Tracking people
Filter and sort your People table by churn risk and sentiment, and read a person's full detail page.
Sidebar → Customers → People.
The stat cards
Total People, High Churn Risk, Avg Sentiment, Resolution Rate — click any to filter the table below.
The table
Columns: Name, Company, Churn Risk (Low/Medium/High), Incidents/Events, Avg Sentiment, Resolution Rate, Last Activity. Sort by any of these, ascending or descending, or by newest/oldest first.
Charts
Toggle between a ranked bar view (Top 10/20 People by Events, or by Churn Risk) and a Bubble Chart that plots people by volume, sentiment and resolution at a glance.
The person detail page
Click a row to open that person's profile:
- Their own trend chart and stat cards
- An AI-generated summary of who they are and what they've experienced (a note appears if incidents haven't loaded yet)
- Findings, topics, and interview responses tied to them, organized in tabs
- Their Churn Risk shown prominently
Customizing and exporting the table
Reorder or hide columns, and export the table to CSV — see Customizing table columns and Exporting table data to CSV.
Next steps
- Filtering and sorting people
- How churn risk is calculated — the factors behind the Low/Medium/High score
- Tracking companies
- Creating a people report — the churn/resolution-rate report built from this data
Frequently asked questions
What do the stat cards at the top of the People page do?
Can I sort the People table by churn risk?
What shows up on a person's detail page?
Can I export the People table to CSV?
What if a person's incidents haven't loaded yet?
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