# Statisfy

> Statisfy is an agentic platform for customer intelligence, supporting both pre-sales and post-sales workflows with unified customer context across the entire customer lifecycle.

## Docs

- [Account Health & Hierarchy](https://help.statisfy.com/accounts/account_health_and_hierarchy.md): Understand how account health scores are calculated, manage parent-child account hierarchies, and navigate your Book of Business.
- [Account Management Additional Filtering Guide](https://help.statisfy.com/accounts/account_management_additional_filtering_guide.md): This article will guide you through the process of navigating and applying filters in the admin view. By the end, you'll be able to understand and manage you...
- [Account Page Navigation](https://help.statisfy.com/accounts/account_page_navigation.md): Learn about the structure and functionality of the account page in Statisfy, including the AI Hub, health timeline, and engagement summary.
- [Export Account Data](https://help.statisfy.com/accounts/export_account_data.md): In this article, you'll learn how to export all your account data.
- [Renewals](https://help.statisfy.com/accounts/renewals.md): Track and manage your renewal pipeline with waterfall charts, account cards, and key retention metrics.
- [Section Overview Of Accounts](https://help.statisfy.com/accounts/section_overview_of_accounts.md): Learn how to navigate, filter, and understand your account details in Statisfy.
- [Activity AI Fields](https://help.statisfy.com/activities/activity_ai_fields.md): Understand and manage AI-generated fields on activities, including sentiment analysis, summaries, and key takeaways.
- [Activity Sharing](https://help.statisfy.com/activities/activity_sharing.md): Share activities with external stakeholders using secure, time-limited public links.
- [Add Manual Activity](https://help.statisfy.com/activities/add_manual_activity.md): In this tutorial, you'll learn how to add a manual activity to your account. This feature is useful for tracking and documenting your activities.
- [Viewing Activities](https://help.statisfy.com/activities/viewing_activities.md): Browse and filter customer activities including meetings, emails, support tickets, surveys, and Slack conversations.
- [Customer Insights Settings](https://help.statisfy.com/admin/customer_insights_settings.md): View and manage AI-generated customer insights that inform account health scoring.
- [DNS Setup](https://help.statisfy.com/admin/dns_setup.md): Configure your email domain DNS records for sending emails and surveys from Statisfy.
- [Email Builder](https://help.statisfy.com/admin/email_builder.md): Create and manage email templates for campaigns using the drag-and-drop editor.
- [Groups](https://help.statisfy.com/admin/groups.md): Create and manage user groups for team organization, work assignment, and targeted notifications.
- [Health Override Settings](https://help.statisfy.com/admin/health_override_settings.md): Configure the default grace period for manual health overrides and require a reason on every override.
- [How To Setup Default Mail Settings In System](https://help.statisfy.com/admin/how_to_setup_default_mail_settings_in_system.md): Configure your default mail application settings on Windows, macOS, and Chrome to work with Statisfy email links.
- [Managing Notetaker Settings](https://help.statisfy.com/admin/managing_notetaker_settings.md): This article will guide you on how to manage your meeting settings effectively.
- [Notification Rules](https://help.statisfy.com/admin/notification_rules.md): Set up automated notifications via email and Slack based on account and activity conditions.
- [Object Manager](https://help.statisfy.com/admin/object_manager.md): Configure entity fields, products, dimensions, and custom objects in Statisfy.
- [Formula Fields](https://help.statisfy.com/admin/object_manager/formula_fields.md): Create calculated fields using formulas, rollups, cross-object references, and time calculations.
- [Secret Store](https://help.statisfy.com/admin/secret_store.md): Securely store and manage API keys, tokens, and credentials for use in Agent Studio automations
- [Segments](https://help.statisfy.com/admin/segments.md): Create reusable customer segments based on conditions for use in campaigns, views, and notifications.
- [Survey Creator](https://help.statisfy.com/admin/survey_creator.md): Build and configure NPS, CSAT, CES, and custom surveys to collect customer feedback.
