CUSTOMER SUCCESS

Command centre

MVPConnecting…

Controlled MVPAircall and CartonCloud remain the source systems. This pilot coordinates customer work without releasing stock or posting financial transactions.

Today’s customer work

See what needs attention, who owns it and what the customer experiences next.

OPEN CASES41 urgent

DUE TODAY2Owned by Mel and Dima

AT-RISK ACCOUNTS1Follow-up required

UNMATCHED CALLS1Needs customer matching

PRIORITY QUEUE

Next best actions

2 due today

TEAM

Ownership

MelindaCustomer experience · 2 open

DimaOperations · 2 open

MarcusSystems · integrations healthy

Customer accounts

One approved account record linked to Aircall, CartonCloud and Xero.

Account	Primary contact	Health	Open cases	Last interaction	Action

Service cases

Every request has one owner, one next action and a visible service deadline.

Case	Account	Type	Priority	Owner	Next action

Customer timeline

Matched calls and operational updates in chronological order.

Connected systems

Clear ownership and a fail-safe boundary for every integration.

AircallPrepared

Completed calls populate the customer timeline after an exact phone match.

Next: add subscription webhook token

CartonCloudPrepared

Read-only order and dispatch status. CartonCloud remains the warehouse source.

Next: approve read-only API client

XeroPrepared

Read-only invoice and payment status with links back to Xero.

Next: approve granular read scopes

MondayPrepared

Read-only work projection for projects, tasks and board items. Cannexx remains the customer and approval authority.

Next: approve one UAT board and minimum read scopes

READ-ONLY SOURCE CONTEXT

External records

Observed	System	Type	Account	Status	Summary	Action

INTEGRATION INBOX

Recent events

Received	System	Event	Status	Account	Action

Audit & export

Review append-only operational evidence and export the current synthetic work queue.

Evidence boundaryThis local preview contains synthetic records only. Production evidence remains subject to identity, retention and immutable-storage controls.

Occurred	Actor	Action	Entity type	Entity ID