CSM Configuration¶
File: app/core/models/organization_csm_configs.py
Customer Success Manager settings for reporting and onboarding.
Key fields¶
| Field | Description |
|---|---|
organization_id |
Organization identifier |
account_manager_email |
CSM contact (default: "eileen@paperrun.ai") |
report_cadence |
weekly, biweekly, or monthly |
report_day_of_week |
Day for scheduled reports |
report_channel |
email or Slack |
report_last_send |
Timestamp of last report |
launch_date |
Organization launch date |
Usage¶
compute_next_report_date(): Calculates when next report should send- CSM email used in Slack alerts for: recipient cap exceeded, campaign paused, missing Klaviyo segments
Key files¶
- Model:
core/models/organization_csm_configs.py - Routes:
routes/organization_csm_config_routes.py - Notifications:
methods/csm_notifications.py