1. Getting Started with Pisano
New at Pisano? Learn how Pisano works, navigate the platform, and understand key concepts to start using surveys, feedback, and workflows.
2. Account & User Management
Manage users, roles, permissions, and organizational structure to control access and ensure proper governance across the platform.
3. Surveys & Interactive Flows
Create and manage surveys, configure question types, and control survey logic, flows, and behavior across customer journeys.
4. Feedback Channels and Collection
Collect feedback across channels such as email, SMS, web, mobile, and offline interactions.
5. Feedback Inbox and Case Management
View, filter, assign, and act on feedback to resolve customer issues and manage follow-up processes.
6. Reporting, Dashboards, and CX Metrics
Monitor performance using dashboards, reports, and key CX metrics such as NPS, CSAT, and CES.
7. Analytics and Insights
Analyze feedback using sentiment, text analytics, and root cause analysis to uncover insights and trends.
8. Automation, Workflows, and Planner
Automate processes, configure rules and workflows, and manage actions across teams to close the loop.
9. Leo, Your XM Assistant
Use your Gen-AI–backed XM Assistant, Leo, to analyze feedback, generate insights, and support decision-making across dashboards and workflows.