ServiceAI can display your account manager's contact information directly within the platform, making it easy to reach out for support, questions, or to schedule a meeting. This information is automatically pulled from your subscription and CRM records.
Where to Find Your Account Manager Information
To view your account manager's details:
- Navigate to Settings by clicking the gear icon in the top navigation bar
- Select the Overview tab
- Your account manager's information is displayed in a banner at the top of the overview page
Available Information
The account manager card displays the following details when available:
- Name — Your assigned account manager's full name
- Email — Direct email address for contacting your account manager
- Phone — Phone number for your account manager
- Meeting Link — A direct link to schedule a meeting with your account manager
This information is automatically synced from ServiceAI's billing and CRM systems. If any details appear incorrect or are missing, please contact success@cloudradial.com for assistance.
Frequently Asked Questions
Why don't I see account manager information?
Account manager details are populated from your subscription record. If this section is empty, your account may not yet have an assigned account manager. Contact success@cloudradial.com to get connected.
Can I change my account manager?
Account manager assignments are managed by the ServiceAI team. If you need to request a change, please reach out to success@cloudradial.com.
Comments
0 comments
Please sign in to leave a comment.