It requires AI that can drive outcomes by executing and coordinating work across the customer journey and the business processes behind it, grounded in trusted data and governed at every step.

With the Â鶹ԭ´´ Customer Experience Q3 2026 release, Â鶹ԭ´´ is bringing the vision to life as part of the broader . New AI assistants and innovations across sales, service, marketing, and unified commerce help organizations coordinate customer-facing activities with broader business processes across the enterprise.

These capabilities are now available to select customers, providing an opportunity to explore Autonomous CX in action.

Explore the highlights of the Q3 2026 release below. For full sub-solution details, see our recaps for , , , , , and . Additional announcements from Â鶹ԭ´´ CX Connect are available here.

Autonomous sales and revenue: from leads to qualified opportunities

Pipeline generation remains one of the most important activities in any organization. Yet, lead qualification often gets bogged down in manual reviews, disconnected systems, and handoffs that slow sales teams down just when prospect interest is at its highest level. To help streamline this process, Â鶹ԭ´´ is introducing the , which automates lead qualification, enrichment, routing, and follow-up activities. The assistant leverages specialized agents to move leads efficiently through the qualification process.

Behind the scenes, the coordinates the journey from lead capture to qualified opportunity. The gathers prospect intelligence and company context and the evaluates fit and engagement signals to prioritize opportunities. The then manages the transition from qualified lead to sales opportunity.

Together, these capabilities create a more connected lead-to-opportunity process. Sales teams can then reduce administrative effort and improve lead quality while focusing more time on customer engagement and revenue generation.

Autonomous service: from case resolution to lasting customer relationships

The need for coordinated execution continues after the sale. When customers need help, they want it fast and without being transferred or having to explain the problem twice. The goal is to resolve cases quickly and get customers back to business faster.

The new helps accelerate the entire case life cycle from intake to resolution.

• automates case intake by categorizing requests, gathering context, generating summaries, and routing cases
• continues case execution after preparation, automates processing steps, and prepares customer communications
• evaluates case status continuously and identifies the most effective next step

The brings all these capabilities together into a unified workflow. With routine steps automated, service teams deliver fast and accurate service that keeps customers coming back. The same capabilities are also available for , extending agentic case handling to shared service functions such as HR and finance.

Autonomous marketing and engagement: from campaigns to customer engagement

Marketing teams are under immense pressure to deliver increasingly personalized experiences across more channels, audiences, and content and often with less budget. At the same time, they are expected to demonstrate measurable impact on business outcomes including revenue and growth—not just marketing performance metrics such as opens, clicks, and engagement.

To address this complexity, Â鶹ԭ´´ is introducing the and . These assistants are designed to support campaign and content planning, execution, and optimization.

At the center is the , which helps translate customer insights and business priorities into coordinated engagement actions across the campaign lifecycle.

• helps marketers create and refine target audiences
• translates campaign goals into executable automation programs
• provides conversational access to performance data and surfaces optimization opportunities

For the Content Assistant, the helps generate tailored copy and creative variants, and coordinate messaging across channels while aligning execution to audience and campaign objectives.

With planning, execution, and performance working together, marketers have more room to focus on strategy, creativity, and the customer experience.

Unified commerce innovations

Autonomous CX depends on more than customer-facing intelligence. Understanding what a customer wants is only the first step. Delivering on that intent requires the operational systems behind the experience, including pricing, inventory, fulfillment, and financial processes, to coordinate and execute in real time. When customer demand is directly connected to business operations, organizations can consistently turn customer intent into promised outcomes.

New innovations across retail operations and ERP-connected commerce help organizations better align customer demand with business execution and deliver seamless experiences across channels.

The latest release of continues to strengthen retailers’ capabilities by expanding integration with . Retailers can apply centrally managed promotions consistently across digital and physical channels. New demand and inventory segmentation capabilities better align inventory and demand across retail, e-commerce, and wholesale channels, while operational enhancements improve day-to-day store execution.

