Build a customer health application

What you will build

A customer success workspace with accounts, contacts, health signals, notes, and renewal reviews.

Part 1: Plan the application

Define Account, Contact, HealthSignal, and Note. Store the health score inputs so users can understand why a score changed.

Part 2: Create the data model

Build account and contact management first. Add renewal date, owner, stage, and health status.

At this point, you can open an account and see its contacts and notes.

Part 3: Build the review workflow

Add views for at-risk accounts and renewals in the next 90 days. Add a review action that records the reviewer, date, and next step.

Part 4: Add an AI summary

Add a structured AI action that summarizes recent notes into summary, risks, and recommended next action. Require human review before storing the recommendation as a task.

At this point, a reviewed account has a stored summary and traceable review result.

Part 5: Test and deploy

Test healthy and at-risk accounts, missing notes, and an inference failure. Deploy after each case leaves consistent data.

Extend the application

Connect a CRM API or schedule a weekly review summary.