Touchpoints

Plan, log, and track customer interactions throughout the engagement lifecycle using touchpoint records.

Touchpoints capture interactions between your team and customers throughout the engagement lifecycle. Use touchpoint records to plan meetings, log conversations, manage related tasks, and maintain a complete history of customer engagement.

• Touchpoint home page
  During the engagement lifecycle, customer success agents schedule regular touchpoints with customers to evaluate progress, provide feedback, and offer guidance.
• Touchpoint planner
  The touchpoint planner shows a calendar view of different touchpoints across all accounts associated with the customer success manager.
• Generate summary for Zoom meetings
  Generate the meeting summary for virtual meetings conducted using Zoom.