Customer Success Interview Prep

import os, requests

SF   = os.environ["SALESFORCE_INSTANCE"]
SF_T = os.environ["SALESFORCE_ACCESS_TOKEN"]
MV_K = os.environ["MAVERA_API_KEY"]
SF_H = {"Authorization": f"Bearer {SF_T}"}

def sf_q(soql):
    return requests.get(f"https://{SF}/services/data/v66.0/query", headers=SF_H, params={"q": soql}).json()["records"]

aid = "0015e000001XyZa"
acct = sf_q(f"SELECT Name, Industry, AnnualRevenue, Health_Score__c, Contract_End_Date__c, NumberOfEmployees FROM Account WHERE Id = '{aid}'")[0]
cases = sf_q(f"SELECT CaseNumber, Subject, Status, Priority, Description FROM Case WHERE AccountId = '{aid}' ORDER BY CreatedDate DESC LIMIT 20")
acts = sf_q(f"SELECT Subject, Description, ActivityDate FROM Task WHERE AccountId = '{aid}' ORDER BY ActivityDate DESC LIMIT 15")

open_cases = [c for c in cases if c.get("Status") not in ("Closed", "Resolved")]
hi_pri = [c for c in cases if c.get("Priority") in ("High", "Critical")]

case_blk = "\n".join(f"- [{c.get('Priority','Normal')}] {c.get('Subject','N/A')} — {c.get('Status')}: {(c.get('Description') or '')[:120]}" for c in cases[:12])
act_blk = "\n".join(f"- [{a.get('ActivityDate','N/A')}] {a.get('Subject','')}: {(a.get('Description') or '')[:120]}" for a in acts)

prompt = f"""Prepare a QBR document for this customer.

ACCOUNT: {acct['Name']} | {acct.get('Industry','N/A')} | ${acct.get('AnnualRevenue','N/A')} | Health: {acct.get('Health_Score__c','N/A')}/100
Contract End: {acct.get('Contract_End_Date__c','N/A')} | Employees: {acct.get('NumberOfEmployees','N/A')}

CASES ({len(open_cases)} open, {len(hi_pri)} high-priority)
{case_blk}

RECENT ACTIVITY
{act_blk}

Generate: 1) Executive summary (health, risk, opportunity) 2) Key wins 3) Risk flags with mitigations 4) 8 tailored QBR questions 5) Expansion opportunities 6) 30-min agenda 7) Talk track for top support issue"""

qbr = requests.post(
    "https://app.mavera.io/api/v1/mave/chat",
    headers={"Authorization": f"Bearer {MV_K}", "Content-Type": "application/json"},
    json={"message": prompt},
).json()

print("=== QBR Prep ===")
print(qbr.get("content", ""))
print(f"Sources: {len(qbr.get('sources', []))}")

const SF   = process.env.SALESFORCE_INSTANCE;
const SF_T = process.env.SALESFORCE_ACCESS_TOKEN;
const MV_K = process.env.MAVERA_API_KEY;

async function sfQ(soql) {
  return (await fetch(
    `https://${SF}/services/data/v66.0/query?q=${encodeURIComponent(soql)}`,
    { headers: { Authorization: `Bearer ${SF_T}` } }
  ).then((r) => r.json())).records;
}

const aid = "0015e000001XyZa";
const [acct] = await sfQ(`SELECT Name, Industry, AnnualRevenue, Health_Score__c, Contract_End_Date__c, NumberOfEmployees FROM Account WHERE Id = '${aid}'`);
const cases = await sfQ(`SELECT CaseNumber, Subject, Status, Priority, Description FROM Case WHERE AccountId = '${aid}' ORDER BY CreatedDate DESC LIMIT 20`);
const acts = await sfQ(`SELECT Subject, Description, ActivityDate FROM Task WHERE AccountId = '${aid}' ORDER BY ActivityDate DESC LIMIT 15`);

const openCases = cases.filter((c) => !["Closed", "Resolved"].includes(c.Status));
const hiPri = cases.filter((c) => ["High", "Critical"].includes(c.Priority));

const caseBlk = cases.slice(0, 12).map((c) => `- [${c.Priority || "Normal"}] ${c.Subject} — ${c.Status}: ${(c.Description || "").slice(0, 120)}`).join("\n");
const actBlk = acts.map((a) => `- [${a.ActivityDate || "N/A"}] ${a.Subject}: ${(a.Description || "").slice(0, 120)}`).join("\n");

const prompt = `Prepare a QBR document.
ACCOUNT: ${acct.Name} | ${acct.Industry || "N/A"} | $${acct.AnnualRevenue || "N/A"} | Health: ${acct.Health_Score__c || "N/A"}/100
Contract End: ${acct.Contract_End_Date__c || "N/A"}
CASES (${openCases.length} open, ${hiPri.length} high-priority)\n${caseBlk}
RECENT ACTIVITY\n${actBlk}
Generate: 1) Exec summary 2) Wins 3) Risks 4) 8 QBR questions 5) Expansion opps 6) 30-min agenda 7) Top-issue talk track`;

const qbr = await fetch("https://app.mavera.io/api/v1/mave/chat", {
  method: "POST",
  headers: { Authorization: `Bearer ${MV_K}`, "Content-Type": "application/json" },
  body: JSON.stringify({ message: prompt }),
}).then((r) => r.json());

console.log("=== QBR Prep ===");
console.log(qbr.content || "");
console.log(`Sources: ${(qbr.sources || []).length}`);