- [Tags](https://help.statisfy.com/admin/tags.md): Create, color-code, and manage tags for organizing tasks and other records.
- [User Management And Roles Guide](https://help.statisfy.com/admin/user_management_and_roles_guide.md): In this article, you'll learn how to add and manage users, as well as understand the different roles available in Statisfy.
- [Agent Best Practices](https://help.statisfy.com/agent-studio/agents/best-practices.md): Advanced tips and patterns for building effective AI agents
- [Creating Agents](https://help.statisfy.com/agent-studio/agents/creating-agents.md): Step-by-step guide to creating and configuring AI agents in Agent Studio
- [AI Agents Overview](https://help.statisfy.com/agent-studio/agents/overview.md): Build intelligent AI agents that can reason, use tools, and automate complex tasks
- [Action Components](https://help.statisfy.com/agent-studio/automations/actions.md): Reference guide for all action components that perform operations in your automations
- [AI Components](https://help.statisfy.com/agent-studio/automations/ai-components.md): Reference guide for AI-powered components that add intelligence to your automations
- [Automation Concepts](https://help.statisfy.com/agent-studio/automations/concepts.md): Understand the fundamental concepts of building automations in Agent Studio
- [Building Your First Automation](https://help.statisfy.com/agent-studio/automations/getting-started.md): Step-by-step guide to creating your first automation in Agent Studio
- [Logic Components](https://help.statisfy.com/agent-studio/automations/logic.md): Reference guide for conditional routing and logic components in automations
- [Processing Components](https://help.statisfy.com/agent-studio/automations/processing.md): Reference guide for data transformation and manipulation components
- [Testing Automations](https://help.statisfy.com/agent-studio/automations/testing.md): How to test and debug your automations before deployment
- [Trigger Components](https://help.statisfy.com/agent-studio/automations/triggers.md): Reference guide for all trigger components that start your automations
- [Workflow Assistant](https://help.statisfy.com/agent-studio/automations/workflow-assistant.md): Use the AI-powered chatbot to build, edit, and understand your automations
- [Agent Studio Overview](https://help.statisfy.com/agent-studio/overview.md): Build and deploy intelligent AI agents and automations to streamline your customer success workflows
- [Approvals Overview](https://help.statisfy.com/approvals/overview.md): Review and approve automated actions before they execute.
- [Tracking Approvals](https://help.statisfy.com/approvals/tracking_approvals.md): Monitor and manage all approvals across your organization.
- [Working with Approvals](https://help.statisfy.com/approvals/working_with_approvals.md): Review, approve, and reject pending workflow actions.
- [Campaign Analytics](https://help.statisfy.com/campaigns/campaign_analytics.md): Track campaign performance with delivery, engagement, and response metrics.
- [Campaign Unsubscribe](https://help.statisfy.com/campaigns/campaign_unsubscribe.md): Understand how email unsubscribe works in Statisfy campaigns.
- [Creating Campaigns](https://help.statisfy.com/campaigns/creating_campaigns.md): Create email and survey campaigns to engage your customers.
- [Managing Audiences](https://help.statisfy.com/campaigns/managing_audiences.md): Create and manage audiences to target the right customers in your campaigns.
- [Campaigns Overview](https://help.statisfy.com/campaigns/overview.md): Create and manage email and survey campaigns to engage your customers.
- [Overview](https://help.statisfy.com/changelog/overview.md)
- [Creating Custom Fields](https://help.statisfy.com/custom-fields/creating_custom_fields.md): In this tutorial, you'll learn how to create custom fields in two different ways.
- [Formula Fields](https://help.statisfy.com/custom-fields/formula_fields.md): Create calculated fields using formulas, rollups, cross-object references, and time calculations.
- [Activity Report](https://help.statisfy.com/dashboard/activity_report.md): View admin-level engagement analytics and person-level activity metrics.
