Accounts view

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Overview

The accounts view in Thena is the single source of truth for managing all your customer accounts—automatically created from your team’s real-world interactions across Slack, email, API, and other integrated systems.

It transforms scattered customer conversations into structured records, giving go-to- market teams full visibility and control without switching tools. Whether you’re in customer success, support, solutions, or product, the accounts view brings context and collaboration into sharp focus.

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Key features

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Unified accounts table

At the core of the accounts view is a powerful, spreadsheet-like table that displays every account your team is engaging with. This is where customer data lives, breathes, and stays fresh.

View every account across your organization in one place

• See high-level attributes like status, health, industry, classification, and more
• Sort, filter, and customize the table layout based on what’s relevant to your workflow
• Edit both standard and custom fields directly in the table—no need to dig through forms or click into separate tools
• This isn’t your typical CRM view. It’s collaborative, real-time, and fully in tune with the pace of your business.

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Automated account creation

No more manual data entry or stitching systems together. Thena automatically creates accounts based on your actual customer interactions. That includes:

• Slack channels with external customers
• Emails with unique customer domains
• API or CRM integrations with your internal systems

This ensures your accounts are always up to date with zero overhead. If your team is talking to a customer, they’re already in the system. Simple as that.

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Account detail view

Clicking on any row in the accounts table opens the account detail view—a rich, context- packed sidebar that shows everything happening with that account, across teams.

You’ll see:

• All tickets (open, in progress, on hold, etc.) linked to that account, across departments
• Contacts and stakeholders tied to the account
• Notes, tasks, and activity logs that help teams stay aligned
• Account metadata like domain, billing address, classification, source, and health status

This creates a full 360° view of the customer, so teams can act fast and stay informed. Whether it’s a renewal, an upsell, or a support escalation, you’ll have the full picture before making a move.

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Why it matters

Thena’s accounts view isn’t just a database—it’s a live operating system for your customer-facing teams. It gives you:

With accounts view, everyone on your team—from support to sales—can operate from the same playbook. It’s the foundation for more intelligent, responsive, and customer- centric operations.

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Use cases