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What has been released recently?

This section includes the details on recently released features.

  • Attaching important documents to your Account

    Objective This article will assist you in managing customer specific Files and Attachments from the Account 360 page in CustomerSuccessBox Who’s this for? This article is for each and every member of ...

  • User Roles and Personas

    Objective This article will assist you in attributing stakeholders of your product (users of your product) to the right user personas. Who’s this for? This article is for each and every member of the ...

  • You can now integrate email inbox using IMAP/SMTP

    Now along with Google & Outlook inbox, you can integrate with SMTP /IMAP. Click here to see the Technical Requirement for connecting your inbox And click here to see the step by step procedure to set ...

  • JIRA Software Integration with CustomerSuccessBox

    CustomerSucccessBox can now be integrated with JIRA Software. You can see the details here....

  • Introducing new Alert Board

    Objective This article will assist you in understanding the new Alert board & how can you use it effectively to be on top of various triggers generated for customers. Who’s this for? This article is f...

  • Product Enhancements

    Objective Inorder to cover various Customer Success use-cases, we are constantly  improving our rule-engine. All the formulae & criteria that you use to create Segments, Alerts, Health configuration e...