> For the complete documentation index, see [llms.txt](https://docs.zero.inc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zero.inc/getting-started/readme.md).

# Welcome

Zero replaces your CRM and the tools around it. Companies, contacts and deals live on one record; your email, calendar, LinkedIn and meeting notes land on that record on their own, and connected tools such as billing and product analytics add theirs; and agents that know your business work on top of it — researching accounts, keeping deals current, preparing meetings and drafting the next message. You stay in control of what reaches a customer: Chat asks you to approve before it sends anything, and an agent that sends email can be set to save the message as a draft for you to review instead.

Zero follows the customer through four stages — prospect, close, grow and scale. These docs explain how each part works and how to set it up.

{% embed url="<https://www.youtube.com/watch?v=3bvNCI64Vb0>" %}

## Find your way around

If you only read one page, read [Chat](/getting-started/chat.md). Asking is usually faster than clicking: Chat finds records, prepares meetings, drafts follow-ups, builds lists and reports, and sets up agents for you.

From there:

* **Getting Started** — [Key concepts](/getting-started/key-concepts.md) explains how records, lists, views and deals fit together, and [Data Import](/getting-started/data-import.md) brings your existing CRM in.
* **Features** — a page per part of the app, in sidebar order, from [Home](/features/home-view.md) through [Agents](/features/agents.md), [Sequences](/features/sequences.md) and [Reports](/features/reports.md).
* **Tracking Context** — what you attach to a record, and where it shows up: the [Record view](/tracking-context/record-view.md) itself, the [Activity feed](/tracking-context/activity-feed.md), [Notes](/tracking-context/notes.md) and [Files](/tracking-context/files.md).
* **Settings** — workspace setup ([Members](/settings/members.md), [Pipelines](/settings/pipeline-stages.md), [Custom Properties](/settings/custom-properties.md)) and connections ([Email & Calendar](/settings/mailbox-settings.md), [Integrations](/settings/integrations.md), [Notetakers](/settings/call-recorders.md)).
* **Developers** — connect AI assistants over [MCP](/developers/mcp.md), or build on the [API](/developers/api.md) — the same MCP server and API Zero's own agents run on.

Use the search bar at the top of this site to jump straight to a topic.


---

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