Chattermill Platform Fundamentals

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• New Chattermill users looking to learn the foundations of the platform
• Individuals wishing to update their understanding of Chattermill
• CX, Customer Support, Product, and Marketing professionals looking to enhance their skills in voice of the customer analytics

1. Feedback Page Overview

1. What is the Feedback Page?
2. Sentiment Charts
3. Customization
4. Collaboration
5. Advanced Features

2. Creating Reports

1. Understanding Reports
2. Saving a Chart

3. Building Dashboards

1. Understanding Dashboards

4. Managing Workflows

1. Understanding Workflows
2. Anomaly Alerts
3. Scheduled Reports
4. Metric Changed

5. Advanced Options

1. Settings Page
2. User Management
3. Data Permissions
4. Integrations
5. Calendar Management
6. Segment Management
7. Themes, Phrases & Tags

6. Chattermill Platform Fundamentals Quiz

1. Certification Quiz

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About this course

• Free
• 20 lessons
• 1 hour of video content

Analyze Customer Feedback

Understand how themes work. Explore creating filters, applying segments, and adding tags.

Create Reports

Learn more about metrics, charts and report types as you embark on the journey to create your very first reports.

Build Team Dashboards

Create your first dashboard, add charts and annotations and share with your team.

Manage Workflows

Learn how to use alerts and workflows to keep your teams informed about emerging risks and opportunities.

Manage Users

Safeguard your data with ease by managing user roles, and setting data permissions for maximum security.

Advanced Settings

Everything you need to know about your account - from managing themes and phrases to account security and integrations.

Team Members

Junior Hewitt

VP Customer Success

Adrian Furnell

Customer Success Lead

George Candler

Customer Success Lead

Rob Lea

Account Manager

Euan Moore

Customer Success Manager