For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
  • Customers
    • Overview
    • Add a customer
    • Edit customer details
    • Health score
    • At risk and churned
    • Add contacts
    • Manage contacts
    • Search customers
    • Tags and metadata
    • Customer history
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  • Three ways into the list
  • Start here
Customers

Customers

The central record every onboarding, contact, and task hangs off of.
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Add a customer

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A Customer in Pivotal is a company you’re onboarding or supporting. Every onboarding, contact, task, comment, and webhook in the app traces back to one Customer record. If you’ve connected HubSpot or Stripe, your CRM accounts flow in as Customers with the same domain and owner you set there.

Each Customer has a short canonical shape: name, domain, owner, plan, a numeric display_id you see in the URL bar (Customers > #42), and a status of active, at_risk, churned, or archived. Tags and custom fields sit on top so you can slice the list however your team needs.

Three ways into the list

  • Search with ⌘K from anywhere. Matches name, domain, contact emails, and any custom field. See Search customers.
  • Filters and saved views in the Workbench. Stack filters on owner, plan, status, tags, then save the view. See Filters and views.
  • Direct link with the display_id. /customers/42 always resolves, even after a rename.

Start here

Add a customer
UI, API, or CRM sync.
Edit customer details
Inline edits, bulk edits, the audit trail.
Add contacts
Add the humans driving the work.
Manage contacts
Primary, roles, departures.
Search customers
⌘K, quoted strings, field:value.
Tags and metadata
Free-form vs structured.
Health score
What feeds the 0-100 score.
At risk and churned
Two statuses, different downstream effects.
Customer history
Activity feed, filters, export.

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.