With , B2B companies running Â鶹ԭ´´ Cloud ERP Public Edition can turn ERP data into a more seamless customer self-service experience. Native Â鶹ԭ´´-managed integration provides access to pricing, availability, orders, and invoices across all channels, while a preconfigured, clean core approach accelerates time to value and lowers total cost of ownership.

The next stage of customer experience

This is only the beginning. Â鶹ԭ´´ continues to invest in new AI assistants and specialized agents to help organizations work more efficiently, respond more intelligently, and deliver better customer outcomes.

As Autonomous CX evolves, customers can expect even more capabilities that extend automation, orchestration, and decision-making across the end-to-end customer journey.

Learn more about Â鶹ԭ´´ CX in Q3 2026 &²Ô²ú²õ±è;

Read the Â鶹ԭ´´ Help documentation to get started with these new capabilities.

Balaji Balasubramanian is president and chief product officer for Â鶹ԭ´´ Customer Experience and Consumer Industries at Â鶹ԭ´´.

As customer journeys become more connected and complex, gaps in execution can lead to inconsistent experiences, slower response times, and missed opportunities. The next frontier of customer experience is not generating more insights, but turning insight into coordinated action at scale.

This latest release of the solution portfolio helps organizations strengthen that foundation by connecting workflows across marketing, commerce, sales, and service—enabling more consistent, scalable execution across every customer interaction.

Explore the highlights of the Q2 2026 release. For full sub-solution details, see our recaps for the , , , , and solutions.

Turning customer intent into action

Customer interactions are becoming more conversational, connected, and immediate across channels and touchpoints. At the same time, organizations need faster access to information and simpler ways to take action—whether engaging customers, managing campaigns, or responding to changing business needs.

• Conversational AI shopping through a model context protocol (MCP) server: Enable secure integration between and AI agents that can guide or act on behalf of customers. AI assistants can query real-time product information, provide inventory updates, manage shopping carts, and complete transactions directly within chat or voice interfaces—creating more intelligent, conversational buying experiences beyond the traditional storefront. 

• Joule in Â鶹ԭ´´ Engagement Cloud (Â鶹ԭ´´ Early Adopter Care): Bring Â鶹ԭ´´’s conversational AI directly into campaign workflows. Teams can ask product or campaign questions in natural language and get accurate answers without searching across multiple systems. They can also duplicate successful campaigns without starting from scratch, freeing more time for strategic thinking, creativity, and customer engagement.

• Rich communication services (RCS) in Â鶹ԭ´´ Engagement Cloud: Engage customers with rich, interactive messages supported by Google and featuring media, carousels, and action buttons within native mobile messaging experiences. Branded, verified messages help build trust and guide customers smoothly from discovery to purchase without requiring an additional application.

Scaling personalized engagement

Recognizing customer intent is only the beginning. As engagement channels expand, marketing teams need to respond quickly while delivering relevant, personalized experiences at scale. This requires frictionless campaign execution, timely insights, and the ability to tailor every interaction to each customer’s needs and preferences.

• AI-assisted content composer (pilot): Generate high-quality, on-brand campaign content in . Using Gemini models informed by audience, product, and campaign context, teams can quickly create and refine content variations so they can launch personalized campaigns faster and spend less time on manual content creation.

• Embedded audience builder: Enable marketers to access and activate rich data from directly within Â鶹ԭ´´ Engagement Cloud. With this capability, they can build advanced segments themselves without switching systems or waiting on data analysts. The precision and relevancy of omnichannel campaigns can be improved by combining behavioral, transactional, account, and profile data with operational data across the business.

Enabling consistent sales execution at scale

Success depends on turning insight into disciplined, repeatable actions that drive predictable revenue outcomes. As sales environments grow more complex, even small inconsistencies in data, priorities, or execution can undermine forecasts and cause opportunities to slip away. Acting with greater consistency and confidence calls for stronger data integrity, aligned behaviors, and clearer guidance.

