Customer health
Told once, when it changes.
An alert when an account changes state, not a notification for every case. The point is the transition, and transitions are rare enough to be worth reading.
On change, not on volume
Healthy to needs-attention is worth an alert. Another ordinary case from an ordinary account is not.
It carries the reason
The message contains why, so the recipient can decide without opening anything. An alert that requires investigation to understand gets postponed.
Improvements too
An account recovering is also worth knowing — it tells you what worked, and stops the at-risk list only ever growing.
Customer health
The rest of this area.
Three explainable states, each with the evidence that produced it.
The three states
Healthy, needs attention, at risk — and nothing in between.
Why this state
The specific reasons, always shown.
The signals
What actually feeds the state, and what deliberately does not.
Renewal risk
Service history set against the renewal date.
Across the customer base
Patterns in health, not just individual accounts.
Take better care of every customer.
Give your team the context, knowledge and AI they need to resolve problems properly — and know who needs attention before they ask.
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