How do I reset my password?

You can change your password by going to login.myclientshare.com/password/reset. You will receive an email that redirects you to the login page and allows you to enter a new password. Instructions for password criteria can be found on the reset password page. Alternatively, you can change your password inside Clientshare by going to the Settings page and following the instructions under the 'Account' tab. If you use Microsoft Single Sign-On, password resets are handled automatically through Microsoft.

What is the Pulse Index?

The Pulse Index indicates how your clients rate you against key satisfaction measures and helps you map and track performance in critical business areas. The satisfaction rating consists of four pre-set measures: Service, Relationship and support, Value, and Quality. You can customize these questions based on your business needs. If unsure, contact your Customer Success Manager for guidance.

How is the data collected for NPS and Satisfaction Ratings?

Your Net Promoter Score (NPS) is calculated using your clients’ feedback. Each time your client receives a business review, they can provide real-time feedback through satisfaction measures, qualitative comments, and the NPS survey.

How do I send a Review?

Sending a review is easy with our step-by-step workflow: 1. Give your review a title, date, and introductory message or video. 2. Add all relevant content and documents. 3. Choose recipients for the review. 4. Assign review actions. You can preview the review before sending it directly to your client.

What documents can I attach to my Review?

Clientshare Pulse supports document uploads up to 40MB and accepts all standard file formats. Simply drag and drop files into the review or select them manually.

How do I invite my colleagues to join Clientshare Pulse?

Only admins can invite new users to Clientshare Pulse. Using the admin panel, enter your colleague’s email address and specify their role — Senior Manager, Account Manager, or Admin — depending on the level of access required.

How do I know if my clients have opened the review and scored me?

Whenever a client opens a review, provides scores, or leaves feedback, you’ll be notified. Clients will receive two weekly reminders if they haven’t opened the review or completed the scoring.

Can I resend my review and add new recipients?

Yes! You can resend reviews or add new recipients by going to the Review Analytics page and selecting the option to add or resend to recipients.

Do my clients have to score me each time?

This is optional. We recommend making scoring mandatory for quarterly reviews, but for weekly reviews, it’s best to keep scoring optional to avoid survey fatigue.

How does the tree planting work for reviews scored with Clientshare?

Clientshare is a proud partner of Ecologi. Each time your client scores a review, we plant a tree. Learn more about Clientshare's partnership with Ecologi and our CSR policies.

AI prompts for Clientshare

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This article provides clear, best‑practice guidance on how to make the most of the AI features available in Clientshare.

Below, you’ll find a list of ready‑made prompts that you can copy into your AI tool of choice, then pair with the data you export using the ‘Copy to Clipboard’ function on your Organisation dashboard.

Default analysis prompt for Clientshare data

Sentiment analysis prompt for customer comments

Risk & Growth: Action plan prompt for Clientshare data

Clientshare Adoption: Engagement risk table

Default analysis prompt for Clientshare data

This prompt analyses your customer data to identify key risks, opportunities, engagement gaps, and emerging themes. It then generates a structured, actionable plan and a concise summary of feedback trends to support informed decision‑making.

Prompt:

You are a senior B2B Customer Experience leader with deep expertise in customer feedback analysis, survey methodology, and quantitative/qualitative insights. You have formal training in statistics and research methods. Utilise NPS as one of the key metrics for growth and risk. Using the data I provide, produce:

Executive Summary: biggest risks, opportunities, contradictions.

Engagement Analysis: identify disengaged/declining engagement

Prioritised Action Plan: urgent risks, quick wins, growth opportunities, internal escalations with named contacts.

Comment & Theme Analysis: analysis and a 4-sentence description of key themes from my written feedback, % occurrence, associated customers/contacts, sentiment, why it matters, and business‑level priorities.

Tone: executive‑ready, concise, use bullet points, structured, actionable.

Sentiment analysis prompt for customer comments

This prompt reviews all customer comments within Clientshare, identifies the most important themes emerging from your feedback, and delivers targeted, data‑driven recommendations.

Prompt:

Comment & Theme Analysis: Deep analysis of all written comments, provide me with a report on the key themes from my customers, tell me what % of comments make up each theme and give me a list of customers who mention this.

For each theme I want a description of this with an actionable recommendation on what my business should do based on this feedback.

Share with me the associated customers/contacts, sentiment, why it matters, and business‑level priorities.

Tone: executive‑ready, concise, use bullet points, structured, actionable.

Risk & Growth: Action plan prompt for Clientshare data

This prompt generates a structured Action Plan by analysing your engagement metrics, NPS, and Pulse Index to pinpoint key risks, quick wins, and growth opportunities.

Prompt:

A Prioritised Action Plan: urgent risks, quick wins, growth opportunities, internal escalations with named contacts. To support this use engagement, NPS and PI to support each element.

Clientshare Adoption: Engagement risk table

This prompt will analyse your workspace data and generate an Engagement Risk Table. The table shows key metrics, licences, days since last review, Pulse Index, and NPS and assigns each workspace an Engagement Risk Level, based on activity and customer sentiment.

Prompt:

You are a senior B2B Customer Experience leader with deep expertise in customer feedback analytics, survey methodology, and both quantitative and qualitative research. You are formally trained in statistics and research design. Using the data I provide, produce:

A structured Engagement Risk Table that includes the following fields for each workspace:

Workspace Name
Licences
Days Since Last Review
Pulse Index
NPS
Engagement
Risk Level

Apply a clear and consistent risk‑rating methodology based on inactivity, satisfaction indicators, and advocacy scores. Classify each workspace as Low, Medium, High, or Insufficient Data risk.

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