use cases
customer success needs context beyond metrics. jottie captures check-ins, concerns, and wins. 'pull key customer risks' - across your entire book of business.
use cases
powered by jottie
capture check-ins
track health signals
find risks
drag notes around, search, and click to explore
why this works
capture check-ins
track health signals
find risks
prep reviews
examples
see how others use jottie for use cases. try these prompts to get started.
try these
details
note customer interactions - health signals, concerns, expansion opportunities. jottie indexes everything. search to prep for QBRs or spot at-risk accounts.
capture interactions
index signals
risk identification
how it works
details
cs platforms track metrics. notes capture context - why a customer is frustrated, what would make them expand. that context drives retention.
why notes for cs
cs platforms track metrics. notes capture context - why a customer is frustrated, what would make them expand. that context drives retention.
questions
does it integrate with gainsight?
not directly. jottie is for notes, gainsight for tracking.
can i organize by customer?
tags or customer names work.
can it predict churn?
no. but searching for risk signals helps you spot issues.
start with a single note, then use search or chat to pull the context back instantly.