> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Detail

> Per-account hub — score, metrics, activity feed, revenue sources, risk factors, and a floating chat for ad-hoc questions about the account

The customer detail page (`/success/customers/:companyDomain`) is the per-account hub. Open it by clicking any row in [Health](./health), or any account on Convert / Contracts / Pipeline / Re-engage.

## Header

* **Back button** — returns you to the section you came from
* **Account card** — logo (via Clearbit), name, domain, primary contact email
* **Badges** — risk level, untracked status, source (Salesbricks / Stripe / merged)
* **Health score** — large circular display, color-coded

## Route Bar

Below the header, the **Route to** bar lets you move this account to another Success section:

* **Convert** / **Pipeline** / **Contracts** / **Re-engage** — move forward
* **Health** — return to triage

The destination shows the account with a *"Routed from {source}"* badge.

## Metrics Grid (4 cards)

| Card                | Detail                                                  |
| ------------------- | ------------------------------------------------------- |
| **Active users**    | Current vs. licensed + weekly trend percentage          |
| **Contract value**  | ARR + MRR hint                                          |
| **Last activity**   | Relative time (e.g., *"2 days ago"*)                    |
| **Days to renewal** | Plus payment status hint (active / trialing / past-due) |

## Left Column — Activity & Chat

### Activity Feed

A chronological timeline of everything BuildBetter has on this account:

* Calls with the customer (with summaries)
* Emails (if you have email integration)
* Project activity tied to this customer
* Signals (feature requests, complaints, NPS)
* Contract changes (Salesbricks)
* Payment events (Stripe)

### Floating Chat Bar

Pinned to the bottom of the activity column. Ask context-aware questions about the account:

* *"Why is this account critical?"*
* *"Summarize the last three calls with this customer."*
* *"What requests has this account made?"*
* *"Are there any open commitments to this account?"*

Chat reads signals, calls, and contract data scoped to this account so answers stay grounded in the account's actual history.

## Right Column — Data

### Revenue Sources

A card per Salesbricks contract or Stripe subscription linked to the account. Each shows:

* Product name, status badge, billing interval
* Amount, MRR, ARR
* Billing state (active / trialing / past-due)
* **Open** link to the source system
* **Ignore from ARR** toggle — exclude this contract from rollups

### Score History Chart

Timeline of health-score refreshes over the past N days. Useful for spotting:

* Sudden drops (a payment failed, usage tanked)
* Recoveries (renewal locked in, adoption recovered)
* Slow trends (gradual decline = quiet churn risk)

### HubSpot Enrichment

If you have HubSpot connected, the company's CRM fields appear in a panel — industry, size, location, custom fields. Helps the CSM read context without flipping tools.

### Risk Factors

The full breakdown of the score. Each factor has a magnitude and a source:

* *"−8 Low product adoption (PostHog)"*
* *"−5 Payment failed (Stripe)"*
* *"−3 Approaching renewal (Salesbricks)"*
* *"+5 Recent positive NPS (BuildBetter signal)"*

Positive factors push the score up; negative ones pull it down.

## Footer Actions

* **Draft email** — generate an outreach draft based on the account state (disabled while in development)
* **View in CRM** — opens the account in Attio or Salesbricks (whichever is linked)
* **Untrack account** / **Re-track account** — exclude or re-include from health monitoring

## When Customer Detail Is Most Useful

* **Pre-call prep** — read the activity feed and score history before a customer call
* **Renewal conversations** — pull the revenue sources card + risk factors as your single source of truth
* **Cross-team handoffs** — share the URL so anyone can land on the full account context

<Tip>
  The floating chat is the fastest path to context. Instead of scrolling the activity feed manually, ask *"What changed in the last 30 days?"* and the chat surfaces the signals, contract events, and call summaries that matter.
</Tip>