Loop

Arutyun Airapetyan

Jordan Parsons

Loop Experience Platform

Customers create a conversation when they ask a question, leave a comment, or seek feedback from anyone available channels of engagement.

Loop XM Inbox Overview

Loop AI Assisted Tools

Inbox Live Translations

Unified Inbox

An overview of ticket management for resolving customer experience gaps

Ticket Management Overview

How to manage tickets from Open to Resolved

Ticketing Workflow

Live Translate for Loop Tickets

Ticket Exports

How to Move Tickets Between Locations

Ticket Management

The Response Feed allows users to view feedback across multiple locations and survey projects.

Response Feed Overview

Viewing responses within the Response Feed

Response Feed

Employee Management

This article will help you navigate to our new contact profile page from Inbox, Tickets, and Responses to view a customer's history.

How do I view a Contact Profile

How to manage your contacts and personas.

Contacts & Personas

Learn how to organize Survey, Dashboard, and Scoreboard Projects using Folders and role-based permissions in the Loop Experience Platform by Benbria.

Understanding Projects & Folders

How to organize and secure for survey, dashboard and scoreboard projects.

Folders & Sharing

How to create a survey project in Loop XM

Survey Project Creation

Loop XM Feedback Web Channel

Survey Response Exclusions

Response Comment Sentiment Analysis

Email Survey Invitations

Live Translate for Survey Response Comments

SMS Survey Invitations

Survey Invitations: Search and Filtering

Response Search

Response Feed CSV Export

Survey Project Settings

Employee Experience Surveys

Learn how to create and configure Action Plans in Benbria Loop CXM and EXM to turn survey insights into assigned, trackable operational tasks.

How to Configure Action Plans

Learn how to use Loop CXM Survey Projects and Action Plans to capture DPH inspection results, assign deficiency remediation tasks, and track regulatory compliance.

Managing DPH Corrective Actions Using Action Plans

Designed for Grievance Officials, Directors of Quality Assurance & Compliance, and IT leadership in Skilled Nursing Facilities (SNFs), the article explains how to transition from manual paper logs to an…

Managing CMS Grievances and F-Tag Compliance

Survey Projects

Overview of Loop XM Survey Experience

How to Design your survey in Loop XM

How to add Conditional Logic in XM

Automating action with survey actions and tasks

Survey Actions

Image Upload Question Type

Survey Question Settings

Survey Designer General Settings

This article will help you understand available question types for our new survey experience

Understanding Question Types in Loop XM

Branding

Survey Action Plans

Tripleseat Tasks Survey Action

Survey Designer

Dashboard Project Overview

Automate the delivery of your favourite Dashboards via Email

How to Configure Dashboard Subscriptions

Heat Map Panels

Dashboard PNG Exports

This article will help you access dashboard drill down from custom dashboards, survey insights, and tickets.

Dashboard Drill Downs

Sentiment Insights Dashboard

Period-over-Period Dashboard Reporting

AI Topic Analysis Dashboard Panel (BETA)

Dashboard PDF Exports

Dashboard Projects

Scoreboard Project Overview

How to stream real-time feedback to frontline staff and customers.

Scoreboard Projects

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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