The account page, showing the Overview tab and Customer details
What's on the account page
Each account page has a row of tabs:
Overview: each product the customer has, with its renewal date, ARR and Engagement Level, plus the account's active Signals.
The Brief: an AI summary of the account's latest activity. See Briefs: Instant Context for Every Customer Interaction.
Feed: a timeline of meetings, emails, support tickets, notes, alerts, news, cadences and signals. Use the buttons at the top to choose what's shown. See Feed: View Activity Timeline on Accounts.
Key metrics: the usage and activity metrics your organisation tracks. See Key Metrics.
Goals: measurable objectives set for the account. See Goals: Set and Track Objectives for Accounts.
Notes: notes logged by your team. See Notes: Stay Organised with your Accounts.
Users: how many of the customer's users fall into each user type, per product. Click a number to open those users in the Users table.
On the right, the Customer details panel shows the account's key information and subscription history.
The Feed tab, with filters for each type of activity
The Users tab, showing user types for a specific product
If your organisation uses Hook for more than one product, the Overview tab and Customer details show each product separately. See Using Hook for Multiple Products.