CS Policy Version Overview

The CS Policy Version helps you manage different versions of a CS policy to align with evolving company practices and needs. This enables customer success managers to generate repeatable and accurate dynamic playbooks, reducing the need for manual templates and centralizing organizational best practices. Managing policy changes over time ensures that the Certinia Help can track historical policies and apply the most current and applicable guidelines for dynamic playbook generation, even as company expectations and methods evolve. This functionality aims to prevent policies from becoming outdated and ensure their continued relevance and accuracy.