5 min readBusiness

Account-level CX & health scores

Roll CX up by customer account with a health score and an at-risk worklist, for B2B teams and CSMs.

For B2B and partner-led businesses, CX matters at the account level, not just per response. Account-level CX rolls every response from an account's contacts into one view with a health score.

A response is attributed to an account when its context carries an account identifier, resolved (in priority order) from a hidden field (`account_id` / `accountId` / `company_id`), the merge context of a signed link / event-trigger send, or a raw `?account_id=` URL parameter. The account key maps to your `CustomerAccount.externalId`.

Health score

Each account gets a composite health score (0–100) and a band (healthy / watch / at-risk), computed nightly from its NPS, average sentiment, and open-case load. New responses update it on the next refresh.

At-risk worklist

CX → Accounts lists accounts by health, with an at-risk worklist so a CSM can reach out before an account churns. Filter by health band, tier, and owner.

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