- [Documents](https://help.statisfy.com/dashboard/documents.md): Create, edit, and manage shared documents within Statisfy account pages.
- [My Emails](https://help.statisfy.com/dashboard/my_emails.md): Review recent email interactions with customers from the Dashboard.
- [My Meetings](https://help.statisfy.com/dashboard/my_meetings.md): View and manage your upcoming and past meetings from the Dashboard.
- [Dashboard Overview](https://help.statisfy.com/dashboard/overview.md): Monitor customer health, renewals, and key metrics at a glance.
- [CSV Import Overview](https://help.statisfy.com/data-import/csv_import_overview.md): Import bulk data into Statisfy using CSV or Excel files — either one-time uploads or automated email-based integrations.
- [Direct CSV Import](https://help.statisfy.com/data-import/direct_csv_import.md): Upload a CSV file to update accounts or create and update people records in Statisfy.
- [Product Usage Import](https://help.statisfy.com/data-import/product_usage_import.md): Track product usage metrics by importing data from CSV files.
- [S3 as a CSV Source](https://help.statisfy.com/data-import/s3_csv_import.md): Connect an Amazon S3 bucket and have Statisfy automatically pull CSV or Excel files for recurring imports.
- [Setting Up CSV Integration](https://help.statisfy.com/data-import/setting_up_csv_import.md): Configure automated, email-based CSV data imports with the step-by-step wizard.
- [How To Use The New Filter And Do Updates On Account Fields](https://help.statisfy.com/filters/how_to_use_the_new_filter_and_do_updates_on_account_fields.md): In this article, you'll learn how to use the new filter option, perform individual updates, and execute bulk updates on your account list.
- [Global Search](https://help.statisfy.com/getting-started/global_search.md): Quickly find accounts and contacts using Statisfy's global search.
- [Introduction](https://help.statisfy.com/getting-started/introduction.md): Welcome to Statisfy - your agentic platform for customer intelligence
- [Key Concepts](https://help.statisfy.com/getting-started/key-concepts.md): Understand the core concepts and terminology in Statisfy
- [Quickstart](https://help.statisfy.com/getting-started/quickstart.md): Get up and running with Statisfy in minutes
- [BigQuery Integration](https://help.statisfy.com/integrations/bigquery_integration.md): Import data from Google BigQuery to sync custom fields, product usage, and customer metrics.
- [Calendar And Email Integration Guide](https://help.statisfy.com/integrations/calendar_and_email_integration_guide.md): In this article, you'll learn how to integrate your calendar and email with Google Calendar, Gmail, and Microsoft Outlook.
- [Chorus Integration](https://help.statisfy.com/integrations/chorus_integration.md): Connect Chorus with Statisfy to sync conversation intelligence data.
- [Clari Integration](https://help.statisfy.com/integrations/clari_integration.md): Connect Clari with Statisfy to sync conversation intelligence data.
- [DevRev Integration](https://help.statisfy.com/integrations/devrev_integration.md): Connect DevRev with Statisfy to sync support tickets and timeline activity into your customer timeline.
- [Email And Calendar Integration](https://help.statisfy.com/integrations/email_and_calendar_integration.md): In this article, you'll learn how to integrate your email and calendar.
- [Finding Mixpanel Project ID](https://help.statisfy.com/integrations/finding_mixpanel_project_id.md): In this article, you'll learn how to locate your project ID details in Mixpanel.
- [Freshdesk Integration](https://help.statisfy.com/integrations/freshdesk_integration_.md): Connect Freshdesk with Statisfy to sync support ticket data and customer interactions.
- [Gainsight Integration](https://help.statisfy.com/integrations/gainsight.md): Connect Gainsight to sync survey responses, activity timelines, product usage, and company data into Statisfy as a secondary CRM source.
- [Gainsight Integration Steps](https://help.statisfy.com/integrations/gainsight_integration.md): Step-by-step first-time setup for connecting Gainsight to Statisfy.
