Product Guide

Early Warning System Learn how to proactively address customer risk, and identify new advocates or expansion opportunities. Account Management Learn how to quickly review account health, support tickets, billing history, communications, and user engagement. Success Goals Learn how to set up and manage success goals, playbooks, goal templates, and goal automation. Touchpoints Learn how you can engage with your customers through Touchpoints and drive engagements. Reporting & Dashboard Learn how to create custom charts and dashboards that focus on the KPIs that matter in your business. Email Automation Learn how to schedule personalized email campaigns or auto-trigger messages based on customer behavior and lifecycle events. Getting Started with FDCS Learn how to manage users, edit role permissions, and configure custom data in Freshdesk Customer Success. NPS Learn how to setup the built-in NPS module to empower your CSMs with rich customer feedback.

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