Agile Release Features

All features below follow an Agile format and are released on various dates before or after the standard release date. Please check next to each feature for its status.

FeatureStatusDocumention
Marketo + Workfront Integration: For those who have Marketo and Workfront, you can now use Workfront Fusion Templates to integrate the two products and unlock new automation workflows to streamline campaign execution.ShippedReview and Approve Blueprint

Dynamic Chat

FeatureStatusDocumention
Action Card in Stream Designer: Marketers can use action cards in the Dialogue stream to pass hidden values to the Marketo Engage person record when visitors engage with a Dialogue.ShippedStream Designer Cards
Conversational Forms with Marketo Engage Forms: Make Marketo Engage Forms conversational by integrating them with Dynamic Chat Conversational Flows. Instantly qualify leads using form data or Smart List membership for meeting bookings, white paper links, or custom goals.ShippedConversational Forms
Conversations SDK: Turn any form, landing page, or almost any web page into engaging meeting booking experiences.ShippedConversations SDK
Custom Meeting Booking Settings: Agents can set custom meeting booking settings such as availability, meeting length, and 'buffer time' between meetings.ShippedCustom Meeting Booking Settings
Fallback Settings: Admins can set custom fallback settings to define what visitors see when agents are not available to chat.ShippedFallback Rules
Global Performance Dashboard: See how well your Dialogues are performing, including engagement and performance metrics (total and over a time), top performing pages, and top performing Dialogues.ShippedGlobal Performance Dashboard
Live Chat: Web visitors can chat with sales agents in real time to get their questions answered.ShippedLive Chat Overview
Live Chat Performance Dashboard: View how many conversations your live sales agents had and which teams are performing the best.ShippedLive Chat Performance Dashboard
Marketo Engage Smart List Targeting: Marketers can target members of Marketo Engage Smart Lists in Dialogue audience criteria.ShippedMembership
Meeting Performance Dashboard: See how many meetings are being booked and who they're being booked with.ShippedMeeting Performance Dashboard
New Dynamic Chat Activities: New activities to support Conversational Flows, Live Chat, and other new features.ShippedDynamic Chat Activities
Real-time Live Chat Notifications: When visitors request to live chat, agents receive real-time in-app and browser notifications.ShippedLive Chat Notifications
Teams: Create teams of agents that visitors can be routed to for live chat or meeting bookings.ShippedTeams
Trigger Tokens for New Activities: New trigger tokens are available to support the new activities for Dynamic Chat.ShippedDynamic Chat Trigger Tokens
Conversational Flow Asset Page: The Design Studio Asset page now lists Dynamic Chat Conversational Flows. See which Flows can be integrated into Marketo Engage assets and deeplink directly to their editor.Shippedn/a
Sales Insight Actions Notifications: Agents with Sales Insight Actions will receive real-time live chat request notifications in the Sales Insight Actions panel.Coming SoonComing Soon