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What has been released recently?

This section includes the details on recently released features.

  • Configure and leverage Account Lists

    Objective This article will help you understand, create and leverage Lists in CustomerSuccessBox. Who’s this for? If you are responsible for setting up CustomerSuccessBox, this article will help you w...

  • 23rd Nov| 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...

  • Track Number of Times a Playbook has been Extended/Restarted/Stopped

    Overview This article will help you understand the latest changes made to playbook options on the playboard and the account 360 page. With these latest enhancements, you will be able to more analytics...

  • Product Enhancements on Rule-Engine, Journeys, Attachments and more..

    Overview We have come up with yet another set of product enhancements to enhance our users’ experience while using various modules in the Customer Success Box. These enhancements include changes in Ru...

  • Introducing User Page and User Tab

    Overview This article will help you understand how to navigate the user page based on the new enhancements that have been made on CustomerSuccessBox. The new interface aims to being you better visibil...

  • 90 Days Timeline with trends for Touchpoints and other Product Adoption/Custom Attributes

    Overview This article will help you get view of a 90 day timeline for various standard and a few custom attributes on CustomerSuccessBox (CSB) and allow you to take data backed decisions. Who is this ...

  • Integration Hub

    Objective This article will assist you in understanding the newly introduced Integration Hub in CustomerSuccessBox (CSB) to gather current statuses of enabled integrations, check the logs and enable n...

  • Rule engine improvements to Invoices

    Objective This article will assist you in understanding the new enhancements in the rule engine for setting up financial health and alerts related to Invoices for your customers. Who’s this for? If yo...

  • Improved Timeline View with Status Changes Captured

    Overview An account can have several statuses other than Active and Informatory attributes. There are forecast statuses, risk tags as well. The statuses keep on changing as the account moves ahead in ...

  • Milestones 2.0

    Overview Product Adoption Milestones(P.A.M) are one of the very important way to find out if customer has been really adopting the product. With the help of CustomerSuccessBox, you were able to config...