Reports
Always know how many Playbooks and Tasks are open at a given time
Our Playbooks dashboard gives you the current state and historical trends for Playbooks and Tasks.
Automated Customer Success Playbooks
No-code Playbooks to Build Scalable Customer Success Processes.
Playbook Detail View
What is done and what lies ahead
Click on an Account Playbook and see which tasks have been completed successfully and which tasks will be triggered next.
CSM Reports
Which of your CSMs are killing it and which could use a helping hand
Quickly evaluate Team or Individual performance and drill down to see how each teammate is doing with a specific Playbook.
Workflow Builder
Akita makes building Playbooks easy
Akita lets you add Tasks and Messages to Playbooks, how they should be assigned, and how they should be triggered.
Automated Triggers
Automate your workflows with Triggers
Akita Playbooks can be started manually or triggered automatically when an Account or Contact enters a Customer Segment. You can even add multiple triggers to a single Playbook.
Highly Configurable
Every Playbook—just how you want it
Our Playbooks are highly configurable. Do you want a Playbook to repeat every 30 days? Do you want to run a Playbook for every Contact in an Account? With Akita it's possible!
Filterable
Segment your customers by Playbook performance
With Akita, you can leverage insights from your playbooks to build a continuously-evolving engagement strategy and learn which Playbooks are helping your team—and your customers—achieve their goals!
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