This article documents the live Request Management workflow in the account portal.
What This Does
Request Management gives account teams a structured way to ask Satua's account team for help without switching to external email or chat.
Three request types are available:
- Help with ICP: Ask for advice on titles, industries, geography, company size, schedule, or volume. Your team still owns the pipeline configuration in-product.
- Help with Event Intelligence: Submit an event brief so Satua can help scope the audience and event filters. One pending request is allowed per event.
- Support: Report a bug, flag a data issue, ask about billing, request an account change, or submit a feature request.
Why It Matters
Requests support Satua's CRM workflow:
- Teams can ask for targeting advice as account strategy evolves.
- Teams can submit event context without exposing internal pipeline mechanics in docs or chat.
- Support and data issues remain tied to account history.
- Request history stays visible so account and operations context is preserved over time.
Account Experience
Accounts can use the Requests section to:
- View a landing page with pending requests and history.
- Submit full-page ICP help, Event Intelligence, or Support requests.
- Edit and cancel pending requests.
- See status as Pending, Completed, or Cancelled.
Typical response windows shown in-product:
- ICP help: 1-2 business days.
- Event Intelligence: up to 3 business days.
- Support: depends on urgency.
Access Model
- account admins/owners have request access by default.
- Non-admin members can be granted request permissions via team settings.
- Account members can read request history for their account.
- Users can edit or cancel their own pending requests. account admins can edit or cancel pending requests for the account.
Rollout Notes
This page reflects the currently released behavior.
If something in your account does not match this behavior, submit a Support request from the Requests tab or your account rep.