Account Management
Use Account Management to get full customer context
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Use Account Management to get full customer context
Last updated
Was this helpful?
Account Management in Pylon brings together everything your support and success teams need to understand and engage with customers. It consolidates conversations, call recordings, custom fields, notes, analytics, and other custom data into curated views of customer context.
Use Account Management to:
Access the full history of customer conversations, calls, tickets, and more
Prep faster for meetings or escalations, collaborate on key accounts with AI Notebooks
View important information on an account like Tier
, ARR
, or Owner
Understand recent trends in sentiment or customer health
Prepping for customer meetings
Summarize account activity from the past 30 days
Review open tickets, feature requests, what happened on the latest call, etc.
Collaborating across teams
Use shared notebooks to track QBR prep, onboarding tasks, or escalations
Onboard new team members onto customer context easily
Allow leadership to self-serve context on accounts
Tracking customer health
Monitor sentiment shifts and AI-tagged churn risks
Embed analytics or dashboards to track usage and outcomes
CRM sync
Sync fields like status, stage, or renewal date from your CRM
Keep account context up to date without switching tools
Use custom fields strategically
Map key metadata like tier, plan, and region to help route and prioritize
Create notebooks for high-value accounts
Use blocks like AI summaries, analytics, and notes to build shared context for different use cases
Use AI summaries to move faster
AI can give you a fast overview with citations so you can prep for calls quickly
Enable call recorders
Connecting a Call Recording integration gives your account management view a lot more context from all of your customer meetings