Once you’ve confirmed your subject using Identify, you’ll be asked to choose a report template. Instead of a one-size-fits-all approach, Xapien reports are configurable - allowing you to tailor each report to your specific use case.
Examples of templates include:
Prospect Research
Supplier Onboarding
Legal Onboarding
Templates don’t just change the appearance of the report. They define the scope of research and determine which sections are included, ensuring the report focuses on what matters most to you.
Templates are configured in collaboration with you by our product team, and are dependent on the Xapien plan your organisation is on.
If you are on a Pro or Enterprise plan and you’d like to update an existing template or create a new one, please contact your Customer Success Manager for further support.