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 * Community
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    * * Welcome to the CI.ty Café.
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WELCOME TO THE CI.TY: A CUSTOMER INTELLIGENCE (COMMUNI)TY





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cathyCommunity Manager
published in Customer Health Dashboard

SLICE AND DICE YOUR DASHBOARD WITH FILTERED VIEWSTUTORIAL

Two ways to create a View and reduce the amount of data you see on your
customers dashboard. involve.ai has well over 170+ integrations and your
organization most-likely has all, if not most, of your customers data sources
linked directly. Having access to so much data may not be necessary for your
day-to-day. Simplify your dashboard by setting up filtered views. You can set
views to see only your customers, only customers using a specific product, those
in a specific revenue range, etc. How to set a view Login In your Customer
Health Dashboard, click the Views dropdown next to your left side search bar:
Click Add New Name your view and select your preferred data. Save Once you save
a View, it will be available in the Views drop down for easy reference. You can
also set a View as your default. How to turn a filter into a view Click Filters
in your customers dashboard (next to the View dropdown) Select your filters
Click Save at the top:

1541

2 months ago
mpoppenCI.tizen
published in The Customer Intelligence Movement

SEVEN 2023 PREDICTIONS FOR CUSTOMER TEAMS

In 2022, Customer Intelligence emerged as a new business solution category, one
that helps companies become more customer-centric and double down on revenue
from their existing customer base. The momentum of the Customer Intelligence
movement has been exciting to say the least! How can 2023 compare, you ask? I
believe we have only seen the beginning of the impact customer data and insights
can have on business transformation and customer value! Here are my top
predictions for how customers will continue to be the greatest lever for revenue
growth and ultimate success…especially in a questionable economy! Prediction #1:
Customer health scoring will be defined by data-driven, personalized customer
outcome measures Health scoring has been a huge component of Customer Success
leadership over the years. It has helped us track customers’ wellbeing, identify
customers who need additional support, and lend assistance to CSMs guiding
customers through challenges. But with today’s technology, re

21950

7 months ago
B
BridCI.tizen
asked in Help and tech support

WHY ARE SPECIFIC VALUES NOT POPULATING IN MY FILTERS?


When I set filters, each filter opens drop down options, but does not list the
option I want to see.

11

7 months ago
BrigidCCommunity Manager
posted in Using involve.ai - advice and best practices

WHAT DO YOU THINK ABOUT THE NEW KPI COLORS?

Let us know what you think about Part 1 of the Customer Health Dashboard
redesign! We released updated, brighter colors yesterday and would love your
feedback!

10

7 months ago
BrigidCCommunity Manager
published in Involve 101 Trainings

ONGOING TRAINING

Ongoing training CI.ty Content After completing Involve 101, you can always
return to the material for a refresher, or search the CI.ty for other articles,
videos and quick answers. If you have questions about your learning or your own
platform, you can: post them to the Help and Technical Support forum open a
support ticket at support@involve.ai raise them with your organization’s
administrator to discuss with their involve.ai Customer Success Manager.
Training webinars and workshops You can also sign up for our regularly scheduled
virtual live training webinars. Each month, we host sessions covering the
dashboard, workspaces and additional features, and brainstorm use cases that
will work for your own day to day. Find and register for these trainings in the
Events Center.

0180

8 months ago
BrigidCCommunity Manager
published in Involve 101 Trainings

INVOLVE 101 KNOWLEDGE CHECK

After reviewing Involve 101 parts 1-3, you should have a well-rounded
understanding of What Customer Intelligence is and why it’s important How
involve.ai can help you in your role How to navigate through and take action in
the platform. Now it’s time for a knowledge check! If you have already been
invited by your admin into your involve.ai platform, log into your dashboard and
follow the guided onboarding to earn your Learner, Champion and Pro badges.
These step-by-step prompts will walk you through actions based on the content
you learned from the above guides. If the onboarding doesn’t automatically
launch for you, click the dog/question mark icon in the lower right corner of
your dashboard, then select “Your Onboarding Progress.” Total time: 5-10 minutes
per badge. Share your knowledge back Post one question or comment in the CI.ty
based on what you’ve learned. To do so, click + Create a Post in the upper right
corner of your current screen. This will open the option to post a ques

0490

8 months ago
BrigidCCommunity Manager
published in Involve 101 Trainings

CUSTOMER INTELLIGENCE 101 - WHAT'S IN IT FOR ME?

