Customer Experience

warning

This documentation is a work in progress.

💬 Context-Rich Support Workflows

• View incoming tickets with live user data
• Show recent purchases, account flags, or behavior next to each issue
• Replace Slack pings with structured flows that pull context from your schema

"Refund requested" → linked Stripe ID, last purchase, internal tags — all in one view

Details

View Tutorial

Tutorial coming soon! Learn how to:

• Set up support workflows
• Configure user data views
• Create structured flows
• Link external data

✅ Lightweight Task Boards for Support Teams

• Track refund requests, manual ops, or flagged users in a shared support board
• Assign follow-ups or checklist steps to team members
• No need to spin up Jira or build a new tool from scratch

E.g. "Check Stripe, confirm user status, issue refund" — tracked like a real workflow

Details

View Tutorial

Tutorial coming soon! Learn how to:

• Create support boards
• Set up task workflows
• Manage team assignments
• Track progress

📈 Customer Segments & Flags (WIP / Preview)

• Tag users based on behavior, plan type, or internal notes
• View active segments like "high value," "churn risk," or "requires onboarding"
• Link segment views to dashboards, tasks, or CRM flows

Details

View Tutorial

Tutorial coming soon! Learn how to:

• Create customer segments
• Set up tagging rules
• Configure segment views
• Link to workflows

⚙️ Getting Started

1. Enable the Tasks and CRM plugins
2. Link your users, tickets, or flags tables
3. Create support workflows with embedded data views
4. Define common segments or tag rules (optional)

Details

View Tutorial

Tutorial coming soon! Learn how to:

• Set up your workspace
• Configure plugins
• Create workflows
• Define segments