• Agentic opportunity summary overview: Give sales teams the tools they need to quickly assess deal health. This capability in aggregates engagement signals, activity levels, and progress indicators into a real-time view, allowing teams to identify risks early, prioritize effectively, and maintain deal momentum.
• : Optimize sales velocity and help ensure the right product placement with retail execution enabled by intelligent, AI-enhanced processes that maximize revenue. Teams can improve visit planning and execution, harness insights to improve sales performance, and optimize interactions. For consumer products companies, this helps drive shelf availability, promotion compliance, and merchandising effectiveness across retail locations. Field teams gain greater visibility into store-level execution, enabling more consistent brand presence and stronger sell-through performance.

• Â鶹ԭ´´ Incentive Management: Improve sales team effectiveness by using the solution, which is part of solutions. It helps drive profitable behaviors that increase revenue and support business growth while providing real-time performance insights, dispute management, and motivating rewards. Teams can use flexible tools to streamline incentive compensation and quickly design, test, and launch sales plans. AI-supported recommendations are also available to guide organizations in optimizing plans, maximizing outcomes, and uncovering actionable insights.

• Consumer Products Intelligence (Â鶹ԭ´´ Early Adopter Care program): Enable consumer product companies to turn the enormous amount of sales and trade data they generate into better decisions. It uses analytics and AI to help improve trade spend performance, increase sales revenue and margins, and reduce manual effort.
   

Standardizing service execution across the enterprise

Service teams are increasingly expected to deliver faster, more reliable support while managing growing complexity across channels and requests. Achieving this objective requires simplifying how services are accessed and helping ensure consistent processes across the organization.

• Self-service catalog: Allow employees to quickly find what they need without understanding backend processes. Through this guided, intuitive catalog for requests are automatically routed with the right context, reducing delays and improving resolution times.

• Content package framework: Leverage the framework for Â鶹ԭ´´ Enterprise Service Management to deliver rapid, scalable value across lines of business. Prebuilt, reusable configurations for case types, workflows, and catalogs help organizations deploy services more quickly while simplifying implementation across the business. With this approach, organizations can eliminate complexity, empower partners, and speed adoption. Content packages for HR service delivery will be coming soon. 
• Email editor in Â鶹ԭ´´ Service Cloud and Â鶹ԭ´´ Enterprise Service Management: Compose, edit, and manage customer communications more efficiently while maintaining high-quality service interactions. The modern, user-friendly email editor is built for an AI-first world.

• Creation of sales objects from customer hub: Let agents fully manage leads, opportunities, appointments, and sales orders directly from the service agent workspace of Â鶹ԭ´´ Service Cloud. This capability helps turn each customer interaction into an opportunity to deliver more value.

Accelerating connected order management

Turning insight into action requires connected systems that can adapt as the business evolves. As organizations expand order channels, fulfillment networks, and technology landscapes, they need integration and order management that can keep pace so teams can respond faster to change.

• Flow connector: Enables smooth data flow between the solution, other Â鶹ԭ´´ solutions, and third-party products. This predefined capability allows business users to configure custom business flows and integrations with minimal IT involvement, creating connected order management processes across the enterprise.

Execution at scale: the next customer experience advantage

As AI becomes embedded in daily operations, the differentiator shifts from insight generation to execution.

Our recently announced strategic partnerships with and Google Cloud help extend this execution-first approach by connecting AI-powered service, commerce, and engagement experiences directly to operational systems and business data. As a result, organizations can move from isolated interactions and insights to coordinated actions that drive faster resolutions, better customer experiences, and greater business impact.

Learn more about Â鶹ԭ´´ CX in Q2 2026 

Read the Â鶹ԭ´´ Help documentation to get started with these new capabilities:

Balaji Balasubramanian is president and chief product officer for Â鶹ԭ´´ Customer Experience and Consumer Industries at Â鶹ԭ´´.

This isn’t just a consumer trend; it is reshaping engagement models across industries.

The Q4 2025 (Â鶹ԭ´´ CX) release propels this transformation further with new out-of-the-box agents designed for customer service and the ability to easily build custom agents with Joule Studio. Additionally, AI features like predictive segmentation and AI-assisted reporting expedite planning and decision-making—foundational catalysts for future-ready businesses.

