{"slug":"internal/architecture/INTEGRATEWISE_IMPLEMENTATION_GUIDE","title":"IntegrateWise Implementation Guide","section":"internal","sectionLabel":"Internal","status":"unclassified","type":"document","path":"internal/architecture/INTEGRATEWISE_IMPLEMENTATION_GUIDE.mdx","bytes":35886,"description":null,"updated":null,"source":"integratewise/Integratewise-docs-wiki","content":"\n## How to Set Up Each Step — Plain Language\n\n---\n\n# Step 1: CONNECT\n\n## Link Your Existing Tools\n\n### What This Step Does\n\nPlug in the apps you already use. IntegrateWise connects to them securely — you don't move any data, you just give permission to read (and optionally write).\n\n---\n\n### Tools You Can Connect Today\n\n| Category            | Tools             | Status         |\n| ------------------- | ----------------- | -------------- |\n| **Chat & Messages** | Slack             | ✅ Ready       |\n| **CRM & Sales**     | HubSpot           | ✅ Ready       |\n| **Notes & Docs**    | Notion            | ✅ Ready       |\n| **Email**           | Gmail             | ✅ Ready       |\n| **Spreadsheets**    | Google Sheets     | ✅ Ready       |\n| **CRM & Sales**     | Salesforce        | 🔜 Coming Soon |\n| **Support**         | Zendesk, Intercom | 🔜 Coming Soon |\n| **Dev Tools**       | GitHub, Jira      | 🔜 Coming Soon |\n| **Billing**         | Stripe, Chargebee | 🔜 Coming Soon |\n\n---\n\n### How to Connect a Tool\n\n**Example: Connecting Slack**\n\n1. Go to **Settings → Connections**\n2. Click **+ Add Connection**\n3. Select **Slack** from the list\n4. Click **Authorize**\n5. Slack will ask: \"Allow IntegrateWise to access your workspace?\"\n6. Click **Allow**\n7. Done! Slack is now connected.\n\n_Same process for all other tools — about 2 minutes each._\n\n---\n\n### What Permissions Mean\n\n| Permission Level | What It Does                             | When to Use                             |\n| ---------------- | ---------------------------------------- | --------------------------------------- |\n| **Read Only**    | Can see your data, can't change anything | Start here — safest option              |\n| **Read + Write** | Can see AND update your data             | When you want automation to take action |\n\n**Our recommendation:** Start with Read Only. Add Write access later when you're comfortable.\n\n---\n\n### Connection Settings You Control\n\n| Setting            | Options                                         | Default      |\n| ------------------ | ----------------------------------------------- | ------------ |\n| **Sync Frequency** | Real-time, Every 15 min, Hourly, Daily          | Every 15 min |\n| **Data Range**     | Last 30 days, Last 90 days, Last year, All time | Last 90 days |\n| **Permission**     | Read Only, Read + Write                         | Read Only    |\n\n---\n\n### Troubleshooting Connections\n\n| Problem                    | Solution                                         |\n| -------------------------- | ------------------------------------------------ |\n| \"Authorization failed\"     | Check if you're logged into the right account    |\n| \"Insufficient permissions\" | You may need admin access in that tool           |\n| \"Connection timeout\"       | Try again in a few minutes                       |\n| \"Data not syncing\"         | Check if the tool's API is working (status page) |\n\n---\n\n### Security During Connection\n\n- ✔ We use OAuth 2.0 (industry standard)\n- ✔ Your passwords never touch our servers\n- ✔ You can revoke access anytime\n- ✔ All connections are encrypted\n\n---\n\n---\n\n# Step 2: ORGANIZE\n\n## Route Data to the Right Teams\n\n### What This Step Does\n\nOnce your tools are connected, data starts flowing in. This step makes sure the right information goes to the right people — Sales data to Sales, Support tickets to Support, etc.