Getting Started
Customer Insights is powered by Amazon QuickSight, an AWS-provided business intelligence tool integrated into the dedicated client AWS account. Kevel Audience delivers and updates various datasets in QuickSight, so our clients can easily access reports based on their own first-party data. For example, by using Customer Insights, we can help answering questions such as "for how long are customers active?".
Getting Access
To begin using Amazon QuickSight for the first time, clients are advised to contact their designated Customer Success Manager and share with them the email addresses of each user. After that, each user should proceed with the following steps:
Accept the Invitation
Users will receive an invitation on their email address, that will be valid for 7 days. Accepting the invitation creates an account on QuickSight.
If the deadline is missed, users should reach out to their Customer Success Manager to reset the invitation.
Create a User Account
Users will be taken to a QuickSight page to set up their password. After that, a success message should briefly pop up, and users are taken to their business' QuickSight account.
Test Loging In
After filling in the account ID - that's in the invitation email -, users will be prompted to fill in their user email and password. If users aren't directed to their Customer Insights, it's recommended to reach out to the Customer Success Manager.
For guidance related to Customer Insights, refer to the Navigating the Dashboard and Datasets sections.