FOR CUSTOMER TEAMS
Know where every customer stands and where to focus next
Pull usage, tickets, contracts, and calls into one place you can actually ask questions of.
Still logging into four different tools to prep for a QBR?
No more "can you pull the latest usage for this account?”
Data teams build the customer health models, connect the sources, and publish the context so that you can explore, ask follow-ups, and walk into every QBR with trusted numbers.
97%
eduction in QBR prep time — from two days to five minutes.
"What used to be a two-day slog is now a five-minute workflow that every customer-facing team at EliseAI relies on — SDRs, sales, and post-sales. And with Hex, building the app took just one day, instead of weeks, leading to a 97% reduction in development time.”
Ian D'Silva Strategy & Operations Lead at EliseAI
Why does every question require a new report
Make getting customer insights impossibly easy
Ask the Hex agent to get a clear, data-backed picture of where to focus built on your actual CRM and product data — not a Salesforce report that only answers the question it was built for.
60%
of dashboards migrated and consolidated, the rest were retired
"With the Hex Agent, the customer engineering team no longer needed to wait for the analytics engineering team to build abstractions and YAML files to build customer insights. Now team members can chat with the data app to dive deeper with exploratory analysis.”
Nithin Bose VP of Customer Engineering, at LangChain
Get alerted to what matters, then dig into why
Know when a customer goes quiet, before it affects your forecast.
Set up Tasks to watch for engagement drops, ticket spikes, feature adoption stalls and get the alert in Slack, or wherever you work, before the account goes cold.
$1M
saved in churn
"What really matters is taking these ad hoc insights and operationalizing them. Traditional BI tools are built for the purpose of limiting scope. You don’t want those dashboards to have so much data that people don’t know what they’re looking for.”
Sai Sashank Srigiriraju Growth Strategy at ClickUp
Where to start
Marketing Attribution Dashboard
Multi-touch attribution model across paid, organic, email, and partner channels. Marketers can adjust the attribution model (first touch, last touch, linear) and see impact on reported pipeline.
Pipeline Forecast App
Scenario-based forecast with adjustable conversion rate and volume assumptions at each funnel stage. Built to be owned by marketing, not the data team.
Campaign Performance Tracker
Automated weekly digest of campaign performance: impressions, CTR, conversions, downstream pipeline. Shareable link for leadership, no manual report building.
Lead Scoring Model
Configurable scoring model based on firmographic signals (company size, industry, title) and behavioral signals (page views, trial activity). Ranked lead list updates automatically.
FAQ
Yes. Endorse your attribution logic once in Hex and every agent answer, app, and report pulls from the same definition when stakeholders switch models.
Teams ask follow-up questions in natural language and get presentation-ready visuals they can share in meetings or Slack, without exporting query results into slides.
Tasks and scheduled checks can surface anomalies in Slack or email so teams investigate drops before they compound through the quarter.
No. Published apps and the agent let marketers explore governed metrics in plain language while analysts define logic once in notebooks.
Common starting points include attribution dashboards, pipeline forecast apps, campaign performance trackers, and lead scoring models — each mapped from the Figma “Where to start” grid.
Hex queries your warehouse and integrates with tools like Slack for alerts and readouts. Connectors and dbt models you already trust stay the source of truth.
Can't find your answer here? Get in touch.