Guides
These guides explain the core concepts behind Customerscore.io: how customers are scored, how you organize them, and how you act on what the scores tell you. If you are new here, start with Fit Score and Health Score — everything else builds on those two.
Scoring
How Customerscore.io evaluates every customer in your account.
| Guide | What it covers |
|---|---|
| Fit Score | How well a customer matches your ideal profile, from weighted properties (−100 to 100) |
| Health Score | How actively a customer uses your product, from weighted properties (−100 to 100) |
| AI Health Scoring | A dynamic 1-to-5 churn-risk score per customer, with an explanation of what drives it |
| Customer Scoring Matrix | A scatter plot combining Fit and Health to map your whole customer base |
Organizing customers
Ways to slice your customer base and keep it tidy.
| Guide | What it covers |
|---|---|
| Segments | Saved groups of customers that share characteristics |
| Filters | Temporary narrowing of the customer table, and how it differs from segments |
| Tags | Shared labels you create, edit, and apply across your team |
Acting on scores
Turning signals into outreach.
| Guide | What it covers |
|---|---|
| Smart Alerts | Email or Slack notifications for usage drops, MRR swings, heating trials, and churn |
| Worklists | Segments as a queue of work — AI pre-call briefs, email drafts, one-click resolution |
| Playbooks | Automated customer success outreach triggered by real-time data |
| QBR Reports | AI-drafted Quarterly Business Reviews, editable and exportable to PDF or PowerPoint |
Platform
| Guide | What it covers |
|---|---|
| Security | AWS hosting in Frankfurt, data collection and storage, and our safeguards |
Where the data comes from
Scores are only as good as the data behind them. Connect your tools with Integrations, send product usage through the Tracker, or import data yourself via the REST API.