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- Customer Success CenterThe Customer Success Center gathers sentiment, tone and stale-ticket alerts, the Customer Success tickets and CSAT surveys you have open, and the satisfaction answers that come back, on one screen that updates live.
- Working the alert feedFilter the Customer Success alert feed, read an alert, and act on it by reprocessing, dismissing, silencing, e-mailing the customer, sending a CSAT survey or opening a Customer Success ticket.
- Customer Success tickets and pending CSATsTrack the Customer Success tickets and CSAT surveys you started from an alert, reply to a customer, start tracking a HaloPSA ticket, and resend or dismiss a survey that is waiting for an answer.
- Acting on alerts from Slack and TeamsUse the Customer Success card in Slack or Teams to reprocess, dismiss or silence a sentiment or tonality alert, send a CSAT survey or open a Customer Success ticket without leaving chat.
- Customer Success settingsChoose which alerts the Customer Success Center monitors, the default silence length, the defaults for new Customer Success tickets and the CSAT options, and find where alert thresholds live.