Engagement

concept brazil Updated Sep 10, 2026 1 min read account-lifecycle-engagement.md
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Engagements can document and track interactions between the service provider and customer accounts throughout the customer success journey.

An engagement provides a centralized view of items associated with the engagement, including health trends, touchpoints, meetings, objectives, and outcomes.

The engagement record is used to:

  • Track customer history and capture past interactions enabling the customer success teams to monitor the account journey.
  • Make informed decisions: Set reminders for future events and maintain consistent follow-ups as required.
  • Create automated triggers: Configure automatic actions based on engagement conditions or related data using health, risk, outcome, and usage frameworks with AI capabilities.
  • Provide enhanced reporting and analytics: Generates reports and insights related to account health, satisfaction levels, and engagement frequency.

For more details on the engagement record and its features, see Engagement home page.

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