Frequently Asked Questions
Find answers to common questions about Statisfy.General
What is Statisfy?
What is Statisfy?
Statisfy is an agentic platform for customer intelligence that supports both pre-sales and post-sales workflows. It provides unified customer context across the entire customer lifecycle by aggregating data from your existing tools and systems.
Who is Statisfy for?
Who is Statisfy for?
Statisfy is designed for Customer Success teams, Account Management teams, and Revenue teams who need a complete view of their customers. It’s particularly valuable for organizations using multiple tools to manage customer relationships.
How does Statisfy differ from a CRM?
How does Statisfy differ from a CRM?
While CRMs focus on managing customer records and sales processes, Statisfy focuses on customer intelligence. It aggregates data from your CRM and other tools to provide insights, track engagement, and automate workflows based on customer signals.
Data & Security
How is my data secured?
How is my data secured?
Statisfy uses industry-standard security practices including encryption at rest and in transit, SOC 2 compliance, and regular security audits. Your data is stored in secure cloud infrastructure with strict access controls.
Can I control what data is synced?
Can I control what data is synced?
Yes. When configuring integrations, you can select which objects and fields to sync. You can also configure data retention policies to control how long data is kept.
Where is my data stored?
Where is my data stored?
Data is stored in secure cloud infrastructure. Contact your account representative for specific information about data residency options.
Integrations
What integrations are available?
What integrations are available?
Statisfy integrates with popular CRMs (Salesforce), communication tools (Slack, Email, Calendar), analytics platforms (Mixpanel, PostgreSQL), support systems (Zendesk, Freshdesk, Jira), and more. Visit our Salesforce Integration guide as an example, or browse the Integrations tab for the full list.
Can I request a new integration?
Can I request a new integration?
Yes! Contact our team at [email protected] with your integration request. We regularly add new integrations based on customer needs.
How often does data sync?
How often does data sync?
Sync frequency depends on the integration and your configuration. Most integrations support near real-time sync, with options for scheduled syncs at regular intervals.
Features
What are Agents?
What are Agents?
Agents are AI-powered automations that monitor your customer data and take actions based on conditions you define. They can send notifications, create tasks, and trigger workflows automatically.
How do Insights work?
How do Insights work?
Insights are generated by our AI analyzing patterns in your customer data. The system identifies trends, risks, and opportunities, then surfaces actionable recommendations.
Can I customize the Customer 360 view?
Can I customize the Customer 360 view?
Yes. You can configure which fields and sections appear in the Customer 360 view, and create custom views for different use cases.
Support
How do I get support?
How do I get support?
You can reach our support team at [email protected]. For urgent issues, contact your Customer Success Manager directly.
Is training available?
Is training available?
Yes. We offer onboarding training for new users and ongoing training sessions. Contact your Customer Success Manager to schedule training.