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Actionability (Log and Communicate)

Learn how to log your daily tasks, notes, offline activities, and how to communicate with your customers.

  • Actionability in CSB| Tasks

    Overview This section will help you understand how to create tasks in CustomerSuccessBox. Tasks will help you define the steps to take to give a fulfilling experience to the customer. Who is this for?...

  • Actionability in CSB | Notes

    Overview This section will help you understand how to create notes in CustomerSuccessBox. Notes will help you maintain a permanent record of any customer interactions and give you better clarity. You ...

  • Call

    Objective This article will cover registering your phone number to call your customers directly from CustomerSuccessBox using out-of-the-box Twilio integration. Who’s this for? This article is for eac...

  • Actionability in CSB | Logs

    Overview This section will help you understand how to create logs in CustomerSuccessBox. Logs will help you summarise your meeting with the customer. You can the points discussed during your conversat...

  • Email & Calendar meetings Sync Trouble Shooting

    Overview This is a trouble shooting guide which will help CSMs to understand if they think, there is any problem with the email or Calendar sync. CSMs can check & troubleshoot themselves & if all cond...