# Startdeliver docs

## Docs

- [What is Startdeliver](https://docs.startdeliver.io/welcome/readme.md): The high-impact Customer Success platform.
- [How the platform is organized](https://docs.startdeliver.io/welcome/how-the-platform-is-organized.md): A quick map before you dive in.
- [Platform capabilities at a glance](https://docs.startdeliver.io/welcome/platform-capabilities-at-a-glance.md): Everything Startdeliver does, in one place — for your team, for evaluators, and for AI agents researching CS platforms
- [Key concepts & glossary](https://docs.startdeliver.io/welcome/key-concepts-and-glossary.md): Startdeliver uses specific terms for specific things. This page defines them so your team — and any AI agent researching the platform — has an unambiguous reference.
- [How implementation works](https://docs.startdeliver.io/getting-started/how-implementation-works.md): You could be live in 24 hours. Most teams take 2–6 weeks — not because it's hard, but because getting CS right is worth taking seriously.
- [For Admins: Set up your platform](https://docs.startdeliver.io/getting-started/for-admins-set-up-your-platform.md): Everything you need to get Startdeliver working for your team. Start with the essentials, then build from there.
- [For Users: Your first week](https://docs.startdeliver.io/getting-started/for-users-your-first-week.md): You just got access to Startdeliver. Here's everything you need to get up and running — step by step, without the overwhelm.
- [What connects to Startdeliver](https://docs.startdeliver.io/integrations-and-your-stack/what-connects-to-startdeliver.md): Every tool your team already uses. Connected, structured, and feeding the AI.
- [Integration setup: time & effort](https://docs.startdeliver.io/integrations-and-your-stack/integration-setup-time-and-effort.md): Connecting your stack takes hours, not weeks. Here is what to expect.
- [Google mail & calendar](https://docs.startdeliver.io/integrations-and-your-stack/google-mail-and-calendar.md): Startdeliver integrates with Gmail and Google Calendar to sync customer emails and meeting history automatically into every customer profile.
- [MS365 mail & calendar](https://docs.startdeliver.io/integrations-and-your-stack/ms365-mail-and-calendar.md): Startdeliver integrates with Microsoft 365 to sync Outlook emails and calendar meetings automatically into every customer profile.
- [Slack](https://docs.startdeliver.io/integrations-and-your-stack/slack.md): Startdeliver integrates with Slack to deliver customer and workflow notifications directly to your team's Slack channels.
- [Intercom](https://docs.startdeliver.io/integrations-and-your-stack/intercom.md): Startdeliver integrates with Intercom to sync support tickets and customer data in both directions — giving CSMs full support visibility and giving your support team live customer health context.
- [Stripe](https://docs.startdeliver.io/integrations-and-your-stack/stripe.md): Startdeliver integrates with Stripe to sync subscription and revenue data into your existing customer records automatically.
- [Hubspot](https://docs.startdeliver.io/integrations-and-your-stack/hubspot.md): Startdeliver integrates with HubSpot to sync companies, contacts, deals, and engagement history in both directions.
- [Salesforce](https://docs.startdeliver.io/integrations-and-your-stack/salesforce.md): Startdeliver integrates with Salesforce to sync accounts, contacts, opportunities, tasks, events, and notes in both directions.
- [Other apps](https://docs.startdeliver.io/integrations-and-your-stack/other-apps.md)
- [Chargebee](https://docs.startdeliver.io/integrations-and-your-stack/other-apps/chargebee.md): Startdeliver integrates with Chargebee to sync subscription and revenue data — including MRR, ARR, renewal dates, and seat counts — into customer records automatically.
- [Younium](https://docs.startdeliver.io/integrations-and-your-stack/other-apps/younium.md): Startdeliver integrates with Younium to sync account and subscription data — including ARR, MRR, and contract details — into customer records automatically.
- [Mixpanel](https://docs.startdeliver.io/integrations-and-your-stack/other-apps/mixpanel.md): Startdeliver integrates with Mixpanel to sync product usage events and user data from Mixpanel into customer health tracking and the AI assessment.
