CSM Assistant

CSM Assistant simplifies customer success management by bringing Freshdesk account visibility and ChurnZero health governance directly into your browser's side panel. Key Features: Freshdesk Agent Audit: Instantly calculates the active number of agents directly from DevOps items and displays their last login timestamps for quick account health checks. ChurnZero Data Governance: Automatically validates Churn Category, Subcategory, Reason, and Mitigation details directly on the page. CSM Quality Scoring: Evaluates account documentation accuracy and generates real-time completion scores to maintain clean data across your organization. Seamless Side Panel Integration: Access essential metrics and tools side-by-side with your active tab without interrupting your daily workflow.