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Welcome!

This guide will help you understand how to view and manage individual client results. You'll learn how to navigate through their responses, manage tasks and bookings, listen to recordings, and more!

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What You'll Learn

Finding a Client's Results

To view a client's individual results:

  1. Click Clients in the left menu (the people icon)
  2. Find the client you want to view
  3. Click on their name or on a recent conversation

You can also click on a client's name from the Latest Responses section on the dashboard.

Understanding the Response Tab

When you open a client's page, you'll see their most recent conversation and scores.

The Response tab showing survey results, scores, and action items

The Response tab showing survey results, scores, and action items