CSM Automation Suite
Engine N

The Navigator

Self-Serve Client Portal

Reduce administrative overhead with 24/7 client self-service. Update ICP, pause campaigns, download reports—complex requests queued for review with status tracking.

See It In ActionView Pricing
24/7
Availability
Self-service anytime
85%
Time Saved
10-15 min → 1-2 min
3
Request Types
Instant, Review, Complex
Auto
Status Tracking
Real-time updates
PURPOSE

What This Engine Does

Reduce administrative overhead by enabling clients to handle routine requests themselves. The Navigator provides a structured interface for common actions while routing complex requests for review.

Time Savings

Before
10-15 min per request
After
1-2 minutes
Savings
85%
PROCESS

How It Works

The Navigator operates through a multi-phase workflow designed for maximum automation and reliability.

1

Request Submission

Client initiates action via portal

  • Client submits request via portal interface
  • System validates client access and permissions
  • Request logged to Portal_Requests with timestamp
2

Request Classification

Route based on request type

  • Instant: Update ICP, pause campaign, download report
  • Review: Upload leads, request copy change, schedule call
  • Complex: Add domain, major strategy changes
3

Processing

Execute or queue for approval

  • Instant requests → Execute immediately → Confirm to client
  • Review requests → Notify CSM on Slack → Await approval
  • Complex requests → Multi-step workflow with tracking
4

Completion

Confirm and log

  • Execute approved actions
  • Send confirmation email to client
  • Update status in Portal_Requests
  • Full audit trail maintained
AUTOMATION

When It Runs

This engine works autonomously so you don't have to

Fully Automated

Runs in the background without manual intervention

  • Empowers clients to submit requests 24/7 through the self-serve portal
  • Routes complex requests to CSMs for fast, informed approval
  • Provides real-time status updates so clients always know where things stand
PERFORMANCE

Performance Metrics

Key thresholds and benchmarks monitored by this engine

Request Types

MetricHealthy
Instant ActionsAuto-executed immediately
Review ActionsRequires CSM approval
Complex ActionsMulti-step workflow
DATA FLOW

Inputs & Outputs

What goes in and what comes out

Inputs

  • 1
    Client Request
    Action requested via portal
  • 2
    Request Details
    Specific parameters for the action
  • 3
    CSM Approval
    For review and complex requests

Outputs

  • 1
    Action Execution
    Request fulfilled or queued
  • 2
    Confirmation Email
    Status update to client
  • 3
    Slack Notification
    CSM alert for review items
  • 4
    Audit Trail
    Full history in Portal_Requests
RESULTS

Business Impact

The measurable benefits this engine delivers

Time Saved

Eliminate email ping-pong for simple requests

Client Satisfaction

Faster turnaround, 24/7 availability

Focus Protection

CSM time preserved for strategic work

Audit Trail

Full visibility into all requests and actions

INTEGRATIONS

Connected Data Sources

The platforms and services this engine integrates with

Portal Requests (request tracking)Slack (CSM notifications)Email SMTP (client confirmations)
FAQ

Frequently Asked Questions

Common questions about The Navigator

ECOSYSTEM

Works With

Other engines that complement this one

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