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Documentation Index

Fetch the complete documentation index at: https://help.statisfy.com/llms.txt

Use this file to discover all available pages before exploring further.

Statisfy provides AI-powered health scoring and account hierarchy management to help you monitor customer risk and organize complex account structures.

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Health Scoring

Account health scores give you a quick visual indicator of how each customer is doing. Health is displayed as a color-coded badge on each account. Health Levels: Statisfy uses a 7-point health scale:
LevelDescription
Very PositiveAccount is thriving with strong engagement across all areas
PositiveAccount is performing well with healthy interaction patterns
Slightly PositiveAccount is generally on track with minor areas to watch
NeutralAccount shows mixed signals — no strong positive or negative trends
Slightly NegativeAccount shows early warning signs that need attention
NegativeAccount has multiple concerning indicators — action recommended
Very NegativeAccount requires immediate intervention to prevent churn

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How Health Is Calculated

Statisfy uses AI to calculate health scores based on multiple factors:
Measures the frequency and recency of interactions with the account. Accounts with regular meetings, emails, and engagement score higher.
Analyzes the tone and outcomes of customer interactions. Frequent escalations or negative sentiment lower the health score.
Tracks how actively the account uses your product (when product usage data is integrated). Declining usage is a leading indicator of churn risk.
Evaluates business outcomes and results for the account, including renewal status and value delivered.
Tracks open feature requests and product feedback from the account. A high volume of unaddressed requests may signal dissatisfaction.
Identifies risk signals across all data sources, including overdue renewals, declining engagement, and negative sentiment trends.
Health scores update automatically as new data flows into Statisfy. You can also manually override the AI-calculated health if you have additional context.

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Viewing Health Details

To see the detailed breakdown of a health score:
  1. Navigate to the account detail page
  2. Click on the Health badge
  3. Review the individual factor scores and their contribution to the overall health

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Health-at-Date Columns

You can add historical health columns to the Accounts list to see what an account’s health was on a specific date. This is useful for tracking health trends and understanding how account health has changed over time. Adding health-at-date columns:
  1. Open the column selector on the Accounts list page
  2. Look for health-at-date column options and add one or more to your view
  3. The column displays the raw sentiment value (e.g., “Good”, “Poor”) for each account on that date
Filtering by health on a specific date:
  • Apply a segment filter on a health-at-date field to find accounts that had a particular health status on a given date
  • Combine with other filters (e.g., ARR, account owner) for more targeted analysis
After adding health-at-date columns, save your view so the columns persist when you return to the Accounts page.

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Account Hierarchy

Many organizations have complex account structures with parent companies, subsidiaries, and divisions. Statisfy supports parent-child account hierarchies to reflect these relationships. Hierarchy Tree View: The hierarchy tree displays the full organizational structure:
  • Parent accounts appear at the top level
  • Child accounts are nested underneath their parent
  • The tree can be expanded or collapsed at each level
  • Each node shows the account name, health, and ARR

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Managing Hierarchies

To set up or modify account hierarchies:
  1. Open the account detail page for the child account
  2. In the account information section, find the Parent Account field
  3. Search for and select the parent account
  4. Save your changes
The parent account will now show the child in its hierarchy tree, and aggregate metrics (like total ARR) will roll up to the parent level.

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Book of Business

Your Book of Business is the set of accounts assigned to you as the account owner. Accessing your book:
  • Navigate to Accounts — your book of business loads by default
  • Use the owner filter to switch between My Book, Team Book, or All Accounts
Book of Business metrics include:
  • Total accounts and ARR
  • Health distribution across your accounts
  • Upcoming renewals
  • Recent activity summary
Review your Book of Business weekly to catch declining health scores early and prioritize outreach to at-risk accounts. See Account Page Navigation for details on navigating individual account pages.