Get started with Cenara

Cenara brings together your account information and customer conversations to help you decide who needs attention and what to do next.

Set up or join a workspace

If you’re setting up a workspace, follow the onboarding steps to connect your work account, add your company information, and connect your CRM or another supported source. If a teammate invited you, join through the invitation email and complete your account setup.

Use the work account that holds the customer information you want to use. If you belong to more than one company or workspace, check which one you are joining before continuing.

Find your first next steps

Once your data is available, open Today to see suggested follow-ups. Open Accounts when you want to look at a particular relationship.

• Choose a relationship you already know and read its available account context.
• Compare a suggested follow-up with the latest customer conversation.
• Decide what still needs to happen and who should handle it.

If information is missing

Your first results depend on what you’ve connected and what those sources contain. If something is missing, start by checking Settings → Integrations.

Check which account or workspace is connected and whether the source contains the record you expected. If a teammate invited you and you cannot complete a connection, ask your workspace admin for help.