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CustomerSuccessBox's Admin Guide

This section will be helpful to Admins who are configuring CustomerSuccessBox Platform.

  1. Segments & Lists

    1. Configure and leverage Account Lists
    2. Configure and leverage Account Segments
    3. Configure and leverage User Segments
    4. See all 5 articles »
  2. PlayBooks

    1. Creating a Playbook
    2. Associating Outcomes with Playbook
    3. Associating Milestones
    4. See all 5 articles »
  3. Business Outcomes

    1. Business Outcome State
  4. Health 360

    1. Health 360 for CSMs
    2. Configure Health 360
    3. FAQs- Health
  5. Alerts

    1. Configure and leverage Alerts
  6. Product Adoption Milestones

    1. Configure and leverage Product Adoption Milestones
  7. Journeys

    1. Account Journeys : Getting Started
    2. Step 1: Define Entry Enrollment criteria for Account Journey
    3. Step 2: Define Action(s) for Account Journey
    4. See all 10 articles »
  8. Actionability (Log and Communicate)

    1. Actionability in CSB| Tasks
    2. Actionability in CSB | Notes
    3. Call
    4. See all 5 articles »
  9. Configuring CustomerSuccessBox

    1. Configuring User Details
    2. Attaching important documents to your Account
    3. Configuring Customer Lifecycle Stages
    4. See all 15 articles »
  10. Reports & Dashboard

    1. Reviewing and acting on your portfolio by leveraging Portfolio Dashboard
  11. Artificial Intelligence Model (Sheldon)

    1. Sheldon - AI Powered Smart Recommendations (Introduction)
    2. How to use Sheldon's AI Powered Smart Recommendations (Early Access, Beta-Trial)
    3. Pre-Requisites for enabling Sheldon's AI Powered Smart Recommendations
  12. Miscellaneous

    1. Account's Timeline
    2. Email Notifications
    3. Rule Engine Metrics - Overview
    4. See all 5 articles »