> ## Documentation Index
> Fetch the complete documentation index at: https://docs.endgame.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Set up Endgame from scratch so your team can start getting value on day one

## Who this is for

You're the admin responsible for getting Endgame up and running for the first time. You might be in RevOps, SalesOps, or Enablement. This path walks you from initial Salesforce connection through full configuration and tuning.

## What you'll accomplish

By the end of this learning path, you'll have:

* Connected Endgame to Salesforce and your core integrations
* Configured the Salesforce custom fields that matter most to your team
* Connected Slack channels to the right accounts
* Uploaded your core sales knowledge
* Created rules that teach Endgame your org's vocabulary and conventions
* Built your first custom skill for a repeatable workflow
* Validated everything works by test-driving the system yourself

These map directly to the actions that separate high-performing Endgame deployments from average ones. Admins who complete all of these within 30 days see significantly faster team adoption.

## Time commitment

Plan for about 2-3 hours total, spread across your first week. Each module is 10-15 minutes.

## Modules

Complete these in order. Each one builds on the previous.

<CardGroup cols={2}>
  <Card icon="plug" href="/implementation-guide/login-and-connect-crm" title="1. Login & Connect CRM">
    Authenticate via Salesforce, approve the connected app, and kick off data ingestion
  </Card>

  <Card icon="book-open" href="/implementation-guide/connect-conversations" title="2. Connect Transcripts">
    Verify your call recording integration and understand what flows in
  </Card>

  <Card icon="hash" href="/implementation-guide/connect-slack" title="3. Connect Chat">
    Map Slack channels to accounts so internal context powers Endgame responses
  </Card>

  <Card icon="upload" href="/implementation-guide/upload-knowledge" title="4. Upload Knowledge">
    Add your sales methodology, battlecards, and playbooks
  </Card>

  <Card icon="pen-line" href="/implementation-guide/create-first-rule" title="5. Create Your First Rule">
    Teach Endgame your org's terminology and CRM conventions
  </Card>

  <Card icon="hammer" href="/implementation-guide/build-first-skill" title="6. Build Your First Skill">
    Turn a repeatable workflow into a reusable skill your team can run
  </Card>

  <Card icon="database" href="/implementation-guide/configure-salesforce" title="7. Configure Salesforce Fields">
    Tell Endgame which custom fields matter so responses reference the right data
  </Card>

  <Card icon="car" href="/implementation-guide/test-drive" title="8. Test Drive">
    Validate your configuration by chatting with Endgame across a few accounts
  </Card>

  <Card icon="users" href="/implementation-guide/invite-team" title="9. Invite Your Team">
    Bring users in and set them up for success
  </Card>
</CardGroup>

## After this path

Once your team is using Endgame, you'll shift into ongoing tuning: adding knowledge as gaps surface, building skills for new workflows, and refining rules as your CRM evolves.

<Tip>
  Bookmark this page. It's a good reference for tracking where you are in the setup process.
</Tip>

***

<Columns cols={2}>
  <Column />

  <Column>
    <Card icon="arrow-big-right" horizontal href="implementation-guide/login-and-connect-crm" title="Next Module">
      Login & Connect CRM
    </Card>
  </Column>
</Columns>