> For the complete documentation index, see [llms.txt](https://docs.startdeliver.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.startdeliver.io/managing-customers.md).

# MANAGING CUSTOMERS

- [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.