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Product Launch: Views

Customer issues can get overwhelming. As your team grows, different teammates care about different sets of customer issues.

Advith Chelikani
December 8, 2023
Built for Modern B2B Support

Resolve issues faster, strengthen relationships, and uncover opportunities across every customer interaction.

Customer issues can get overwhelming. As your team grows, different teammates care about different sets of customer issues. With Pylon's Views, different teammates can create filtered down views of customer issues, letting them focus on the issues relevant to them.

Our customers use views in many different ways:

  • Divide support responsibilities by region and setup a separate view of customers in Europe
  • Easily cover for a teammate by hopping into their view while they are out of office
  • Give your Product Management team a view to see issues tagged as feature requests (with Pylon’s AI)
  • Allow Customer Success teams easy access to customer issues for their named accounts with dynamic individual views of issues from accounts with them tagged as the CSM
  • Give your Finance team a view of customer invoice inquiries sent to your finance@ email

Book a demo with Pylon to streamline your post sales process and unify tracking of customer issues across the different places you talk with your customers including Slack, Microsoft Teams, In-App Chat, Email, and Community.

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