Say goodbye to the tedious process of individually emailing or messaging your Customer Success Managers (CSMs) to gather customer commitment details. UpdateAI simplifies this with a direct, efficient approach.
How UpdateAI Transforms Your Workflow:
Eliminate the wait for replies and the need to consolidate information from various formats.
Access cohesive, easily analyzed data sets with a few clicks.
Introducing 'Ask Me Anything' in Portfolio Insights:
Navigate to Portfolio Insights and use the 'Ask Me Anything' feature for instant insights.
Effective Prompt Suggestions
To maximize the potential of UpdateAI, consider these prompt suggestions. Feel free to modify them to best suit your business needs:
1. "What product enhancement commitments has someone from [my company] made to a customer in the last 30 days?"
2. "To which customers have we promised product enhancements?"
3. "Which pieces of product feedback are most frequent, and how did [my company] address them?"
4. "When customers complain about [insert a feature name], what responses have they received?"
These prompts are designed to provide quick, detailed, and actionable insights, helping you make informed decisions and maintain a high level of customer service.