\n\n---\n\n### How Organization Works\n\n```\nData comes in from your tools\n         │\n         ▼\n    ┌─────────┐\n    │ ROUTING │ ← Rules you set\n    │  RULES  │\n    └─────────┘\n         │\n         ▼\n    Goes to the right team/person\n```\n\n---\n\n### Teams You Can Set Up\n\n| Team                 | What Data Goes Here                   |\n| -------------------- | ------------------------------------- |\n| **Sales**            | Leads, deals, revenue, pipeline       |\n| **Marketing**        | Campaigns, content, social mentions   |\n| **Support**          | Tickets, customer issues, escalations |\n| **Customer Success** | Health scores, renewals, churn risk   |\n| **Finance**          | Invoices, payments, billing           |\n| **Product**          | Feature requests, bugs, feedback      |\n| **HR**               | Team info, hiring, onboarding         |\n| **Tech/Engineering** | Incidents, deployments, code changes  |\n| **Legal**            | Contracts, compliance, approvals      |\n| **Operations**       | Processes, workflows, efficiency      |\n\n---\n\n### Setting Up a Team\n\n**Example: Creating a Sales Team**\n\n1. Go to **Settings → Teams**\n2. Click **+ New Team**\n3. Enter name: **Sales**\n4. Add team members (by email)\n5. Set permissions:\n   - What can they see? (All sales data / Their deals only)\n   - What can they edit? (Everything / Nothing)\n6. Click **Save**\n\n---\n\n### Routing Rules — How Data Finds Its Team\n\n| Rule Type      | Example                         | What Happens                 |\n| -------------- | ------------------------------- | ---------------------------- |\n| **By Source**  | \"Anything from HubSpot Deals\"   | → Goes to Sales team         |\n| **By Keyword** | \"Contains 'refund' or 'cancel'\" | → Goes to Support team       |\n| **By Person**  | \"Emails from @bigclient.com\"    | → Goes to Customer Success   |\n| **By Amount**  | \"Deals over $50,000\"            | → Goes to Sales + Leadership |\n\n---\n\n### Setting Up a Routing Rule\n\n**Example: Send all support tickets to Support team**\n\n1. Go to **Settings → Routing Rules**\n2. Click **+ New Rule**\n3. Set conditions:\n   - **Source:** Zendesk\n   - **Type:** Ticket\n4. Set destination:\n   - **Team:** Support\n5. Click **Save**\n\nNow all Zendesk tickets automatically appear in Support team's view.\n\n---\n\n### Access Control — Who Sees What\n\n| Access Level | Can See           | Can Edit       | Best For                 |\n| ------------ | ----------------- | -------------- | ------------------------ |\n| **Admin**    | Everything        | Everything     | Founders, Ops leads      |\n| **Manager**  | Team + cross-team | Team only      | Team leads               |\n| **Member**   | Own team only     | Assigned items | Team members             |\n| **Viewer**   | Dashboards only   | Nothing        | Executives, stakeholders |\n\n---\n\n### Audit Log — Track Everything\n\nEvery action is logged:\n\n- Who accessed what data\n- When they accessed it\n- What changes were made\n- From which device/location\n\n_Find this in Settings → Audit Log_\n\n---\n\n---\n\n# Step 3: IMPORT\n\n## Pull Your Data In\n\n### What This Step Does\n\nAfter connecting tools and setting up teams, this step actually brings your data into IntegrateWise. Think of it as the \"sync\" that keeps everything up to date.\n\n---\n\n### What Gets Imported\n\n| From This Tool    | We Import                                       |\n| ----------------- | ----------------------------------------------- |\n| **Slack**         | Messages, channels, threads, mentions           |\n| **HubSpot**       | Contacts, companies, deals, activities          |\n| **Gmail**         | Emails, threads, labels, attachments (metadata) |\n| **Notion**        | Pages, databases, comments                      |\n| **Google Sheets** | Rows, columns, named ranges                     |\n\n---\n\n### How Import Works\n\n```\nYour Tool                IntegrateWise              Your Dashboard\n─────────                ─────────────              ──────────────\n\n HubSpot  ───── API ─────▶  