With WalkMe Premium now available across Â鶹ԭ´´ CX applications, teams can upskill and reskill with in-the-moment guidance. And Â鶹ԭ´´ Customer Loyalty Management takes new engagement models to the next level, helping businesses strengthen relationships and drive long-term growth.

Here, explore more of the highlights from the Q4 2025 release. And for full sub-solution details, see recaps for , , , , and .

Better customer engagement with out-of-the box agents and custom tools

With Â鶹ԭ´´, customer experience applications, data and AI come together as one—powered by Â鶹ԭ´´ Business Technology Platform. Whether it’s resolving an issue or managing inventory, CX applications connected to Â鶹ԭ´´ ERP keep processes running smoothly. AI agents take it further, by reasoning and acting directly in core processes, turning complexity into clarity. One of the most critical areas is in customer support.

• : Deliver instant and accurate self-service by putting knowledge at customers’ fingertips. Deflect common inquiries, resolve complex questions with AI, and escalate seamlessly to human agents when needed—reducing contact center load while improving customer satisfaction.
  
  Digital Service Agent can be combined with , creating one conversational AI that handles the entire journey—from product discovery and transaction to post-sales support. Customers can ask questions, get answers, and complete purchases in a single frictionless interaction. Together these agents unlock agentic commerce and intelligent service, which strengthens customer relationships and deliver experiences that truly stand out.

• : Create custom, business-ready AI agents for Â鶹ԭ´´ Customer Experience Cloud applications—fast and without complexity. Joule Studio, a part of , gives developers a powerful low-code, no-code environment to create and deploy AI agents and connect them seamlessly to Joule, Â鶹ԭ´´ CX apps and third-party systems. These agents can retrieve information, complete tasks, and run autonomous actions grounded in enterprise data from Â鶹ԭ´´ CX, Â鶹ԭ´´ Knowledge Graph, and non-Â鶹ԭ´´ systems.
  
  For example, users can build a sales assistant agent that instantly pulls historical purchase records, analyzes buying patterns, and recommends the most relevant products or offers—helping sales teams increase conversion rates and shorten sales cycles. Learn how to .

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Boost insights and workforce skilling with AI-powered guidance

AI is no longer optional; it’s the engine behind smarter, faster customer engagement. As digital experiences raise the bar, customers expect speed, personalization, and simplicity in every interaction. Meeting those expectations requires more than automation. It demands AI-driven insights and skills that scale across the organization.

• : Â鶹ԭ´´ is embedding AI upskilling into the core of customer experience applications with WalkMe Premium for Â鶹ԭ´´ CX solutions. This solution empowers employees to work smarter and learn faster, driving better outcomes from day one. With real-time, role-based guidance and automation across , , , and , teams can unlock the full potential for Â鶹ԭ´´ CX solutions without complexity.

• : Easily generate custom reports and comparisons in Â鶹ԭ´´ Emarsys, and uncover campaign and customer insights instantly.

• : Enable service agents in Â鶹ԭ´´ Service Cloud to quickly understand key consumption trends for a premise. With AI-generated summaries of consumption graphs, agents can immediately identify usage fluctuations, anomalies, and important patterns to support faster resolution for utilities customers.
• : Check the overall health of the sales pipeline in Â鶹ԭ´´ Sales Cloud and display opportunities based on quantity and probability score.
• Promotion and account plan configuration: In , customers can configure promotion types and account plan types, defining scope, levels, spend, and baseline management, in order to enable flexible planning and support future indirect promotions.

• Engagement events: In Â鶹ԭ´´ Emarsys, ingest inbound events from external data sources to further enhance segmentation and personalization throughout the journey.
• (pilot): Use predictive AI segments in Â鶹ԭ´´ Emarsys to reach audiences that are most likely to engage based on a contact’s behavior, status, or channel preference.

