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.