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Investigate

Investigate accounts and segments

Connect customers to companies or workspaces and watch important account groups.

Accounts are built from SDK group() calls. They let a B2B team see customer activity, errors, and impact at a company, workspace, tenant, or other group boundary.

Create account identity in the SDK

After identifying a customer, call group with a stable group type and key:

JavaScript / TypeScript

teml.group('company', 'acme', { name: 'Acme Inc', plan: 'enterprise' });

Python

client.group('company', 'acme', {'name': 'Acme Inc', 'plan': 'enterprise'})

Go

if err := client.Group(ctx, "company", "acme", map[string]any{
	"name": "Acme Inc",
	"plan": "enterprise",
}); err != nil {
	return err
}

Swift (iOS)

Teml.group(type: "company", key: "acme", set: ["name": "Acme Inc", "plan": "enterprise"])

Kotlin (Android)

Teml.group("company", "acme", mapOf("name" to "Acme Inc", "plan" to "enterprise"))

React Native

await Teml.group('company', 'acme', { name: 'Acme Inc', plan: 'enterprise' });

Flutter

await Teml.group('company', 'acme', set: {
  'name': 'Acme Inc',
  'plan': 'enterprise',
});

Use one meaning per group type. Do not alternate between company, account, and workspace for the same domain object. Group properties should be small, current facts—not secrets or event history.

Investigate an account

Open Explore → Accounts, choose the group type, and search by key. An account page brings its member customers and connected activity together. Start with the account symptom, then open an affected customer or Issue for the detailed causal path.

If an account is empty, verify group() runs after identify() and before the relevant events. A group assertion records membership even when no optional properties are supplied.

Create an account segment

Open Explore → Account Segments to save a reusable filter for important accounts. Segments can be used by watched-account alerting, so validate the current membership before relying on escalation.

When editing a segment, check several matching and non-matching accounts. Before deleting it, update any alert routing that uses it; those alerts will stop matching the segment’s accounts.