High Priority
Deploy Customer Success Knowledge Hub (/cs-knowledge.txt)
Establish a machine-readable inventory of your Customer Success knowledge base, specifically curated for AI agents seeking to understand CS best practices, playbooks, and client management strategies.
Create a text file at /cs-knowledge.txt detailing the scope of your CS resources.
Include markdown-style links to core CS documentation: onboarding guides, churn reduction playbooks, QBR templates, and success plan frameworks.
Add a 'CS FAQ' section within the file to directly address common queries regarding customer lifecycle management, NPS drivers, and CSM responsibilities.
Configure your Customer success teams crawler protocols effortlessly.
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High Priority
CSM Bot Selective Indexing
Fine-tune which sections of your Customer Success portal or knowledge base are ingested by AI crawlers focused on CS best practices.
User-agent: CSMBot Allow: /playbooks/ Allow: /customer-success-guides/ Disallow: /sales-demos/
Verify crawler permissions using a dedicated bot tester for CS-focused AI agents.
Monitor crawl frequency in server logs to ensure CSMBot is accessing relevant CS playbooks and client success metrics documentation.
Medium Priority
Semantic Content Structure for CS Insights
Utilize semantic HTML landmarks to guide LLM scrapers in discerning the hierarchy and relevance of Customer Success content, such as client case studies and support ticket resolutions.
Wrap core CS articles (e.g., 'How to Conduct a Business Review') within <article> tags.
Use <section> with descriptive 'aria-label' attributes for distinct CS modules like 'Onboarding Flows' or 'Health Scoring'.
Ensure all data tables containing CS metrics (e.g., churn rates, renewal figures) use proper <thead> and <tbody> tags for structured data extraction.
High Priority
RAG-Optimized CS Playbook Snippets
Structure your Customer Success playbooks and guides so they can be easily 'chunked' and retrieved by Retrieval Augmented Generation (RAG) pipelines for AI-powered CS assistance.
Isolate related CS concepts (e.g., 'proactive outreach strategies') within logical content blocks, ideally under 500 words.
Reinforce the primary subject (e.g., 'Client Retention Tactics') in section summaries to avoid context drift for RAG.
Eliminate ambiguous pronouns and replace them with specific terms like 'Customer Account' or 'Renewal Process' for clarity.