Import  ─────▶  Cleaned &  ─────▶  Ready\n Contact                    Process         Organized           to Use\n                               │\n                               ▼\n                         - Remove duplicates\n                         - Fix formatting\n                         - Add missing info\n                         - Link related items\n```\n\n---\n\n### Running Your First Import\n\n**Example: Import contacts from HubSpot**\n\n1. Go to **Data → Import**\n2. Select **HubSpot**\n3. Choose what to import:\n   - ☑ Contacts\n   - ☑ Companies\n   - ☑ Deals\n   - ☐ Tickets (skip for now)\n4. Set date range: **Last 90 days**\n5. Click **Start Import**\n6. Wait for completion (usually 2-10 minutes)\n7. Review import summary\n\n---\n\n### Import Options\n\n| Option          | What It Does             | Recommendation              |\n| --------------- | ------------------------ | --------------------------- |\n| **Full Import** | Everything from all time | First time only             |\n| **Incremental** | Only new/changed items   | Daily updates               |\n| **Selective**   | Only specific types      | When you need specific data |\n\n---\n\n### What \"Cleaning\" Means\n\nWhen data comes in, we automatically:\n\n| Problem                | What We Do                                   |\n| ---------------------- | -------------------------------------------- |\n| **Duplicate contacts** | Merge into one record                        |\n| **Missing emails**     | Flag for review                              |\n| **Wrong formats**      | Fix phone numbers, dates                     |\n| **Broken links**       | Flag for manual fix                          |\n| **Inconsistent names** | Standardize (e.g., \"USA\" vs \"United States\") |\n\n---\n\n### Scheduling Automatic Imports\n\nSet it and forget it:\n\n1. Go to **Data → Import → Schedule**\n2. Select tool: **HubSpot**\n3. Set frequency: **Every 15 minutes**\n4. Set time window: **All day** (or specific hours)\n5. Click **Save Schedule**\n\nNow HubSpot data syncs automatically every 15 minutes.\n\n---\n\n### Import Status Dashboard\n\n| Status         | Meaning                   |\n| -------------- | ------------------------- |\n| 🟢 **Synced**  | Up to date, no issues     |\n| 🟡 **Syncing** | Import in progress        |\n| 🟠 **Warning** | Some items need attention |\n| 🔴 **Error**   | Import failed, needs fix  |\n\n---\n\n### Handling Import Errors\n\n| Error                    | Cause               | Fix                    |\n| ------------------------ | ------------------- | ---------------------- |\n| \"Rate limit exceeded\"    | Too many requests   | Wait 15 min, try again |\n| \"Authentication expired\" | Token expired       | Reconnect the tool     |\n| \"Data too large\"         | Too much history    | Reduce date range      |\n| \"Field not found\"        | Tool schema changed | Refresh connection     |\n\n---\n\n---\n\n# Step 4: REMEMBER\n\n## Your Second Brain\n\n### What This Step Does\n\nCaptures all your AI conversations (ChatGPT, Claude, Gemini, etc.) in one searchable place. Never lose an idea again — and finally reuse them.\n\n---\n\n### Why This Matters\n\n**Before IntegrateWise:**\n\n- Great idea in ChatGPT last week? Gone.\n- That perfect solution Claude gave you? Can't find it.\n- Brainstorm from 3 months ago? Lost forever.\n\n**After IntegrateWise:**\n\n- Everything searchable\n- Ideas connected across tools\n- Brainstorms become action plans\n\n---\n\n### AI Tools You Can Connect\n\n| AI Tool         | How to Connect    | Status    |\n| --------------- | ----------------- | --------- |\n| **ChatGPT**     | Browser extension | ✅ Ready  |\n| **Claude**      | Browser extension | ✅ Ready  |\n| **Gemini**      | Browser extension | ✅ Ready  |\n| **Grok**        | Browser extension | 🔜 Coming |\n| **Perplexity**  | Browser extension | 🔜 Coming |\n| **Your own AI** | API webhook       | ✅ Ready  |\n\n---\n\n### Setting Up AI