Raw source brief

account_health CRM Console

Implementation-first

Selected request

AC-903 - Northstar Labs

Renewal risk review before the account planning meeting.

$84K ARR

Data model

account_health + usage_event

Schema

JSON schema + CRM fields

Evidence

Review inputs

  • OK

    CRM fields and usage_event rows exposed as editable controls

  • OK

    prompt output copied into the renewal notes area

  • !

    tool call results and resource id displayed beside billing endpoint status


Context

Implementation context

Show account_health fields, usage event JSON schema, prompt output, tool call results, resource id, billing API endpoint status, and CRUD.

Decision path

CRUD actions

Handoff

billing API endpoint

Resource id and account_health fields are ready for the next CRM update.