- [Gong Integration](https://help.statisfy.com/integrations/gong_integration.md): Connect Gong to sync call recordings, transcripts, and conversation intelligence into Statisfy.
- [Granola Integration](https://help.statisfy.com/integrations/granola_integration.md): Connect Granola with Statisfy to ingest AI meeting notes, transcripts, and summaries into your customer timeline.
- [How to Set Up Notification Rules - Email & Slack](https://help.statisfy.com/integrations/how_to_setup_notification_rules___email___slack.md): In this article, you'll learn how to set up new notification rules for email and Slack channels.
- [HubSpot Integration](https://help.statisfy.com/integrations/hubspot_integration.md): Connect HubSpot to sync companies, contacts, deals, and custom fields into Statisfy.
- [Intercom Integration](https://help.statisfy.com/integrations/intercom_integration.md): Connect Intercom to sync conversations, tickets, and help center articles into Statisfy.
- [Jira Integration](https://help.statisfy.com/integrations/jira_integration.md): Connect your Jira instance with Statisfy to sync support tickets and customer requests automatically.
- [Mixpanel - Statisfy Connection](https://help.statisfy.com/integrations/mixpanel___statisfy_connection.md): In this article, you'll learn how to navigate to the integration section and connect an admin app.
- [Mixpanel Integration Steps](https://help.statisfy.com/integrations/mixpanel_integration_steps.md): Step-by-step guide to connecting Mixpanel with Statisfy for product usage tracking.
- [PostgreSQL Integration](https://help.statisfy.com/integrations/postgresql.md): In this article, you'll learn how to connect a custom PostgreSQL instance for pulling product usage or any custom data.
- [PostHog Integration](https://help.statisfy.com/integrations/posthog_integration.md): Connect PostHog with Statisfy to sync product usage, custom fields, and custom objects using HogQL queries.
- [Redshift Integration](https://help.statisfy.com/integrations/redshift_integration.md): Import data from Amazon Redshift to sync product usage, custom fields, and custom objects into Statisfy.
- [Salesforce Integration](https://help.statisfy.com/integrations/salesforce.md): Connect Salesforce as your primary CRM in Statisfy and configure account filtering, owner mapping, ARR / renewal sources, custom objects, and support cases via the self-serve settings wizard.
- [Salesforce Bi Directional Sync Guide](https://help.statisfy.com/integrations/salesforce_bi_directional_sync_guide.md): In this article, you'll learn how to perform a bi-directional sync in Salesforce.
- [Salesforce Integration Steps](https://help.statisfy.com/integrations/salesforce_integration_steps.md): Step-by-step guide to connecting your Salesforce account with Statisfy.
- [Setting Up Okta SSO With Statisfy](https://help.statisfy.com/integrations/setting_up_okta_sso_with_statisfy.md): Configure Okta Single Sign-On (SSO) for secure, centralized access to Statisfy.
- [Slack Integration](https://help.statisfy.com/integrations/slack.md): Connect Statisfy to Slack for AI-powered customer insights, sentiment analysis, and automated notifications in your communication channels.
- [Slack Integration (Legacy)](https://help.statisfy.com/integrations/slack_integration.md): Connect Slack with Statisfy to enable team notifications and automated summaries.
- [Snowflake Integration](https://help.statisfy.com/integrations/snowflake_integration.md): Import data from Snowflake to sync product usage metrics and customer attributes.
- [Unthread Integration](https://help.statisfy.com/integrations/unthread_integration.md): Connect Unthread with Statisfy to sync support tickets into your customer timeline.
- [Zendesk Integration](https://help.statisfy.com/integrations/zendesk_integration.md): Connect Zendesk with Statisfy to sync support tickets into your customer timeline.
- [Zoom Integration](https://help.statisfy.com/integrations/zoom_integration.md): Connect Zoom to Statisfy for automatic meeting recording and AI-powered conversation analysis.
