---
title: "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:

| Integration | What You Get |
|-------------|--------------|
| Salesforce | Accounts, contacts, opportunities |
| HubSpot | Companies, deals, engagement |
| Stripe | MRR, subscription health |
| Gmail | Email activity patterns |

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

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## 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](../core-concepts/dashboard.md)
- [ ] Assign accounts to team members
- [ ] Configure [notification preferences](../settings/notifications.md)
- [ ] Set up [custom fields](../settings/custom-fields.md) for your business
- [ ] Create your first [workflow](../workflows/overview.md)

## 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](../core-concepts/accounts.md)
- Understand [Health Scoring](../core-concepts/health-scoring.md)
- Set up your first [automation](../workflows/overview.md)