Onboarding

Onboarding

Get your Karolina workspace configured and ready for your customer success team in minutes.

Quick Start (3 Steps)

The simplified onboarding gets you to value in under 5 minutes.

Step 1: Connect Slack

1. Click “Connect Slack” to authorize the Karolina app
2. Select your primary channel for alerts
3. You’re now connected to where your team works

Why Slack first? Karolina delivers insights where decisions happen - in Slack. No new tabs to check.

Step 2: Connect 1 Data Source

Connect one integration to get started:

Don’t have API access? Skip this step - you can manually add accounts.

Step 3: See Your Dashboard

That’s it! You’re now on your dashboard with:

• Health distribution overview
• At-risk accounts highlighted
• Daily briefings at 9am
• Real-time alerts in Slack

Optional Setup (Later)

Once you’re live, configure these when needed:

AI Models (Optional)

Add your own API keys for advanced AI features:

• OpenAI (GPT-4)
• Anthropic (Claude)
• Groq (Fast inference)

Or use Karolina’s built-in models at no extra cost.

Additional Integrations

Connect more data sources anytime:

• Slack for team messaging
• Gmail for email history
• Zendesk for support tickets
• PostHog, Amplitude for product analytics

Team Invites

Invite your CS team from Settings → Team.

Post-Onboarding Checklist

After setup, your first week:

• Review your health distribution (green/yellow/red)
• Check your first daily briefing (9am)
• Configure alert thresholds
• Add team members
• Create your first playbook

1. Click Invite Team Members

2. Enter email addresses

3. Assign roles:

   • Admin: Full access
   • Manager: Team and workflow management
   • CSM: Account management
   • Viewer: Read-only access

4. Click Send Invitations

Post-Onboarding Checklist

After completing the welcome flow:

• Review your Dashboard
• Assign accounts to team members
• Configure notification preferences
• Set up custom fields for your business
• Create your first workflow

Account Assignment

Manual Assignment

1. Go to Accounts
2. Click on an account
3. Click Assign CSM
4. Select a team member

Auto-Assignment Rules

Set up rules to automatically assign accounts:

1. Go to Settings → Workflows
2. Click Add Assignment Rule
3. Configure conditions:
   • Industry equals “Enterprise”
   • MRR greater than $10,000
4. Assign to specific CSM or round-robin

Dashboard Customization

Personalize your dashboard:

1. Click the customize icon on dashboard cards
2. Choose metrics to display
3. Set date ranges and comparison periods
4. Save your layout

Next Steps

• Learn about Accounts
• Understand Health Scoring
• Set up your first automation