Customer intelligence
Customer accounts and health
Combine customer evidence, requests, usage, and health into one account view.
- Audience
- product leaders, customer teams
- Required role
- Product leader or customer-facing team member with account access.
- Product access
- Plan customer intelligence
- Navigation path
- Plan > Accounts > select an account
Outcome
Use one customer account view to understand evidence, requests, health, and follow-up.
Before you begin
- At least one connected customer source
- Account matching reviewed for the selected customer
Open an account
Search by account name or domain and confirm the source identifiers before acting on the record. The overview should show tier and connected context without exposing credentials.
Read the timeline
Use the timeline to follow feedback, support, calls, requests, product activity, releases, and outcomes in chronological context. Open the source reference for consequential decisions.
Review health
Treat health as a prompt for investigation. Review the signals and time window that produced a trend instead of assuming the status is a complete customer diagnosis.
Follow an alert
Open a health alert, verify its contributing evidence, assign the appropriate owner, and record the follow-up or resolution so repeated alerts have operational context.
Related guides
Account matching and deep sync
Resolve account identities and refresh customer context from connected systems.
Account tiers and feature requests
Define customer tiers and track normalized requests across account evidence.
Signals, insights, and themes
Review source evidence, extract insights, and group recurring customer needs.