What has been released recently?

This section includes the details on recently released features.

• Enhancement in Journey| Linking of lists to uncover more use-cases

  Overview: With this enhancement, you will be able to add Lists to the decision making branch, goal settings & suppression list of the Journeys (automation module). Who's this for? This is for the CSM/...

• Enhancements in Invoice currency conversion

  Overview: This article will help you understand, what are the recent changes we have done to currency conversions rules with respect to the default currency on the Invoice fields. Who’s this for? This...

• 23rd Nov| Product Enhancements

  Objective Inorder to cover various Customer Success use-cases, we are constantly  improving our rule-engine. All the formulae & criteria that you use to create Segments, Alerts, Health configuration e...

• Adding users while logging events/emails

  Overview: With this enhancement, you will be able to add users to Account while adding an event or sending an email. Who's this for? This is for the CSMs or Account Managers who are using CSB everyday...

• Individual User Page on Account 360

  Overview CustomerSuccessBox allows you to drill down to individual account level to check for key metric like their product adoption trend, their touch points trend etc. Along with this view, we are n...

• Integrating Zendesk 2.0 with CustomerSuccessBox

  Overview CustomerSuccessBox supports integration with Zendesk to pull in conversations and associated metrics. In this article, we list out the steps and requirements to integrate Zendesk with Custome...

• Track Number of Times a Playbook has been Extended/Restarted/Stopped

  Overview This article will help you understand the latest changes made to playbook options on the playboard and the account 360 page. With these latest enhancements, you will be able to more analytics...

• Product Enhancements on Rule-Engine, Journeys, Attachments and more..

  Overview We have come up with yet another set of product enhancements to enhance our users’ experience while using various modules in the Customer Success Box. These enhancements include changes in Ru...

• Introducing User Page and User Tab

  Overview This article will help you understand how to navigate the user page based on the new enhancements that have been made on CustomerSuccessBox. The new interface aims to being you better visibil...

• 90 Days Timeline with trends for Touchpoints and other Product Adoption/Custom Attributes

  Overview This article will help you get view of a 90 day timeline for various standard and a few custom attributes on CustomerSuccessBox (CSB) and allow you to take data backed decisions. Who is this ...