# Bluplai

> Bluplai — the shared customer workspace. Discover, qualify, plan, engage, deliver, expand.

## Docs

- [All accounts](https://docs.bluplai.com/accounts/all-accounts.md): Portfolio view of every customer organization you're engaging with, with status counts, stage tags, and quick filters.
- [Org Insights](https://docs.bluplai.com/accounts/org-insights.md): Portfolio-level analytics across your accounts, stakeholders, and engagement health.
- [Partnership](https://docs.bluplai.com/accounts/partnership.md): Manage the health and evolution of the relationship — health signals, renewal drivers, stakeholders, and the renewal plan.
- [Projects](https://docs.bluplai.com/accounts/projects.md): Track customer engagement projects through their lifecycle, with stage tags, progress bars, and initiative counts.
- [Roadmap](https://docs.bluplai.com/accounts/roadmap.md): Plan strategic horizons and opportunities across Now, Transform, and Innovate time windows for a customer.
- [Stakeholders](https://docs.bluplai.com/accounts/stakeholders.md): Directory of every contact across your customer accounts, with relationship, engagement, influence, and health views.
- [Audit log](https://docs.bluplai.com/admin/audit-log.md): A complete history of changes, user actions, and system activity across your workspace.
- [Integrations](https://docs.bluplai.com/admin/integrations.md): Connect Bluplai to the rest of your stack — CRM, Slack, and the tools your team already lives in.
- [MCP access](https://docs.bluplai.com/admin/mcp-access.md): Generate a token so Claude Desktop, Claude Code, and any MCP-compatible client can read and write in your Bluplai workspace.
- [Permissions](https://docs.bluplai.com/admin/permissions.md): Control exactly which modules and customers each member can reach.
- [Roles](https://docs.bluplai.com/admin/roles.md): Define the access archetypes your team works under — Administrator, Editor, Viewer, and any custom roles you build on top.
- [Templates](https://docs.bluplai.com/admin/templates.md): Pre-built frameworks and playbooks your team can reuse across customers — discovery, execution, and reporting.
- [Users](https://docs.bluplai.com/admin/users.md): Invite teammates, assign roles, and manage who has access to your Bluplai workspace.
- [Challenges](https://docs.bluplai.com/discover/challenges.md): Map the friction points, pain, and blockers standing between the customer and their goals.
- [Goals](https://docs.bluplai.com/discover/goals.md): Log the strategic and operational goals the customer wants to reach, with the value logic behind each one.
- [Outcomes](https://docs.bluplai.com/discover/outcomes.md): Track the early-stage outcomes surfaced during Discover — the results the customer wants, before they've been formally qualified.
- [Planning board](https://docs.bluplai.com/discover/planning-board.md): A shared whiteboard on the Discover page for raw notes, brainstorms, and half-formed ideas from early conversations.
- [Snapshot](https://docs.bluplai.com/discover/snapshot.md): Capture the current state of the customer — business context, org, technology, processes, and active initiatives — in one profile.
- [Solutions](https://docs.bluplai.com/discover/solutions.md): Assess how well proposed solutions fit the customer — capabilities, risks, fit score, and adoption readiness — before you commit to a direction.
- [Workshop](https://docs.bluplai.com/discover/workshop.md): Run structured working sessions with the customer inside Discover — agendas, notes, and outputs all in one place.
- [Adoption](https://docs.bluplai.com/engage/adoption.md): Track module adoption, record usage snapshots over time, and compare active users against licenses.
- [Digital assessment](https://docs.bluplai.com/engage/digital-assessment.md): Diagnose a project's digital maturity across goals, workflows, tech stack, solutions, scoring, and team capability.
- [Events](https://docs.bluplai.com/engage/events.md): Manage conferences, webinars, and workshops with customers from one event list.
- [Pulse](https://docs.bluplai.com/engage/pulse.md): Run customer interviews, surveys, and satisfaction questionnaires from one feedback hub.
- [Workflows](https://docs.bluplai.com/engage/workflows.md): Map and optimize the customer's business processes, scoped to a project.
- [Activity feed](https://docs.bluplai.com/home/activity-feed.md): Chronological log of every change across customers, projects, and stakeholders in your workspace.
- [Analytics](https://docs.bluplai.com/home/analytics.md): Portfolio analytics view with health scores, risk distribution, trend chart, top performers, and accounts needing attention.
- [My tasks](https://docs.bluplai.com/home/my-tasks.md): Your personal cross-project task list — everything assigned to you, grouped by project, with status, priority, and due dates.
- [Overview](https://docs.bluplai.com/home/overview.md): Top-level dashboard of every customer engagement — counts, activity trends, module completion, and lifecycle stage breakdown.
- [Bluplai docs](https://docs.bluplai.com/index.md): The shared customer workspace. Discover, qualify, plan, engage, deliver, expand — all in one place.
- [Actions](https://docs.bluplai.com/plan/actions.md): See every action across all initiatives for a project in one flat, filterable list.
- [Deliverables](https://docs.bluplai.com/plan/deliverables.md): Create and manage shareable customer documents and reusable templates.
- [Initiatives](https://docs.bluplai.com/plan/initiatives.md): Manage the discrete workstreams inside a customer project, each with its own progress and actions.
- [Milestones](https://docs.bluplai.com/plan/milestones.md): Track the key checkpoints and target dates across every project in a single list.
- [Success Plan](https://docs.bluplai.com/plan/success-plan.md): Initiatives, actions, timeline, milestones, risks, and governance for a single customer project — in one place.
- [Tasks](https://docs.bluplai.com/plan/tasks.md): Track and manage your assigned tasks across all customers and projects in a single list.
- [Timeline](https://docs.bluplai.com/plan/timeline.md): View the customer success plan as a Gantt-style schedule of initiatives and actions across dates.
- [Investments](https://docs.bluplai.com/qualify/investments.md): Break down the cost side of the business case by year and category, so ROI isn't a black box.
- [Market trends](https://docs.bluplai.com/qualify/market-trends.md): Track the industry forces shaping the deal so your team and the customer share the same view of the landscape.
- [Outcomes](https://docs.bluplai.com/qualify/outcomes.md): The shortlist of qualified outcomes tied to your drivers — the measurable results the customer expects you to deliver.
- [Solution fit](https://docs.bluplai.com/qualify/solution-fit.md): Score how well the proposed solution matches the customer — capabilities, pillars, risks, and adoption readiness — in one view.
- [Technical vision](https://docs.bluplai.com/qualify/technical-vision.md): Describe the architecture, roadmap, and infrastructure the solution will live in — so the technical story matches the business case.
- [Value](https://docs.bluplai.com/qualify/value.md): Model the ROI, benefits, and impacts of the deal in one place — instead of scattered spreadsheets and slideware.
- [Value drivers](https://docs.bluplai.com/qualify/value-drivers.md): Link industry drivers to the outcomes you plan to deliver, so the business case is anchored in motivation — not slides.
- [Using the AI assistant](https://docs.bluplai.com/using-the-ai-assistant.md): How the search assistant on this docs site works, when it's useful, and what to do when it can't answer.