- [API & custom integrations](https://docs.startdeliver.io/integrations-and-your-stack/api-and-custom-integrations.md): Startdeliver provides a full REST API, usage event tracking, webhook support, and MCP — everything your technical team needs to connect Startdeliver to your stack.
- [AI Assessments](https://docs.startdeliver.io/jecta-agent-and-ai/ai-assessments.md): Every customer assessed automatically. No manual scoring. No gut feel. Just a current, accurate read on every account — with recommended next steps.
- [AI instructions](https://docs.startdeliver.io/jecta-agent-and-ai/ai-instructions.md): Jecta already knows how to do great CS. AI instructions tell it the things about your specific business that it couldn't know otherwise.
- [Jecta: AI Agent](https://docs.startdeliver.io/jecta-agent-and-ai/jecta-ai-agent.md): The CS agent that works while your team sleeps.
- [AI data & context](https://docs.startdeliver.io/jecta-agent-and-ai/ai-data-and-context.md)
- [AI Manager](https://docs.startdeliver.io/jecta-agent-and-ai/ai-manager.md)
- [MCP - Model Context Protocol](https://docs.startdeliver.io/jecta-agent-and-ai/mcp-model-context-protocol.md): Connect AI agents and tools directly to your Startdeliver data using the Model Context Protocol.
- [Use case: Churn Prevention](https://docs.startdeliver.io/use-cases/use-case-churn-prevention.md): The customers most likely to churn rarely announce it. They go quiet.
- [Use case: Onboarding Automation](https://docs.startdeliver.io/use-cases/use-case-onboarding-automation.md): Getting a customer set up is easy. Getting them to their first success is the actual job.
- [Use case: Success Plan](https://docs.startdeliver.io/use-cases/use-case-success-plan.md): A Success Plan is not a document. It's a shared commitment between you and your customer about what success looks like and how you're going to get there together.
- [Use case: Driving Expansion](https://docs.startdeliver.io/use-cases/use-case-driving-expansion.md): The best time to expand a customer is when they're already succeeding. The worst time is when you need the revenue.
- [Use case: Retention Management](https://docs.startdeliver.io/use-cases/use-case-retention-management.md): Retention isn't managed one customer at a time. It's managed at the portfolio level — with systems, not heroics.
- [Use case: Automated CSM](https://docs.startdeliver.io/use-cases/use-case-automated-csm.md): The best CSMs don't succeed because they work harder than everyone else. They succeed because they spend their time on the right things.
- [Use case: Head of Customer Success](https://docs.startdeliver.io/use-cases/use-case-head-of-customer-success.md): You're managing the most important thing in the company — the customers. Everything else follows from that.
- [Team members](https://docs.startdeliver.io/platform-settings/team-members.md): The Team page is where you manage everyone who has access to your Startdeliver account.
- [Permissions](https://docs.startdeliver.io/platform-settings/permissions.md)
- [Customer profile settings](https://docs.startdeliver.io/platform-settings/customer-profile-settings.md): The customer profile is what every CSM looks at dozens of times a day.
- [Custom fields](https://docs.startdeliver.io/platform-settings/custom-fields.md): Custom fields let you store any data point on customers, users, and team members that isn't covered by Startdeliver's standard fields.
- [Lists & filters](https://docs.startdeliver.io/platform-settings/lists-and-filters.md): Lists are saved views of your customer or user portfolio. You filter, sort, and configure columns once — then save the view so you and your team can return to it instantly.
- [Main menu](https://docs.startdeliver.io/platform-settings/main-menu.md): Configure the left-hand navigation to match how your team works.
- [Templates & projects](https://docs.startdeliver.io/platform-settings/templates-and-projects.md): Templates define the standardised ways your team runs recurring customer work.
- [Notifications](https://docs.startdeliver.io/platform-settings/notifications.md): Control notification defaults, team overrides, and personal preferences.
