Success is BuildBetter’s Customer Success workspace. It pulls contracts from Salesbricks, billing state from Stripe, usage from PostHog, and signals from your customer conversations into one place — so a CSM can answer “who’s at risk?”, “who’s about to convert?”, “who needs an outreach?” without leaving a single screen.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.
Success is gated by the
success feature flag. Without access, you’ll land on /success-unlock with a request-access form. Every page also supports Preview with demo data (Pied Piper sample dataset) so you can explore before connecting integrations.The Six Pages
Health
The renewal-and-risk queue. Health scores, ARR distribution, accounts approaching renewal, payment state.
Customer Detail
Per-account hub. Score, metrics, activity feed, revenue sources, HubSpot enrichment, risk factor breakdown.
Convert
Prioritize trial and prospect accounts by conversion likelihood and urgency. Sync from Salesbricks + Stripe.
Contracts
Contract listings with renewal dates, payment state, MRR/ARR — across Salesbricks and Stripe.
Pipeline
Kanban + table views of deal pipeline, enriched with Health and Convert context.
Re-engage
Closed-lost revival queue. AI-scored re-engagement likelihood, lost-value totals, prioritized outreach.
Close the Loop
Match customer feature requests against shipped releases (GitHub / RSS / changelog) and send “we shipped your request” emails.
Settings & Data
Integrations (Salesbricks, Stripe, PostHog, Attio, HubSpot), demo mode, the route-accounts model.
Core Concepts
| Concept | What It Means |
|---|---|
| Health score | 0–100, computed per account from adoption, payment state, renewal pressure, and signals. Color-coded: green (healthy), amber (at risk), red (critical). |
| Risk factors | The specific reasons behind a score (e.g., “−8 Low product adoption (PostHog)”, “−5 Payment failed (Stripe)”). Visible on every account row and detail page. |
| Routed accounts | An account you’ve moved from one Success section to another (e.g., from Health → Convert). Shows up at the top of the destination with a “Routed from Health” badge. |
| Revenue source | A Salesbricks contract or Stripe subscription linked to an account. An account can have multiple. |
| Untracked account | An account you’ve explicitly excluded from health monitoring. Hidden by default; toggle to show. |
| Demo mode | Per-page sample dataset (Pied Piper) you can preview without live integrations. |
How Success Plugs into BuildBetter
- Signals drive the Risk factors breakdown — every score has cited evidence from calls, support, surveys
- Calls and projects show up in the per-customer activity feed
- Projects’ Close-the-Loop is the per-project view; Success’s Close-the-Loop is the per-account view across all projects
- Floating Chat is available on every customer page for ad-hoc questions (“why is this account critical?”)
- Settings → Integrations is where you connect Salesbricks, Stripe, PostHog, Attio, HubSpot
The Route-Accounts Model
The six Success pages aren’t isolated tabs — they’re stages of a workflow you can flow accounts through. Each account row has a Route to menu that moves the account to:- Convert — when a trial account looks ready to upgrade
- Pipeline — when an account becomes a real expansion opportunity
- Contracts — when you need to review the renewal in detail
- Re-engage — when an account has churned and is worth a winback
Data Sources at a Glance
| Source | What It Powers |
|---|---|
| Salesbricks | Contracts, orders, trial metadata, deal stages, closed-lost reasons |
| Stripe | Subscriptions, invoices, payment state, MRR/ARR calculations |
| PostHog | Active-user counts, feature adoption, weekly trends |
| Attio | Optional CRM source for Pipeline (alternative to Salesbricks) |
| HubSpot | Optional enrichment — industry, size, location, custom fields |
| BuildBetter | Signals, calls, projects, requests — feed risk factors and Close-the-Loop |
| GitHub / RSS / changelog | Shipped feature catalog for Close-the-Loop matching |