January’s release is about removing operational friction. We focused on making compliance easier to manage at scale, modernizing how Total Expert connects to your originators, and improving visibility into how teams engage customers every day.

Consent data can now be aggregated and referenced automatically before outreach, including AI Sales Assistant. LOS connectivity has been modernized through Fusion, providing a more resilient foundation as Encompass retires its SDK. Salesforce users gain tighter alignment through real-time contact sync and in-workflow email sending.

We also improved how teams find content, how admins understand adoption and Engage SMS usage, and how AI Sales Assistant hands conversations off to originators, creating a smoother experience for both originators and prospects.

In parallel, we are wrapping up work on the first release of Lead Management in February! We’ll begin sharing more details in early next month. If you are interested to learn more now, check out my Product Keynote from Accelerate, where we provide a high-level overview and a brief demonstration.

These updates reinforce the core of Total Expert: confident compliance, durable integrations, and measurable engagement.

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Product Updates

RELEASE NOTES Now in a refined, scannable format focused on the essentials.

RELEASE DECK A shareable deck covering the  top highlights in the latest release.