The Emails page allows you to view all emails related to your scored accounts. You can view emails in list view or detail view.

Emails list view

See emails in a tabular format; each row in the table represents a unique record.

• Use search to find a particular record
• Use filters to narrow the results in the table
• Sort columns to change the order of data shown in the table
  • Subject
  • Date
  • Sentiment
  • Account(s)
  • From
  • To
• Hover over the subject to open the detail view

Summary statistics

The summary area displays aggregate values and change for the following:

• Total emails: Number of emails for scored accounts
• Emails with negative sentiment: Number of emails that have been scored with a negative sentiment
• Negative sentiment emails on at-risk accounts: Number of emails that have been scored with a negative sentiment for an account labeled at-risk

Change (increase/decrease) is calculated using a rolling time window (default is 30 days).

Email detail view

The Email detail view displays information related to a single email record. 

Overview

• View overall sentiment and explanation for why the sentiment was applied.
  • Click edit to provide an alternate rating/feedback with the option to override the sentiment grade.
• View a timeline of key moments within the email.

Email

• Click to read the contents of the full email.
• If the email is part of a thread, click above (newer) or below (older) to view other emails in context.