Accounts view interface
All your customer accounts, finally in one intelligent place.

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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

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:

Centralized records

A structured record of every customer engagement in one place

Full visibility

Complete insight into account health, activity, and ownership

Scalable management

Scale personalized customer management without increasing headcount

Cross-team collaboration

A bridge between teams—no more information stuck in silos
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

Customer success

Track account health and intervene before issues escalate with real-time visibility

Support teams

Prioritize tickets based on strategic account classification and importance

Solutions engineers

Manage onboarding and implementation workflows in one centralized place

Leadership

Monitor key accounts and quickly get up to speed for QBRs or executive calls
If your customer journey starts on Slack, lives in email, and sprawls across platforms, Thena brings it all back home.