Assigning a Customer Success Manager (CSM) to an org
Every org can be assigned a CSM — a Turtini platform admin who owns the relationship. CSM assignment drives:
1. Save Motion email notifications — when an org's score crosses below 50, the assigned CSM gets an email with the top action items + links to the org and the Save Motion queue.
2. Upsell Ready notifications — when an org crosses both Trust and Operations above 80, the CSM gets a "candidate for cross-sell" email.
3. Save Motion queue badges — the admin queue shows which CSM owns each at-risk org.
How to assign:
Admin → Orgs tab. Each row has a CSM dropdown. Pick from the list of platform admins. The "Assign me" option appears for any admin not already in the list.
Unassigned orgs:
If no CSM is assigned, save_motion playbooks still fire and appear in the queue — they just don't trigger an email. The intent is to avoid spamming the entire platform team for every at-risk org.
Reassigning:
Pick a different person from the dropdown. The change is logged in the audit trail (org.csm_assign event). The next playbook that fires emails the new CSM.
Clearing:
Set the dropdown to "— Unassigned —". Useful when a CSM leaves the team or you're handing the org back to the general queue.