Welcome to involve.ai! Your gateway to customer intelligence! What is
involve.ai? Involve.ai is an early warning platform that first shows you all
customers data in a single view. It lets you know which customers are healthy or
at risk, and why, based on an analysis of their data. This will help YOU
prioritize your book of business and take targeted actions. It also takes the
guesswork out of relationship management, saving you time, by automating
Customer Intelligence. What is Customer Intelligence? Customer Intelligence is
the analysis of all customer behaviors, words, and interactions to understand
and predict customer health . It’s taking customer knowledge one step further,
by making the things you know about each customer actionable. How Customer
Intelligence can help you succeed. Understanding your customers holistically in
this way will help you predict which customers are in need of outreach,
confidently lead proactive conversations with them, reach out early with
prescriptive

0730

8 months ago
BrigidCCommunity Manager
published in Involve 101 Trainings

PLATFORM 101 - NAVIGATING AND USING THE PLATFORM

Deliver more value, more easily, to your customers through regular use of your
new involve.ai platform. The involve.ai platform This set of articles and videos
will help prepare you to navigate and take action in your involve.ai early
warning system. Total time: approximately 1 hour Read or watch the Dashboard
overview Read the Workspaces overview Get to know Machine Learning Understand
your organization’s Health Score Ingredients What is The involve.ai customer
health score? What are Key Performance Indicators? How to set Filters and views
How to Provide input into the health score (Customer Owner Pulse) Account view
Reporting data discrepancies Congratulations! 🎉 You’ve completed Part 2 of your
Involve 101 Training. Now move ahead to section 3 - Involved in a Minute - to
review real world applications of the platform.

01500

8 months ago
BrigidCCommunity Manager
published in Platform setup and integrations

AZURE SQL DATABASE SETUP GUIDE

Prerequisites To connect your SQL Server database to Fivetran, you need: SQL
Server version 2012 or above An Azure account with a DB Owner, SQL Server
Contributor, or SQL Security Manager role ALTER ANY USER permissions in your
database server Your database host's IP (e.g., 1.2.3.4) or domain (e.g.,
your.server.com) Your database's port (usually 1433) (If you want to connect
using SSH) An SSH server IMPORTANT: We do not support single-user mode. Setup
instructions Step 1: Choose authentication method First, decide whether to
authenticate with Azure Active Directory or with a username and password.
Authenticate with Azure Active Directory IMPORTANT: You must have a properly
configured Active Directory enabled within your Azure account to authenticate
with Azure Active Directory. Follow Azure's Active Directory for Azure SQL setup
instructions to properly enable Active Directory Authentication on your Azure
SQL Database. Azure Active Directory allows you to authenticate Fivetran using
OA

0300

8 months ago
cathyCommunity Manager
published in Use case library

SMARTFLOWS: USE CASESBLOG

Smartflows is involve.ai’s data automation tool, so that CSMs and Account
Managers have one less thing to monitor. All users will be able to set up their
own smartflows to track their customers' data changes by receiving a Slack
notification or an auto-assigned and created info card. Note : for anyone using
involve.ai’s writeback services, new info cards will be written back to their
existing systems of record once they’re created as well. How Can I Use
Smartflows Standardization and playbooks: every time X happens, I want action Y
to happen. Some examples: If the number of support tickets goes from low to high
in any of my customers, I want to automatically have a task created to check-in
with those customers. If a customer’s NPS/CSAT score rises from medium to high,
I want to receive a notification, so that I can outreach to them for a review or
a case study. Reengaging unresponsive customers & churn reduction Setup a
smartflow to alert you when interaction frequency with a customer

1220

8 months ago
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