> ## 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. # Connect your data > Link the systems that hold your customer data so Outlit can start monitoring. Outlit monitors what it can see. Every source you connect — billing, product usage, CRM, conversations, support — sharpens customer profiles and widens what monitoring can catch. You connect sources once from **Integrations** in the app, and Outlit keeps them in sync. The [Outlit Browser SDK](https://docs.outlit.ai/tracking/quickstart.md) adds the website visits that precede those customer records. ## Before you start * **Workspace access.** You have signed in at [app.outlit.ai](https://app.outlit.ai) to a workspace provisioned with Outlit. * **Who can connect what.** Admins can connect any source. Members can connect their own accounts where the source is per-person (Gmail, Granola personal keys) — see [roles and access](https://docs.outlit.ai/product/workspace-access.md). * **Admin rights at the source.** Some connections need privileges on the other side: Salesforce requires a Salesforce admin, and API-key sources need a key you can create in that tool. ## Connect a source **1. Open Integrations** In the app sidebar, open **Integrations** — or finish the connect step of onboarding, which shows the same catalog grouped by what each source adds: revenue, customer records, conversations, and product usage. **2. Choose a source and connect** Click **Connect** on a card. Depending on the source you'll either authorize Outlit in a popup (OAuth — Stripe, Salesforce, HubSpot, Attio, Slack, Google, Gong) or paste a key you create in that tool (PostHog, Pylon, Fireflies, Granola, Autumn, Supabase Auth, Clerk). Mixpanel uses a service-account username and secret, project ID, and region. See the [integrations guides](https://docs.outlit.ai/integrations/overview.md) for exactly what each one asks for. **3. Finish required setup** Some sources need one more step before their data counts: CRM connections ask you to map the pipeline — renewal stages, won/lost outcomes, and the renewal-date field; Gong and Pylon need a webhook; Slack asks which channels to include; and Mixpanel needs its account-property mapping confirmed. The app flags these on the source and in onboarding's **Setup** step. **4. Wait for the first sync** First-sync time varies by source and how much history it holds. The **Attention** page tells you where you stand — see below. ## How you know it's working The Attention page reflects your data state until the first item arrives: | Attention empty state | What it means | What to do | | - | - | - | | **Connect a data source** | Nothing connected yet | Connect your first source | | **Finish integration setup** | A source is connected but has a required step left (mapping, webhook, channel pick) | Open **Integrations** and complete the flagged step | | **An integration needs attention** | A connection broke (expired auth, revoked token, provider error) | Review the flagged integration | | **Your data is synchronizing** | Connected, first import still running | Check back; large CRMs and email history take longer | Once imports land, customers appear in **Customers**, and the first attention items start arriving as monitoring sees enough signal to say something. ## Which sources matter most Monitoring is only as good as its inputs. For churn and renewal coverage, these do the most work: | Source | Powers | | - | - | | **Stripe** | Billing status (trialing, paying, past due, churned), MRR, subscription changes — required for a customer to enter churn-monitoring scope | | **PostHog, Mixpanel, or Outlit SDKs** | Product activity per account — feeds engagement, inactivity, and usage-drop signals | | **Outlit Browser SDK** | First landing page, referrer and UTM data, and anonymous website activity linked after browser identification | | **Salesforce / HubSpot / Attio** | Accounts, contacts, deals — the source for renewal cycles and deal-linked outcomes | | **Gmail / Slack / Granola / Gong / Fireflies** | Conversations, meetings, and calls — stakeholder context and risk language | | **Pylon** | Support tickets — volume spikes and escalations | If you can only connect two things first, connect **Stripe** and a **product-usage source** — they cover the inputs churn monitoring checks. Whether monitoring is actually active depends on coverage *and* your workspace's responsibilities being enabled: open **Responsibilities → Churn** and the status card shows readiness plus anything still missing. Add a CRM to get renewals, conversations for evidence quality, and the Outlit Browser SDK for the journey from first visit to conversion. ## Troubleshooting > [accordion] Customers exist but no attention items yet > > Monitoring needs eligible accounts (paying or past-due customers for churn) plus enough signal to justify an item. Check **Responsibilities → Churn** for the monitoring status card — it lists reduced-coverage reasons like a missing billing source, missing product source, or missing notification destination. > [accordion] A source shows 'needs attention' > > Open **Integrations** and review the flagged card — usually re-authorization or a missing webhook. See the [integrations overview](https://docs.outlit.ai/integrations/overview.md) for per-source specifics. > [accordion] Personal Gmail vs shared sources > > Gmail connects per teammate — each person syncs their own mailbox, so shared coverage grows as teammates connect. Most other sources connect once for the whole workspace. ## Next steps > [card] [Review your first attention item](https://docs.outlit.ai/getting-started/first-attention-item.md) > > What lands when monitoring finds something > [card] [Integration guides](https://docs.outlit.ai/integrations/overview.md) > > Per-source connect steps and requirements This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.