Hook

Find out how to get quarters ahead of your renewal risk quarters, identify target accounts for upsell and create shared accounts plans.

Top Use Cases for an Account Manager in Hook

Use Hook to forecast multiple quarters out to assist with strategic business planning.

Forecasting Through Hook

How to plug the "gap" between your forecast and your financial plan.

Hitting Your Targets: Calculating & Closing Your Forecast Gap in Hook

Build reports in Hook to see the overall health of your book of business and reports for weekly meetings with CSMs.

Top 3 Reports for CS Leaders

Use Hook to prepare for a business review in 6 easy steps.

Prepare for a Business Review in Hook

Follow these top tips for using Compare Against in the Customers table

Top Tips: How to Use Compare Against to Track Metrics Over Time

Understand how to use Key Metrics to gain insights on accounts

Top Tips: Using Key Metrics for Better Customer Conversations

Best practice for choosing Signal Flags and Categories

Signal Setup Best Practices: Building an Effective Early Warning System

Hook for CSMs: Know Where to Focus, What to Say, and When to Act

How to leverage Hook’s insights to increase your customer usage

Driving Customer Adoption in Hook

A guide for CS leaders on how to embed Hook into their team's day-to-day processes and drive meaningful, sustained adoption

Driving Hook Adoption in Your Team as a Leader

A practical guide to the ways Hook gives CSMs and AMs time back by replacing manual admin with intelligent automation and AI-powered insights

5 Ways to Save Time With Hook

Core ways teams use Hook to reduce churn, increase upsell, and drive efficiency across their book of business

Core Hook Use Cases to Drive Business Outcomes

Want to work smarter? How to maximise efficiency, reduce churn and increase upsell

Best Practice

Watch this webinar to discover how automations work in Hook

Automating Through Hook [Webinar]

How automations in Hook work to power your CS team

How to Automate in Hook

Ideas for automating the customer journey using Hook automations

Automating Customer Journey Milestones

Knowing which tool to apply to different use cases

Automations and Agents: Which Should You Use?

A guide for CS teams on how to design and launch their first automations to improve GRR, NRR, and team efficiency

Your Hook Automation Strategy

Find out more best practice guidance on automating in Hook

Automations

A practical guide to restructuring your CS org to leverage AI agents so your team can operate more proactively and at greater scale.

Designing Your CS Org for an Agentic World

Your complete guide to maximise Chat/Hey Hook for Customer Success

Hey Hook: Getting the most out of Hook Chat

The best questions to ask Chat for insights about your book of business

Chat: Use Cases for Customer Success Teams

Best practice guidance on using Hook's AI features in your team

AI - Chat and Agents

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.