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Series 3

Running your account

Topics, the people on the account, what each screen shows, and your plan and billing.

8 articles

20

What each part of the Overview states: the condition of your account, how much of your feedback allowance is used, and which topics need your attention.

21

Add a topic for another area of your customers' experience, pause or archive one, and see who is notified about a topic and which AI tools read it.

22

Give a colleague access to your account by email, choose their role, change it later, and remove their access when they leave.

23

Set the address you sign in with, choose how notices reach you, choose the topics you are notified about, and manage the AI tools that read on your behalf.

24

What each kind of mail says, when it comes, who receives it, and which kinds you can stop.

25

Sign in again to a tool whose login has expired, so collecting and delivering start again. About two minutes when you can sign in to the tool yourself.

26

See what your plan includes, how much feedback may be collected each month, and where your invoices and your card are kept.

27

Take a copy of your data, close the account when you no longer need it, and open it again before the data is deleted. The export arrives by email; closing and opening again take a few minutes each.