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Welcome to Statisfy

Statisfy brings everything you know about your customers into one place — meetings, emails, support tickets, CRM records, product usage — and puts an AI assistant on top of it. It supports the full customer journey, from first sales conversation through onboarding, renewal, and growth. New here? The fastest path is the Quickstart, and Key Concepts explains the terms you’ll see throughout the app.

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What is Statisfy?

Most teams keep customer information scattered across a CRM, a support desk, an inbox, a calendar, and a handful of spreadsheets. Statisfy connects to those tools, keeps the data in sync automatically, and turns it into a single, always-current picture of every customer — so you can:
  • Understand your customers - Get a complete 360-degree view of every customer interaction
  • Surface insights - AI reads the activity stream and surfaces trends, risks, and opportunities before you go looking for them
  • Take action - Ask Stella (your AI assistant) for answers, or build intelligent agents that handle routine work for you

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Key Capabilities

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Know your customers

  • Customer 360 — every account’s data, interactions, owners, health, and history in one place. See Accounts, People, and Opportunities.
  • Activity Tracking — meetings, emails, support tickets, calls, and surveys collected automatically across all your channels. You can review, edit, and even reassign a meeting to the right customer if it lands on the wrong account. See Viewing Activities and Managing Activities.
  • Account Health & Renewals — health scores calculated from real signals, plus a renewal pipeline view with retention metrics. See Account Health and Renewals.

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Let AI do the reading

  • Stella AI — ask questions about any account in plain English and get answers with citations to the underlying meetings, emails, and documents. See Stella AI Overview.
  • AI Insights — automatic summaries, sentiment, and AI-generated fields on every activity, rolled up into account-level insights. See Activity AI Fields.
  • Knowledge Base — upload your docs and playbooks so Stella can search and cite them. See Knowledge Base Overview.
  • Reports — interactive dashboards for health, engagement, churn, and renewals that you can build and pin yourself. See Reports Overview.

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Put work on autopilot

  • Agent Studio — build AI agents and automations with a visual editor, no code required. See Agent Studio Overview.
  • Workbench — start your day with a curated queue of AI-prepared actions to review and send. See Workbench Overview.
  • Approvals — automated actions can wait for a human yes/no before they run, so you stay in control. See Approvals Overview.
  • Notifications — automatic email and Slack alerts when accounts meet conditions you define. See Notification Rules.

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Engage customers

  • Campaigns & Surveys — send email campaigns and NPS, CSAT, or custom surveys to targeted audiences, and track the results. See Campaigns Overview and Survey Creator.
  • Projects & Tasks — run onboarding and success plans with templates, milestones, task dependencies, and external sharing with your customers. See Project Management Overview.

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Make it yours

  • Views & Segments — filter, sort, and save the account and contact lists you use every day; your column choices are saved automatically. See Creating Views and Segments.
  • Custom & Formula Fields — add your own fields, calculated fields, and friendly display labels for dropdown values (CRM-synced dropdowns keep the labels you configured in Salesforce or HubSpot automatically). See Creating Custom Fields, Formula Fields, and Display Labels for Picklist Options.
  • Exports — export accounts, opportunities, contacts, and project tasks to CSV whenever you need the data elsewhere. See Export Account Data.

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Where your data comes from

Statisfy connects to the tools you already use — no engineering help needed for most of them: Start with Integration Concepts to understand how self-serve connections work, then pick your tool from the Integrations tab.

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How teams use Statisfy

  • CS and account managers live in Accounts, Activities, Workbench, and Stella — reviewing health, prepping for meetings, and clearing AI-suggested actions.
  • CS and RevOps leaders use Reports, Renewals, and Segments to track the book of business and spot risk early.
  • Admins set up Integrations, configure fields in the Object Manager, and build automations in Agent Studio. See User Management & Roles.

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First steps

  1. Log in and look around — use Global Search to find any account or contact instantly.
  2. Connect your tools — an admin connects your CRM, email/calendar, and support desk from the Integrations page. Data starts flowing within a day.
  3. Invite your team — add users and assign roles. See User Management & Roles.
  4. Ask Stella something — try “Summarize my top 5 accounts by risk” and see what comes back.

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Getting Help

If you need assistance, you can:
  • Browse this documentation — every section of the app has a matching guide here
  • Check the Changelog to see what’s new
  • Contact our support team at support@statisfy.com
  • Reach out to your Customer Success Manager