Acteol

Learn how to use the Intelligence Engine Analysis feature in Acteol SE Evo to view customer segments, KPIs, and recommended actions.

Use the Intelligence Engine Analysis

Learn how to use the Intelligence Engine Performance feature in Acteol SE Evo to track campaign performance, segment movement, and customer engagement over the past 30 days.

Use the Intelligence Engine Performance

Learn how to customise segment colours, review the RFM scoring model, and manage notification alerts in the Intelligence Engine settings in Acteol SE Evo.

Configure the Intelligence Engine settings

An overview of the industry-specific RFM scoring templates available in the Intelligence Engine, including scoring thresholds for recency, frequency, and monetary value.

Intelligence Engine available templates

Fatma Abid

Learn how to use the Intelligence Engine features in Acteol SE Evo.

Intelligence Engine

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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