Lesson 61 · Customer success
Which reports should my customer success team run?
Choose the evidence. Review recurring delivery.
You’ll be able to
- Choose reports for risks, issues and praise
- Find existing report delivery controls
- Review schedules and recipients
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Transcript
You can now choose reports for your customer success team and review how they are delivered.
On the Success surface, open Reports from Health. Scheduled reports shows your deliveries and their timing.
Open New Interactive Report to browse templates. Churn Risk surfaces warning signs, at-risk accounts and possible save plays.
Customer Issues groups problems by severity and recurrence. Use it to spot repeated issues and focus your follow-up.
Testimonials brings positive feedback together, with praise themes and quotes linked to their sources.
Open an existing report and choose Schedule. Delivery settings stay with the report.
Review the frequency, time zone and destination. Check the recipients before enabling delivery or saving changes.
My subscriptions shows your own deliveries. Admins can also review Everyone’s subscriptions.
Next up, control your AI Assistant and connect other tools to BoB.
