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BrigidCCommunity Manager

Can we set up reverse scoring for support tickets?

A common question we get is whether high support tickets always impacts the health score negatively. Some organizations consider a high number of support tickets a positive because it shows interaction and engagement, how does involve.ai handle that

402

1 month ago

cathyCommunity Manager

Customer Health Dashboard

Slice and Dice Your Dashboard with Filtered ViewsTutorial

Two ways to create a View and reduce the amount of data you see on your customers dashboard.involve.ai has well over 170+ integrations and your organization most-likely has all, if not most, of your customers data sources linked directly. Having acce

881

3 years ago

mpoppenCI.tizen

The Customer Intelligence Movement

Seven 2023 Predictions for Customer Teams

In 2022, Customer Intelligence emerged as a new business solution category, one that helps companies become more customer-centric and double down on revenue from their existing customer base. The momentum of the Customer Intelligence movement has bee

2250

3 years ago

BridCI.tizen

Help and tech support

Why are specific values not populating in my filters?

When I set filters, each filter opens drop down options, but does not list the option I want to see.

211

3 years ago

BrigidCCommunity Manager

Using involve.ai - advice and best practices

What do you think about the new KPI colors?

Let us know what you think about Part 1 of the Customer Health Dashboard redesign! We released updated, brighter colors yesterday and would love your feedback!

210

3 years ago

BrigidCCommunity Manager

Involve 101 Trainings

Ongoing Training

Ongoing trainingCI.ty ContentAfter completing Involve 101, you can always return to the material for a refresher, or search the CI.ty for other articles, videos and quick answers.If you have questions about your learning or your own platform, you can

390

3 years ago

BrigidCCommunity Manager

Involve 101 Trainings

Involve 101 Knowledge Check

After reviewing Involve 101 parts 1-3, you should have a well-rounded understanding of What Customer Intelligence is and why it’s important How involve.ai can help you in your role How to navigate through and take action in the platform. Now it’s tim

650

3 years ago

BrigidCCommunity Manager

Involve 101 Trainings

Customer Intelligence 101 - What's in it for me?

Welcome to involve.ai! Your gateway to customer intelligence! What is involve.ai?Involve.ai is an early warning platform that first shows you all customers data in a single view. It lets you know which customers are healthy or at risk, and why, based

950

3 years ago

BrigidCCommunity Manager

Involve 101 Trainings

Platform 101 - Navigating and using the platform

Deliver more value, more easily, to your customers through regular use of your new involve.ai platform.The involve.ai platformThis set of articles and videos will help prepare you to navigate and take action in your involve.ai early warning system. T

1710

3 years ago

BrigidCCommunity Manager

Platform setup and integrations

Azure SQL Database Setup Guide

PrerequisitesTo connect your SQL Server database to Fivetran, you need:SQL Server version 2012 or above An Azure account with a DB Owner, SQL Server Contributor, or SQL Security Manager role ALTER ANY USER permissions in your database server Your dat

960

3 years ago