Knowledge Base

Accounts & People

• Introducing Accounts and People
• Managing Accounts
• Managing People
• Account Properties
• Person Properties
• Account Dashboard

See all 7 articles

Playbooks & Plays

• Introducing Playbooks and Plays
• Navigating the Plays app
• Creating Playbooks
• Managing Playbooks
• Managing Plays
• Tutorial: Create an onboarding playbook

Administration

• Blacklist
• Bulk Data Jobs
• Integrations
• Team Management

Customization

• Custom Properties
• Managed Properties
• Notifications
• Profile Dashboard & Favorite Properties
• Tags

Be Productive with Amity

• Engagements
• Filter Operators Reference
• Links
• Marketing Dashboard
• Notes
• Open Email View

See all 12 articles

Tasks

• Navigating the Tasks app
• Creating Tasks
• Managing Tasks
• Tasks Administration

Rules

• Introducing Rules
• Creating Rules
• Managing Rules
• Tutorial: Add a tag to accounts with a rule
• Tutorial: Notify the CSM when a support ticket is opened

Health & Insights

• Introducing Health and Insights
• Creating Insights
• Managing Insights
• Overriding Health with Insights
• Predefined Insights
• Tutorial: Mark an inactive account as unhealthy

Reports

• Introducing Reports
• Reporting Periods
• Cohort Analysis Report
• Customer Map Report
• Engagement Analytics Report
• Insight Analytics Report

See all 13 articles

External Targets

• Tutorial: Send a message to Slack
• Tutorial: Send a message to Microsoft Teams
• Creating External Targets
• Managing External Targets

Emails

• Creating Email Templates
• How Email Tracking Works
• Managing Email Templates
• Tutorial: Send a "one-time" email
• Understanding Email Integration

Best Practices

• Building Customer Success Emails with Amity
• Email Template Use Cases

Activities

• Activity Tracking API