports now retain site name fields properly.
• Fixed record synchronization issues between Salesforce and Ovation.
• Restored visibility of workflow fields when object mappings extend beyond Accounts, Cases, or Contacts.

📥 How to Upgrade

Install the latest package version here.

Prayas Tiwari

Updates & Bug Fixes

Release Date: June 2025:

CX Manager

• We fixed an issue where some cases were not being automatically moved from a Resolved to a Closed status after two weeks.
• We fixed an issue where periodically some CC recipients on an email thread could be removed from the thread when they were from the same organization as the sender but not a user in CXME.
• We fixed an issue where file previews would sometimes not show when accessing a file from a Case.
• We fixed an issue where clicking into a View that had grouped results would sometimes display zero results when clicking into a group.

Journeys

• We improved overall Journey performance when loading the Journey Builder as well as when loading the list of Journeys that can be added to a Case.
• We fixed an issue where a Step within a Path could not be set to sequential order.
• We fixed an issue where dragging an Action into a Step within a Path would fail to properly add the Action.
• We fixed an issue where the name of the Selection Action in the Path Condition was not properly displaying.
• We fixed an issue related to deleting an Action in a Journey.

Connectors & APIs

• We added the User's Role to the api/v3 response to make it easier to manage user onboarding and offboarding via 3rd party systems.
• We improve the load time of the Connector Marketplace and Embedded Apps on a Case.

AI

Phone Transcripts - We added the ability to automatically generate and save text conversation transcripts for every phone call that creates a Case in CXME. When you save the call audio transcript, we will automatically convert it to text and save it as a PDF on the Case for easy future reference as well as being able to use this content in summaries and other AI use cases throughout the platform.

Security

• We added additional restrictions to our Content Security Policy across all areas of our application for improved security.
• We addressed multiple vulnerabilities for libraries within our application.

Alan Finlay

Share Customer Journey Timelines Externally

Introducing: Customer-Facing Journey Timelines

We recently launched a powerful enhancement to our Customer Journey Orchestration tool: shareable, customer-facing journey timelines.

You already rely on our platform to design and manage complex customer experiences across your internal teams and systems. You meticulously map out every step, ensuring smooth transitions and coordinated efforts. But until now, sharing that journey overview with your customer often involved manual summaries or static documents.

Bring Your Customers Into the Journey

With this update, you can now generate a dedicated, customer-friendly view of the journey timeline directly from the internal timeline. This dynamic timeline provides transparency and keeps your customers informed about their progress, key milestones, and what to expect next.

Key Features & Benefits:

1. One-Click Sharing: Generate a unique, shareable link for a specific customer journey timeline with just a single click. Easily paste this link into emails, support cases, or customer portals.
2. Controlled Visibility: You have complete control over what the customer sees. Use the familiar journey builder interface to select which Stages, Steps, and Actions are included in the customer-facing view. Keep internal actions internal while sharing relevant progress updates.
3. Customizable Language: Tailor the terminology used in the customer timeline. Adjust Stage, Step, and Action names within the journey builder to ensure they are clear, concise, and speak your customer's language, avoiding internal jargon.
4. Enhanced Transparency & Trust: Proactively share progress and upcoming steps, building trust and managing expectations effectively.
5. Improved Alignment: Ensure both your internal teams and your customers are perfectly aligned on the journey status and next actions.
6. Streamlined Communication: Reduce back-and-forth questions by providing customers with a self-serve way to check their journey status.

How it Works:

1. Navigate to the Journey in the builder where you want to enable customer-facing timelines
2. Update the Public Name for all Stages and Steps that you want to share with your customers
3. Optionally toggle the Visibility on Steps and Actions to ensure you share exactly what you want.
4. Set the Journey Visibility to ‘Customer’ under Options > Edit Journey
5. Once the Journey is published and added to a Case, navigate to the Journeys tab on the Case and click the menu in the top right and select “Copy Public URL”
6. The URL will be copied to your clipboard so you can easily share it directly with your customer for them to follow along or take action as needed

We believe this feature will significantly enhance collaboration and communication between you and your customers, leading to stronger relationships and improved overall experiences.

Dive in and start sharing your journey timelines today! As always, we welcome your feedback. Please don't hesitate to reach out to our team with any questions.

Alan Finlay