Managed Services Overview

Managed Services provide dedicated support and expertise for your key business platforms.

Updated over a month ago

What are Managed Services?

Managed Services are add-on offerings that provide:

  • Expert support for specific platforms

  • Proactive monitoring and alerts

  • AI-powered insights and recommendations

  • Issue resolution assistance

Available Services

Zuora Managed Services

Expert support for Zuora subscription management:

  • Billing configuration

  • Revenue recognition

  • Subscription analytics

Salesforce Managed Services

Support for Salesforce CRM:

  • Configuration optimization

  • Integration support

  • Data management

Nue Managed Services

Assistance with Nue platform:

  • Setup and configuration

  • Best practices

  • Troubleshooting

Stripe Billing Managed Services

Support for Stripe billing:

  • Payment configuration

  • Subscription management

  • Reporting setup

Service Tiers

Each managed service offers three tiers:

Growth Tier

  • Basic support coverage

  • Standard response times

  • Core monitoring features

Scale Tier

  • Extended support hours

  • Faster response times

  • Advanced monitoring

  • Proactive recommendations

Premier Tier

  • 24/7 support coverage

  • Priority response

  • Dedicated support contact

  • Custom integrations

  • Strategic guidance

Subscribing to Managed Services

Add a Service

1

Go to Billing settings

Go to Settings > Billing.

2

Open Managed Services

Click Managed Services.

3

Select service

Select the service you want to add.

4

Choose a tier

Choose the appropriate tier for your needs.

5

Review pricing

Review the pricing details for the selected service and tier.

6

Subscribe

Click Subscribe.

Manage Subscriptions

1

View billing settings

Go to Settings > Billing.

2

See active services

See your active managed services.

3

Change subscription

Upgrade, downgrade, or cancel a service as needed.

Using Managed Services

Concierge Dashboard

1

Open the Managed Services section.

2

View status

View overall service status.

3

See alerts

See active alerts.

4

Access AI recommendations

Access AI-driven recommendations and insights.

AI Concierge

The AI Concierge provides:

  • Automated Alerts — Notifications about issues

  • Insights — Analysis of your platform usage

  • Recommendations — Suggested improvements

  • Remediation Actions — Proposed fixes

Service Requests

1

Open Managed Services

Go to Managed Services.

2

Create new request

Click New Request.

3

Describe issue

Describe your issue or question in detail.

4

Submit

Submit the request.

5

Track status

Track the status and responses for your request.

Activity Feed

View all managed service activity:

  • Alert notifications

  • Request updates

  • AI recommendations

  • Resolution notes

Alerts

Alert Severity

Severity
Meaning

Critical

Immediate attention required

High

Address soon

Medium

Monitor and plan

Low

Informational

Responding to Alerts

1

View alert details

Open the alert to see full details.

2

Review recommendations

Review AI recommendations provided for the alert.

3

Take action

Accept or dismiss suggestions and take remediation actions.

4

Track resolution

Track the resolution status until the issue is closed.

Integration Monitoring

For connected integrations:

  • View connection health

  • See sync status

  • Monitor error rates

  • Get proactive alerts

Best Practices

Proactive Monitoring

  • Review alerts regularly

  • Act on critical issues promptly

  • Use AI recommendations

Service Requests

  • Provide detailed descriptions

  • Include relevant context

  • Follow up on open requests

Tier Selection

  • Match tier to your needs

  • Consider anticipated growth

  • Evaluate required response times


Related Articles

  • https://helpcenter.kaana.com/en/articles/13202315-welcome-to-kaana

  • https://helpcenter.kaana.com/en/articles/13202329-navigating-the-dashboard

  • https://helpcenter.kaana.com/en/articles/13202793-security-settings

  • https://helpcenter.kaana.com/en/articles/13203375-api-keys

  • https://helpcenter.kaana.com/en/articles/13206042-health-assessments

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