The CSIP Plan is not being shown to the customer.

If you or your customer can’t find the CSIP automation plan, make sure you’ve checked the following:

1. Check that the customer’s NMI is valid.

We use the NMI to get the Customer’s utility, which defines which CSIP plan they are presented. An incorrect or empty NMI will result in no plan being received.

2. Check the Plans and Offers Page.

Go to the ‘Menu’ tab, and tap ‘Plans and Offers’. Open ‘Newly Available’ plans.

3. Check that you are viewing the delegated customer’s account (not your own Plans & Offers).

You can check which account you are in by heading to the Home tab and looking at the current Site Info at the top:

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