> ## 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 Overview

> The Customer Success workspace for health triage, trial conversion, contracts, pipeline, re-engagement, and release follow-up

Success is BuildBetter's Customer Success workspace. It brings together customer signals, contracts, billing state, product usage, CRM context, and shipped-release matching so CSMs can decide what to do next without jumping across systems.

<Info>
  Success is gated by the `success` feature flag. `/success` routes to `/success/health` when enabled and to `/success-unlock` when disabled.
</Info>

## Success Sections

The in-app Success nav has six primary sections:

<CardGroup cols={2}>
  <Card title="Health" icon="heart-pulse" href="/pages/Success/health">
    Risk and renewal triage. Health scores, risk factors, ARR exposure, renewal pressure, and payment state.
  </Card>

  <Card title="Convert" icon="arrow-right-arrow-left" href="/pages/Success/convert">
    Trial and prospect prioritization. Conversion likelihood, trial urgency, expected value, and source filters.
  </Card>

  <Card title="Contracts" icon="file-signature" href="/pages/Success/contracts">
    Contract and subscription ledger from Salesbricks and Stripe. MRR, ARR, renewal dates, payment state, and source reconciliation.
  </Card>

  <Card title="Pipeline" icon="filter" href="/pages/Success/pipeline">
    Opportunity board and table from Attio and/or Salesbricks, enriched with Health and Convert context.
  </Card>

  <Card title="Re-engage" icon="rotate-left" href="/pages/Success/re-engage">
    Closed-lost revival queue. Salesbricks-backed lost deals, re-engagement scoring, and account context.
  </Card>

  <Card title="Releases / Close the Loop" icon="circle-check" href="/pages/Success/close-the-loop">
    Match customer requests to shipped work and draft "we shipped this" follow-up. The route is `/success/close-the-loop`; `/success/releases` redirects there.
  </Card>
</CardGroup>

## Customer Detail

[Customer Detail](./customer-detail) is the account hub behind the sections. Open it from Health, Convert, Contracts, Pipeline, or Re-engage to see score, activity, revenue sources, account context, HubSpot enrichment, risk factors, and account-scoped chat.

## Core Concepts

| Concept              | What It Means                                                                                                            |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------ |
| **Health score**     | 0-100 account score derived from adoption, payment state, renewal pressure, and BuildBetter signals.                     |
| **Risk factors**     | Explanation-first score contributors, such as low adoption, past-due payment, renewal pressure, or customer escalations. |
| **Routed account**   | An account moved from one Success section to another, such as Health -> Convert or Pipeline -> Re-engage.                |
| **Revenue source**   | A Salesbricks contract or Stripe subscription attached to a customer account.                                            |
| **Connected source** | An integration that supplied live page data, such as Salesbricks, Stripe, PostHog, Attio, HubSpot, or Salesforce.        |
| **Demo mode**        | Sample Pied Piper data used by several sections to preview the workflow before live integrations are connected.          |

## How the Sections Work Together

Success is not six isolated tabs. It is a customer workflow:

<Steps>
  <Step title="Triage in Health" stepNumber={1}>
    Start with critical and at-risk accounts, then inspect the factors behind each score.
  </Step>

  <Step title="Route the Account" stepNumber={2}>
    Send an account to Convert, Pipeline, Contracts, or Re-engage when the next action belongs there.
  </Step>

  <Step title="Work in the Destination Section" stepNumber={3}>
    Use the destination page's queue, filters, detail sheet, or board to decide the next customer motion.
  </Step>

  <Step title="Open Customer Detail" stepNumber={4}>
    Use the account hub for call history, signals, revenue sources, and account-scoped chat.
  </Step>
</Steps>

Examples:

* **Health -> Convert**: A trial account is at risk but still likely to upgrade.
* **Convert -> Pipeline**: A trial has become a real opportunity.
* **Pipeline -> Contracts**: A deal is signed and needs renewal/payment tracking.
* **Contracts -> Health**: A renewal or payment issue creates new account risk.
* **Releases -> Re-engage**: A shipped feature removes the blocker from a closed-lost deal.

## Data Sources

| Source                                     | What It Powers                                                                                        |
| ------------------------------------------ | ----------------------------------------------------------------------------------------------------- |
| **Salesbricks**                            | Contracts, orders, trial metadata, deal stages, closed-lost reasons, renewal context.                 |
| **Stripe**                                 | Subscriptions, invoices, payment state, MRR/ARR enrichment, trial detection.                          |
| **PostHog**                                | Product usage, active-user counts, adoption and recency inputs.                                       |
| **Attio**                                  | Pipeline source of truth and editable stage movement when connected.                                  |
| **HubSpot**                                | Optional company enrichment on Customer Detail and optional pipeline source filtering when available. |
| **Salesforce**                             | Optional pipeline source filtering when available.                                                    |
| **BuildBetter**                            | Calls, signals, feedback, projects, requests, activity feed, and risk evidence.                       |
| **GitHub / RSS / manual shipped features** | Release catalog for Close the Loop and re-engagement coverage.                                        |

See [Settings & Data](./settings-and-data) for setup details.

## Setup Readiness

The newer Success sections are backed by a shared setup/readiness contract. For Convert, Contracts, Pipeline, Re-engage, and Close the Loop, the backend can report:

* Reused systems, such as CRM company identity, metadata projection, existing integration providers, signals, and workflow runtime.
* Connector readiness: connected, available, or provider missing.
* Fast paths to CRM, integrations, Health, Convert, Signals, Feedback Ops, or Workflows.
* Next steps for connecting sources or materializing snapshots.

This keeps the new sections tied to existing BuildBetter primitives instead of creating a parallel customer database.

## Demo and Empty States

Several sections expose **Preview with demo data** when required live sources are missing. Demo mode loads Pied Piper sample data and does not write to your workspace. Re-engage currently requires Salesbricks live data and does not expose a demo preview in the component.

<Tip>
  Start in **Health**. Once the critical queue is under control, move to Convert for trials, Contracts for renewal/payment risk, Pipeline for opportunities, and Releases for close-the-loop outreach.
</Tip>