- [Managing Datasets](https://help.statisfy.com/knowledge-base/managing_datasets.md): Create, configure, and organize Knowledge Base datasets.
- [Knowledge Base Overview](https://help.statisfy.com/knowledge-base/overview.md): Organize documents and enable AI-powered search across your organization's knowledge.
- [Uploading Documents](https://help.statisfy.com/knowledge-base/uploading_documents.md): Add documents to your Knowledge Base datasets.
- [How To Manually Add A Note Taker To A Meeting](https://help.statisfy.com/meetings/how_to_manually_add_a_note_taker_to_a_meeting.md): Learn how to manually add a notetaker to a meeting when one fails to join or for impromptu meetings.
- [Create And Edit Custom Opportunity Fields](https://help.statisfy.com/opportunities/create_and_edit_custom_opportunity_fields.md): Learn how to create and edit custom fields in Opportunities, including pill fields with color coding and CRM field sync.
- [Creating A New Opportunity](https://help.statisfy.com/opportunities/creating_a_new_opportunity.md): Step-by-step guide to creating a new opportunity in Statisfy, including setting the stage, type, and expected close date.
- [Section Overview Of Opportunity](https://help.statisfy.com/opportunities/section_overview_of_opportunity.md): This article will guide you through the Opportunities Overview feature, helping you understand its various views and their significance.
- [Managing People](https://help.statisfy.com/people/managing_people.md): Create, edit, and manage contacts in Statisfy, including key contact designation and person details.
- [People Custom Fields](https://help.statisfy.com/people/people_custom_fields.md): Create and manage custom fields on people records to capture additional contact information.
- [Section Overview Of People Contact](https://help.statisfy.com/people/section_overview_of_people_contact.md): In this tutorial, we'll explore the 'People' section and how to effectively use its features.
- [Create Project From Template](https://help.statisfy.com/projects/create_project_from_template.md): In this article, you'll learn how to create a new project using an existing template.
- [Create Project Using Blank Template](https://help.statisfy.com/projects/create_project_using_blank_template.md): In this article, you'll learn how to create a new project using a blank template and add tasks to it.
- [Reorder & Reparent Tasks with Drag and Drop](https://help.statisfy.com/projects/drag_drop_task_ordering.md): Use drag and drop to reorder tasks within a project and reparent them in the task hierarchy.
- [Export Project Tasks Guide](https://help.statisfy.com/projects/export_project_tasks_guide.md): This article will guide you through the process of exporting all tasks from a specific project.
- [Milestones & Task Hierarchy](https://help.statisfy.com/projects/milestones_and_task_hierarchy.md): Structure your projects with milestones, subtasks, and multi-level task hierarchies.
- [Project Management Overview](https://help.statisfy.com/projects/project_management_overview.md): In this article, you'll learn how to navigate the Projects section under Manage and how to use its features effectively.
- [Project Template Creation Guide](https://help.statisfy.com/projects/project_template_creation_guide.md): In this article, you'll learn how to create a project template that can be reused for multiple projects.
- [Task Dependencies & Auto-Cascade Dates](https://help.statisfy.com/projects/task_dependencies_and_cascading.md): Learn how task dependencies work, how auto-cascade automatically shifts dates, and how to manage blocking relationships in your projects.
- [Reports Overview](https://help.statisfy.com/reports/basics_of_reports.md): Explore interactive dashboards powered by PrismIQ to analyze customer data across your organization.
- [Churn Analysis Report Guide](https://help.statisfy.com/reports/churn_analysis_report_guide.md): Learn how to generate and send a churn analysis report for your churned accounts using Stella AI.
- [Creating Dashboards](https://help.statisfy.com/reports/creating_dashboards.md): Build custom dashboards by adding widgets, configuring data sources, and arranging layouts.
