What’s the latest on ChurnZero’s platform? Keep reading for updates about Engagement AI and ChurnZero overall.
Engagement AI
- Sticky Relationship Map settings: Custom contact and user selections on an account’s Relationship Map now literally stick around, so your personal view is saved, even after you leave the page.
- More customer context in Relationship Maps: Use single-select fields as your secondary contact detail for quick recognition.
- Exclude Plays & Journeys from the analysis: New configuration options let you filter out automated activities to gain more precise insights.
- Analyze Zendesk tickets: Zendesk users can incorporate tickets into Engagement AI’s sentiment, topic, and relationship analysis.
Learn more: all things Engagement AI
ChurnZero platform
- Search Bar’s day-at-a-glance: See and manage today’s meetings, tasks, and messages for review just by clicking the search bar.
- Enhanced Account Insights sharing: Add links, merge fields, visuals, and more to your invite and recurring emails for a more polished share.
- Smarter syncing with Zoom: Enhanced logic ensures your recorded meetings sync to ChurnZero even if your customer didn’t log in to Zoom for the meeting. Zoom meetings will sync when they match a synced calendar invite, including historical meetings.
- New “[X] to date” operators in reporting: 10 new dashboard and segment filter options—like Current CY to date—automatically keep reports accurate.
- Share Success Plans in Success Centers: Use the Account Insights widget to display shared plan goals, milestones, and next steps directly in your app.
- Zendesk tickets, now in profile timelines: Zendesk users can display both tickets created and tickets solved directly in a profile timeline.
Learn more about ChurnZero’s top features:
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