Capture\n\n**Option 1: Browser Extension (Easiest)**\n\n1. Install the IntegrateWise browser extension\n2. Log in with your account\n3. Go to ChatGPT, Claude, or Gemini\n4. Start chatting — conversations auto-save\n\n**Option 2: Manual Save**\n\n1. Copy conversation from any AI tool\n2. Go to **Brain → + New Note**\n3. Paste content\n4. Add tags (optional)\n5. Click **Save**\n\n**Option 3: API Webhook (Advanced)**\n\n1. Go to **Settings → Webhooks**\n2. Copy your webhook URL\n3. Configure your AI tool to send to that URL\n4. Done — automatic capture\n\n---\n\n### How to Search Your Brain\n\n**Simple Search:**\n\n- Type keywords in search bar\n- Results show all matching conversations\n\n**Advanced Search:**\n\n| Search           | What It Finds              |\n| ---------------- | -------------------------- |\n| `from:chatgpt`   | Only ChatGPT conversations |\n| `from:claude`    | Only Claude conversations  |\n| `tag:marketing`  | Items tagged \"marketing\"   |\n| `date:last-week` | From the last 7 days       |\n| `\"exact phrase\"` | Exact match                |\n\n---\n\n### Organizing Your Brain\n\n**Tags:**\n\n- Add tags to conversations: #marketing, #product, #ideas\n- Filter by tags later\n\n**Folders:**\n\n- Create folders: Work, Personal, Projects\n- Drag conversations to organize\n\n**Stars:**\n\n- Star important items\n- Quick access to favorites\n\n---\n\n### Turn Ideas Into Action\n\n**From Conversation to Task:**\n\n1. Open any saved conversation\n2. Click **Create Action**\n3. Choose:\n   - 📝 **Task** — Add to your to-do list\n   - 📄 **Document** — Turn into a doc\n   - 📊 **Plan** — Create project plan\n4. Set details and save\n\n---\n\n### Privacy & Security\n\n| Feature            | How It Works                            |\n| ------------------ | --------------------------------------- |\n| **Encryption**     | All conversations encrypted             |\n| **Your data**      | We never train AI on your conversations |\n| **Delete anytime** | Remove any conversation permanently     |\n| **Export**         | Download all your data anytime          |\n\n---\n\n---\n\n# Step 5: AUTOMATE\n\n## AI Suggests — You Approve\n\n### What This Step Does\n\nSmart automations watch your data and suggest actions. You stay in control — nothing runs without your approval.\n\n---\n\n### How Automation Works\n\n```\nSomething happens          AI notices           You get           You decide\nin your tools              the pattern          a suggestion      what to do\n─────────────              ───────────          ────────────      ───────────\n\nNew lead                   \"This looks          \"Score: 85        ✓ Approve\ncomes in         ───▶      like a good    ───▶  Assign to    ───▶ ✗ Skip\n                           lead\"                Sarah?\"           ✎ Edit\n```\n\n**Key point:** AI suggests. You approve. Nothing happens automatically without your say.\n\n---\n\n### Types of Automations\n\n| Automation              | What It Watches           | What It Suggests                   |\n| ----------------------- | ------------------------- | ---------------------------------- |\n| **Lead Scoring**        | New leads from forms, ads | Score + who to assign              |\n| **Email Sorting**       | Incoming emails           | Category + priority + actions      |\n| **Ticket Routing**      | Support requests          | Priority + team + suggested answer |\n| **Health Alerts**       | Customer activity         | Risk level + recommended action    |\n| **Follow-up Reminders** | Stale deals, old tickets  | \"Time to reach out?