Product Insights

Every interaction Floe has, whether it's a demo, onboarding session, or support conversation, generates structured intelligence. This data flows into your Accounts Dashboard and session recordings, giving your sales, CS, and product teams a real-time picture of every account.

Accounts Dashboard

The Accounts Dashboard is your command center for customer health. At a glance you see:

  • Total Accounts: How many organizations are active
  • Questions Handled: Total interactions the AI agent has resolved
  • Average Adoption: Aggregate adoption percentage across all accounts
  • At Risk: Accounts showing declining engagement or stalled setup

Each account row shows:

  • ICP Fit: How well the account matches your ideal customer profile
  • Customer health score: Overall account health based on engagement, adoption, and activity
  • Adoption %: What percentage of your product's capabilities the account is using
  • Users: How many team members are active
  • Engagement: Session count and interaction depth
  • Signals: Buying signals, expansion signals, or risk indicators

Click into any account to see the full picture: team members with individual activity, use case adoption breakdown, and linked capabilities.

Account detail view

When you open an account, you see:

  • Team: Every user in the account with their role, last active date, and engagement level (champion, active, at risk, dormant)
  • Use Case Adoption: Which product use cases the account has adopted and which are untouched. This tells you where the expansion opportunity is.
  • Capabilities: Which capabilities the account's users have interacted with during demos, onboarding, or support

This is the data your CS team uses for QBRs and your sales team uses for expansion conversations. Instead of guessing which features matter to which account, you see it directly.

Session recordings

Every agent interaction is recorded:

  • Full transcript with timestamps for every statement
  • Screen state at each point in the conversation
  • User intent: What the user was trying to accomplish
  • Resolution: Whether the agent resolved it or escalated

You can filter sessions by account, user, date range, or outcome. Replay any session to understand exactly what happened.

Demo intelligence

After every demo session:

  • Buying signals: Which features got the most engagement. What made the prospect lean in.
  • Questions asked: What the prospect wanted to know, in their own words.
  • Objections raised: Concerns about pricing, security, integration, or competition.
  • Feature interest: Which parts of your product the prospect spent time on.
  • Engagement score: How actively the prospect participated.

Your sales team can review demo intelligence before follow-up calls. Know what the prospect cared about, reference specific moments from the demo.

Onboarding intelligence

Track how new users progress through setup:

  • Time to value: How long from signup to the user's first meaningful action
  • Setup completion: Which steps were completed, skipped, or abandoned
  • Goals stated: What the user said they were trying to accomplish
  • Drop-off points: Where users disengage during onboarding

Support intelligence

Aggregate support interactions to find patterns:

  • Common questions: What users ask about most frequently
  • Resolution rate: Percentage resolved by the agent without human escalation
  • Repeat issues: Problems that surface across multiple accounts
  • Feature confusion: Product areas where users consistently misunderstand the workflow

This data helps your product team prioritize fixes. If 40% of users ask the same question about a workflow, that's a product problem.

Engagement signals

Floe tracks signals that indicate account health changes:

  • Champion identified: A user who engages frequently and explores deeply
  • Expansion revenue signal: Account users exploring capabilities they haven't adopted yet
  • Risk signal: Declining login frequency, incomplete setup, or support escalations
  • Adoption milestone: Account crosses a usage threshold for a key capability

These signals appear in the Accounts Dashboard and can trigger automated alerts.

FAQ

Can I export account data? Account data and session recordings are available in the dashboard. API export is on the roadmap.

How are health scores calculated? Health scores combine login frequency, feature adoption breadth, support interaction outcomes, and engagement trends. Accounts with declining metrics are flagged as at risk.

Can I customize which signals matter? Signal weighting is configured per site. You define what "healthy" looks like for your product.

Who on my team should use this? Sales reviews demo intelligence before follow-ups. CS monitors account health and adoption. Product aggregates support data for prioritization. Leadership watches the high-level metrics.