CSNook Help Centre
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Step-by-step guides for every part of CSNook, from your first company to your first AI summary.
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Find your way around CSNook.
Getting startedSet up your workspace and learn your way around.4 articlesCompanies & Customer 360Add accounts and understand every company profile.5 articlesHealth, segments & lifecycleScore accounts, group them and track their journey.4 articlesPlaybooks, tasks & onboardingAutomate follow-ups, onboarding and daily work.6 articlesNook AIGenerate AI summaries and build your own templates.3 articlesReports & analyticsDashboards, widgets, metrics and surveys.3 articlesWorkspace settingsStages, custom fields, plans, tags, KPIs and notifications.4 articlesIntegrations & APIConnect your CRM, conversations, events and API.6 articles
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Getting startedWhat is CSNook?A quick tour of the platform and what each part of it does.Getting startedWorkspace setup checklistThe recommended order for setting up a new product workspace.Companies & Customer 360Adding companiesAdd companies one at a time, upload a CSV or sync them from your CRM.Companies & Customer 360Understanding the company profileEvery tab and panel on a company's page, explained.Health, segments & lifecycleCreating health score signalsChoose the signals that make up each company's health score.Playbooks, tasks & onboardingCreating a playbookBuild an automated workflow on the playbook canvas.Playbooks, tasks & onboardingOnboarding project templatesTask templates that run onboarding for each segment and stage.Nook AIGenerating an AI summaryGet an AI-written briefing for any company.Reports & analyticsBuilding reports and dashboardsCreate folders, dashboards and widgets in Report Builder.Integrations & APIIntegrations overviewEvery integration CSNook supports and what it brings in.
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