NewTotalix™ is deployable from 1 December 2026 · 48 days until you can deploy

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Totalix™ edition

Totalix™ Mobile

The agent workspace on a phone for mobile, field and remote teams — plus a Mobile SDK that puts chat, messaging and video inside your own customer apps.

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Who is Totalix Mobile for?

Totalix Mobile is for mobile contact center agents, field service teams and remote relationship managers — and any customer-facing app that should offer chat, messaging or video. (2.7 billion frontline workers get about 1% of software spend today.) The agent workspace on a phone for mobile, field and remote teams — plus a Mobile SDK that puts chat, messaging and video inside your own customer apps. Early adopters from November 2026; generally available 1 December 2026.

  • Mobile agent app: contact center agents, field service and relationship managers on the move
  • The full functionality of a contact center agent on a tablet or phone — coming to the Apple App Store and Google Play
  • Mobile SDK: chat, messaging and video inside your customer-facing apps
  • Same conversation timeline, context and knowledge as the desktop

Totalix™ Mobile has two sides. For your people, it is the full agent workspace on a phone or tablet: contact center agents working away from a desk, field service technicians, branch and store staff, drivers, clinicians and remote relationship managers all get the same conversation timeline, context, knowledge and AI assistance as the contact center. There are about 2.7 billion frontline workers, and they receive roughly 1% of software spend.

For your customers, the Totalix Mobile SDK puts chat, messaging, video and the rest of the platform’s engagement features inside the apps you already ship, so a customer can start a conversation in your app and your team picks it up with full context.

See Totalix™ Mobile at work.

The agent workspace on a phone: the same tasks, conversations and AI assistance as the desktop.

Totalix Mobile on a phone: a new task offer for an inbound SMS conversation with Accept and Decline buttons
Take the next taskNew task offers arrive with the channel, customer and language. Accept or decline.
Totalix Mobile on a phone: an SMS conversation with Agent Assistant suggesting a reply
AI drafts the replyAgent Assistant suggests a response inside the conversation. Insert it or send it.
Totalix Mobile on a phone: the Assist tab with empathetic, neutral and firm reply suggestions
Choose the toneEmpathetic, neutral and firm suggestions, ready to send.
Totalix Mobile on a phone: the Insights tab with a sentiment chart and an AI summary of the conversation history
See the whole storyLive sentiment and an AI summary of earlier sessions.

What’s in it

Everything in Totalix Mobile.

53 capabilities, available to early adopters from November 2026 and generally available from 1 December 2026.

Available

1 December 2026

Early adopters from November 2026

Every channel

Voice and every digital channel in one agent workspace and one conversation timeline.

  • Voice Calls handled in the same workspace as every digital channel.At launch
  • Chat Live chat with customers, in the same conversation timeline as every other channel.At launch
  • Email Customer email, worked in the same workspace and timeline as every other channel.At launch
  • Video Move to a video conversation when the issue needs to be seen, not described.At launch
  • SMS, MMS, WhatsApp and Facebook Messenger Messaging on the channels your customers already use.At launch

Contacts and conversation history

Know who the customer is and everything that has already happened, on every channel.

  • Contact display Who the customer is, on screen as the conversation arrives.At launch
  • Contact selector Find and attach the right contact to any conversation.At launch
  • Contact-reason tagging Tag every interaction with why the customer got in touch.At launch
  • Conversation timeline Every interaction on every channel in one timeline per customer.At launch
  • Cases Group related interactions into a case and follow it through to resolution.Jan 2027

AI in every conversation

UWXP, the Upstream Works AI experience layer, runs natively inside every edition.

  • Voice transcription Calls transcribed to text alongside the conversation.At launch
  • Real-time translation Automatic translation inside the conversation, so agent and customer can each use their own language.At launch
  • Agentic omnichannel bots (UWXP) AI agents that resolve requests across channels and hand over to a person with full context.At launch
  • Agent Assist (UWXP) Suggested replies, live sentiment and conversation summaries beside every interaction.At launch

Agent productivity

A workspace each team can shape, in their own language, with the answers one click away.

  • Templates and knowledge Approved responses and knowledge, one click from the conversation.At launch
  • Media library Shared images, documents and files, ready to send.At launch
  • Configurable, responsive desktop Lay the workspace out for each role; it adapts to any screen size.At launch
  • Personal and shared address books Each agent’s own contacts, plus directories the whole team shares.At launch
  • Localized in 37+ languages The workspace in more than 37 languages.At launch
  • Left-to-right and right-to-left Full support for right-to-left languages as well as left-to-right.At launch
  • Theming Match the workspace to your brand.At launch
  • GDPR and WCAG by design Privacy and accessibility built in from the first release.At launch

Supervisor tools

See every queue and every agent live, and step in the moment it matters.

  • Digital monitoring, silent monitoring and barge-in Follow live digital conversations, coach without being seen, and step in when needed.At launch
  • Voice monitoring, silent monitoring and barge-in Listen to live calls, coach without being heard, and join the call when needed.At launch
  • Team views and agent state control See every agent’s state at a glance and change it from one view.At launch
  • Queue viewer with reskilling Watch queues live and move agents’ skills to meet demand.At launch
  • Supervisor alerts Alerts that tell supervisors when something needs attention.At launch

Dashboards and reporting

Real-time and historical views for agents and supervisors, plus usage reports ready for billing.

  • Agent real-time dashboard Each agent’s own performance, live.At launch
  • Supervisor dashboards (UW Insights) Real-time and historical dashboards powered by UW Insights.At launch
  • Contact-reason reports Why customers contact you, from the tags agents apply.At launch
  • Digital usage reports Digital-channel usage, reported for billing.At launch
  • Voice usage reports Voice usage, reported for billing.At launch
  • Agent and skill activity reports What each agent and each skill handled.At launch
  • Agent sign-in and productivity reports Sign-in and sign-out, tasks processed and more.At launch

Browser and mobile

The full workspace in a web browser, and native on mobile for agents and for your customers.

