Solutions · B2B SaaS & Product Teams

Engagement built for accounts, not just users.

Consumer engagement platforms assume one person with one opt-out. B2B products need accounts, workspace-level notification policies, digests instead of pings, and an in-product inbox that ships in a day. Edverix models organisations as first-class, and lets a workspace admin set rules for the whole team.

catalog / events7 tracked
  • workspace_created
  • member_invited
  • integration_connected
  • feature_used
  • seat_limit_reached
  • trial_ending
  • comment_added

What we track

7 events
workspace_created
A new account or workspace set up.
member_invited
A teammate invited to the workspace.
integration_connected
A third-party integration enabled.
feature_used
A core feature used, with its name.
seat_limit_reached
The plan's seat cap reached.
trial_ending
The trial ends within a set window.
comment_added
A comment posted, with mentions.

Automation

The moments, and what runs at each one.

Each play is a trigger on your own events, an action through your own providers, and a number you can hold it to.

Workspace activation

  1. Trigger

    workspace_created with fewer than three feature_used in seven days, at the account level

  2. Action

    Onboarding journey to the workspace owner, digest to members, exit when the account crosses the activation threshold

  3. Proof

    Activation rate by cohort and plan

Product notifications

  1. Trigger

    comment_added, mention, assignment

  2. Action

    In-app inbox and toast components, batched into a digest per collection window, respecting the org's policy

  3. Proof

    Notification open rate and unsubscribe rate

Expansion signal

  1. Trigger

    seat_limit_reached or integration_connected on a lower plan

  2. Action

    Signed webhook to the CRM; email to the owner with usage summary

  3. Proof

    Expansion revenue attributed to the signal

Trial ending

  1. Trigger

    trial_ending in five days, computed attribute active_members above two

  2. Action

    Personalised email with the account's own usage; transactional reminders bypass caps

  3. Proof

    Trial conversion against control

Reports

Reports this vertical lives on.

Every report runs on the raw events, and any report becomes an audience in one click.

Account activation funnel

Events aggregated to the account, not the user.

Feature adoption by plan

Trend split by an account trait.

Notification volume per user per week

The number the digest window is tuned on.

Agent task funnels

If you ship AI features, see how they perform.

Channels that carry the weight

  • In-app inbox
  • Email
  • Slack
  • Webhooks
  • Digests

FAQ

Questions from B2B SaaS & Product Teams teams.

Anything not answered here is a demo call away.

Request a demo
Can a workspace admin control notifications for their whole team?

Yes. Organisation-level notification policy overrides individual preferences, and every send records which policy applied.

Get started

See B2B SaaS & Product Teams plays on your own events.

Send your first event in an hour, simulate your first journey against real history, and keep every byte of it in a database you can query.

  • No credit card for the Developer plan
  • Bring your own providers
  • Export everything, any time