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Good morning, Tanya

Zen ran 47 sessions in the last 7 days and escalated 4 to your team.

Sessions completed47▲ 18% vs last week
Avg. time to value2.4 days▲ 2.1x faster
Self-serve rate91%▲ 6 pts
Escalations4▼ 3 vs last week

Customer onboarding progress

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CustomerPlanProgressLast sessionStatus
NG Northwind GroupEnterprise2h agoLive
CL Cerby LabsGrowthYesterdayIn progress
UF Uptick FieldGrowth4 days agoStuck
BG BudgetlyStarter6h agoIn progress
QA Qualia HealthEnterprise1h agoIn progress
CB CanibuildGrowth9 days agoAt risk

Needs a human

4
Uptick Field4 days ago

"Can we get SSO on the Growth plan?" — commercial question, outside Zen's scope.

Canibuild9 days ago

Data import failed 3 times — malformed CSV from their legacy system.

Cerby LabsYesterday

Asked for a custom invoice template — not covered in the knowledge base.

Budgetly6h ago

Multi-region tax setup — Zen flagged low confidence and paused.

Live & recent sessions

Qualia Health · Dr. Amara O.Connecting Google Calendar · 3:41 elapsed
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Northwind Group · Front deskStaff training · 1:12 elapsed
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Budgetly · Tom R.Completed · 5 of 5 steps · 4:12
Replay
Cerby Labs · Ana P.Completed · 4 of 5 steps · 7:38
Replay
Uptick Field · Marc D.Abandoned at "Sync CRM" · 2:04
Replay

Where customers get stuck

Last 30 days
Create workspace
100%
Import data
94%
Connect integrations
71%
Sync CRM
46%
Invite team
41%

Zen's read: the biggest drop is at Sync CRM — 12 of 26 customers couldn't find their provider in the list. Promoting the top 6 CRM logos would likely recover ~20% of this step.