Setup (Unify)

Setup Overview

Get started by connecting your Growth systems. All you need is your AI coding assistant tools.

Install with: Claude Lovable Replit Bolt.new OpenAI Codex Google AI Studio Antigravity Emergent Windsurf and more

ThriveStack Unified and Correlated Intelligence provides unprecedented value by integrating Marketing, Sales, Product, Revenue, and CS teams.

Setup Unified Growth Intelligence

Enabling intelligence for 5 roles within your organization:

Marketing Product Revenue Sales (CRM) Customer Success

Each step includes WHO is needed, WHAT will they do, and how to VERIFY everything works.

1

Collect Growth Signals

Each of the role will deploy ThriveStack Growth Intelligence with the steps mentioned below. These can be done in parallel.

Department Who is needed What they'll do Time it should take Documentation link
Marketing Typically done by Marketing Ops or anyone with permission to add a script to your website Should have access to your Marketing website to install a custom script <2 mins See documentation
Product Developer / Product Manager Enable Growth Instrumentation within your app using AI-assistant <4 mins
depending on the complexity of code base
with other tools 4-8 weeks
See documentation
Revenue RevOps / Sales Admin Sync Revenue Signals (Stripe, Chargebee etc) to ThriveStack <4 mins
depending on the complexity of code base
with other tools 2-4 weeks
See documentation
CRM Sync CRM Admin Authenticate and Sync Signals to your CRM (e.g. Hubspot) <2 mins See documentation
Customer Success CS Ops / CS Leader Review At-Risk Accounts, Churn Prediction, Expansion Signals, Billing issues <4 mins
Compare with other tools 2-4 weeks with traditional Customer Success Platform (e.g. ChurnZero, Vitally)
See documentation
2

Setup Vibe-Analytics

Configure the ThriveStack MCP Server to enable proactive AI querying and correlation across all your integrated signals.

Setup ThriveStack MCP server

Used by the same 5 roles:

Marketing Product Revenue Sales (CRM) Customer Success