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Customer Success

ActiveSupportFREE

What it does

Dedicated customer success management for Enterprise customers. Your CSM helps with onboarding, integration planning, quarterly business reviews, and proactive issue resolution. Available via Dashboard or direct contact.

How to use it

1

Meet your CSM

Enterprise customers are assigned a dedicated Customer Success Manager upon onboarding.

2

Schedule reviews

Quarterly business reviews cover usage trends, optimization opportunities, and upcoming features.

3

Get integration help

Your CSM coordinates with engineering for complex integration requirements.

4

Check account health

GET /api/v1/account/csm returns your account health score and CSM contact information.

API Reference

GET/api/v1/account/csm

Related Features

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