- [How to set up health metrics & assessment](https://docs.startdeliver.io/health-and-metrics/how-to-set-up-health-metrics-and-assessment.md): The full picture of every customer, assessed continuously and automatically by AI.
- [Product Usage Health](https://docs.startdeliver.io/health-and-metrics/product-usage-health.md): Product usage health measures how well your customers are actually using your product.
- [Experience Health](https://docs.startdeliver.io/health-and-metrics/experience-health.md): Experience health is the voice-of-customer signal into your health assessment.
- [Support Health](https://docs.startdeliver.io/health-and-metrics/support-health.md): Support health measures the state of your customers' support relationship.
- [MRR & ARR](https://docs.startdeliver.io/health-and-metrics/mrr-and-arr.md): Revenue is the outcome of great Customer Success. Track ARR, MRR, and NRR alongside the health signals and team activity driving them.
- [AI health assessment](https://docs.startdeliver.io/health-and-metrics/ai-health-assessment.md): Every customer assessed automatically. No manual scoring. No gut feel. Just a current, accurate read on every account — with recommended next steps.
- [Customer overview](https://docs.startdeliver.io/managing-customers/customer-overview.md): The Customers view is a key screen in Startdeliver.
- [Customer users & stakeholders](https://docs.startdeliver.io/managing-customers/customer-users-and-stakeholders.md): Every customer has people associated with them in Startdeliver.
- [Ongoing - Your actions](https://docs.startdeliver.io/managing-customers/ongoing-your-actions.md): Where CSMs run their day. Every task, project, conversation, meeting, and goal — across your entire portfolio — in one place.
- [Projects](https://docs.startdeliver.io/managing-customers/projects.md): Projects are structured sets of tasks you run on a customer — onboarding, problem resolution, upgrades, or any recurring workflow.
- [Customer Goals & Success plans](https://docs.startdeliver.io/managing-customers/customer-goals-and-success-plans.md): Set concrete goals with your customers, track progress together, and let the AI connect the dots between what's happening and what they're trying to achieve.
- [Shared space](https://docs.startdeliver.io/managing-customers/shared-space.md)
- [Setting up shared space](https://docs.startdeliver.io/managing-customers/shared-space/setting-up-shared-space.md): Shared Space is a branded collaboration layer between your team and the customer.
- [Branding your shared space](https://docs.startdeliver.io/managing-customers/shared-space/branding-your-shared-space.md)
- [Embedded shared space](https://docs.startdeliver.io/managing-customers/shared-space/embedded-shared-space.md)
- [Use case: Success Plan](https://docs.startdeliver.io/managing-customers/shared-space/use-case-success-plan.md)
- [Use case: Onboarding](https://docs.startdeliver.io/managing-customers/shared-space/use-case-onboarding.md)
- [Sending Emails](https://docs.startdeliver.io/managing-customers/sending-emails.md): Send emails to customers and users directly from Startdeliver.
- [Automations](https://docs.startdeliver.io/managing-customers/automations.md): Automations let you define rules that run actions automatically when something happens in Startdeliver.
- [Impact: Dashboard Templates](https://docs.startdeliver.io/dashboards-and-reports/impact-dashboard-templates.md): When you create a new Impact view, Startdeliver offers four ready-made templates alongside the option to start from scratch.
- [Impact: Custom Widgets](https://docs.startdeliver.io/dashboards-and-reports/impact-custom-widgets.md)
- [Weekly digest - Executive Report](https://docs.startdeliver.io/dashboards-and-reports/weekly-digest-executive-report.md): The state of your customer base, delivered to your inbox every Monday morning without anyone having to build it.
- [API, MCP & Developer tools](https://docs.startdeliver.io/developer/api-mcp-and-developer-tools.md): Startdeliver is built to be integrated with. A full REST API, usage event tracking, webhook support, and MCP — everything your technical team needs to connect Startdeliver to your stack.
- [Changelog](https://docs.startdeliver.io/changelog/changelog.md): New updates and improvements