01 NOV 4, 2026Wednesday
12:30pm
Catered lunch
For Customer Advisory Board and Executive Advisory Session guests.
1:00–3:30pm
Customer Advisory Board
- 1:00pm Roadmap and product feedback with Sumeet and Ashish
- 2:00pm Short break
- 2:30pm Roundtable discussion, moderated by James
- 3:30pm CAB wraps. Stay and chat if you like
1:00pm
Executive Advisory Session
Private breakout room, right after lunch.
4:00pm
Event check-in
Pick up your badge and welcome bag.
4:30pm
Settle into your room
5:00pm
Product certification workshops
Hands-on, optional. Three run at the same time:
QA Analysis, with Megan
Virtual Agent, with Shubham and Aron
AI Workers & Build Your Own Workers, with Mike
6:00pm
Level UP Kickoff
Welcome from Ashish. Everyone's invited.
6:30pm
Dinner & social
02 NOV 5, 2026Thursday
8:00am
Breakfast
9:00am
Panel: Let's Level Set. How CX leaders are running customer experience right now
45 min. Moderated by Rob Dwyer with Derek Mathews (ICCU), Ryan Burke, Ben Wedge (Wayfair) and Paul Harraghy (Vistaprint).
9:30am
Level AI product announcements
Sumeet on coaching simulation, VA copilot and personalization, and AI Workers.
10:00am
Coffee break
15 min.
10:30am
Keynote: The future of enterprise AI in CX
Ashish
11:00am–12:00pm
Product breakouts
Two 30-minute rotations, at 11:00 and 11:30. Join two of the three:
Tips on implementing and evaluating a Virtual Agent, with Erik and Ben Huber
Redefining a QA program beyond rubrics, with Megan
Leveling up VOC: how customer conversations drive business insights, with Rob and Corinne Flanagan
11:00am
Live case study recordings
Hosted by Sameeha.
12:00pm
Lunch at Hayes Mansion
3:00pm
Afternoon activities
Pick one, or take some downtime:
Yoga at the hotel
Golf
Guided hike
5:30pm
Break. Back to your room
6:00pm
Transportation leaves for dinner
6:30pm
Dinner, party and Customer Awards
At Mountain Winery. Customer Awards hosted by Sameeha.
03 NOV 6, 2026Friday
8:30am
Customers-only session
On-stage intro, roundtables to swap playbooks, then the TAM Genius Bar. Hosted by Ryan Flynn.
9:30am
Brunch
10:30am
Panel: Make the case and make it work. CX leaders on buying and deploying new tech
45 min. Moderated by Rob Dwyer with Jane Griener (Purple), Corinne Flanagan (Smartsheet) and Luke Jamieson (Operata).
11:30am
Closing words
Ashish