Customer success playbooks

Customer success agents can use playbooks to define planned and unplanned activities, and renewal processes.

Playbooks provide step-by-step guidance and include multiple stages and activities that must be included. Customer success agents can:

• View the playbook stages and activities.
• Select an activity and perform the work necessary to complete that activity.
• Mark an activity as complete and move to the next activity or stage.
• Complete the stages and activities and close the playbook.

For more details on the playbook layout and components, see Playbook layout and features. The following playbooks are available:

• Customer play playbook
• Internal play playbook
• Renewal playbook