Customer Lifecycles
Customer Lifecycles

Drive engagement, reduce churn and maximize revenue

Define journeys to track customers with complete visibility. Engage the right person at the right time with automated triggers along the way.

Get Access

Identify issues and reduce your churn

Set measures like WIP limits and track cycle times to spot problematic behavior—or application bottlenecks—before they occur.

Increase engagement and overall adoption

Nudge users based on actions they've taken. Know what customers do, or don’t do, inside your app, so you can help them succeed.

Drive customer success from within your app

Automatically notify other systems of lifecycle events, including onboarding milestones, new feature use, or stalled progress.

4 steps to ensure customer success

Customers have a set of desired outcomes they want from your product. Lifecycles make sure that they get there. Successful users are happy users - and happy users don’t churn.

Understand how customers use your application

With true visibility into every step of the customer journey, product teams get critical insight into how best to serve customer needs so you can focus your effort on the features that will make the biggest impact.

Set triggers and alerts to engage stuck users

Once you identify the trouble spots within your app, you can design support routines to keep customers on the right track. Alert 3rd-party tools like Intercom, suggest help docs, or trigger action directly within your app.

Optimize adoption & customer success with integrated metrics

Identify bottlenecks in your service delivery. Use basic measures like work in progress limits and cycle times to uncover processes that run too slow, or steps that never get completed.

The features you’ve been looking for

  • Secure by designZero-trust architecture, 2-factor authentication, PCI & HIPAA compliant.
  • API-centricAll Chassi features can be accessed and managed via API.
  • Set alerts & trigger actionsSet alerts and trigger actions using Work In Progress (WIP) definitions based on limits you set. 
  • Synced to other APIsAny updates are automatically synced across the Chassi platform.
  • Application work spacesCreate dev, test, stage, and production spaces to test lifecycles before publishing
  • Unlimited lifecyclesCreate dozens or even hundreds of processes within your business.

How is this different from tools like Intercom, Pendo and Appcues?

Tools like Intercom, Pendo and Appcues help you guide new or stuck users through your application, while Chassi helps you determine what that path should look like in the first place. In fact, tools like Intercom and Pendo are perfect companions to integrate with the Chassi platform and help implement what you learn by measuring lifecycles.

How do I analyze the data collected in order to get actionable insights?

We offer several reporting options to help you sort and derive insights from your data, like Top Pathways, Cycle Times, Lifecycle Trends, Cumulative Flow. These reports paint a picture of how customers move through your application, and where the rough edges are.

Does this only collect data, or can it be used to spur customers into action?

You can use Chassi to automatically alert your system, or 3rd party tools to take actions based on rules you implement. You can trigger alerts based on the time it takes for someone to complete a step, or set of steps (their cycle time). Or trigger alerts if too many people are in progress on a single step (a work in progress limit). Use those alerts to trigger actions to nudge at-risk users before they fall off.

My team is very busy–how much effort will it take to implement a lifecycle?

If you can draw on a whiteboard, you can create custom Lifecycles in our GUI tool within minutes. These Lifecycles can then be connected to your app’s back end through our APIs with a single developer in no more than a couple hours’ time. Once we start to aggregate the data from these API calls, that’s when the valuable work of analysis begins.

Can I create a lifecycle that maps my user onboarding? What about new feature adoption? What are the limits?

You can create a Lifecycle for nearly any journey that occurs within your application, and you can customize them to meet your unique business needs. You can also build hierarchies of Lifecycles (i.e. nest a multi-step subflow for a training journey within one step of your onboarding Lifecycle).

What about security?

Data security has been a top priority from day one. Chassi was built using zero-trust architecture even behind the firewall, in order to protect customer data. We are HIPAA and PCI compliant. We have a direct stake in the security of our system because we use it to store our own data, just like our customers do.

Boost engagement and slash churn rates