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This guide walks you through going from zero to a working Zudo workspace with accounts, integrations, and health scores.
1

Create your organization

Sign up at zudo.so using email/password or Google. After signing in, go to Settings → Organizations and click Create Organization.
If a teammate already created an organization and invited you, you’ll see a pending invitation on the Organizations page. Accept it to join their workspace.
2

Set your domains and business hours

Go to Settings and add your company’s email domains (e.g. acme.com). Zudo uses these to tell customer emails apart from internal ones when measuring response time.While you’re there, set your business hours — only hours inside this window count toward email response time calculations.
3

Connect your tools

Go to Settings → Connections and add the integrations your team uses. The most impactful ones to connect first:
  • Vitally — syncs your customer accounts so you don’t have to add them manually
  • Gmail — starts tracking email threads and response times
  • Fireflies.ai — pulls in meeting recordings, transcripts, and action items
  • Linear — links engineering issues to customer requests
Each integration has a setup guide under Integrations.
4

Add your first account

If you connected Vitally, your accounts may already be synced. Otherwise, go to Accounts and click Add Account.Fill in the account name and MRR. MRR feeds into request impact scoring across your portfolio, so add it even if it’s approximate.
5

Invite your team

Go to Settings → Members and click Invite Member. Enter their email address — they’ll get a link to join your organization. Once they accept, they see the same accounts, requests, and settings.
6

Check your first health score

Health scores calculate on a nightly schedule. After your first cycle, open any account to see the 0–100 score and a breakdown of the five factors driving it.If the automated score doesn’t match what you know about the account, set a CSM Pulse — a manual 1–10 override with a required note explaining your reasoning. Learn more about CSM Pulse →

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What to do next

Accounts

Understand account pages, timelines, contacts, and custom traits.

Meeting Prep

Generate an AI briefing before your next customer call.

Requests

Capture feature requests and let impact scoring prioritize them.

Custom Reporting

Build charts and dashboards across all your data.