Account Intelligence
How to use Pylon's account management and customer success features
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Articles
- How do I merge duplicate accounts?
- How to track Slack DMs in Pylon
- One of my users shows up under a customer account, how do I remove them?
- How do I activate Plus (Account Intelligence) on my accounts?
- Account Intelligence AI Notebook Ideas
- How do I bulk assign account owners?
- How do I merge contacts?
- How do I attach multiple channels to one account?
- How do I move contacts between accounts?
- Usage data in Pylon
- How do I use the Customers in Channel field?
- What are partner accounts?
- How do I delete a contact from an account?
- Does creating an Account from a call recording update the account notebook?
- Why aren't my issues being auto-assigned to the correct account based on domain?
- How do Accounts in Pylon get disabled?
- How are domains set on new Pylon accounts?