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It's not just technology, it's real transformation
of your daily routine

See in practice how you can use the
new features and take your company's
management to the next level

Group 69 Workflow
Process-1 Forms and process
Chatbot Chatbot
Analytics Analytics
Contracts ready
to sign, without
manual work
Contract management via Workflow: automates contract creation and formalization with intelligent workflows, inconsistency checks, watermarking, and automatic storage options.
AI-powered process modeling without the complexity
Process and Forms: Create processes from instructions in an AI chat and automatically generate forms. Less manual configuration, more speed and governance.
An assistant whenever you need it
SoftExpert Chatbot: A virtual assistant that answers questions, launches workflows, and retrieves information instantly. It reduces the support team's workload and helps new users get up to speed with the platform.  
A new experience for your root-cause analyses
Analysis tools: A modern, intuitive interface with integrated autosave. Identify root causes faster and with greater confidence, organize categories clearly, and reduce rework. 

SoftExpert Chatbot, SoftExpert Sign, Contract Management, and AI chat for adding
forms and processes are only available to Cloud customers.
The new layout of the analysis tools is available for Cloud and On-Premise customers.

FAQ

What’s new in SoftExpert Suite 3.0?

SoftExpert Suite 3.0 brings a refreshed, smarter experience. It includes AI for modeling processes in natural language, automatic contract generation, an integrated chatbot, unified search, and modernized dashboards — all designed to make managing your company faster, simpler and more intuitive.

To learn more about SoftExpert Suite 3.0, visit our Help Center https://documents.softexpert.com/sesuite-300/news_300

What are the highlighted features in SoftExpert Suite 3.0?

 Highlights in SoftExpert Suite 3.0 include: Task Center, Portals 3.0, New Global Search, AI process modeling, AI assistant for forms, Cause Analysis, SoftExpert Chatbot and SoftExpert Sign.  

How do I migrate to SoftExpert Suite 3.0?

If you already use our Cloud infrastructure services, the update will occur as follows:

  • Shared Environments: automatic updates will take place during December 2025 and January 2026. Watch for communications from our CloudOps team for the update date for your environment.
  • Dedicated environment: the update can be scheduled through the Customer Center with our technical team.
  • On-premises installation: packages will be available in our Distribution Center starting December 1, 2025
  • Environment Contract: the update must be carried out by opening tickets in the Distribution Center.

IMPORTANT: Before migrating an on-premises environment, we recommend evaluating the features that will be available only in the Cloud version.

Take advantage of the SoftExpert Cloud Migration campaign benefits and accelerate digital transformation in your company:

https://demo.softexpert.com/migracao-cloud/?lang=en

What prerequisites do I need before upgrading to version 3.0?

If you use the on-premises installation, before upgrading to 3.0 it’s important to validate compatible servers, databases and browsers.

This prevents performance issues and ensures new features work correctly.

You can review the full technical requirements at the links below:

 

Is your version Cloud? Don’t worry — our team will perform all necessary validations and updates for the migration.

Which features were removed or replaced in 3.0?

Some older features were replaced by newer, more user-focused versions. When something is removed, SoftExpert always offers an equivalent or superior alternative within the platform.

Find the complete list of updates and changes here:

https://documents.softexpert.com/en_US/sesuite-300/news_300

Does SoftExpert Suite 3.0 have different requirements for Cloud and on-premises?

Yes.

  • SoftExpert Cloud: infrastructure, security and requirements are SoftExpert’s responsibility. Your role is to validate tests after the update.
  • On-premises: requirements must be ensured by your IT team before the update — server, database, OS, browsers.

Updated technical content is available at:

https://developer.softexpert.com/en/docs/administration/requirements

Will support for my current version end?

No, you will continue to receive support as long as your contract is active and the version is within the EOL (End Of Life) period. As new versions are released, evolutionary updates and improvements are prioritized for the most recent versions.

Updating now helps avoid future limitations and ensures access to innovations. If you want to confirm details about your specific version, support is available via the Customer Center: https://customercenter.softexpert.com

I still have questions. Who can I contact?

 For any questions, send a message to: softexpertsuite30@softexpert.com  

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