customize

Update your CSM health model configuration by running a targeted section reconfiguration, preserving existing settings. Use the section flag to specify health-model, allowing you to modify only that component while keeping the rest intact.

CSM plugin configuration validates guided interview inputs for escalation routing and churn signals, reviewing them before writing to config files. Explicit confirmation is required before any downstream skills use your updated company motion and health model.

Yes, you can completely reset your customer success operating model using the destructive reset mode. This clears your existing configuration and forces a fresh rebuild, which is ideal when your CS operating model changes fundamentally.

Yes, YAML-defined skill metadata is required to configure the CSM playbook and tool integrations. The configuration process uses this metadata alongside guided interview inputs that are validated and reviewed before writing to config files.

The best way to reconfigure the escalation matrix is through section-based reconfiguration. This updates only the targeted part while preserving the rest of your configuration, avoiding the need for a full reconfiguration interview.

Use a destructive reset when your customer success operating model changes fundamentally, clearing all configuration for a fresh rebuild. Use targeted section updates when only specific parts like health model or churn signals need adjustment.