The To-Do Section in the Customer Success module consists of a list of action items for different accounts. Based on each account's health score and the required actions, tasks are automatically generated and appear in the To-Do list. You can view the required action for each account and interact with the associated action buttons directly from the list.

• You can click on a specific To-Do card to view detailed information about the account in the right-hand side panel. This detailed view provides:
• Health status of the account to understand its current state.
• Renewal date to track upcoming renewals.
• Engagement score re(ects the customer's level of interaction with the platform.
• Due date and contract date for better timeline management.

A brief description of how the account is performing, highlighting potential areas of concern or opportunity. 

For each action item shown in the right-hand side panel, you can take specific actions, including:

• Generate emails.
• Schedule meetings.
• Perform other account-related activities.

Key Functionalities

1. Email Assistant:
   The Email Assistant enables you to draft and send emails efficiently:
   -  Choose from predefined prompts or create custom ones tailored to your needs.
   -  Generate emails in either a formal or casual tone to match the context.
   -  Once you input the prompt, the assistant provides three email options to select the best one.
   
2. Meeting Scheduler:
   The Meeting Scheduler helps you plan and organize meetings by entering the required details, ensuring timely and efficient customer engagement.
   
3. Renewal Brief Document:
   You can view and edit the Renewal Brief Document for an account, which includes:
   -  Renewal details, product usage, and renewal history to prepare for renewal discussions.
   -  The Product Usage tab offers insights such as:
   Account health score for an overall performance view. 
   Detailed metrics on product usage and feature adoption. 
   Customer engagement insights to gauge interaction levels.
   
   

Adding a New Action Item

You can add a new action item for an account by following these steps:

• Click +Add New to open the Add Action pop-up window.
•  Enter the necessary details:
• Title to define the action item.
• Description for additional context or instructions.
• Assign a Call to Action to ensure accountability.

Once you’ve filled in all the details, click Save to add the action item to the list.