Aviso AI: Customer Success Intelligence
Table of Contents
Customer Success Intelligence is an advanced feature that provides a comprehensive view of customer engagement, health, and lifecycle stages. By integrating data from diverse systems and analyzing it with AI and machine learning, this feature empowers Customer Success Managers (CSMs) with actionable insights. It identifies areas of improvement, highlights risks, and supports proactive decision-making to enhance customer satisfaction and drive revenue growth.
Dashboard Overview
The Customer Success Dashboard is a centralized platform consolidating critical customer data into easy-to-read segments. This dashboard is designed to help CSMs track and analyze customer metrics, monitor health scores, and take timely actions based on data-driven insights. Organizing information into clearly defined sections ensures a focused approach to customer management.
To access the Customer Success Dashboard, follow these steps:
- Log in to Aviso. Go to the Dashboard.
- From the left-hand side menu, Select Customer Success.
You will be redirected to the Customer Success Dashboard.