Build lasting connections with Â鶹ԭ´´ Customer Loyalty Management

Customer loyalty is more than a metric; it’s a long-term strategy for growth. As expectations rise, organizations need solutions that create meaningful, lasting relationships. Â鶹ԭ´´ Customer Loyalty Management helps businesses deliver personalized experiences, reward trust, and strengthen engagement at every touchpoint, turning everyday interactions into enduring connections.

• : Empowers businesses with AI-driven insights to capture and unify customer data in a dynamic, cloud-based loyalty profile. These profiles provide deep insights into individual motivations, enabling smarter segmentation and highly targeted marketing campaigns. From managing global programs on a unified platform to forming strategic alliances and scaling initiatives for impact, Â鶹ԭ´´ helps transform loyalty into a measurable, powerful engine for sustainable engagement and success. Â鶹ԭ´´ Customer Loyalty Management has integrations for Â鶹ԭ´´ Service Cloud and Â鶹ԭ´´ S/HANA Cloud Private Edition to make the transformation faster.

The future of engagement is here, get ready with Â鶹ԭ´´

How we engage is changing faster than ever. Â鶹ԭ´´â€™s Q4 2025 innovations in customer experience anticipate this shift on every level. Â鶹ԭ´´ CX is enabling organizations to move beyond reactive strategies and into a world of proactive, personalized experiences.

Businesses that embrace and integrate these new models throughout their enterprise, pairing agentic AI with human intelligence and creativity, will set new standards for customer loyalty and growth.

Learn more about Â鶹ԭ´´ CX in Q4 2025

Read the Â鶹ԭ´´ Help documentation to get started with these new capabilities.

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•   

Balaji Balasubramanian is president and chief product officer for Â鶹ԭ´´ Customer Experience and Consumer Industries.

In the AI era, relying on standalone line-of-business applications limits growth. To unlock their full potential, businesses need a connected business suite, a unified data strategy, and a powerful data foundation — forming an integrated system that breaks down silos, empowers teams, and enables personalized engagement.

Foundation for intelligent growth

With more than 50 years of expertise in managing critical business data, Â鶹ԭ´´ helps companies unlock AI that is relevant, reliable, and responsible. This year at , we announced innovations for customer-centric, AI-powered growth — whether paired with Â鶹ԭ´´ or non-Â鶹ԭ´´ solutions. These innovations build on the three critical growth drivers:

• delivers real-time insights and connections across systems and data. With built-in AI, it transforms complexity into clarity and enables fast, agile action.
• centralizes trusted internal and external data, breaking down silos to deliver real-time visibility and insights for personalized experiences.
• , is central to this growth strategy and brings AI into every interaction — from marketing to service — tapping into business-critical data to deliver seamless, context-rich experiences, while maximizing the value of existing Â鶹ԭ´´ investments.

This integrated approach enables smarter decisions, more responsive service, and long-term loyalty.

Our latest innovations expand upon this growth engine, helping companies stand out.

AI-driven automation for accelerated impact

Our expanding portfolio bridges the gap between intelligence and automation. These ready-to-use AI agents automate routine tasks deliver value quickly with minimal configuration. New agents include:

• Quote Creation Agent: Drafts structured, CRM-ready quotes, reducing response time from hours to minutes. Learn more about Â鶹ԭ´´ Business AI for sales and service here.
• Catalog Optimization Agent: Continuously improve SEO and product descriptions to improve discoverability and conversion. Learn more about Â鶹ԭ´´ Business AI for marketing and commerce here.

Working seamlessly within existing Â鶹ԭ´´ CX environments, Joule Agents preserve human judgment where it matters most while automating the rest, freeing teams to focus on growth.

Connections that drive efficiency and growth

unifies service delivery across sales, marketing, HR, finance, procurement, and more, powered by AI and embedded across Â鶹ԭ´´ Business Suite. With its unique focus on user experience, it boosts productivity and operational excellence.

For Â鶹ԭ´´ CX users, it centralizes processes for sales inquiries and support, accelerating close rates and shortening deal cycles. This unified approach turns fragmented service into seamless, AI-powered orchestration.

