customize

Update CSM plugin configuration sections via guided interview inputs.

58|21|Updated May 15, 2026

Search Tags:#playbook #configuration #plugin setup #csm #escalation matrix #churn signals #health model

Ready to run

npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill customize-t0ddc3by

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: customize
Source: https://github.com/t0ddc3by/claude-for-customer-success/tree/main/csm/skills/customize
Command: npx skills add https://github.com/t0ddc3by/claude-for-customer-success --skill customize-t0ddc3by

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It removes the hassle of re-running a full customer success onboarding interview when your company’s CSM configuration needs to be updated or partially reconfigured.

Core Features & Use Cases

Guided configuration interview for updating CSM company and product profile settings, including motion, health model, churn signals, escalation matrix, playbook, and tool integrations.
Section-based reconfiguration to update only one part of the configuration (for example, health-model or escalation-matrix) while preserving the rest.
Destructive reset mode that clears configuration and forces a fresh rebuild when your operating model changes fundamentally.

Quick Start

Run /csm:customize --section health-model to update your health model configuration using guided questions.

Frequently Asked Questions about customize

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I update my CSM health model without re-running the full onboarding interview?▼

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.

How does CSM plugin configuration handle changes to escalation routing and churn signals?▼

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.

Can I completely reset my customer success operating model configuration?▼

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.

Do I need YAML-defined metadata to configure the CSM playbook and tool integrations?▼

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.

What is the best way to reconfigure a specific section like the escalation matrix in a CSM plugin?▼

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.

When should I use a destructive reset over a targeted section update for my CS configuration?▼

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.