Workbench Overview

The Workbench is your daily starting point for customer success work. Statisfy reviews the accounts you own, identifies what needs your attention, and prepares ready-to-act items — drafted emails, Slack replies, meeting prep, and follow-up tasks — in a single, curated queue. You stay in control: nothing is sent until you review it and click send. Think of it as a focused to-do list where the work comes pre-drafted. Instead of deciding what to do and then doing it, you scan a short list, make small edits, and act.

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What the Workbench does for you

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Accessing the Workbench

Click Workbench in the navigation at the top of your workspace, next to Dashboard. A count badge next to the Workbench heading shows how many items are waiting for you.

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How it works

The Workbench focuses on your book of business — the accounts you own.

1. Statisfy reviews your accounts throughout the day, looking for situations that typically need a customer success touch.
2. It prepares an action for each one — for example, a drafted reply to an unanswered email, a prep brief for tomorrow’s meeting, or a follow-up task after a call.
3. You review the queue, open an item, edit the draft if needed, and act on it.
4. The item moves to your History once you send it or dismiss it, so your Active queue always reflects what’s still open.

You can also ask Stella to prepare something new — drafts you request in chat can land in your Workbench queue alongside the items Statisfy surfaces on its own.

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What the Workbench watches for

The Workbench looks across your accounts for the kinds of moments where a timely action makes a difference: When a single account shows several related signals at once — say, a health drop and a usage drop — the Workbench can combine them into one action with shared reasoning, rather than several separate items.

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Action types

Each item is one of a few types, and each opens the right tools for the job:

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Working through your queue

The queue has two modes, switched with the Active and History buttons at the top:

• Active — items still waiting for your action.
• History — items you’ve already sent or dismissed.

Filtering the Active queue. Use the type filter to narrow the list: All types, Emails, Slack, Meetings, Tickets, or Tasks. Reading a card. Each item shows a title, a short subtitle (for example, a meeting time and attendees), an icon for its type, and how long ago it was prepared. The most recently prepared items appear at the top. Items that share the same source — for example, several drafts tied to the same meeting or email thread — are grouped together. When you’re caught up. An empty Active queue shows “You’re all caught up!” — there are no pending actions, and you can ask Stella to prepare something new.

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Reviewing and sending an action

Click any item to open it on the right. You can edit before you act — changes save as you type, so there’s no separate save step.

Email

Review the recipients (To and CC), the subject, and the body. Adjust recipients or wording as needed — start typing a name to search for a recipient.A note marked “For your eyes only — not included in sent email” may appear above the draft. This is context for you and is never sent to the customer.When the draft is ready, click Send via Gmail. After it sends, the item shows “Sent via Gmail” and moves to your History.

Sending email requires a connected Gmail account. If you see “Connect Gmail to send”, connect Gmail first. See Email & Calendar Integration.

Slack

The draft shows which channel it will post to (“Will post to #channel”). Edit the Message, then click Send to Slack. The reply posts to the conversation that triggered the action, and the item shows “Posted to Slack” once sent.Slack formatting is posted as Slack-style text (mrkdwn), so keep it plain — no HTML or email formatting.

Meeting prep

A meeting item opens a prep brief — account context, recent activity, talking points, and suggested action items. Review and edit it, then click Mark Reviewed. Nothing is sent; this simply confirms you’ve reviewed the brief and clears it from your queue.

Task

A task item shows the suggested follow-up details for you to review. Adjust the fields if needed, then click Create task to add it to Statisfy. Resolve any flagged errors before creating.

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See the context behind an action

Every action is backed by the conversation or event that prompted it — the email thread, the Slack conversation, or the meeting. Open the context panel to review that source material without leaving the action. Click the context icon at the top of the action (it’s labeled with the customer’s name, or View context) to open the panel on the right. It shows:

• A pinned customer header — name, health, and a link to the full account.
• A Recent Activity timeline for the account.
• The source for that action type:
  • Email — the Original Thread with its message count. Click Read full to read the entire thread.
  • Slack — the #channel conversation. Click Read full to read the whole thread.
  • Meeting — the Meeting details and Attendees, plus Key Takeaways and Outcomes for past meetings. Click View full for the complete summary.

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Refine a draft with Stella

Each action has its own Stella chat that already knows which item you’re working on — use it to refine the draft, ask for more detail, or pull in extra context, all in plain English.

1. Click Ask Stella on the action. The Stella panel opens with the heading “Asking about [action title]”.
2. Tell Stella what you want — for example, “make this more concise,” “mention the renewal date,” or “pull in the latest support tickets.” Stella can rephrase, edit, or regenerate the draft and pull more context for the artifact.
3. When Stella proposes a change, review it before it’s applied. Once you accept, you’ll see “Stella revision applied.” Finish reviewing a proposed change before continuing the chat.

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Version history

As you and Stella make changes, the Workbench keeps a version history for your current session, so you can step back to an earlier draft.

• Open it from the version pill (for example, v3) on the action to see the Version history.
• Each entry is labeled by where it came from — Original, You edited, Stella applied, or Restored — along with when it was created.
• Click Restore this version to load an earlier draft back into the editor. It then auto-saves as your current draft.

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Dismissing an action

If an item isn’t relevant, click Dismiss, then confirm. Dismissed items leave your Active queue and are kept in History so you have a record.

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Reviewing your History

Switch to History to see everything you’ve already handled. You can filter by:

• Date range — Last 7 Days, Last 30 Days, or a Custom Range
• Type — the same type filters as the Active queue
• State — All states, Executed, or Dismissed

Completed items carry a status that reflects what happened — Sent (email), Posted (Slack), Reviewed (meeting prep), Created (task), or Dismissed.

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Requirements

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Tips for getting the most from the Workbench

• Check the Workbench at the start of your day, the way you’d check your inbox.
• Open the context panel before sending, so your reply matches what was actually said.
• Use the action’s Stella chat to refine a draft instead of rewriting it from scratch.
• Dismiss what isn’t useful instead of ignoring it, so your queue stays a true to-do list.
• Use the type filters to batch similar work (clear all emails, then all meeting prep).

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