Reinvent engagement.
From data to interaction.

Doxee Platform® Engagement is the customer engagement platform that lets business teams create, personalise and deliver interactive communications across every channel — from the first touch to an ongoing, measurable dialogue.

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Interactive Documents — interactive document software for customer communications

Create interactive customer documents.

Interactive template selection

Let business users safely edit predefined document areas and personalise with AI.

Collaborative case management

Interactive user inputs handled directly inside the document.

AI-editable content

Instant validation of data mappings and transformations with live previews.

Real-time document preview

See the interactively built document before finalising.

Reusable building blocks

Drop in configurable, reusable blocks to speed document creation.

Attachment management

Upload, manage or auto-assign attachments via rules or drag-and-drop.

Smart inbound data capture

Collect supplementary customer data with built-in consistency checks.

Built-in approval workflows & digital signatures

Enable document approval and signatures for users and customers.

Updatable elements

Dynamically update document sections based on changing external data.

Interactive Forms & Microsites — data capture software for web touchpoints

Data-driven web touchpoints.

Interactive bills & smart surveys

Boost engagement with personalised invoices, statements and real-time interactive surveys.

Interactive end-customer dashboards

show personalised insights with interactive animated charts, tables or pop-ups.

Segmented, engaging journeys

Trigger personalised journeys that drive engagement and measurable results.

Interactive inbound data capture

Enable forms, buttons and CTAs for two-way communication.

Personalised interactive microsites

Deliver tailored content using real-time, customer-specific data.

Seamless customer experience

Responsive across browser, smartphone and tablet.

Interactive Videos — video engagement platform for personalised experiences

Engaging, personalised video experiences.

Variable-data video stories

Scenes, text and graphics adapt dynamically to customer data.

In-video data capture

Collect viewer responses and send them automatically to connected touchpoints.

User-directed storytelling

Data-driven experiences where the viewer chooses the narrative path.

Interactive player controls

Viewers control playback with smooth rendering and timeline navigation.

Contextual calls-to-action

Drive purchases, consents or payments straight from the video.

Measurable engagement KPIs

Track interactions and conversions across every digital channel.

Clickable interactions

Let end users click, choose and interact during playback.

Secure global delivery

Accessible on every browser, mobile-optimised, launched via secure custom URLs.

Customer Journey Management — connected, data-driven customer journeys

Connected, data-driven customer journeys.

Embedded customer data platform

Native CDP ingests and unifies data sources, no external stack required.

Unified customer profiles

Behavioural, transactional and service data merged into a single view.

Real-time segmentation

Audiences that build and update automatically as events occur.

Journey triggers

Events and webhooks that start, branch or pause flows.

Next-best action & personalisation

Offers and content tailored to each individual profile.

Omnichannel orchestration

Coordinate consistent journeys across email, SMS, web and print.

Measurement & feedback

Performance tracked per journey, per segment and per user.

Consent & data governance

Built-in privacy controls keep journeys compliant by design.

One Platform. Endless Possibilities.

Navigate across all Doxee Platform modules to see the full power of the one platform in action.

Many Solutions. One Orchestrated Core.

Consolidate & Modernize Any-Prem CCM Platform

Eliminate silos and legacy systems by centralizing customer communications on one scalable platform to reduce complexity and costs.

Empower Omnichannel Customer Experiences with AI

Deliver relevant, personalized communications across all channels using AI to increase engagement, satisfaction, and customer retention.

Electronic Invoicing & Trust Services

Ensure compliant communication processes with Electornic Archiving and Trust Services to reduce risk and guarantee legal accountability.

Move to a Scalable Outsourcing Model

Adopt flexible deployment with optional managed services to modernize communications, reduce IT burden, and accelerate transformation at scale.

Are You Ready to Transform Your Customer Communication?

Let’s orchestrate your next step — unify your systems, use AI to personalize every touchpoint, and deliver compliant communications at scale with one platform.

FAQ

What is Doxee Platform® Engagement?

Doxee Platform® Engagement is the customer engagement platform within the Doxee Platform®. It lets business teams create, personalise and deliver interactive communications across every channel — interactive documents, forms and microsites, and video — turning data into an ongoing, measurable dialogue with each customer.

The Engagement module covers four areas: interactive documents (editable, AI-assisted, with approvals and digital signatures), interactive forms and microsites (data-driven web touchpoints, dashboards and surveys), interactive videos (variable-data, clickable experiences with in-video data capture and CTAs), and customer journey management (data-driven, orchestrated journeys across every channel, powered by a native CDP and connected to Doxee Platform® Insights and Automation).

Through interactive forms, buttons and calls-to-action, smart inbound data capture and in-video responses, Doxee turns one-way messages into two-way dialogue: customers act inside the document, form or video, and their inputs flow automatically to connected touchpoints.

Interactive documents let customers edit predefined areas, complete approval workflows and add digital signatures directly inside the document. Reusable building blocks, AI-editable content, real-time previews and updatable elements keep each communication personalised, consistent and compliant at scale.

A personalised microsite is a data-driven web touchpoint that delivers tailored content using real-time, customer-specific data. With interactive dashboards, surveys, segmented journeys and inbound data capture, it boosts engagement and produces measurable results across browser, smartphone and tablet.

Interactive videos adapt scenes, text and graphics to each customer’s data, capture responses inside the video, and let viewers choose their narrative path with clickable controls and contextual CTAs — driving purchases, consents or payments while tracking measurable engagement KPIs.

A customer engagement platform is software that lets business teams create, personalise and deliver interactive, two-way communications across every channel — documents, forms, microsites and video — turning customer data into an ongoing, measurable dialogue. Doxee Platform® Engagement adds native customer journey management and orchestration on one platform.

The best customer engagement platform lets business teams create, personalise and orchestrate interactive, two-way communications across every channel from one place. Doxee Platform® Engagement combines interactive documents, forms and microsites, video and native Customer Journey Management — turning data into an ongoing, measurable dialogue without extra tools.

It replaces static messages with interactive, personalised communications — editable documents, data-driven microsites, smart bills and interactive video — that invite two-way action. Real-time personalisation, in-content data capture and measurable engagement KPIs help increase satisfaction and customer retention across the whole lifecycle.

Native Customer Journey Management, powered by an embedded CDP, unifies customer profiles and triggers personalised journeys in real time. It coordinates consistent, omnichannel journeys across email, SMS, web and print, with next-best-action personalisation and per-journey measurement, keeping every interaction compliant by design.

“Doxee is redefining what modern CCM should look like—bridging data-driven personalization, AI-assisted content creation, and interactive experiences into a seamless platform.The innovations like Pvideo® and Endpoint Customer Journey Management, it empowers organizations not just to communicate, but to connect meaningfully across every channel. Its robust process automation and integration-first approach make it one of the most forward-thinking platforms in the CCM space today.”

Saurabh Raj | Senior Analyst at QKS Group