Creating CS Policies

You can create CS policies only using the Create CS Policy quick action, which is available from the Customer Success Administration app page and any additional pages where you've added the CSC Administration component.

To create CS policy:

1. Open the the Customer Success Administration page.
2. Click Create CS Policy.
3. Enter the required policy information:
   1. The policy's name.
   2. A description of the policy.
   3. The policy content contain the information about the event triggers.
4. Click Next.
5. Review the Context Instructions and Execution Instructions fields. These are AI-generated based on the information provided in step 2.
6. [Optional] Make changes to your context instructions and execution instructions, or click Back to make changes to policy content and regenerate.
7. Click Create.

Note:

If there is an error generating the CS policy after clicking Next at step 3, you are redirected to step 2.

For more information, see CS Policy Fields and CS Policy Version Fields.