A Customer Success Plan (CSP) is the level of support that your organisation has signed up for. The level chosen determines what support is available to you and how many people can raise support cases.
CSP levels
There are three CSP levels that you could have.
Each plan offers:
Essential: Help Centre, Access to the Access Digital Assistant and chat support.
Standard: Access to the Access Digital Assistant, chat support, and phone support.
Premier: Access to the Access Digital Assistant, priority chat support, and phone support.
Change your plan
To upgrade to a new plan, reach out directly to your Account Manager or Customer Success Manager. You would have been given their contact details during your onboarding process.
⚠️ Important: Changing the plan means changing your contract and billing with Access. If you don’t have this authorisation within your organisation, reach out internally to the appropriate person and ask them to contact us.
Alternative way to request an upgrade
If you don’t have your Account Manager or Customer Success Manager contact details, follow the steps below:
🤓 Tip: Before you start, make sure you have your customer code handy.
Go to our Account Support Help Centre>
In the bottom right, click the Access Digital Assistant
icon.
Select My Account, then enter Change my CSP.
Follow the instructions in the chat.