The involve.ai system shares and writes data back to systems of action (CRMs, for example) each time an update is made.
Write-back permissions must be enabled by the data source administrator in order for updates to appear. Contact your system administrator and involve.ai CSM if updated data should be fed back to the system of action.
Data that involve.ai shares back
Values that will be sent back to the source include:
involve.ai health score
Recent trend of the involve.ai health score
Number of support tickets
Severity of support tickets
Customer owner pulse
Data must be available on the dashboard in order for the information to be shared back. Note: customizations are not included in this list.
Users can also directly review select client details by clicking on the field link which will route the user to the involve.ai dashboard and account history.