Welcome to the MadKudu setup guide! Below you'll find the key steps to configure your platform to fit your business needs. Click on any section to dive deeper into the setup process.
🚀 Setting up MadKudu Copilot
MadKudu helps you create sales plays tailored to different business strategies. Choose the play type that suits your sales team.
System set up - configuring the platform for your business needs and connecting your integrations
Team set up - selecting and configuring the team that will use copilot
Copilot set up - setting up and fine tuning play filters and the lead and account intelligence layout
Roll out - enable your team and measure results
🤖 Setting up Your AI Scoring
Ensure you're making data-driven decisions with our powerful AI scoring. Follow these steps to set up and test your models.
How to Get Started with Scoring - Learn the basics of AI scoring.
Model Training and Configuration - Optimize your scoring model for better predictions.
How to Test if Your Scoring Model Works - Validate the effectiveness of your model.
🔗 Signals & Integrations
Seamlessly connect MadKudu with your favorite tools to capture the right signals.
Integrations Overview - Find out how to connect MadKudu to your CRM and more.
👥 Teams, Users & Permissions
Manage your team and permissions to ensure the right people have access to the right data.
User Roles & Permissions - Define roles and permissions for your team.
Inviting and Managing Users - Add and manage users in your MadKudu account.
Enabling Auto-Join for Copilot - Automatically add new users to Copilot.
Configuring Book of Accounts - Set up your accounts for smooth operations.
Managing Teams - Organize and manage your teams for better collaboration.
Need more help? Visit our Help Center for more resources.