# How the platform is organized Startdeliver is organized around five areas. This page gives you the mental model so you know where everything lives and why. *** **Your customer portfolio** The first thing you see when you log in. All your customers in one view — AI Health Assessment status, assigned CSM, lifecycle stage, renewal date, ARR, and any custom fields your team has configured. Along the top you'll see a row of list tabs — My Portfolio, Onboarding, Churn Risks, Expansions, Renewals, and more. Each is a saved view filtered for a specific purpose. Your admin can create as many lists as your team needs and share them across the workspace. Every customer has a profile page with a configurable header showing key metrics and health signals, and a sidebar with tabs for their assessment, contacts, activity, projects, goals, and notes. This is where CSMs spend most of their time. *** **AI Health Assessment** Startdeliver assesses every customer automatically and continuously. On each customer profile, the Assessment panel shows: * A status label — Strongly Thriving, Actively Engaged, Neutral, Needs Attention, or At Risk * A plain-language summary of what is driving that status * A trend line showing how the assessment has moved over time * A Take Action button with a specific recommended next step * A See full analysis link for the full breakdown The assessment draws on product usage, experience signals, support data, relationship activity, and customer goal progress. It updates automatically as new data comes in — your team always has a current read on every customer without manual review. Jecta, the autonomous CS agent, reads the same assessment and acts on it proactively — reaching out to at-risk customers, flagging expansion opportunities, and handling routine CS work between human touchpoints. *** **Projects, goals, and ongoing work** **Projects** are structured plans you run with or for a customer — onboarding, Business Reviews, renewal prep, or any recurring workflow with defined steps and a timeline. You build project templates once in Settings and reuse them across every customer. Projects can be internal or shared with the customer via Shared Space. **Customer Goals** define the business outcomes your customers are trying to achieve — growing sales, reducing costs, improving efficiency — and track progress toward them over time. Goals are linked to projects and tasks, shared with customers in Shared Space, and read by the AI as part of every health assessment. **Ongoing** is where your team manages day-to-day work across all customers simultaneously — tasks, projects, conversations, calendar, and goals in one place. CSMs start their day here. *** **Shared Space** A branded portal your customers log into directly. Use it to share success plans, projects, documents, goals, progress updates, and conversation threads. Shared Space keeps customers engaged between conversations and gives them a single place to see how the partnership is tracking — with full visibility into what's been committed and what's been achieved. Customers access Shared Space via email verification — no password required. It can also be embedded directly into your customer's own tools. *** **Settings** Where admins configure the workspace. Team members, permissions, custom fields, integrations, health scoring rules, project templates, AI instructions, and more. Most settings require admin access. The Platform Settings section of these docs covers each area in detail. *** **The left-hand navigation** The main menu gives you access to: * **Customers** — your customer portfolio and individual customer profiles * **Users** — all users across your customer base * **Ongoing** — your daily actions: tasks, projects, conversations, calendar, and goals * **Impact** — dashboards and reporting * **Support** — your support ticket view * **Apps** — integrations and the app marketplace * **Settings** — workspace configuration (admin access required) *** **Where to go next** Setting up the workspace for the first time? → [For Admins: Set up your platform](/getting-started/for-admins-set-up-your-platform.md) Joining as a CSM? → [For Users: Your first week](/getting-started/for-users-your-first-week.md) Want to understand AI Health Assessment in depth? → [How health assessment works](/health-and-metrics/how-to-set-up-health-metrics-and-assessment.md) Want to see everything Startdeliver does? → [Platform capabilities at a glance](/welcome/platform-capabilities-at-a-glance.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.startdeliver.io/welcome/how-the-platform-is-organized.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.