---
title: "Welcome to K3X 2.0"
description: "What K3X is, what changed in 2.0, and what to do in your first 30 minutes."
url: https://help.k3x.ai/en/articles/46-welcome-to-k3x-20
collection: "Getting Started"
updated: 2026-10-04
language: en
---

# Welcome to K3X 2.0

What K3X is, what changed in 2.0, and what to do in your first 30 minutes.

K3X is an AI-native CRM for small sales teams and owner-led businesses. It comes with a built-in database of 200M+ companies and people, AI agents that do the follow-up work, and calling and texting built in. You describe what you want in plain English, and K3X does the clicking.

## What is new in K3X 2.0

-   **Claude and ChatGPT, natively.** Connect once from **Settings → Authorized Apps** and work your CRM from the chat you already use: search, update deals, run agents.
    
-   **The Database tab.** 200M+ verified companies and people inside the app. Describe your ideal customer, reveal emails and direct phones, and push them into Companies and People.
    
-   **A redesigned app.** Navigation can sit on the side or across the top. Select records and act on them from the Action Bar in one click.
    
-   **A rebuilt dialer.** Call from any record or a whole selection. A live-call banner stays with you, and every call is logged to the timeline automatically.
    
-   **One credit pool.** AI actions, calling, texting and data reveals all spend from a single pool of K3X Credits, with a live breakdown in your profile.
    

## Where you will spend your time

-   **Companies** and **People**: your records. Calls, emails, meetings, notes, files and deals all hang off a record.
    
-   **Pipelines**: your deals as a kanban board.
    
-   **Database**: prospects you do not own yet.
    
-   **Agents**: AI workers that run on triggers you set.
    
-   **Command Center**: the bar at the bottom of the screen. Ask anything or give a command.
    

## Your first 30 minutes

1.  Sign up at `app.k3x.ai/auth/signup` and create your workspace.
    
2.  Add your name in **Settings → Profile** and connect Gmail or Outlook in **Settings → Connected Apps**.
    
3.  Click the **+** button in the top bar and import a CSV, or create your first company by hand.
    
4.  Open **Database** and describe a search such as "roofing company owners in Georgia". Reveal a few people and add them to your records.
    
5.  Open **Agents**, pick the Follow-Up Automation template, and describe what you want it to do.
    
6.  Click **\+ → Invite team** to bring in your teammates. Seats are unlimited.
    

## Good to know

-   K3X runs in the browser. There is no mobile app today.
    
-   Email sends through your own connected mailbox, never from a k3x.ai address.
    
-   When credits run out, the CRM keeps working. Only paid actions pause until you top up.
    

Stuck? Open the **SUPPORT** chat bubble in the bottom right, or email `hey@k3x.ai`.

## Related

-   Sign up and sign in
    
-   A tour of the K3X app
    
-   Your 7-day free trial and the Adaptive plan
    
-   What can K3X do? A feature overview