Getting started with Momentum

This guide walks through creating an account, seeding a workspace, and handling your first case. About 10 minutes start to finish.

1. Create your workspace

Go to /register, enter your email and a password, and finish the onboarding wizard. When asked "What brings you here?", pick the Support team track — the flow will then seed runbooks, create an example customer, and open a starter case for you.

Your workspace is automatically set up with:

• Five generic support runbooks (login issues, data sync, permissions, attachments, notifications)
• An example "Acme Corp" customer and a welcome case
• Personal notes, a daily journal, and a capture inbox

2. Connect a knowledge source

Momentum's AI features are only as good as the knowledge they can retrieve. From Settings → Knowledge base, add at least one source. Supported types:

• Sitemap — point at any site with a /sitemap.xml
• Single URL — grab one page (useful for testing)
• Zendesk Help Center — uses the public /api/v2/help_center/articles.json endpoint
• Intercom Help Center — auto-discovers sitemap + platform-specific body extraction
• Freshdesk Help Center — same auto-discovery approach
• Notion public — ingest a public Notion workspace

Articles index within minutes. You can schedule periodic re-crawls (manual, daily, or weekly) from the same settings page.

3. Invite your team

From Settings → Team, invite teammates by email. Pick a role:

• Owner — full admin including billing and workspace deletion
• Admin — manage settings, integrations, KB sources; can't delete workspace
• Member — work with cases, runbooks, notes, and the knowledge base

4. Handle your first case

Open the starter case from the Cases sidebar. You'll see the case details, a list of matching runbooks (ranked by semantic similarity), the activity timeline, and a reply area.

Try each of these:

1. Click a matched runbook to see how semantic search surfaces it even without an exact keyword match.
2. Launch CaseAIde from the reply area. Pick a tone, a reply type, and watch it draft a response grounded in the workspace's knowledge.
3. Close the case with a resolution note, then press Save as runbook — Claude drafts a structured runbook from the full case context.

5. Wire in your ticket system

If you're on Freshdesk, go to Settings → Integrations → Add integration and connect. You'll need your Freshdesk API key and subdomain. The integration supports bi-directional sync, manual import, scheduled reconciliation, and inbound webhooks for live updates.

See Ticket integrations for full setup details and the Freshdesk landing page for integration-specific workflows.