- [Managing Pinned Dashboards](https://help.statisfy.com/reports/managing_pinned_dashboards.md): Pin dashboards to the main Reports page or account detail pages, and control display order.
- [Using Filters](https://help.statisfy.com/reports/using_filters.md): Refine dashboard data using the filter bar, cross-filtering, and multiple filter types.
- [Viewing Dashboards](https://help.statisfy.com/reports/viewing_dashboards.md): Navigate the dashboard list, interact with widgets, switch view types, and explore account-level reports.
- [FAQ](https://help.statisfy.com/resources/faq.md): Frequently asked questions about Statisfy
- [Troubleshooting](https://help.statisfy.com/resources/troubleshooting.md): Solutions to common issues in Statisfy
- [Advanced Features](https://help.statisfy.com/stella-ai/advanced_features.md): Citations, thinking panel, skills, actions, and knowledge base search.
- [Navigating Stella AI Features](https://help.statisfy.com/stella-ai/navigating_stella_ai_features.md): In this tutorial, you'll learn how to navigate Stella AI and use its various features effectively.
- [Stella AI Overview](https://help.statisfy.com/stella-ai/overview.md): Your AI-powered assistant for customer intelligence and insights.
- [Stella AI - Command Prompt Examples](https://help.statisfy.com/stella-ai/stella_ai___command_prompt_examples.md): Here are a few example prompts that might be helpful. You can also try asking your own questions related to your account books.
- [Using Prompts](https://help.statisfy.com/stella-ai/using_prompts.md): Work with starter prompts, the prompt library, and save your own prompts.
- [Adding Tasks Manually Tutorial](https://help.statisfy.com/tasks/adding_tasks_manually_tutorial.md): In this article, you'll learn how to manually add a new task.
- [Editing Tasks And Comments](https://help.statisfy.com/tasks/editing_tasks_and_comments.md): In this article, you'll learn how to edit a task and add comments in a few simple steps.
- [Manage Task Status Tutorial](https://help.statisfy.com/tasks/manage_task_status_tutorial.md): In this article, you'll learn how to manage the status of Tasks.
- [Task Followers](https://help.statisfy.com/tasks/task_followers.md): Follow tasks to receive updates and stay informed about progress.
- [Task Management UI Navigation](https://help.statisfy.com/tasks/task_management_ui_navigation.md): This article will guide you through the process of navigating the task management interface under the Manage section.
- [Creating A New People Contact View And Exporting It](https://help.statisfy.com/views/creating_a_new_people_contact_view_and_exporting_it.md): In this article, you'll learn how to export a record of people who engaged with you before a specific date and how to save and manage these views.
- [Creating New View And Exporting The Data](https://help.statisfy.com/views/creating_new_view_and_exporting_the_data.md): This article will guide you through the process of creating, saving, and exporting a new view.
- [Deleting A View](https://help.statisfy.com/views/deleting_a_view.md): In this article, you'll learn how to delete a view in a few simple steps.
- [Marking Views As Global](https://help.statisfy.com/views/marking_views_as_global.md): In this article, you'll learn how to set a view as global, allowing everyone in your organization to review it.
- [Renaming A View Tutorial](https://help.statisfy.com/views/renaming_a_view_tutorial.md): In this article, you'll learn how to rename a view.
- [Set Default View In Accounts](https://help.statisfy.com/views/set_default_view_in_accounts.md): Learn how to set a default view on the Accounts page so your preferred view loads automatically every time.
- [Sharing A View](https://help.statisfy.com/views/sharing_a_view.md): In this article, you'll learn how to share a view and add people or groups to it.
- [Sample Workflow Queries](https://help.statisfy.com/workflows/sample_workflow_queries.md): Here are some common queries that can be used in workflows.
- [Workflows Overview](https://help.statisfy.com/workflows/workflows_overview.md): Automate recurring customer success tasks with AI-powered workflows.

## OpenAPI Specs

- [openapi](https://help.statisfy.com/api-reference/openapi.json)