# Review a Kustomer organization you have taken over

> A checklist for learning what an inherited Kustomer organization is set up to do, what it costs, and what is actually working.

Source: https://support.kustomer.com/en_us/getting-up-to-speed-on-your-kustomer-organization-rk2YiWvtfg

Last updated: 2026-11-13T07:27:43.556Z

An organization you inherit may hold channels, teams, routing rules, workflows and integrations built by several admins over time. Some are essential. Others are unfinished or no longer needed. This checklist helps you write down a baseline before you change anything.

## Before you begin

*   Collect handoff notes, diagrams, contract and renewal details, and a list of former admins and integration owners.
*   You may need: org admin access, billing access if your role has it, reporting access, Architect and AI configuration access if your organization has them, and contracts or renewal details.
*   Pick one review period, such as the last 30 or 90 days, and use it throughout.
*   Before you deactivate a departing admin, rotate integration credentials or delete unfamiliar settings, check what they may affect. Channels, service accounts, API connections and processes may depend on that person or their credentials.

Menus depend on your plan, permissions, installed apps and Kustomer experience. If you cannot find an option, check that your role has access.

## Review checklist

1.  [Review your plan and usage](https://help.kustomer.com/review-your-plan-and-usage-HkDetV4RMg)
2.  [Review admin access and ownership](https://help.kustomer.com/review-admin-access-and-ownership-HJOxY4E0Mg)
3.  [Review channels, brands and business schedules](https://help.kustomer.com/review-channels-brands-and-business-schedules-SJ5eF4VRfl)
4.  [Review queues, routing and SLAs](https://help.kustomer.com/review-queues-routing-and-slas-rysgFNNAze)
5.  [Review automations with Optimize Automations](https://help.kustomer.com/review-automations-with-optimize-automations-r1plYNNCfg)
6.  [Review AI automations and migration options](https://help.kustomer.com/review-ai-automations-and-concierge-status-r11bFN4RMe)
7.  [Review integrations and data](https://help.kustomer.com/review-integrations-and-data-HybWYNERfe)
8.  [Review recent changes](https://help.kustomer.com/review-recent-changes-to-your-organization-B1GtEEAze)
9.  [Confirm what is running and write a takeover plan](https://help.kustomer.com/confirm-what-is-running-and-write-a-takeover-plan-BJCxtEN0Mx)

To see which evidence answers each question, read [What evidence to review in an inherited organization](https://help.kustomer.com/what-evidence-to-review-in-an-inherited-organization-BkN8KEECMl). After the review, see [Keep your organization understandable](https://help.kustomer.com/keep-your-organization-understandable-r14WFNEAze).