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August'23 Release Notes
August'23 Release Notes
Mano avatar
Written by Mano
Updated over a year ago

Welcome to our August 2023 product update! At AppEQ, we're committed to continuously improving our platform to provide you with the most comprehensive and user-friendly customer experience tools. This month, we're thrilled to introduce several new features that have been designed to streamline your workflow, enhance data analysis, and provide more in-depth insights into your customer data.

Feature 1: NPS Support from Spreadsheet

We've made it easier than ever to calculate your Net Promoter Score (NPS) directly from your spreadsheet. With the new function fxNPS, you can now generate a summary for an account's NPS over the last 12 months. This function, highlighted in blue for easy identification, automates the NPS calculation process, saving you time and ensuring accuracy.

To help you understand the calculation process, we've added an information tooltip that links to a detailed explanation of how NPS is calculated. You can find this information in our blog post here.

Additionally, we've introduced an NPS trend feature that displays the NPS trend over the past 12 months, providing you with a clear picture of your performance over time.

Feature 2: AppEQ Genie

Introducing AppEQ Genie, powered by Bard AI. This feature allows you to ask any question about your customers or potential customers, and get accurate, data-driven responses. Whether you need to know about customer preferences, behavior, or potential opportunities, AppEQ Genie is here to assist.

(Genie, can be accessed from the Gmail Inbox)

Feature 3: Addition of Customer Accounts Made Easier

We've streamlined the process of adding customer accounts. Now, you can add customer accounts directly from the Summary Widget. You can also designate accounts as Champions or Sponsors for more organized tracking. If a data source is already configured, an icon will appear allowing you to add the account to your Watch List with just one click.

Feature 4: Third-Party & AppEQ Data

We've expanded our data-sourcing capabilities. Given a domain, we can now provide you with a wealth of information, including the company description, logo image, LinkedIn URL, HQ city, country, latest news, employee size, and revenue (if available). This data is sourced from reliable third-party platforms like Crunchbase and BardAI. For organizations frequently used by AppEQ users, we will update the latest news, employee size, and revenue data on a monthly basis.
(It can be viewed on the summary widget)

Feature 5: Feed Update

We've added the ability to set Account Pulse directly from your Feed. This new feature allows you to keep a close eye on the pulse of your accounts, ensuring you never miss a beat when it comes to managing your customer relationships.

We hope these updates will enhance your experience and provide you with the tools you need to better understand and engage with your customers. As always, we welcome your feedback and look forward to continuing to serve your needs.

Feature 6: Tasks / To-Do Accessibility

We've made it even easier for users to access their tasks and to-dos. With the introduction of the Success Pad, users can now effortlessly add tasks they need to perform and check them off once completed. A dedicated widget will display any unmarked tasks, ensuring you never miss out on any important action items.

Feature 7: Account Status Modification

We've made it even easier for users to access their tasks and to-dos. With the introduction of the Success Pad, users can now effortlessly add tasks they need to perform and check them off once completed. A dedicated widget will display any unmarked tasks, ensuring you never miss out on any important action items.

Feature 8: Nudges for Pulse

Stay on top of your tasks with our new Nudges feature. This functionality sends you timely reminders, nudging you to set a pulse at custom intervals determined by you. Moreover, notifications have been enhanced to include action buttons wherever relevant, streamlining your workflow and ensuring you take immediate action.

As we continue to innovate and evolve, we're excited to see how these new features will empower you to better understand, engage with, and serve your customers. We believe that these updates will bring you closer to your customers and help you achieve your business goals more effectively.

We appreciate your continued support and feedback, which are invaluable in helping us shape the future of AppEQ. Stay tuned for more updates and enhancements in the coming months, as we strive to make AppEQ your go-to platform for customer experience management. Thank you for being a part of our journey.

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