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

# Success

> Monitor health, track renewals, and resolve issues from one inbox.

Customer success teams use Custral to keep a real-time pulse on accounts and act on signals (a slipping health score, an approaching renewal, a stalled conversation) before they become churn.

## What success runs on

<CardGroup cols={2}>
  <Card title="Account health" icon="cube" href="/data/objects/overview">
    Compute a health score with a [formula property](/data/properties/complex/formula) over your own fields, or classify risk with an AI [Classify agent](/ai/property-agents/overview).
  </Card>

  <Card title="Shared inbox" icon="inbox" href="/comms/inbox/overview">
    Triage support and renewal threads from one queue with assignments, and record how each [conversation](/comms/conversations/overview) resolved.
  </Card>

  <Card title="Renewal follow-ups" icon="check-circle" href="/team/tasks/overview">
    Create a follow-up task straight from a conversation (priority, due date, assignee), so nothing slips.
  </Card>

  <Card title="Scheduled jobs" icon="clock-rotate-left" href="/automation/jobs/overview">
    Run a recurring query over a filtered set of records, e.g. accounts renewing in the next 30 days, and act on the results.
  </Card>

  <Card title="Workflows" icon="bolt" href="/automation/workflows/overview">
    Automate check-ins, renewal reminders, and escalations when a field changes or a date arrives.
  </Card>

  <Card title="Reporting" icon="chart-line" href="/bi/reporting/overview">
    Live, drillable dashboards: renewal pipeline, accounts by health tier, open issues by owner.
  </Card>
</CardGroup>

## Set it up like this

<Steps>
  <Step title="Instrument accounts">
    Add a renewal-date property and a health-score [formula property](/data/properties/complex/formula) (or an AI [Classify agent](/ai/property-agents/overview)) to your Accounts [object](/data/objects/overview).
  </Step>

  <Step title="Surface what needs attention">
    A scheduled [job](/automation/jobs/overview) flags accounts renewing soon; a [workflow](/automation/workflows/overview) creates a renewal task and notifies the owner.
  </Step>

  <Step title="Work it from the inbox">
    Handle every renewal and support thread in the [shared inbox](/comms/inbox/overview), setting an outcome on each so it feeds reporting.
  </Step>

  <Step title="Watch the trend">
    Track a renewal-pipeline and health [dashboard](/surfaces/views/types/dashboard); drill any segment to the accounts behind it.
  </Step>
</Steps>

## Related

* [Objects & records](/data/objects/overview) · [Formula properties](/data/properties/complex/formula)
* [Shared inbox](/comms/inbox/overview) · [Tasks & follow-ups](/team/tasks/overview)
* [Jobs](/automation/jobs/overview) · [Workflows](/automation/workflows/overview) · [Reporting](/bi/reporting/overview)


## Related topics

- [Delivery and retries](/dev/webhooks/delivery.md)
- [Applications & keys](/dev/api-reference/applications.md)
- [Requests & responses](/dev/api-reference/requests.md)
- [Analytics](/blocks/embedded/object/analytics.md)
- [Sections](/surfaces/navigation/sections.md)