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Video Tutorial

In this tutorial, you’ll learn about the structure and functionality of the account page in Statisfy. This will help you understand how to navigate and use the page effectively. Step 1: Start by landing on the account page. Here, you’ll first encounter the AI Hub. This section displays all the major account details, which can be configured by an admin. The details might be a mix of fields from Statisfy, CRM, or other sources. Step 2: Next, observe the health indicator widget. This provides an AI-generated overall health status of the account. For a more detailed explanation of the health indicator, refer to our separate guide. Step 3: Look for another widget where the account owner can provide help by clicking on the add button. Step 4: Check out the health timeline. This shows how the health of the account has been trending over time. Step 5: Review the overall engagement summary. This section summarizes the engagement that’s been happening with the account. Step 6: Pay attention to the key actions section. It suggests what actions should be taken for this account, such as a key next step, an expansion, or a risk associated with the account. Step 7: Dive into the AI context. This section provides in-depth details about what’s happening with the account, summarizing all the engagements, product usage, and stakeholder relationships. Step 8: Explore the AI timeline. Statisfy automatically tracks all the engagements with the account, which could be through various sources like Zoom meetings, support tickets, third-party conversation intelligence tools, surveys, emails, or Slack conversations. Step 9: Statisfy aggregates all this information into a single timeline view. Here, you’ll see a detailed version of the health timeline and a health comparison view to compare two health data points. Step 10: Check out the Manage tab. This section displays all the tasks and projects associated with the account, helping you stay organized and track progress effectively. Step 11: Use the Ask Stella feature, an AI-powered conversational interface, to ask any questions related to the account. Step 12: View the Workflow reports. If you convert any Stella query to a workflow, you’ll find the output here. Step 13: Finally, the details section shows all the fields available for the account.

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The Objects Tab

The Objects tab gathers the structured records linked to the account, organized into sub-tabs:
  • Fields — every field on the account (standard, Statisfy custom fields, and CRM-synced), where you can view and edit values. This is the “details section” shown in Step 13.
  • Opportunities — the account’s opportunities (shown for customer accounts).
  • One sub-tab per custom object — if your admin has brought in related records like contracts, subscriptions, or onboarding milestones, each appears as its own sub-tab listing that object’s records for this account.
Which custom objects appear here is controlled by your admin — via the Object Manager and integrations such as Salesforce custom objects or warehouse queries (see Integration Concepts).

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Editing custom object records

You can edit a custom object record’s field values in two places:
  • Inline in the grid — click into an editable cell on a custom object sub-tab, change the value, and it saves when you leave the cell.
  • In the record detail sheet — open a record to see all its fields. Edit the ones you need, then click Save. Cancel discards your unsaved changes, as does closing the sheet.
Not every field is editable. Fields your admin hasn’t marked editable, and field types like dates and URLs, stay read-only — hover over a locked field to see why. See Object Manager for the rules. For records synced from Salesforce, saved edits are pushed back to Salesforce on the next writeback run.

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Refreshing an account from your CRM

If an account’s CRM fields look out of date in Statisfy, you can pull the latest values for that one account without waiting for the next scheduled sync.
  1. Open the account and go to the Fields sub-tab of the Objects tab.
  2. Click the Refresh from CRM icon (circular arrows) in the header, next to + Create Field.
Statisfy re-reads the account from every CRM you have connected (Salesforce, HubSpot, and Gainsight). Only this account is updated. Its contacts and opportunities are not refreshed. A toast confirms the request:
  • This account is scheduled to be refreshed. Changes should reflect in 30 minutes means at least one CRM queued the refresh.
  • Not found in … names any connected CRM that has no matching record. This is expected when the account exists in only some of your CRMs, or was created in Statisfy rather than synced.
  • Couldn’t reach … names any CRM that returned an error.
  • No CRM connected means your workspace has no Salesforce, HubSpot, or Gainsight integration.
After you click the button, it stays disabled for 60 seconds for that record. The same button is available on person pages and in the opportunity sheet.

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Managing an Account’s Domains

Statisfy uses an account’s domains to link emails, meetings, and other activities to it. To add or remove a domain:
  1. Open the account and click the settings gear next to the account name.
  2. Under Current Domains, click the x on a domain to remove it, or type a domain in Add Domains and press Enter (or click the arrow).
  3. Click Save.
When you add a domain, Statisfy also links existing activities from the last 1,000 days that involve that domain to the account, so its historical calls and emails show up without waiting for new activity. The same dialog manages the account’s Slack channels under Current Channels (To extract engagement data) — see Slack surface for an example. Thank you for following this tutorial. Now you’re equipped to navigate and use the Statisfy account page effectively.