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  1. CustomerSuccessBox

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. Managing Accounts in Playbook
    2. Creating a Playbook
    3. Associating Outcomes with Playbook
      4. See all 5 articles »

  3. Health 360

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

  4. Alerts

    1. Configure and leverage Alerts

  5. Product Adoption Milestones

    1. Configure and leverage Product Adoption Milestones

  6. Health Score Metrics

    1. Product Stickiness
    2. Time Spent
    3. Total Active Users
      4. See all 14 articles »

  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 11 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. Best Practices Guide for Reporting & Dashboard
    2. Reviewing and acting on your portfolio by leveraging Portfolio Dashboard

  11. What has been released recently?

    1. Enhancement in Journey| Linking of lists to uncover more use-cases
    2. Enhancements in Invoice currency conversion
    3. 23rd Nov| Product Enhancements
      4. See all 18 articles »

  12. Artificial Intelligence Model (Sheldon)

    1. Sheldon - AI Powered Smart Recommendations (Introduction)
    2. AI Powered Retention Probability and Insights (Introduction)
    3. How to use Sheldon's AI Powered Smart Recommendations (Early Access, Beta-Trial)
      4. See all 4 articles »

  13. Miscellaneous

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