Manage engagements

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read
  • Create and manage customer engagements, success blueprints, touchpoints, risk signals, and success plays throughout the customer success journey.

    An engagement centralizes the activities involved in a customer's success journey. Customer success managers use engagements to define success criteria with blueprints, track health and risk, run success plays, and manage touchpoints with customers throughout the engagement lifecycle.