> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thena.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts view

> Real-time account updates. Zero clutter.

<img src="https://mintcdn.com/thena-840ce5ec/qw0IBJ-u1Oc1t24_/images/docs/Accounts-view.webp?fit=max&auto=format&n=qw0IBJ-u1Oc1t24_&q=85&s=ed80b90399432c52bbcae20a47a40502" alt="Accounts view interface" className="rounded-lg" width="7680" height="4800" data-path="images/docs/Accounts-view.webp" />

<Tip>
  All your customer accounts, finally in one intelligent place.
</Tip>

## 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.

## Key features

### 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.

### 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.

### Account detail view

<img src="https://mintcdn.com/thena-840ce5ec/qw0IBJ-u1Oc1t24_/images/docs/Account-page.webp?fit=max&auto=format&n=qw0IBJ-u1Oc1t24_&q=85&s=42294854105cbcfce0941493c92a55c7" alt="Account detail view" className="rounded-lg my-4" width="7680" height="4800" data-path="images/docs/Account-page.webp" />

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.

### 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:

<CardGroup cols={2}>
  <Card title="Centralized records" icon="database">
    A structured record of every customer engagement in one place
  </Card>

  <Card title="Full visibility" icon="eye">
    Complete insight into account health, activity, and ownership
  </Card>

  <Card title="Scalable management" icon="arrow-up-right">
    Scale personalized customer management without increasing headcount
  </Card>

  <Card title="Cross-team collaboration" icon="users">
    A bridge between teams—no more information stuck in silos
  </Card>
</CardGroup>

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.

## Use cases

<CardGroup cols={2}>
  <Card title="Customer success" icon="chart-line">
    Track account health and intervene before issues escalate with real-time visibility
  </Card>

  <Card title="Support teams" icon="headset">
    Prioritize tickets based on strategic account classification and importance
  </Card>

  <Card title="Solutions engineers" icon="code">
    Manage onboarding and implementation workflows in one centralized place
  </Card>

  <Card title="Leadership" icon="user-tie">
    Monitor key accounts and quickly get up to speed for QBRs or executive calls
  </Card>
</CardGroup>

<Tip>
  If your customer journey starts on Slack, lives in email, and sprawls across platforms, Thena brings it all back home.
</Tip>
