Insights by customer

You can review the insights based on an alert in an email, on the main dashboard, or by reviewing each customer's activity at any time.

Below, you can see a timeline with various activities over time and insights, organized by traffic light, so it's easy to understand what's happening and what needs attention without training.

You can see this customer entering a trial, trial users joining, watch engagement levels, and how the trial ends. If certain users per the example stall, you can pinpoint them and try to get them active again or help keep them engaged.

Each contact's details have a link to drill down to that person and review their activity and engagement.

This helps the team take action, helping drive more sales and happier, more satisfied customers.