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, with context-aware tasks by interpreting each policy version's content against specific triggering events, centralizing organizational best practices without requiring hard-coded conditional logic.

Managing policy changes over time ensures that the Customer Success Cloud 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 This functionality aims to prevent policies from becoming outdated and ensure their continued relevance and accuracy.

Note:

CS Policy Version records are read-only and cannot be edited. To generate a new version, you must create a new CS Policy through the Customer Success Administration page.