Key capabilities across the Â鶹ԭ´´ portfolio include:

• : Self-service and AI routing of complex issues frees HR teams for strategic priorities
• Finance: Automates accounts receivable/payable inquiries, disputes, and discrepancies to improve accuracy, shorten AR turnover, and accelerate cash flow
• : Centralized, AI-driven sales inquiries and support, improves response times and boosts close rates

Automation and unified systems help streamline operations and strengthen customer relationships, fueling satisfaction and growth.

Smarter revenue management for maximized growth

Launching in the third quarter 2025, helps consumer packaged goods companies optimize promotions, budgets, and ROI with AI insights and real-time financial data. integration helps prevent overspend and supports Â鶹ԭ´´ Sales and Operations Planning with .

Key enhancements include:

• Visibility into revenue, margin, ROI, volume, and profit and loss data for account performance insights and better trade promotion decisions
• Promotion spend insights via integrated Â鶹ԭ´´ Cloud ERP
• More accurate forecasting with Â鶹ԭ´´ Integrated Business Planning and streamlined budget planning with
• Improved trade promotion budget management at customer and product levels, aligned to financial plans

By turning promotion data into demand signals, companies can optimize promotion strategies, reduce overspend, and deliver personalized, data-driven interactions at scale.

Scalable success: from self-service insights to full B2B commerce

, a powerful Â鶹ԭ´´ Cloud ERP add-on, gives B2B customers secure, 24/7 access to real-time order data from all sales channels. Designed for digital-first buyers, it reduces support workload and creates a solid foundation to scale and expand into full B2B e-commerce.

Key capabilities include:

• Native Â鶹ԭ´´ Cloud ERP integration for real-time order and invoice data across channels with no middleware or data duplication
• Omnichannel visibility — EDI, email, phone, fax, direct sales, e-commerce — for one-stop customer order data access
• Rapid time to value with preconfigured data models, UI templates, and our vetted partner ecosystem
• Faster issue resolution with user emulation, allowing support teams to see what the buyer sees
• Future-ready scalability that easily extends to full B2B e-commerce without re-platforming

With low TCO and deployable in just weeks, the portal supports digital-first convenience and long-term growth.

Easy, adaptable, future-ready payments

While Â鶹ԭ´´ B2B Self-Service Portal empowers B2B customers with real-time access to orders and transactions, Â鶹ԭ´´ Commerce Cloud, open payment framework modernizes payments. Its no-code, low-code architecture enables flexible support for methods like buy now, pay later and a wide range of third-party payment service providers, including Stripe, Adyen, Worldpay, and Airwallex. Announced in the first quarter, the solution allows rapid deployment and customized payment solutions.

Benefits include:

• Rapid customization of payment experiences for seamless experiences
• Flexibility to meet evolving buyer needs
• Seamless scalability while ensuring compliance and security
• Reduced complexity and time to value

Together, these capabilities form the foundation for long-term growth.

Real-time data intelligence for seamless experiences

As businesses gain control over payment experiences, they also need real-time visibility into the transactions driving their operations. Customers expect consistent, personalized experiences across channels, from in-store to mobile to online, at every touchpoint.

, a modular, cloud-native solution bundle, unifies point-of-sale and digital order data, processes high-volume transactions in real time, and ensures accurate inventory availability across locations. It supports flexible fulfillment and returns, such as buy online, pick up in-store (BOPIS), and return anywhere, and enables more intelligent inventory planning, sourcing, and channel-aware promotional planning.

These capabilities reduce operational friction, increase loyalty, and help businesses scale profitably and sustainably.

Turning customer experience into competitive advantage

These innovations enable a growth strategy that transforms customer experience into a powerful competitive advantage. By connecting data, processes, and interactions with AI-driven insights, businesses can deliver proactive, tailored experiences that foster loyalty and fuel growth.

Â鶹ԭ´´ is committed to helping customers harness the power of customer experience. These innovations reflect our focus on delivering real-world value and unlocking new growth opportunities.

Learn more about our and how they can help your business grow.

Balaji Balasubramanian is president and chief product officer for Â鶹ԭ´´ Customer Experience.