Learn how to log your daily tasks, notes, offline activities, and how to communicate with your customers.
Overview This section will help you understand how to create tasks in CustomerSuccessBox. Tasks will help you define the steps you need to take to give a fulfilling experience to the customer. Who is ...
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 ...
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...
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...
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...