You'll spend most of your time in four places:
Leads — every prospect you're working, in one place
Pipeline — your deals as a drag-and-drop kanban
Agents — autonomous AI workers that handle recurring lead work for you
AI Chat — an assistant that's always one keystroke away
Everything else organizes around those four. Calls, emails, meetings, custom fields, files — they all hang off a Lead. Reports and dashboards aren't the point; the point is the next thing you should do.
A few things to know before you start:
K3X is browser-only today. No mobile app yet.
Unlimited pipelines. Most teams start with one; add more when your sales motions call for it.
AI never sends without you. Every email, SMS, or write action proposed by AI Chat or an Agent waits for your approval (unless you explicitly opt into autosend per channel).
Your data goes through your accounts. When you connect Gmail or Outlook, K3X uses your mailbox to send. We never email your leads from a "k3x.ai" address.
The next six articles walk you through getting set up: signing up, joining or creating an organization, your profile, your trial, inviting your team, and a quick orientation tour.
If you get stuck, the AI Chat panel is the fastest way to ask. It knows where things live.
Next: Sign up and verify your email →
