Health Lab

The beating heart of Customer Success
The beating heart of Customer Success

The beating heart of Customer Success

Many businesses’ portfolios contain wildly different account types, with health scores struggling to adapt to the specifics of a given segment. Planhat’s Health Lab lets you build nuanced and complex scores that combine usage, support, sentiment, or any other data point. You can adjust weighting and thresholds by segment, portfolio, or product line, and even introduce a holistic parameter in the form of an LLM enriched health evaluation.

01

Surface hidden risks with layered signals

Surface hidden risks with layered signals

Surface hidden risks with layered signals

Combine metrics like last-touch recency, ticket volume changes, and conversation count with AI-generated sentiment summaries from calls and emails to catch silent churn early.

02

Tailor scoring logic to each customer segment

Tailor scoring logic to each customer segment

Tailor scoring logic to each customer segment

Create separate rules per cohort (e.g. heavy executive sponsorship weighting for strategics, adoption velocity for mid-market).

03

Route rising risks to the right action instantly

Route rising risks to the right action instantly

Route rising risks to the right action instantly

Feed health score changes directly into workflows or alerts, so CS know exactly who needs attention and why – without manual triage.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.