Use overview
Everyday work in ClientSphere, one screen at a time, with a starting point for each role.
These pages are for everyone who works in the product. Each covers one screen and the tasks you do there, states the rules the screen enforces, and ends with the messages you might see and what they mean. Prerequisites that live in Settings are linked at the top of each page.
Start with your role
- Sales. From lead to customer, then Opportunities and the pipeline and Work the sales inbox. Ask the AI assistant about any deal.
- Support. Work the tickets inbox, Live chat conversations, and Write and publish articles, which is what the AI answers from.
- Marketing. Build a contact list, Send your first broadcast, then Sequences and Triggers to automate follow-up.
- Finance. Quotes and invoices, including what the product does not automate yet.
- Managers. Reports for the team's numbers and Product Analytics for the customers' behaviour.
Two rules that come up everywhere
- Everything hangs off the account. A ticket, a deal, an invoice, and an email thread all point at a client company and its contacts, which is how one relationship's history stays in one place. When something is missing from an account, the record is usually not linked to it. See Accounts and contacts.
- Email respects opt-outs, except receipts. Broadcasts, sequences, and automated email skip anyone on the unsubscribe or suppression lists, at send time. Transactional email does not, which is why it must never carry marketing.
CRM
From lead to customer
Add and qualify leads, convert the good ones, and disqualify the rest with a reason.
Accounts and contacts
Companies and people, the two owner fields, and one person across several companies.
Opportunities and the pipeline
Deals through the stages you define, on a board you drag across.
Tasks
Create, assign, and work tasks as a list, a grid, or a calendar.
Build a contact list
Static lists you curate, dynamic lists that keep themselves current, and the difference at send time.
Import a list from a spreadsheet
People or companies, column mapping, and what the results report is telling you.
Send your first broadcast
Audience, sender, content, a preview against a real contact, a test, and the send.
Transactional email
Templates your systems send by slug, declared variables, and the sent log.
Unsubscribes and bounces
The two lists that stop email, and when it is safe to remove someone.
Automation
Sequences
Multi-step email series with delays, tests, and enrollments.
Triggers
Enrol people automatically when something happens, with conditions and a backfill.
Support
Work the tickets inbox
Reply, leave a note for your team, let the AI draft, and keep inside the SLA.
Live chat conversations
Answer visitors from the widget, take over from the AI, and leave notes for colleagues.
Work the sales inbox
Inbound sales email as a queue: reply, assign, snooze, and link it to the account.
Triage feature requests
Suggestions from the widget and launcher, statuses, and private notes.
Write and publish articles
Draft, categorise, publish to customers and the AI, and find the articles that need fixing.
Finance and files
Quotes and invoices
Quotes, invoices, payments, recurring plans, and what is not automated yet.
Documents
A shared library of contracts, proposals, and templates, filed by account.
Insights
Reports
Built-in reports, exact figure definitions, and a builder for your own.
Product Analytics
Who uses your product, who is going quiet, and unanswered help searches.
Dashboard and AI insights
The dashboard panels and the daily AI briefing.
Ask the AI assistant
What the assistant can see, what to ask, and where conversations live.
Notifications
What you are told about and how to clear it.