\"               |\n| **Document Summary**    | Long threads, docs        | Key points + action items          |\n\n---\n\n### Setting Up Your First Automation\n\n**Example: Lead Scoring**\n\n1. Go to **Automate → + New Automation**\n2. Select template: **Lead Scoring**\n3. Configure:\n   - **Source:** HubSpot new contacts\n   - **Score based on:** Company size, title, engagement\n   - **Notify:** Sales team\n4. Set approval mode:\n   - ☑ **Suggest only** (you approve each one)\n   - ☐ Auto-run (runs without asking)\n5. Click **Activate**\n\n---\n\n### Approval Modes Explained\n\n| Mode                  | What Happens                      | Best For                          |\n| --------------------- | --------------------------------- | --------------------------------- |\n| **Suggest Only**      | AI suggests, you approve each one | Starting out, high-stakes actions |\n| **Auto-run + Notify** | AI runs it, tells you after       | Routine tasks you trust           |\n| **Auto-run Silent**   | AI runs it, no notification       | Low-risk, high-volume tasks       |\n\n**Our recommendation:** Start with \"Suggest Only\" for everything. Move to auto-run once you trust the suggestions.\n\n---\n\n### The Suggestion Inbox\n\nAll AI suggestions land here:\n\n```\n┌─────────────────────────────────────────────────────────────────┐\n│  SUGGESTION INBOX                                    3 pending  │\n├─────────────────────────────────────────────────────────────────┤\n│                                                                 │\n│  🎯 Lead Score: Acme Corp                                       │\n│     Score: 85/100 — Assign to Sarah?                           │\n│     [✓ Approve]  [✗ Skip]  [✎ Edit]                            │\n│                                                                 │\n│  📧 Email: Re: Pricing question                                 │\n│     Category: Sales inquiry — Priority: High                   │\n│     [✓ Approve]  [✗ Skip]  [✎ Edit]                            │\n│                                                                 │\n│  🔔 Follow-up: Deal with BigCo                                  │\n│     No activity for 14 days — Send check-in?                   │\n│     [✓ Approve]  [✗ Skip]  [✎ Edit]                            │\n│                                                                 │\n└─────────────────────────────────────────────────────────────────┘\n```\n\n---\n\n### Building Custom Automations\n\n**Automation Builder:**\n\n1. **Trigger** — What starts it?\n   - New record created\n   - Field changed\n   - Time passed\n   - Keyword detected\n\n2. **Condition** — When should it run?\n   - If amount > $10,000\n   - If status = \"Open\"\n   - If no response in 7 days\n\n3. **Action** — What should happen?\n   - Send notification\n   - Create task\n   - Update field\n   - Send email (with approval)\n\n---\n\n### Example Automations\n\n**#1: High-Value Deal Alert**\n\n- Trigger: New deal created in HubSpot\n- Condition: Deal amount > $50,000\n- Action: Notify sales manager + create follow-up task\n\n**#2: Support Escalation**\n\n- Trigger: Ticket open > 24 hours\n- Condition: Priority = High\n- Action: Alert team lead + suggest response\n\n**#3: Churn Risk Detection**\n\n- Trigger: Daily check\n- Condition: No login in 30 days + no support contact\n- Action: Flag customer + suggest outreach email\n\n---\n\n### Automation Dashboard\n\n| Metric               | What It Shows                   |\n| -------------------- | ------------------------------- |\n| **Suggestions Made** | How many AI suggested this week |\n| **Approved**         | How many you approved           |\n| **Skipped**          | How many you skipped            |\n| **Time Saved**       | Estimated hours saved           |\n\n---\n\n---\n\n# Step 6: CREATE\n\n## Turn Data Into Documents\n\n### What This Step Does\n\nTake any data from IntegrateWise and turn it into documents, reports, slides, emails, or plans — in one click.