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Customers & follow-upGrowth
Customer Score
Scores customer reliability using calls, appointments, no-shows, and message history.
What this page is for
Use to know which customers need extra confirmation.
How to set it up
- 1Let history accumulate.
- 2Filter by reliable, needs confirmation, or no-show risk.
- 3Use score before reminder or callback.
Demo workflow
Customer Score workflow demo
A workspace user opens Customer Score and needs to understand what action to take.
1
Open the page
Go to Customer Score from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.