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The Customer Success section is where you work your live customers: who is healthy, who is at risk, what is renewing, and what to do about it. It is available in CS and hybrid workspaces. See Workspace Modes.

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The portfolio view

The CS home screen is your book of business, with the things you triage by on every row:
  • Health band — green, amber, red, or insufficient data
  • ARR — from your CRM
  • Renewal date — and how close it is
  • Owner — the CSM responsible
  • Open signals and open tasks
Filter by health, by owner, by renewal window, by ARR band, or by country. Sort by whichever of those is driving your week.

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What Superhawk computes for a CS account

Account Health

An AI-judged band with the evidence behind it.

Churn Risk & Renewals

Where the risk is, and what is coming up.

Metrics

The product metrics Superhawk tracks for your accounts.

Features & Modules

Your product’s vocabulary, which everything else reads in.

Newsletter

A periodic digest of what changed across the portfolio.

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The panels on a CS account

Open an account and the evidence is organised into panels you can work through: Each panel is evidence, not opinion. When Superhawk asserts something in a health verdict or a signal, these panels are where the assertion came from.

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How to work it

Weekly. Sort the portfolio by health and work the reds and ambers. Read the health verdict, then the factors, then the panel the factors point at. Before any customer call. Open the brief. It is built for exactly this moment. Daily. Check the Inbox for tasks Superhawk has drafted. At renewal. Filter by renewal window, then read health and open outcomes together. An account can look green on usage and still be at risk if what they asked for was never delivered.
  • Signals — how observations get raised
  • Accounts — the shared account model