Thena Accounts Experience

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Major update: A new Accounts experience

Thena now brings all your customer accounts into a single, real-time, intelligent view — no manual entry, no switching tools.
  • Unified accounts table: View, sort, filter, and edit customer accounts with a powerful spreadsheet-like interface.
  • Automated account creation: Accounts are automatically built from Slack conversations, emails, CRM, and API integrations.
  • Account detail view: See linked tickets, contacts, notes, tasks, and activities — all in one sidebar for a complete 360° view.
  • Centralized customer intelligence: Move faster across success, support, solutions, and leadership teams with shared context and insights.
Learn more →

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Other updates:

  • Account tasks: Track and manage customer-related tasks linked to specific accounts — keeping teams aligned on next steps. Learn more →
  • Account notes: Capture and organize customer notes tied to accounts — accessible to everyone working with that customer. Learn more →
  • Account activity: View a real-time activity feed for every customer — conversations, ticket updates, task completions, and more. Learn more →
  • Custom account fields: Add your own fields to track customer-specific metadata — from industry to renewal dates to custom tags. Learn more →
The new Thena is currently in beta, with access limited to select customers. If you’re an existing customer interested in exploring the new platform, please request beta access. General availability release is coming soon.