Skip to content
Product
Nook AI
Summaries, risk signals and your CSM agent
Customer Intelligence
360° profiles, health scores and segments
Automation & Workflows
Playbooks, onboarding templates and tasks
Analytics & Insights
Dashboards, surveys and calculated metrics
Expansion & Revenue
Renewals, upsells and revenue visibility
Integrations
CRM, conversations, product events and API
Solutions
SaaS Organizations
One system from first customer to enterprise
Customer Success Teams
Context, priorities and time back for CSMs
Onboarding Teams
Structured onboarding with faster time to value
Account Managers
Timing, context and trust for growth conversations
Use Cases
How teams use CSNook day to day
Resources
Help centre
Step-by-step guides for every feature
Blog
Guides, ideas and practical playbooks
Roadmap
What's live and what's next
Contact us
Log in
Request a demo
Product
Nook AI
Customer Intelligence
Automation & Workflows
Analytics & Insights
Expansion & Revenue
Integrations
Solutions
SaaS Organizations
Customer Success Teams
Onboarding Teams
Account Managers
Use Cases
Resources
Blog
Help centre
Roadmap
Contact us
Log in
Request a demo
Search the help centre
← Help centre home
Getting started
What is CSNook?
Workspace setup checklist
Navigating CSNook
Creating and managing products
Companies & Customer 360
Adding companies
Understanding the company profile
List, board and group-by views
Searching, filtering and exporting companies
Company timelines
Health, segments & lifecycle
Creating health score signals
How the global health score works
Creating segments
Setting up lifecycles
Playbooks, tasks & onboarding
Creating a playbook
Playbook steps reference
Enrolling companies and tracking runs
Onboarding project templates
Creating tasks and using My Work
Notification settings
Nook AI
Generating an AI summary
Creating AI summary templates
About Nook Agent (coming soon)
Reports & analytics
Building reports and dashboards
Calculated metrics
Running surveys and NPS
Workspace settings
Managing stages
Custom fields
Plans
Tags and KPI attributes
Integrations & API
Integrations overview
Connecting Salesforce or HubSpot
Connecting Gmail, Fireflies and chat tools
Sending product events with Segment
Slack notifications
Your API key
Help centre
/
Workspace settings
Workspace settings
Stages, custom fields, plans, tags, KPIs and notifications.
Managing stages
Set up the stages companies move through.
Custom fields
Add the extra fields your team needs on company records.
Plans
Keep a list of the plans your customers are on.
Tags and KPI attributes
Label people, clients and users, and choose your KPIs.
