Touchpoints
Customer success agents can schedule regular touchpoints during the life cycle of an engagement to evaluate progress, provide feedback, and offer guidance.
Touchpoints support conversations between providers and enterprise customers throughout the engagement life cycle. Touchpoints help capture and organize both internal and external meeting notes, and ensure that all communication and action items are efficiently tracked and easily accessible for future reference.
Touchpoint user roles
| User role | Description |
|---|---|
| Success Agent | Can create, read, and update touchpoints and meeting records. |
| Success Customer | Can create and update touchpoints, meeting records, and schedule meetings. |
See Touchpoint home page for more details.