> ## Documentation Index
> Fetch the complete documentation index at: https://flywheel.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign CSM

> Automatically assign Customer Success Managers to users or teams

<iframe src="https://app.flywheel.cx/doc-comp-previews/workflow-node-preview?type=assign_csm" title="Workflow Node Preview" width="100%" height="150px" className="border dark:border-[#1C1C20]  rounded-xl bg-transparent" />

## How Assign CSM Works

Automatically assign Customer Success Managers to users based on workflow triggers. This ensures proper coverage and relationship management for your customers.

## Configuration

<Columns cols={2}>
  <Card title="Inputs">
    <ParamField path="User to assign" type="string" required>
      The ID of the user that the CSM should be assigned to.
    </ParamField>

    <ParamField path="Assign to" type="string" required>
      The ID of the team member that should be assigned as the CSM.
    </ParamField>

    <ParamField path="Primary CSM" type="boolean" required>
      Whether this CSM should be set as the primary contact. Set to `true` for main CSM, `false` for secondary/specialist assignments.
    </ParamField>
  </Card>

  <Card>
    <iframe src="https://app.flywheel.cx/doc-comp-previews/workflow-config-preview?type=assign_csm" title="Workflow Config Preview" width="100%" height="400px" className="" />
  </Card>
</Columns>

<Card title="Outputs">
  <ParamField path="assignment_success" type="boolean" required>
    Whether the CSM assignment was successful.
  </ParamField>

  <ParamField path="assigned_csm" type="string" required>
    The ID of the CSM that was assigned to the user or team.
  </ParamField>

  <ParamField path="is_primary" type="boolean" required>
    Whether the assigned CSM is set as the primary contact.
  </ParamField>

  <ParamField path="org_user_id" type="string" required>
    The ID of the user that the CSM was assigned to.
  </ParamField>
</Card>

## 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
```

**Product Specialist Assignment**

```
Assignment Target: User
CSM: Product specialist for advanced features
Is Primary: false
Use: Provide specialized support alongside primary CSM
```

**Team-Based Assignment**

```
Assignment Target: Team
CSM: Dedicated account manager
Is Primary: true
Use: Assign CSM to entire customer organization
```

**Tier-Based CSM Assignment**

```
Assignment Target: User (based on subscription tier)
CSM: Appropriate CSM based on customer value
Is Primary: true
Use: Match CSM expertise to customer tier
```

## Best Practices

**Assignment Strategy**

* Use primary assignments for main customer relationships
* Assign secondary CSMs for specialized support needs
* Consider customer tier and complexity when selecting CSMs

**Workload Management**

* Monitor CSM assignment distribution
* Consider current workloads when assigning new customers
* Balance assignments across available team members

**Relationship Continuity**

* Avoid frequent CSM changes for established relationships
* Plan for CSM transitions and handoffs
* Maintain assignment history for reference