Engagements

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Engagements can document and track interactions between the service provider and customer accounts throughout the customer success journey.

    An engagement provides a centralized view of all activities related to an account. It maintains a historical log of all activities, like customer meetings, support interactions, health checks, and renewal discussions.

    The engagement record is used to:
    • Track customer history: It captures past interactions and enables the customer success teams to monitor the account journey.
    • Make informed decisions: Set reminders for future events and maintain consistent follow-ups as required.
    • Create automated triggers: Can be configured to trigger events automatically based on specific engagement types or statuses.
    • Provide enhanced reporting and analytics: Generates reports and insights related to account health, satisfaction levels, and engagement frequency.

    For more details on the engagement record and its features, see Engagement home page.