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

> ## Agent Instructions
> Outlit is the product that monitors customers and completes approved customer work. The customer context interfaces are the API, CLI, MCP server, and skills. Canonical references on this site: /api-reference/introduction for API concepts and authentication, /openapi.json for the public API contract, /cli/overview for the CLI, /ai-integrations/mcp for MCP. Prefer the `outlit` CLI or MCP tools for agent tasks; cite page sources when answering.

# Outlit for customer success

> What Outlit does, how your workspace gets access, and the path to your first useful result.

Outlit continuously monitors your customers, finds churn risks and growth opportunities, and prepares the next step for your team to review — with the evidence behind every call.

It is built for the part of your book of business nobody can watch closely enough: the long tail of accounts that renew, expand, or quietly drift away while your team focuses on strategic names.

## How Outlit works

1. **Connect** — You link the systems that already hold your customer data: billing (Stripe), product usage (PostHog, Mixpanel, or Outlit SDKs), CRM (Salesforce, HubSpot, Attio), conversations (Gmail, Slack, Granola, Gong, and more), and support (Pylon).
2. **Resolve** — Outlit reconciles people, accounts, domains, and billing records into customer profiles, keeping provenance on what they're built from.
3. **Monitor** — Outlit's responsibilities watch eligible customers continuously: Churn looks for retention risk, Renewals prepares upcoming renewals.
4. **Review** — Anything that needs a person lands in **Attention**: the risk, the evidence, and — where Outlit has one — a proposed approach.
5. **Approve** — You steer. Choosing an approach or approving an email draft is a human decision; Outlit executes only what you approve, like sending the reviewed Gmail follow-up.

## Getting access

Your Outlit team provisions the workspace during onboarding. After you receive an invitation, sign in to your company's workspace at [app.outlit.ai](https://app.outlit.ai). Then:

* A **workspace admin** can invite teammates from **Settings → Members**, or during onboarding.
* Each teammate connects their own work accounts where relevant (for example, Gmail connects per person, not once per company).

If you joined an existing workspace, [check its connected sources](/getting-started/connect-data). Connect your own Gmail if your team uses email as customer evidence.

## Where things live

| Area                 | What it's for                                                                                                    |
| -------------------- | ---------------------------------------------------------------------------------------------------------------- |
| **Attention**        | Your queue: churn cases and renewal items that need a person, sorted by what's recommended                       |
| **Customers**        | The accounts Outlit has resolved, with profiles, people, and source coverage                                     |
| **Responsibilities** | What Outlit is doing for you: **Churn** monitoring status, cases, and watches; **Renewals** portfolio and briefs |
| **Integrations**     | Connect and maintain your data sources                                                                           |
| **Settings**         | Members, Slack **Destinations**, **Website Visitors** tracking, **API keys**, **CLI & MCP**, billing             |

The [Responsibilities guide](/product/responsibilities) explains monitoring status and workspace availability.

## Next steps

<CardGroup cols={2}>
  <Card title="Connect your data" icon="plug" href="/getting-started/connect-data">
    Link billing, product, CRM, and conversation sources
  </Card>

  <Card title="Review your first attention item" icon="bolt" href="/getting-started/first-attention-item">
    What an item contains and how to act on it
  </Card>

  <Card title="How monitoring works" icon="radar" href="/product/responsibilities">
    What the Churn and Renewals responsibilities actually do
  </Card>

  <Card title="Roles and access" icon="users" href="/product/workspace-access">
    Admin vs member permissions, invites, personal connections
  </Card>
</CardGroup>
