Transcript

Zoe makes it possible for everyone in the company to participate in customer success. While your company’s Customer Success teams may primarily work in Totango, Zoe gives any employee access to the same customer data. The best part? Zoe works with the tools your company already uses!

Let’s start with the Zoe assistant inside of Totango. Totango Practitioners can use Zoe to push data *from* Totango *to* any recipient–including anyone who doesn’t have a Totango user license. Admins can even limit the domains available for sharing. This ability to send one-off account profile or segment data via email or Slack is included at no additional charge. If you purchase a Zoe unlimited license, you can additionally set up these data pushes for scheduled delivery.

Next, let’s review Zoe Slack. This option allows you to connect Totango with your organization’s Slack instance! Once connected, add the Zoe bot to any team for which you want her to access account sets, and then everyone in your Slack workspace can interact with Zoe to get account info and customer usage, pull up segments, download assets, and even add a touchpoint. Full access to Zoe Slack requires an unlimited license, but you can try Zoe Unlimited for free!

Another option for Sales teams is to add the Totango widget to Salesforce. This widget displays basic customer data from your Totango instance to anyone with access to Salesforce. Additionally, if a Salesforce user also has Totango user license, additional Totango insights are available from within this widget–AND, from within a designated “Totango” tab for seamless access between systems.

Support teams may also get visibility into Totango data using the Totango Zendesk widget, which is available to use at no additional cost.