First DistroFirstDistro

Getting started with customer insights

Set up Customer Insights. Install the SDK (browser and server), identify users, and see health scores in your dashboard.

Create an account, then install tracking and open your dashboard. Paths: Install (browser + server), Quick start (npm), or MCP for Claude or Cursor.

What is customer insights?

Customer Insights helps you monitor engagement, spot churn risk, and act before accounts go quiet. You get health scores, priority alerts, and recommendations for accounts that need attention.

Quick setup

1. open your dashboard

After you sign in, you land on the Command Center. If nothing is installed yet, the empty state walks you through Install (your editor, the CLI, or Manual).

You can also open Settings → SDK Configuration anytime for tokens, keys, and the live events feed.

2. install the sdk

Choose your path:

Fastest backend check: npx firstdistro init then npx firstdistro verify.

3. identify users (page views are automatic)

Call setup() with the logged-in user (email required). Once identity is set, the SDK captures $pageview automatically. Custom events are optional. They feed Activity and Recency, and move Milestones only when the name is a default or custom milestone:

4. see your first results

  1. Open the Command Center for briefing metrics and the priority queue (accounts that need attention).
  2. Open Customer Insights for the full customer table (search, filter, sort).

Health score ranges:

  • Healthy (70-100): thriving customers
  • At risk (40-69): need attention
  • Critical (0-39): immediate outreach

Next steps