Internal Notification workflows in GoCSM are designed to alert your team when key events happen in a customer’s journey. These automations don’t send anything to the customer — they’re purely for internal awareness and action.

1. What is This?

Internal notifications are automated alerts that help your team stay proactive. Whether a user becomes inactive, gives unhappy feedback, or qualifies for something — your team knows right away.

2. Why We Made This

Because customer success is a team sport. You can’t fix what you don’t know, and these notifications make sure you never miss an important moment. Less guessing. More doing.

3. How to Use This

These workflows come pre-built and active by default — so no setup is required unless you want to customize.

To view or edit them:

1. Go to the Automations section in your GoCSM dashboard

2. Click on the Internal Notifications tab

3. Review or edit any workflow triggers or notification settings

4. Save your changes — that’s it!

You can customize:

• Who gets notified (specific team members or roles)

• When they get notified (real-time, daily summary, etc.)

• What the message says

4. When These Fire

Each internal notification is triggered based on specific customer actions or system changes. Here are some examples:

To pick up a draggable item, press the space bar. While dragging, use the arrow keys to move the item. Press space again to drop the item in its new position, or press escape to cancel.

To pick up a draggable item, press the space bar. While dragging, use the arrow keys to move the item. Press space again to drop the item in its new position, or press escape to cancel.

5. Who This is For

This is ideal for:

• Customer Success Managers

• Support Teams

• Account Managers

• Billing and Operations

• Founders who want visibility without micromanaging