Blocks
Drag and drop blocks onto your notebook to create exactly the layout and views you want based on your use cases.
Last updated
Was this helpful?
Drag and drop blocks onto your notebook to create exactly the layout and views you want based on your use cases.
Last updated
Was this helpful?
A header to help organize the content in your notebook. These show up in the table of contents in your sidebar for quick navigation.
A powerful section where you can extract details relevant to your business across all the interactions of an account, including communication from all sources (email, chat, Slack, etc), Call Recording, and external data.
Generated context will come with citations to where the AI context came from. You have full control to customize prompts to extract the information useful to your business!
An area where you can type free form human notes per account.
Choose any of your existing analytics graphs, or build you own custom graphs with Custom Dashboards to embed into your notebooks.
Select a set of Fields to prominently display on your account notebook.
See the last 90 days of issues in Pylon tied to this customer.
For users with a Ticketing Integration, you can display a list of linked product issues tied to that customer.
Embed Custom Apps into your account dashboard to display custom internal information. Use this to show data from your database, surface links to admin panels, etc.
