klerc Docs
Everything you need to run on klerc
Guides for modelling your business, answering customers and putting follow-ups on rails — and the reference for the API underneath it all.
Start here
IntroductionWhat klerc is, who it's for, and how the pieces fit together.QuickstartSet up a workspace, model your first object, connect a channel and automate a follow-up.Core conceptsObjects, records, flows, lists, workflows and permissions — the vocabulary used across klerc.API overviewWhat the klerc API covers, how requests and responses look, and where the full reference lives.
Browse by topic
Getting started
Data & CRM
- Objects and fieldsDesign objects that match your business, with 28 field types, lookups and formulas.
- RecordsFind, filter, edit and import records in list views, and see everything about one on its record page.
- Pipelines (flows)Run any process as a kanban flow over an object — with stage rules, overdue flags and history.
- ListsDynamic lists that update themselves and frozen snapshots — for broadcasts, follow-ups and reports.
- Reports and dashboardsSave the questions you ask every week as reports, and put the ones each person needs on a dashboard.
- InvoicesKeep invoices on your clients' records — numbered, totalled by formula and marked paid — and chase what's due with a workflow.
Conversations
- The inboxConnect channels, route conversations and answer every customer from one threaded inbox.
- TemplatesOne library of WhatsApp, SMS, email and chat templates — shared by the inbox, workflows and broadcasts.
- BroadcastsSend WhatsApp, SMS and email to a list — scheduled or now — and see what was sent and what failed.
Automation
- WorkflowsAutomations that react to your data or run on a schedule — with test runs, versions and step-by-step logs.
- FormsPublic forms that create records — with sections, typed fields and conditional branches.
- ChatbotsBuild conversations on a canvas, publish them as a web widget, and see where people drop off.
Tasks & teamwork
- Tasks and notesTo-dos linked to records and people, and notes that keep context on the record.
- Calendars and bookingsSchedule events next to the work — several calendars, five views, bookable time slots and meeting links.
- Team inboxInternal chat for your team — direct messages, channels and threads, kept apart from customers.
Molly & AI agents
- MollyThe AI assistant inside klerc — answers questions about your data with charts, and acts after you confirm.
- AI agentsConfigure AI teammates with instructions, knowledge, tools, a budget and an approval queue.
- Secrets vaultEncrypted, write-only values your AI agents can use inside their code sandboxes.
Admin & security
- Roles and permissionsSystem and custom roles, record and field security — enforced the same way in the UI, queries and API.
- Teams and hierarchyGroup people for shared access, and give managers visibility over their teams' records.
- Feature togglesSwitch whole features on or off for your organisation — hidden in the UI and blocked at the API.
- Audit logsAn append-only record of logins, record access, changes, exports and admin activity.
Developers
- API overviewWhat the klerc API covers, how requests and responses look, and where the full reference lives.
- AuthenticationCreate a scoped API token in the console and send it as a bearer token.
- QueryingRun SOQL, SOSL, SAQL or plain-English queries over any object through one endpoint.
- Working with recordsCreate, read, update, delete and bulk-load records, and move them through flows, with the API.
- Errors and limitsStatus codes, the error envelope, rate limits and how to retry safely.
- IntegrationsConnect nearly 1,000 apps through the integrations catalogue — from the console or the API.
API reference
245 endpoints across 19 areas, generated from the published OpenAPI spec.
https://api.klerc.co/api/v1All 19 areas