What's new in this release?
Unified Experience Orchestration (UXO) v1.0.0 introduces the first production-ready release of the platform with foundational configuration and business application capabilities for managing customer engagement and operational workflows.
This release includes platform administration, customer and opportunity management, communication capabilities, intake form visibility, and scheduling functionality across core business modules.
Features
1. Platform Foundation
Version 1.0.0 introduces foundational enterprise configuration capabilities required to support organizational onboarding, platform administration, and operational scalability. The release includes support for multi-company and partner-company administration, configurable business structures, entity management, page layouts, field configuration, and role-based access administration.
Company & Organizational Setup
Organizations can now configure and manage operational structures directly within the platform through Company Setup, Partner Company Setup, Business Unit Setup, and Office Location configuration capabilities. These features establish the administrative foundation required for multi-organization operations and partner collaboration.
Product & Market Configuration
Administrators can configure Product Catalogues and Market Segments to align products with organizational business structures and operational workflows. This capability enables standardized product and market classification management across the platform.
Master Data & Entity Management
This release introduces Master Data Management and Entity Management capabilities that allow administrators to configure entities, customize page layouts, and manage field-level metadata. Supported configurable entities in this release include Prospects, Customers, Opportunities, and Intake Forms.
User & Access Administration
Role Management and Staff Administration capabilities are included to support secure user onboarding and access control management. Organizations can configure company users, partner-company users, internal staff records, user role assignments, and access provisioning through centralized administration workflows.
2. Business Application Capabilities
Prospect Management
Prospect Management capabilities enable users to create and manage prospect records, track requirements and appointments, maintain communications and notes, access related opportunities, and review activity logs through a centralized prospect management experience.
Customer Management
Customer Management functionality provides centralized customer records with support for appointments, contracts, opportunities, documents, communications, notes, and operational activity history. The release establishes the foundation for ongoing customer lifecycle management workflows.
Opportunity Management
Users can create and manage opportunities, maintain qualification and proposal tracking, manage appointments and supporting documentation, and access centralized communication history associated with opportunity workflows and customer engagement activities.
Communication Capabilities
Integrated Email and SMS communication capabilities are available across Prospect, Customer, and Opportunity records. A centralized Communication Hub enables users to track communication history, access contextual interactions, and maintain communication visibility directly within operational workflows.
Intake Forms & Calendar
The platform includes Intake Form visibility and Calendar scheduling capabilities that allow users to access intake forms associated with opportunities, manage appointment visibility, and schedule operational activities directly within the application.
3. Integration
Email Integration
Version 1.0.0 includes Email integration support through Microsoft Entra. This integration enables users to send and manage emails directly against Prospect, Customer, and Opportunity records while maintaining centralized communication history within the platform.
SMS Integration
SMS communication capabilities are supported through Twilio integration. Users can send and manage SMS communications directly within operational workflows across Prospect, Customer, and Opportunity records.
Known Limitations
Contract & Proposal Management
Contract and Proposal management capabilities are currently limited to list views only. Detailed record views are not available in this release.
Product Information
| Property | Value |
|---|---|
| Release Date | May 15, 2026 |
| Version | 1.0.0 |
| Identity Server | 4.5.0 |