Features and modules
- A feature is a single capability: contract creation, clause library, approval workflows, e-signature.
- A module is a group of features you sell or position together.
Setting it up
The catalog is under Manage in the classic sidebar, and under Settings in the rail.1
Open the feature catalog
Go to Manage, then Feature catalog.
2
Add your features
Give each one the name your team and your customers actually use. This name appears everywhere in the product.
3
Group them into modules
Group features the way you sell them, so entitlement and adoption line up.
4
Map them to product events
Connect each feature to the events or metrics that indicate it is being used.
5
Mark the key features
Flag the features that represent real adoption. These are what “Not Explored” is measured against on the account.
Modules configuration
Settings → Modules holds the workspace-level configuration for how CS reads your product: which modules exist, how they map to what is measured, and the definitions the health judgement and signals reason against.Changes here take effect on the next computation cycle rather than instantly. If you add a feature, give the next scheduled run time to pick it up before concluding the mapping is wrong.
Getting it right
Use customer-facing names. If your customers call it “Redlining”, the catalog should say Redlining, notdiff_engine_v2.
Be honest about what counts as adoption. If a feature registers usage on page load, every account will look adopted and the signal is worthless. Map it to the event that means the customer got value.
Keep key features to a genuine few. If everything is key, nothing is. Five to ten is usually right.
Related
- Feature Usage — where the catalog surfaces
- Metrics — the numbers behind each feature