> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zudo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start

> Set up your Zudo workspace and see your first health score.

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

<Steps>
  <Step title="Create your organization">
    Sign up at [zudo.so](https://zudo.so) using email/password or Google. After signing in, go to **Settings → Organizations** and click **Create Organization**.

    <Note>
      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.
    </Note>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/integrations/overview).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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 →](/accounts/csm-pulse)
  </Step>
</Steps>

## What to do next

<CardGroup cols={2}>
  <Card title="Accounts" icon="building" href="/accounts/overview">
    Understand account pages, timelines, contacts, and custom traits.
  </Card>

  <Card title="Meeting Prep" icon="brain" href="/ai/meeting-prep">
    Generate an AI briefing before your next customer call.
  </Card>

  <Card title="Requests" icon="clipboard" href="/requests/overview">
    Capture feature requests and let impact scoring prioritize them.
  </Card>

  <Card title="Custom Reporting" icon="chart-bar" href="/reporting/custom-reporting">
    Build charts and dashboards across all your data.
  </Card>
</CardGroup>