Product update
Answer in Slack
Quiz scheduled
Results recorded
Product update · Example
3 of 5
A customer wants to share a report without letting others edit it. Which access should they use?
Viewer access
Editor access
Admin access
Customer success enablement

CS training,
delivered in Slack.

Build onboarding programs and product quizzes in Doozy. Deliver them in Slack, automate quiz reminders, and track completion and answers. Keep new hires and experienced CSMs up to date on your product.

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CSM onboarding

Automate CSM onboarding.

Build a sequence of product quizzes, call-shadowing tasks and introductions. Doozy sends each step in Slack on your schedule and records each new hire's progress.

  • Set a shared standard

    Combine lessons, quizzes and task checklists in a scheduled program called a track. Reuse it for each new hire.

  • Keep managers involved

    Include manager tasks and check-ins alongside the new hire's training, so coaching is part of the program.

Explore employee onboarding →
CSM onboarding
4 weeks
3 of 5 completed
✓
Meet your onboarding buddy
Day 1 · Introduction
✓
Product fundamentals
Week 1 · Quiz
✓
Shadow a customer call
Week 2 · Task
4
Customer playbooks
Week 3 · Quiz
5
Manager check-in
Week 4 · Task
Example CSM onboarding program
Ongoing CS training

Turn docs into Slack quizzes.

Upload release notes or customer playbooks. Doozy drafts quizzes on product changes, adoption and renewals. Review the AI draft and schedule delivery in Slack.

1 · Upload your docs
release-notes-v2.4.pdf
Doozy AI
2 · Review quiz8 questions
Q1Sharing reports
Q2Viewer permissions
Choose a schedule
3 · Send in SlackExample
Doozy

Which access lets a customer view a report without editing it?

Viewer access ✓
Product docs to Slack training
Training results

Track completion and quiz results.

Doozy records who has finished each quiz and how they answered. Spot knowledge gaps, follow up on incomplete training, and choose what to cover in coaching.

  • Automatic reminders

    Choose how often Doozy reminds CSMs to finish required quizzes and how long reminders run.

  • Exportable results

    Download completion records and answers as CSV files for training reports and coaching follow-up.

Explore training reports →
Product update: reporting24 assigned · Example data
Completion · 3 of 24 employees shown
EmployeeStatus
Alex MorganCustomer SuccessCompleted
Priya ShahCustomer SuccessIn progress
Jamie LeeCustomer SuccessNot started
Question 1 · 20 responses

Which access lets a customer view a report without editing it?

  • Viewer access · Correct18 of 20
  • Editor access2 of 20
Example quiz report

Frequently asked questions

CSMs receive lessons, quizzes and tasks through Slack direct messages or the channels you choose. They answer quiz questions in Slack. You can send a whole quiz at once or spread questions over several days, and combine activities in a longer onboarding or training program.

Yes. Upload supported files, such as PDFs or Markdown exports, or add a public web page. Doozy's AI drafts questions and answers for you to review. For material behind a login, upload an export. When your product changes, provide the updated source and review the revised training before scheduling it.

Yes. Choose people, employee groups or Slack channel members for quizzes. Create separate tracks for new CSMs and ongoing team training. You can enroll people manually or use new-hire information from a connected HR system for onboarding. Automatic enrollment depends on the employee data available in Doozy.Explore HR system integrations

Reports show completion, scores and question-level answers. Use them alongside call observations and manager feedback to assess where each CSM needs support. Review which questions the team struggled with to plan a refresher or coaching session. Participant and answer reports can be exported as CSV files.

Mark a quiz as mandatory and choose the reminder frequency and window. Doozy reminds CSMs who have not finished, including quizzes in onboarding tracks. Reminders stop when someone completes the quiz or the window ends. Reports show outstanding training so your team can follow up.

Doozy trains your internal CS team. It can sit alongside your LMS for short product updates, knowledge checks and onboarding in Slack. Keep account health, renewals and customer records in your CS platform. Training results are recorded in Doozy and do not automatically sync with your LMS or CS platform.

Enterprise plans include SSO/SAML, dedicated customer success support and help with security and procurement reviews. Talk to us about your team's training programs, access requirements and rollout. Security documentation and the SOC 2 report are available through our trust and security page.Review security and compliance