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

# Account Success Capabilities: Governed Actions and Permissions

> The read, write, communication, and workflow capabilities available in Account Success with concrete examples and authorization scopes.

Every action in Account Success is a governed capability with defined authorization, scope, and receipt. Capabilities ensure that CSMs and agents can execute efficiently while maintaining auditability and data integrity.

## Read Capabilities

| Capability | Example | Authorization |
| - | - | - |
| `salesforce.account.read` | Retrieve account details, contacts, and opportunities | Portfolio-scoped by owner |
| `gainsight.health.read` | Access health scores and component breakdowns | Account-scoped for assigned CSMs |
| `zendesk.ticket.read` | View support tickets and resolution history | Account-scoped |
| `stripe.billing.read` | Retrieve invoices and subscription status | Manager and above for revenue data |
| `hubspot.engagement.read` | Access email and meeting engagement history | Portfolio-scoped |

## Write Capabilities

| Capability | Example | Authorization |
| - | - | - |
| `salesforce.opportunity.update` | Update renewal opportunity stage and amount | Owner or delegated CSM |
| `gainsight.health.override` | Manually adjust health score with justification | Manager approval required |
| `salesforce.contact.create` | Add new stakeholders to an account | Any assigned CSM |
| `zendesk.ticket.create` | Create escalation or follow-up tickets | Account-scoped |

## Communication Capabilities

| Capability | Example | Authorization |
| - | - | - |
| `email.draft` | Compose customer emails with Twin assistance | Any CSM |
| `meeting.schedule` | Book QBRs and check-ins via calendar integration | Account-scoped |
| `slack.notify` | Send alerts to CS channels for escalations | Automated by Triage Agent |

## Workflow Capabilities

| Capability | Example | Authorization |
| - | - | - |
| `workflow.renewal.initiate` | Start a renewal workflow with risk scoring | Account owner |
| `workflow.escalation.trigger` | Initiate formal escalation with brief generation | Any CSM with manager notification |
| `workflow.qbr.schedule` | Schedule QBR with agenda and attendee management | Account owner |
| `workflow.successplan.update` | Modify milestones and objectives | Account owner |

Every capability invocation produces a receipt with actor, timestamp, scope, and outcome. Receipts are searchable and auditable through the account timeline.

## Related

* [Account Success Index](/internal-docs/domains/account-success/index)
* [Workflows](/internal-docs/domains/account-success/workflows)
* [Execution Flow](/internal-docs/domains/account-success/execution-flow)
* [Governed Actions](/how-it-works/governed-actions)
* [Platform Capabilities](/platform/capabilities)


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