Plays & automations
Enable customer success managers to manage more customers with a personal touch using plays and automations
Automate repetitive tasks
- Use Automations to parts of your customer success processes that do not require a manual intervention.
- Create tasks, meetings and send personalised emails at scale.
Execute your process through plays
- Plays allow you to add, edit, and delete milestones and activities directly within play instances. Users can modify activity dates, manage subsequent tasks effortlessly, and receive reminders for pending actions.
Keep a track on the customer progress
- Plays can be created for various processes like Onboarding, Renewal, Low Health Score Revival, etc.
- Once plays are assigned to Customers, in one view you can see which Customers are on-track with the tasks and the ones that are falling behind and extra attention can be given to those Customers.
