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

# ShiftUp Documentation

> ShiftUp is a sales intelligence managed package for Salesforce. It uses AI agents to automate account research, generating outputs such as account plans, opportunity strategies, and stakeholder insights. 

### Users

<Columns cols={4}>
  <Card title="Product" color="#3B82F6" icon="clipboard-list-check" href="product/overview">
    ShiftUp features
  </Card>

  <Card title="Onboarding" color="#3B82F6" icon="graduation-cap" href="onboarding/seller-onboarding">
    Learning journeys
  </Card>

  <Card title="How To Guides" color="#3B82F6" icon="book-open" href="how-to/add-an-account">
    Videos and guides
  </Card>

  <Card title="Release Notes" color="#3B82F6" icon="newspaper" href="product/release-notes">
    Monthly release notes
  </Card>
</Columns>

### Administrators

<Columns cols={3}>
  <Card title="Prerequisites" color="#3B82F6" icon="check" href="setup/prerequisites">
    Required settings
  </Card>

  <Card title="Installation" color="#3B82F6" icon="gear" href="setup/installation">
    Implementation
  </Card>

  <Card title="Post-Installation" color="#3B82F6" icon="file-check" href="setup/post-installation">
    Checklist
  </Card>
</Columns>

<Columns cols={3}>
  <Card title="User Setup" color="#3B82F6" icon="people" href="setup/seller-setup">
    Configure profiles
  </Card>

  <Card title="Advanced Setup" color="#3B82F6" icon="gear-complex-code" href="setup/advanced-setup">
    Implementation
  </Card>
</Columns>

### Architecture and Security

<Columns cols={3}>
  <Card title="AI Architecture" color="#3B82F6" icon="head-side-brain" href="security/ai-architecture">
    AI Architecture
  </Card>

  <Card title="Architecture" color="#3B82F6" icon="building" href="product/architecture">
    ShiftUp Architecture
  </Card>

  <Card title="Security " color="#3B82F6" icon="shield-check" href="security/overview">
    ShiftUp Security
  </Card>
</Columns>

<Columns cols={3}>
  <Card title="Integration" color="#3B82F6" icon="handshake" href="security/integration-access">
    Access and Permissions
  </Card>

  <Card title="Data" color="#3B82F6" icon="database" href="security/data-handling">
    Handling & Storage
  </Card>

  <Card title="AI" color="#3B82F6" icon="head-side-brain" href="security/ai-model-policy">
    Model Policy
  </Card>
</Columns>