K3X has five main tabs plus Settings. They sit in the top bar by default, or in a side menu if you prefer.
The five tabs
Companies: every business you are working, in a grid with columns such as Website, People, Email, Phone, Lead Owner and Pipeline Stage. Saved filtered views appear as tabs next to All records; these are your Smartviews. Switch between list and board view with the icons at the top right of the grid.
People: the humans behind your companies, with their email, phone, company and owner. One person can be linked to several companies.
Pipelines: your deals as a kanban board, one column per stage, with the total value and count in each column. Stages are editable per workspace and are marked active, won or lost.
Database: 200M+ companies and people you do not own yet. Describe a search in plain English, filter, then Reveal verified emails and phones and push them into Companies and People.
Agents: your AI workers, filtered by All, Running, Paused and Drafts. Create Agent starts from a description or one of 13 templates.
Settings
The gear icon next to the tabs. Personal settings (Profile, Security, Connected Apps, Personal AI preferences, Notifications, Authorized Apps) sit above workspace settings (Company, Team, Custom Fields, AI Behavior, Phone & Voicemail, Roles & Permissions, Billing).
The top bar
Search on the left finds anything in your workspace.
The + button offers Create record, Import CSV and Invite team.
The phone icon opens the dialer. Search a person or type a number and click Call from.
Your avatar opens the profile panel: Settings, Imports, Sign out, Switch workspace, the Usage this cycle credit bar with + Add credits, the Side menu / Top bar toggle and the System / Light / Dark theme.
Command Center
The pill at the bottom center of the screen. Click it or use the keyboard shortcut shown on it, then type a question or a command: "show me companies with no activity in 14 days", "draft a follow-up to Acme", "create a database search for dental practices in Texas". It expands into a chat when the conversation needs more room.
The Action Bar
Tick the checkbox on one or more rows in Companies or People and the Action Bar appears at the bottom: Assign, Merge, Commands, Agents, Email, Call, SMS, Archive. Selection is sticky across filters, so narrow a list, select, and act without losing your place.
A record page
Click any company or person name. Files sit on the left, the activity timeline in the middle (filter by Emails, Calls, SMS, Meetings, Notes, System), and the company, people, owner, agents and pipeline cards on the right. Quick action chips at the top: Email, SMS, Call, Meeting, Note.
Related
Side menu or top bar, light or dark
What can K3X do? A feature overview
Welcome to K3X 2.0