Assign CSM

Assign a CSM to a user from an agent run

How Assign CSM works

Use this tool to set user ownership directly from an agent run. The agent can choose the user, the assignee, and whether the assignment is primary. Assignments happen inside the agent flow and can be used as a handoff step after qualification, churn detection, or onboarding milestones. The resulting assignment is persisted on the user record so that downstream tools and future runs can reference the current owner.

Configuration

Inputs

Prompt · string

Guidance that tells the agent when this tool should be used.

User to assign · string · required

Target user that should receive the assignment.

Assign to · string · required

Team member to assign as CSM.

Primary CSM · boolean · default: "true"

Set to true when this assignment should become the primary CSM relationship.

Outputs

assignment_success · boolean · required

Whether the CSM assignment completed successfully.

assigned_csm · string · required

The team member ID that was assigned as CSM.

is_primary · boolean · required

Whether this assignment was set as the primary CSM relationship.

org_user_id · string · required

The user ID that received the assignment.

Use Cases

New Enterprise Customer

Assignment Target: User
CSM: Senior CSM for enterprise accounts
Is Primary: true
Use: Ensure high-touch support for enterprise customers from day one

Product Specialist Assignment

Assignment Target: User
CSM: Product specialist for advanced features
Is Primary: false
Use: Add a secondary CSM with domain expertise alongside the primary owner

Tier-Based Assignment

Condition: user.plan = "growth"
CSM: Growth team CSM
Is Primary: true
Use: Route growth-tier customers to a dedicated success team automatically

Risk-Based Reassignment

Condition: churn_risk_score > 80
CSM: Retention specialist
Is Primary: false
Use: Bring in a retention expert without removing the existing primary CSM

Best Practices

Assignment Strategy

• Use primary assignments for main customer relationships.
• Assign secondary CSMs for specialized support needs like retention or product guidance.
• Consider customer tier and complexity when selecting CSMs in the agent prompt.

Workload Management

• Monitor CSM assignment distribution to avoid overloading individual team members.
• Consider current workloads when the agent decides between eligible CSMs.
• Pair this tool with Round Robin when balanced distribution matters more than specific selection.

Relationship Continuity

• Avoid reassigning primary CSMs on every run; use conditions to trigger reassignment only when meaningful changes occur.
• Persist assignment context with Set Custom Property so future agent runs can reference the current owner.
• Log assignment changes with clear conditions so the team understands why ownership shifted.