  • Native mobile app For agents away from a desk, and for your customers inside your own apps.At launch
  • Runs in the browser The full agent workspace in a web browser.At launch

Integrations

Bring your own systems and data into the conversation.

  • Data chips Customer data from your business systems, surfaced in the conversation.At launch
  • Screen pops The right record opens as the contact arrives.At launch
  • Gadgets Add your own tools as panels in the workspace.At launch
  • Custom functions Extend the workspace with your own actions.At launch

Queuing and routing

Built-in queuing and routing in Totalix Complete, Embedded and Mobile.

  • Queues and overflows Queues with overflow, so no contact waits longer than it should.At launch
  • Advanced attribute-based routing Match each contact to the right agent by the attributes that matter to you.At launch
  • Scripted flows Design routing and self-service flows visually.At launch
  • Callback from queue Customers can ask for a call back instead of waiting on hold.At launch
  • Critical call support Priority handling for urgent, high-stakes calls.At launch
  • Visual queue for voice See waiting calls and pick the right one.At launch
  • Visual queue for digital channels See waiting digital conversations and pick the right one.At launch
  • Multi-agent task offering Offer a task to several agents at once.At launch
  • Sequenced calling Ring people in a defined order.At launch

Administration and governance

Every change controlled, permissioned and recorded.

  • Audit log of every configuration change Who changed what, and when.At launch
  • Admin console on tablet or browser Administer the platform from a browser or a tablet.At launch
  • Configurable roles and access control Decide exactly who can see and change what.At launch

PBX features

Telephony features for the people who need more than a contact center.

  • PBX extensions Extension numbers for your people.Jan 2027

Compare all five editions At launch = early adopters from november 2026; general availability 1 december 2026.

Run it yourself.

Changing how it runs no longer means a specialist, a service ticket and a wait. Your own team configures the workspace, and every change is recorded in the audit log.

Close-up of the Totalix flow builder: a voice flow with Start, Find Contact, Message and Queue nodes, and the message node being edited
Visual flow builderBuild routing and self-service flows on a canvas: find the contact, play a message, queue to the right team, then publish.
Close-up of the Totalix audit log: grouped change sets with entity, record, action and label
Audit log of every changeWho changed what and when — people and system jobs alike — filterable by entity, actor, action and date.
Close-up of a Totalix audit log entry: the record before the change, with the changed LastSyncedAt field highlighted
Before and afterOpen any change to see every field before and after, with the changed values highlighted.

In every edition from the first release.

  • Every channel — chat, SMS, WhatsApp, Facebook, email, voice and video
  • Real-time translation across every channel
  • One conversation timeline, contact display and contact selector
  • Self-service and assist — UWXP bots plus Agent Assist and knowledge
  • Supervisor tools — agent state, silent monitoring, queues and alerting
  • Reporting by agent, skill and contact reason
  • Integrations — screen pops, data chips, gadgets and custom functions
  • 37+ languages, left-to-right and right-to-left, with theming to match your brand
  • Governance — configurable roles and access control, and an audit log of every configuration change
  • New tenant live in minutes, with GDPR and WCAG built in

Works with the systems your frontline already uses

  • Salesforce
  • Microsoft Dynamics 365
  • ServiceNow
  • SAP

Compare every feature, edition by edition →

Other editions: Complete · for Cisco · for Amazon Connect · Embedded

Choose how you deploy it.

Every edition runs on your choice of deployment model — the page stays the same. What each model means →

Edition

Deployment

Not sure yet? Request a demo and we’ll show you the edition that matches how you run today — or join the waitlist and choose with your onboarding contact.

Totalix™ edition

Totalix Mobile

The agent workspace on a phone for mobile, field and remote teams — plus a Mobile SDK that puts chat, messaging and video inside your own customer apps.

Best for: mobile contact center agents, field service teams and remote relationship managers — and any customer-facing app that should offer chat, messaging or video. (2.7 billion frontline workers get about 1% of software spend today.)

Available asCompare the four models →Selected: SaaS
Request a demo — Totalix Mobile
The YOUR programShape Totalix for your people in the field.How it works →

Questions about Totalix Mobile.

Who is Totalix Mobile for?

Two groups. On your side: mobile contact center agents, field service technicians, branch and store staff, clinicians, drivers and remote relationship managers — anyone who serves customers away from a desk. On the customer side: the users of your own mobile apps, who get chat, messaging and video from the platform through the Mobile SDK.

What does the Totalix Mobile SDK do?

The Totalix Mobile SDK lets you add chat, messaging, video and other platform engagement features to your own customer-facing iOS and Android apps, and to the internal apps your frontline already carries. Conversations started in your app land in the same timeline as every other channel.

Does it share context with the contact center?

Yes. The conversation timeline, verified contacts and knowledge are the same across desktop, mobile and the SDK, so a customer helped in the field or in your app is recognized when they call.

When is Totalix Mobile available?

Totalix Mobile is available to early adopters from November 2026 and generally available from 1 December 2026. The full list of capabilities, and when each one arrives, is on the Totalix feature comparison.

What is the Totalix YOUR program?

The YOUR program lets Totalix customers shape what Totalix does next. Every customer on a three-year agreement can put forward one feature request a year. Within the program’s scope, Upstream Works commits it to the Totalix roadmap and builds it, for free.

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Find out how much of your demand you can make disappear.

Tell us who you are and what you run. We’ll show you Totalix Mobile on your use case, in your CRM, deployed your way.

  • A live tenant, not a slide deck
  • The engineer who knows your platform
  • Or connect with one of our 50+ partners

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