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  • Getting Started
    • Introduction
    • Quick Start
    • Slack Setup
    • Channel Configuration
    • User Guide
    • Pylonboarding
      • Issue Views
      • Teams
      • Account Management
      • Knowledge Base
      • Chat Widget
      • SLAs
  • Support Workflows
    • Omnichannel Support
    • Issues
      • Views
      • Statuses
      • Message Editor
      • Copilot
      • Sidebar
      • Internal Threads
      • Proactive Issues
      • Translation
      • Bulk actions
      • Issue Groups
    • SLAs
    • Support Hours
    • CSAT
    • Ticket Forms
    • Assignment Rules
      • User Status
    • Email
  • Platform
    • Custom Fields
    • Required and Conditional Fields
    • Tags
    • Teams
    • Triggers
      • Logs & History
    • Macros
    • Command Search
    • Roles & User Management
    • Training Data
    • Ask AI
  • AI Agents
    • Overview
    • Build
      • Resources
      • Runbooks
    • Test
    • Deploy
    • Monitor & Iterate
  • Knowledge Base
    • Overview
    • Articles & Collections
      • Editor
      • Copilot
      • Templates
      • Collaboration
    • Knowledge Gaps
    • Styling & Customization
    • Custom Authentication
    • Search
    • Translation
  • Customer Portal
    • Overview
    • Styling & Customization
    • Access Control
    • Portal Experience
    • Custom Authentication
  • Chat Widget
    • Overview
    • Styling
    • Functionality
    • Chat Experience
    • Chat Setup
    • Identity Verification
    • JavaScript API
  • Account Management
    • Accounts
    • Views
    • Notebooks
      • Blocks
    • Highlights
    • Fields
    • Copilot
    • Activities
      • Custom Activities
    • Sidebar
  • Reporting & Analytics
    • Analytics
    • Default Dashboards
    • Custom Dashboards
  • Broadcasts
    • Overview
    • Create a Broadcast
    • Analytics
  • Integrations
    • CRM
      • Salesforce
      • Hubspot
      • Attio
      • Pipedrive
    • Ticketing
      • Linear
      • GitHub Issues
      • Asana
      • Jira
    • Alerting
      • PagerDuty
      • Opsgenie
    • Chat
      • Slack
        • Internal Threads
        • Collect Data
        • Support Ticket Flow
        • Welcome Message
        • Bookmarks
        • Onboard Employees
        • Left Company
        • Slack Community
      • Microsoft Teams
      • Discord
    • Incident Management
      • incident.io
    • Call Recording
      • Gong
      • Fathom
      • Grain
      • Fireflies
  • Data Warehouse
    • Snowflake
    • BigQuery
  • Calendar
    • Google Calendar
    • Outlook Calendar
  • Developer
    • API
      • Authentication
      • Errors
      • API reference
        • Attachments
        • Accounts
          • Activities
          • Highlights
        • Contacts
        • Custom Fields
        • Issues
        • Knowledge Base
        • Me
        • Messages
        • Tags
        • Teams
        • Ticket Forms
        • User roles
        • Users
      • External IDs
    • Custom Apps
    • Embedded Iframes
    • Webhooks
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  1. Account Management

Notebooks

Create notebooks to see curated context on accounts for different use cases.

PreviousViewsNextBlocks

Last updated 2 months ago

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To view notebooks for an account, click into that account row on the accounts page. Every notebook is made up of a series of customizable Blocks that pull in AI summaries, external data, analytics, and more!

Multiple Notebooks

Create notebooks for different use cases and keep iterating on your customer success engine. Extract different data