\n\n---\n\n### What You Can Create\n\n| Format       | Use Case                   | Example                   |\n| ------------ | -------------------------- | ------------------------- |\n| **Document** | Written reports, proposals | Weekly status report      |\n| **Slides**   | Presentations, decks       | Quarterly business review |\n| **Email**    | Outreach, follow-ups       | Customer check-in         |\n| **Report**   | Data analysis, charts      | Revenue by region         |\n| **Plan**     | Project timelines          | Q1 launch plan            |\n| **SOP**      | Process documentation      | Onboarding checklist      |\n\n---\n\n### How It Works\n\n```\nYour Data                    Template                    Output\n─────────                    ────────                    ──────\n\nCustomer health      +      Weekly Report       =      Ready-to-send\nscores, recent              Template                   report in 1 click\nactivity, notes\n```\n\n---\n\n### Creating Your First Document\n\n**Example: Weekly Customer Report**\n\n1. Go to **Create → New Document**\n2. Select template: **Weekly Customer Report**\n3. Choose data source:\n   - ☑ Customer health scores\n   - ☑ Recent activities\n   - ☑ Open tickets\n4. Set date range: **Last 7 days**\n5. Click **Generate**\n6. Review and edit\n7. Export as PDF, Word, or Google Doc\n\n---\n\n### Using Templates\n\n**Pre-built templates:**\n\n| Template                  | What It Creates              |\n| ------------------------- | ---------------------------- |\n| Weekly Status Report      | Summary of week's activities |\n| Quarterly Business Review | QBR deck with metrics        |\n| Customer Health Summary   | Per-customer health report   |\n| Pipeline Report           | Sales pipeline analysis      |\n| Support Summary           | Ticket trends and resolution |\n| Executive Dashboard       | High-level metrics           |\n\n**Custom templates:**\n\n1. Go to **Create → Templates → + New**\n2. Design your layout\n3. Add data placeholders (drag and drop)\n4. Save template\n5. Use anytime\n\n---\n\n### Data Placeholders\n\nIn templates, use placeholders that auto-fill:\n\n| Placeholder                 | What It Fills        |\n| --------------------------- | -------------------- |\n| `{{customer.name}}`         | Customer name        |\n| `{{customer.health_score}}` | Current health score |\n| `{{customer.mrr}}`          | Monthly revenue      |\n| `{{date.today}}`            | Today's date         |\n| `{{date.range}}`            | Selected date range  |\n| `{{user.name}}`             | Your name            |\n\n---\n\n### Export Options\n\n| Format            | Best For                            |\n| ----------------- | ----------------------------------- |\n| **PDF**           | Final documents, sending to clients |\n| **Word (.docx)**  | Editable documents                  |\n| **Google Docs**   | Collaborative editing               |\n| **PowerPoint**    | Presentations                       |\n| **Google Slides** | Collaborative presentations         |\n| **Excel**         | Data exports                        |\n| **Markdown**      | Technical documentation             |\n\n---\n\n### Scheduling Reports\n\nSend reports automatically:\n\n1. Go to **Create → Scheduled**\n2. Click **+ New Schedule**\n3. Select report template\n4. Set frequency: Weekly, every Monday at 9am\n5. Set recipients: team@company.com\n6. Click **Save**\n\nNow reports send automatically every week.\n\n---\n\n### One-Click Outputs\n\nFrom any data view, click **Create** to instantly generate:\n\n```\n┌─────────────────────────────────────────┐\n│  Customer: Acme Corp                    │\n│  Health: 🟢 85/100                      │\n│                                         │\n│  [Create ▼]                             │\n│  ├── 📄 Status Report                   │\n│  ├── 📧 Check-in Email                  │\n│  ├── 📊 Health Summary                  │\n│  └── 📋 Action Plan                     │\n└─────────────────────────────────────────┘\n```\n\n---\n\n---\n\n# Step 7: VIEW\n\n## See What Matters to You\n\n### What This Step Does\n\nYour personalized dashboard. See all your data — from all your tools — in one place. Choose the view that matches how you work.