Account fields interface

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Overview

Account fields in Thena give you a powerful way to structure, organize, and personalize your account-level data. From customer health to business classification, these fields act as the foundational layer for smarter workflows, personalized automation, and AI-assisted insights. There are two types of fields available:
  • Standard fields: Built-in, foundational fields that apply to all accounts
  • Custom fields: Fully configurable fields you can create to fit your business logic
Whether you’re segmenting accounts by region, revenue, lifecycle, or implementation status—Thena gives you full control.

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Standard fields

These fields are preconfigured and come with built-in default values. You can use them right away, no setup required.
🔮Status
Trial, Active, Churned, Acquired, Alpha, Prospect
📚Classification
Mid market, SMB, Strategic, Enterprise
🔋Health
Yellow, Green, Red
📊Industry
Finance, Healthcare, Retail, Technology

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Non-editable standard fields

While you can fully customize certain fields like Status, Classification, Health, and Industry, Thena also provides a set of non-editable standard fields to power core platform capabilities and integrations.
These fields are preconfigured with specific data types (e.g., text, date, currency, integer) and are crucial for automation, API mapping, data syncs, and reporting. While you can’t edit their structure or add icons/colors to them, they are foundational to account-level insights and operations across Thena. They work similarly to contact fields like Email, Phone number, or Is active—ensuring consistency, reliability, and system-level intelligence.

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Custom fields

Need to track something unique customized to your process? Create a custom field in seconds:
With this range of field types, your team can model customer data however it’s needed—no engineering work required.

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Connect accounts and tickets via workflows and AI

Thena account fields aren’t static—they’re deeply integrated into the platform’s automation and intelligence engine:
  • Use field values to trigger workflows (e.g., route escalations if Health = Red)
  • Power AI agent decisions based on fields like Industry or Status
  • Enrich tickets with account-level context in real-time
  • Personalize outbound comms based on field data (e.g., Classification = Strategic)

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Use cases

Health monitoring

Automatically trigger CSM check-ins for Churned or Red health accounts

Integration management

Add a custom field for CRM Sync Status to manage integrations

Risk tracking

Track renewal risk with a checkbox or status field

Customer segmentation

Segment outreach or SLAs based on Annual revenue or Employees count

Onboarding tracking

Store onboarding stage with a multi-choice custom field

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Summary

Account fields in Thena bring order to your data and intelligence to your workflows. With rich customization, native integrations, and AI-ready design, they become a critical layer for driving action and alignment across the customer journey.