> ## 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 Human Workbench: CSM Daily Interface

> The primary surfaces, tabs, and daily workflow for CSMs using the Account Success projection in SpineWorkspace.

The Account Success Human Workbench is the daily surface for Customer Success Managers to manage their portfolios, prioritize actions, and collaborate on outcomes. It is a projection of Spine Fabric context assembled specifically around the CSM workflow.

<Steps>
  <Step title="Portfolio Review">
    Start the day in the **Account Portfolio** view. Review health scores, contract dates, and recent activity across your assigned accounts. Accounts with declining health or upcoming renewals surface to the top automatically.
  </Step>

  <Step title="Prioritize Actions">
    Switch to the **At-Risk Accounts** tab to review accounts requiring intervention. Review the reasoning behind each health score change and contextual evidence from tickets, usage drops, or missed engagements.
  </Step>

  <Step title="Prepare Engagements">
    Use the **QBR Schedule** to prepare upcoming reviews. Twin drafts agendas and pulls relevant metrics, usage trends, and success plan progress into a structured outline for your review.
  </Step>

  <Step title="Renewal Management">
    Navigate to the **Renewals Pipeline** to track open renewal motions. Update stages, review risk flags, and coordinate with sales or legal on expansion clauses or pricing changes.
  </Step>

  <Step title="Capture Notes and Handoffs">
    Log engagement outcomes, update success plans, and flag continuity items for your team. All notes become part of the shared context fabric so coverage across CSMs is seamless.
  </Step>
</Steps>

## Primary Surfaces

* **Portfolio Dashboard:** Bird's-eye view of all accounts with sortable health, contract, and engagement columns
* **Account Detail Page:** Deep context on a single account including timeline, contacts, contracts, usage, and tickets
* **Health Explainer:** Breakdown of how each health score is computed with signal sources and trend lines
* **Action Center:** Prioritized list of suggested next steps based on domain rules and Twin proposals
* **Collaboration Panel:** Threaded discussions with internal teams and shared notes on account activities

## Related

* [Account Success Index](/internal-docs/domains/account-success/index)
* [Domain Views](/internal-docs/domains/account-success/domain-views)
* [User Flow](/internal-docs/domains/account-success/user-flow)
* [AI Workbench](/internal-docs/domains/account-success/ai-workbench)
* [Continuity](/how-it-works/continuity)


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