Lexio: Getting Started
Lexio Tutorial Video
This guide will walk through the steps of logging into Lexio and what you will see upon successfully logging in. When you navigate to https://lexio.narrativescience.com you will see the Lexio login screen. If you enter either the wrong email or password, you will see an error message below the l...
Lexio Embedded in Salesforce
Did you know you can have the full Lexio experience embedded directly in Salesforce?! Here's instructions for creating a Salesforce "tab" so you can use Lexio without ever leaving Salesforce. Note, you must be a system admin to create the tab. Once the admin has created the tab, others will be ...
Pre-Configured Stories - Ready to Read!
When creating a new Salesforce App, Lexio will automatically create stories covering two of the things that your sales team cares about most - bookings and pipeline health. All you need to do is connect to your Salesforce data. Bookings Story The Bookings Story helps answer questions your sale...
Located to the right of the main story, the breakdown section offers more detail explaining what drove the results from the main story. You have the option to choose how Lexio breaks down that analysis. Click the pill to select an alternate dimension like account, product, or salesperson. ...
What Else Happened Cards
Lexio now provides the user with additional insights into the narrative view of a story through "What else happened" cards located at the bottom of the narrative view.
Within a given application, Stories that have been shared with you are collected in My Stories. This is also your landing when you log in to Lexio. These stories will always be written with the most up-to-date data from that app's data connection. Stories will retain settings that you have p...