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getting-started

Getting started with customer insights

Set up Customer Insights in minutes. Monitor customer health, predict churn, and take action before it's too late.

Last Updated: January 25, 2025

What is customer insights?

Customer Insights helps you monitor customer engagement, predict churn, and take action before it's too late. Track health scores, identify at-risk accounts, and receive priority alerts when customers need attention.

What you'll get

  • Health score monitoring - Real-time health scores for each customer account
  • Priority alerts - Automated risk detection identifies customers needing attention
  • AI recommendations - Receive actionable insights for at-risk customers

Quick setup

Step 1: enable customer insights

  1. Log in to your FirstDistro Dashboard
  2. Navigate to Settings → Customer Insights Setup
  3. Click "Enable Customer Insights"

Step 2: install the sdk

Install the FirstDistro SDK to start tracking customer events. Choose your framework:

Step 3: start tracking

Track product usage events and group by account to power Customer Insights:

See your first results

  1. Navigate to Customer Insights in your dashboard
  2. View the Pulse card for overall health metrics
  3. Check Priorities for customers needing attention
  4. Browse the Customer Table to see all accounts

Health score ranges:

  • 🟢 Healthy (70-100) - Thriving customers
  • 🟡 At Risk (40-69) - Need attention
  • 🔴 Critical (0-39) - Immediate intervention needed

Next steps

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