Koala surfaces first-party intent to the Sales team. Sales teams use this for two broad use-cases:
- to ensure that they are always up-to-speed on their prospects' interests and
- to find net new logos to start working.
Believe it or not, there are many visitors on your marketing site website right now that are not even on Sales' radar. This instrumentation closes that gap.
Typically the most important intent for Sales falls into four broad categories — visitors on the marketing site, visitors reading the docs, visitors reading the blog (or other content), and self-service customers using the app.
This checklist will walk you through setting up an SDK to do data collection for each of these categories. The SDK only works client-side, but we've kept it very light (~25kb), so it shouldn't have an outsized impact on app performance, especially if you install the SDK lower in the page.
The most helpful thing you can do is to ensure that as much traffic is deanonymized as possible. Implementation-wise, this means ensuring that as many identify() calls are happening as possible. Koala's SDK does the heavy lifting around session management and identity merging, so all of the context about the session when it was anonymous will become attached to the known user as soon as you identify them.
Koala's developer checklist (available in-app) is the easiest way to get set up.
You'll start by configuring your URLs for all of the places you'd like to collect intent from. By default, we recommend instrumenting:
- your marketing site
- your blog
- your technical docs
- your app
Once you've set your desired configuration, Koala will provide you with an implementation checklist, which tells you each step you'll need to complete. If you're familiar with product analytics tracking, it should take no more than an hour or two to get fully set up.
Finally, we have a realtime debugger available in the app, so you have a feedback loop about what is currently being tracked. The debugger has controls to pause, filter for certain events, and throttle the speed.