View Customer Interactions in the Feed
Customer Success teams often struggle to find the full story of customer interactions, searching for support tickets, emails and risks in different systems. The Feed displays a timeline view of account interactions in one place.
The Feed includes:
Meetings
Emails
Support tickets
Find the Feed by going to the Feed tab on account pages.
View all account activity in one place
Filter the Feed
Choose which data sources to see on the Activity Feed by selecting each category. Meetings, Emails and Support are shown by default on each account.
All data sources selected on the Activity Feed
Example: Deselect the Emails and Support buttons to view only view the meetings for an account.
Only display Meetings in the Activity Feed by deselecting other categories
View the Activity
To view the original email, support ticket or meeting, select the item from the Feed. You can also find the original source by clicking the square icon in the top right corner.
View the detail, status and original source of a support ticket from the Feed
❓Frequently Asked Questions
How often does the Feed update?
The Feed updates hourly when Hook receives new data in each category.
Why can’t I see all my meetings, emails or support tickets with a customer appearing in the Feed?
Meetings appear if they can be linked to accounts in your CRM. Find out more information about meetings here. For any technical issues with the Feed, reach out to [email protected].