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Exec Dashboard: Zero Inbox Approach

Use Staircase AI’s Executive Dashboard to apply a zero-inbox approach for managing customer risks.

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Written by Kate Neal
Updated over 2 weeks ago

This video walks you through the Zero Inbox use case of Staircase AI's Executive Dashboard, which serves as a powerful control panel for monitoring business performance. Focusing on how CSMs and AMs can utilize this dashboard with a zero-inbox approach to effectively manage and mitigate customer risks. Each account owner should filter this dashboard to their own book of business and take action on identified risks.

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