Using involve.ai - advice and best practices

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!

Hi all! I’m Lauren Byrd, Director of Customer Success for BentoBox. We help restaurants achieve success by building their online presence, supporting everything from marketing to online ordering and point of sale services with a 5x ROI average.  We have worked with involve.ai for nearly two years and I recently met with members of our account team to talk about our use cases. They encouraged me to share these ideas more broadly and I’m always happy to help others who are blazing the Customer Intelligence trail.   Ways we are using involve.ai cross-functionallyCustomer SuccessThis is my team!  We were the impetus behind the initial partnership with involve ai because we needed to understand the early drivers of churn. As

Over the past month, our team has been putting together some new resources to help users explore the platform and better understand their data. As a little reward along the way, we’ve created some great new involve.ai badges that you’ll be eligible for as you complete new tasks each week. Here’s an overview for reference: Badge 1: Learners (3 steps)Your Learner’s badge is about getting to know your customer dashboard. Upon logging in, you will see this guide overview that will walk you through the necessary parts to attain your Learner badge. Once you complete the guide, you will be able to collect your badge. You can always choose to snooze the guide by selecting REMIND ME LATER or reference it in your CHIA Helpdesk, by clicking the CHIA icon then on Your Onboarding Progress: 

Hi Customer Intelligence peers! I’m Christy Augustine, Bloomreach COO, involve.ai customer, and member of the Customer Intelligence Advisory Board.The involve.ai team invited me to share our approach to Customer Intelligence (CI) and, as an early(ish) adopter, I’m happy to! As I told the team, CI is a rapidly growing differentiator; companies that aren’t thinking about it yet are behind. Net Revenue Retention already drives significant differences in company valuations, and in one to two years, CI will be the gold standard. I hope our story helps other leaders plan the leap.For Bloomreach, it was a clear leap. As a cloud company that helps

Hello CI.ty members! I’m Emily Ryan, Chief Client Officer at Valuize. A little bit of background…I run our consulting team focused on businesses transforming their Net Dollar Retention motions and have been an executive and operations lead in the technology sector for over a decade. With nearly 20 years’ experience coordinating teams across Sales, Post-Sales and Product/Delivery, I have seen the explosion of Customer Intelligence, and the challenges that come along with it, first-hand.The first time that I needed to analyze data to figure out why our customers were churning, I couldn't get anyone cross-functionally to help me with anything beyond the data extract. That experience, and many others, have made me realize the value of having not just a platform, but a community where you