\n\n---\n\n### Four Views Available\n\n| View                 | Who It's For    | What You See                              |\n| -------------------- | --------------- | ----------------------------------------- |\n| **Personal**         | Everyone        | Your tasks, ideas, calendar, notes        |\n| **Team**             | Team members    | Shared projects, team tasks, documents    |\n| **Business**         | Managers, execs | Revenue, KPIs, reports, analytics         |\n| **Customer Success** | CSMs            | Health scores, renewals, at-risk accounts |\n\n---\n\n### Personal View\n\nYour productivity home base:\n\n```\n┌─────────────────────────────────────────────────────────────────┐\n│  PERSONAL VIEW                                     Good morning │\n├─────────────────────────────────────────────────────────────────┤\n│                                                                 │\n│  📋 MY TASKS                          📅 TODAY'S CALENDAR       │\n│  ┌─────────────────────────┐         ┌─────────────────────┐   │\n│  │ ☐ Review proposal       │         │ 9am  Team standup   │   │\n│  │ ☐ Send follow-up email  │         │ 11am Client call    │   │\n│  │ ☐ Update dashboard      │         │ 2pm  1:1 with Sarah │   │\n│  └─────────────────────────┘         └─────────────────────┘   │\n│                                                                 │\n│  💡 RECENT IDEAS                      🔔 NOTIFICATIONS          │\n│  ┌─────────────────────────┐         ┌─────────────────────┐   │\n│  │ Pricing model thoughts  │         │ 3 emails need reply │   │\n│  │ Q2 campaign ideas       │         │ Deal moved to won   │   │\n│  │ Product feedback notes  │         │ New lead assigned   │   │\n│  └─────────────────────────┘         └─────────────────────┘   │\n│                                                                 │\n└─────────────────────────────────────────────────────────────────┘\n```\n\n---\n\n### Team View\n\nShared workspace for your team:\n\n```\n┌─────────────────────────────────────────────────────────────────┐\n│  TEAM VIEW: Sales Team                              5 members   │\n├─────────────────────────────────────────────────────────────────┤\n│                                                                 │\n│  📊 TEAM DASHBOARD                                              │\n│  ┌─────────────────────────────────────────────────────────┐   │\n│  │ Pipeline: $450,000  │  Deals Won: 12  │  Win Rate: 34%  │   │\n│  └─────────────────────────────────────────────────────────┘   │\n│                                                                 │\n│  📋 TEAM TASKS                        👥 TEAM MEMBERS           │\n│  ┌─────────────────────────┐         ┌─────────────────────┐   │\n│  │ ☐ Follow up BigCo       │         │ 🟢 Sarah — Active   │   │\n│  │ ☐ Prepare QBR deck      │         │ 🟢 Mike — Active    │   │\n│  │ ☐ Update CRM records    │         │ 🟡 Lisa — In meeting│   │\n│  └─────────────────────────┘         └─────────────────────┘   │\n│                                                                 │\n└─────────────────────────────────────────────────────────────────┘\n```\n\n---\n\n### Business View\n\nExecutive-level insights:\n\n```\n┌─────────────────────────────────────────────────────────────────┐\n│  BUSINESS VIEW                                     January 2026 │\n├─────────────────────────────────────────────────────────────────┤\n│                                                                 │\n│  💰 KEY METRICS                                                 │\n│  ┌──────────────┐ ┌──────────────┐ ┌──────────────┐            │\n│  │ MRR          │ │ Growth       │ │ Churn        │            │\n│  │ $125,000     │ │ +15%         │ │ 2.1%         │            │\n│  │ ▲ $8k        │ │ ▲ vs target  │ │ ▼ improved   │            │\n│  └──────────────┘ └──────────────┘ └──────────────┘            │\n│                                                                 │\n│  📈 REVENUE TREND                   🎯 GOALS                    │\n│  ┌─────────────────────────┐       ┌─────────────────────┐     │\n│  │ [Chart: 6-month trend]  │       │ Q1 Target: $150k    │     │\n│  │                         │       │ Progress: 83%       │     │\n│  └─────────────────────────┘       └─────────────────────┘     │\n│                                                                 │\n└─────────────────────────────────────────────────────────────────┘\n```\n\n---\n\n### Customer Success View\n\nCSM command center:\n\n```\n┌─────────────────────────────────────────────────────────────────┐\n│  CUSTOMER SUCCESS VIEW                          Your Portfolio  │\n├─────────────────────────────────────────────────────────────────┤\n│                                                                 │\n│  🚦 HEALTH SUMMARY                                              │\n│  ┌─────────────────────────────────────────────────────────┐   │\n│  │ 🟢 Healthy: 45  │  🟡 At Risk: 8  │  🔴 Critical: 2    │   │\n│  └─────────────────────────────────────────────────────────┘   │\n│                                                                 │\n│  ⚠️ NEEDS ATTENTION                  📅 UPCOMING RENEWALS       │\n│  ┌─────────────────────────┐        ┌─────────────────────┐    │\n│  │ 🔴 Acme Corp — No login │        │ Jan 15: BigCo $50k  │    │\n│  │    30 days, MRR: $5,000 │        │ Jan 22: MidCo $12k  │    │\n│  │    [View] [Contact]     │        │ Feb 1: StartUp $3k  │    │\n│  │                         │        │                     │    │\n│  │ 🟡 TechStart — Usage ▼  │        │ Total: $65,000 ARR  │    │\n│  │    Feature adoption low │        │ at risk this month  │    │\n│  │    [View] [Contact]     │        │                     │    │\n│  └─────────────────────────┘        └─────────────────────┘    │\n│                                                                 │\n└─────────────────────────────────────────────────────────────────┘\n```\n\n---\n\n### Customizing Your View\n\n**Add widgets:**\n\n1. Click **+ Add Widget**\n2. Choose from:\n   - Tasks, Calendar, Metrics, Charts, Lists, Notes\n3. Drag to position\n4. Resize as needed\n\n**Filter data:**\n\n- By date range\n- By team\n- By status\n- By custom fields\n\n**Save layouts:**\n\n- Create multiple layouts\n- Switch between them\n- Share with team\n\n---\n\n### Switching Between Views\n\n```\n┌─────────────────────────────────────────────────────────────────┐\n│  [Personal ▼] [Team ▼] [Business] [CS]                         │\n└─────────────────────────────────────────────────────────────────┘\n```\n\nClick any tab to switch. Your last view is remembered.\n\n---\n\n### Mobile View\n\nEverything works on mobile:\n\n- Same data, responsive layout\n- Quick actions on the go\n- Push notifications\n- Offline access to recent data\n\n---\n\n---\n\n# Quick Reference: All 7 Steps\n\n| Step            | What to Do                               | Time      |\n| --------------- | ---------------------------------------- | --------- |\n| **1. Connect**  | Link your tools (Slack, HubSpot, etc.)   | 5-10 min  |\n| **2. Organize** | Set up teams and routing rules           | 15-20 min |\n| **3. Import**   | Run first sync, set up schedules         | 10-15 min |\n| **4. Remember** | Install browser extension for AI capture | 5 min     |\n| **5. Automate** | Start with 1-2 simple automations        | 10-15 min |\n| **6. Create**   | Try one template (weekly report)         | 5 min     |\n| **7. View**     | Customize your dashboard                 | 10 min    |\n\n**Total setup time: About 1 hour**\n\n---\n\n# Need Help?\n\n| Question              | Where to Go                 |\n| --------------------- | --------------------------- |\n| **General questions** | help.integratewise.com      |\n| **Technical issues**  | support@integratewise.com   |\n| **Feature requests**  | feedback.integratewise.com  |\n| **Community**         | community.integratewise.com |\n\n---\n\n**IntegrateWise**  \n_Normalize Once. Render Anywhere._\n\nOne workspace. All your tools. AI-powered.\n"}