Built for: CX leaders, managers and anyone who owns a fix.
What you can do
Plans with a target
Owner, priority, due date and tags, with the kind of number you are moving, which way is better, a baseline and a target.
Tasks people actually finish
Tasks inside a plan or on their own, with an assignee, due date, notes, and open, in progress, blocked and done states.
Did it work?
Record readings as results come in. Each plan gets a verdict, such as hit, short or went the wrong way, tested against its baseline, and too few answers are called out instead of guessed.
What needs attention
An overview of open, overdue and blocked tasks, results that went the wrong way, plans with no owner and invites nobody accepted.
Tie it to the evidence
Link a plan to the finding that started it: a CX topic, a value band, a digital friction point or a root cause, and see insights that still have no plan.
Tell people what changed
The assignee hears when a task is assigned, and the assignee and plan owner hear when its status changes or a note is added, in the app and by email, each with their own switch.
A full change history
Who changed what on every plan and task, with the value before and after.
Views for everyone
Tasks, plans on a board or list, the overview, and a team view by owner.
Settings
- Action Plans roles for each member, managed by organisation admins.
- Invite colleagues by email while assigning a task, and manage pending invites against your seat limit.
- Set the fewest answers and the confidence level a result needs before Hub calls it.
- An audit log of role, invite and setting changes.
Works with
- Closed-Loop: turn unhappy responses into owned, tracked cases.
- Customer Experience: a complete feedback programme across locations, accounts and journeys.
- Root Cause Analysis: why customers are unhappy, and whether the fixes work.