Customer Success Intelligence Hub
An internal AI hub that unifies customer health and automates the audits that used to eat a team's week.
Overview
An internal AI hub unifying customer health signals and automating roughly 90% of PracticeBeat Standard audits across 40 performance metrics, from SEO and accessibility to support tickets and customer sentiment.
The problem
Customer health lived across too many tools, and audits were manual, slow, and inconsistent.
Approach
Unified the signals and let AI do the repetitive audit work.
- Consolidated 40 performance metrics into one customer-health view.
- Automated ~90% of Standard audits with an AI review layer.
- Surfaced at-risk accounts before they churned.
Results
Freed roughly 30 hours a week of manual audit time and made customer health legible at a glance.
~30 hrsSaved per week
~90%Audits automated
40Metrics unified
Stack
Anthropic APIPythonReactPostgreSQL