# Zudo

## Docs

- [CSM Pulse](https://docs.zudo.so/accounts/csm-pulse.md): A manual health override for when you know something the data doesn't.
- [Health Scoring](https://docs.zudo.so/accounts/health-scoring.md): How Zudo calculates the 0–100 account health score and what drives each factor.
- [Indicators](https://docs.zudo.so/accounts/indicators.md): Named, typed predicates over product-usage events — power user, active in last 7 days, ever exported. Reusable in segments, smart traits, and health scoring.
- [Accounts](https://docs.zudo.so/accounts/overview.md): Your central hub for managing customer relationships — health scores, activity, contacts, and more in one place.
- [Segments](https://docs.zudo.so/accounts/segments.md): Build saved filters to define account groups — by MRR, health score, traits, activity, and more.
- [Account Summary](https://docs.zudo.so/ai/account-summary.md): AI-generated overview of account activity over any time range — for reviews, handoffs, and renewals.
- [AI Pulse](https://docs.zudo.so/ai/ai-pulse.md): Automatic AI-driven health narrative that gives you context beyond the numbers.
- [Daily Follow-Up](https://docs.zudo.so/ai/daily-follow-up.md): A daily account-prioritization sweep that surfaces who needs action now, who needs an update from you, and which strategic accounts deserve a proactive touch.
- [Meeting Prep](https://docs.zudo.so/ai/meeting-prep.md): One-click AI briefings with agenda, risk analysis, and questions before any customer call.
- [Alerts](https://docs.zudo.so/alerts/overview.md): Proactive notifications for unreplied emails, completed requests, and health score drops.
- [Dashboard](https://docs.zudo.so/dashboard.md): Your landing page — portfolio stats, email activity, and open requests at a glance.
- [Emails](https://docs.zudo.so/emails/overview.md): View synced email threads, track response times, and spot unreplied conversations.
- [ChatGPT](https://docs.zudo.so/integrations/chatgpt.md): Connect ChatGPT to Zudo with the remote MCP server.
- [Claude](https://docs.zudo.so/integrations/claude.md): Connect Claude to Zudo with the remote MCP server.
- [Fireflies.ai](https://docs.zudo.so/integrations/fireflies.md): Pull meeting recordings, transcripts, and action items into Zudo after every call.
- [Gmail](https://docs.zudo.so/integrations/gmail.md): Sync email threads into account timelines and feed response time into health scoring.
- [Linear](https://docs.zudo.so/integrations/linear.md): Link engineering issues to customer requests and track resolution time.
- [Remote MCP](https://docs.zudo.so/integrations/mcp.md): Connect AI apps to Zudo through the remote MCP server with OAuth.
- [Integrations](https://docs.zudo.so/integrations/overview.md): Connect your existing tools to keep account timelines, health scores, and reporting up to date automatically.
- [PostHog (product events)](https://docs.zudo.so/integrations/posthog.md): Stream product-usage events from PostHog into Zudo so account engagement, indicators, and health scores reflect real product activity.
- [Segment (product events)](https://docs.zudo.so/integrations/segment.md): Stream product-usage events from Segment into Zudo so account engagement, indicators, and health scores reflect real product activity.
- [Vitally](https://docs.zudo.so/integrations/vitally.md): Sync accounts and traits from Vitally, and automate trait updates with webhook actions.
- [Welcome to Zudo](https://docs.zudo.so/introduction.md): The customer success platform that tracks account health, prioritizes requests, and prepares you for every customer call.
- [Issues](https://docs.zudo.so/issues/overview.md): Track engineering issues synced from Linear — linked to customer accounts and requests.
- [Meetings](https://docs.zudo.so/meetings/overview.md): View synced meeting recordings, transcripts, and action items — or log meetings manually.
- [Quick Start](https://docs.zudo.so/quickstart.md): Set up your Zudo workspace and see your first health score.
- [Analytics](https://docs.zudo.so/reporting/analytics.md): Pre-built dashboards for health scores, requests, meetings, tasks, and emails.
- [Custom Reporting](https://docs.zudo.so/reporting/custom-reporting.md): Build any chart you need across accounts, requests, meetings, tasks, issues, and emails.
- [Dashboards](https://docs.zudo.so/reporting/dashboards.md): Group saved charts into shareable views for team reviews, QBRs, and monitoring.
- [Requests](https://docs.zudo.so/requests/overview.md): Capture customer feature requests and stack-rank them by impact.
- [Impact Scoring](https://docs.zudo.so/requests/severity-scoring.md): How Zudo calculates request impact, default and rolled-up customer urgency, and backlog rank.
- [API Keys](https://docs.zudo.so/settings/api-keys.md): Generate and manage API keys for programmatic access to the Zudo API.
- [Health Score Config](https://docs.zudo.so/settings/health-score-config.md): Customize factor weights, tier boundaries, scoring thresholds, and extreme pulse behavior.
- [Members](https://docs.zudo.so/settings/members.md): Invite teammates, manage roles, and control access to your Zudo organization.
- [Organization Settings](https://docs.zudo.so/settings/organization.md): Configure your Zudo organization — profile, business hours, integrations, custom traits, and request options.
- [Profile](https://docs.zudo.so/settings/profile.md): Edit your profile, set your timezone, and generate an email forwarding address.
- [Webhook Actions](https://docs.zudo.so/settings/webhook-actions.md): Run custom JavaScript when a Vitally Playbook fires to automatically update account traits.
- [Tasks](https://docs.zudo.so/tasks/overview.md): Track follow-ups, action items, and to-dos linked to accounts, requests, and meetings.

## Optional

- [API Reference](https://zudo.so/api/v1/docs)