Overview:
This article explains how Associates can access and view Experience Insights within the My Insights section of Xvantage. Experience Insights provide actionable feedback and customer engagement data that can help identify opportunities to improve customer satisfaction and strengthen reseller relationships.
Process:
Go to My Apps and click Okta.
Search for X4A in Okta and click it. Xvantage for Associates will open in another tab.
In Xvantage for Associates, open the left navigation menu and select Insights → My Insights.
Select the Experience tab.
The Experience Insights page will be displayed. This section highlights feedback-driven insights tailored to your current customer priorities and objectives. You will see the following information:
Top Customer Experience Actions – High-priority insights personalized to your current goals and key accounts.
Customer Experience Insights – A comprehensive list of insights based on behavioral trends and feedback from your reseller accounts. The list includes the following information:
Reseller Name
Rolling 12-Month Sales
Most Recent Feedback Date
Feedback Submitted
Critical Feedback Score and Details
Action Deadline
Insight Status