Clyentra documentation

Go from zero to a working workspace in about a minute. This page explains how organizations, navigation, and the AI operator fit together, and where to go next.

Create a Clyentra account in under a minute. Covers the signup form, the password rules, the optional 2FA step, and what happens if you were invited by a teammate.

Walk through the five-step onboarding wizard that builds your Clyentra workspace: profile, demo data, regional settings, integrations, and plan.

Sign in with email and password, clear the two-factor prompt, and recognize the screens Clyentra shows when a password expires, a workspace is blocked, or sign-in is locked.

Reset a forgotten or expired Clyentra password from the login screen, and change a password you still know from your profile.

Turn on TOTP two-factor authentication, store your 10 backup codes, regenerate them when they run out, and disable 2FA if you need to.

Start a free trial, choose a Clyentra plan, add seats, download invoices, and cancel or restart a subscription from the Usage & Billing screen.

AI credits pay for image, video, website and workflow generation in Clyentra. Learn the price per credit, the cost of every AI action, and how to top up.

Invite people to your Clyentra organization, track pending invitations, change a member's role, and remove someone who has left.

Create roles from templates, set access levels across the 25 permission resources, and control exactly which modules each person in your Clyentra workspace can see.

Create leads, import them in bulk, read the Signals card, score them HOT/WARM/COLD, and move them from New to Converted inside Clyentra's customer workspace.

Create a pipeline from a template, activate it, add deals with a currency-aware value, set exit requirements and stage automations, and close work with terminal stages.

Assign new leads automatically. Build a percentage split or a score-band hierarchy, set a fallback, and check the Deviation column to see whether the split is holding.

Build forms that write straight into your CRM, control how submissions match existing leads, and publish booking pages with availability, buffers, and hosts.

Clyentra's marketing hub publishes to 11 social platforms from one place. Learn what each of the six tabs does, how to connect a channel, and how to keep tokens alive.

Write once, publish to 11 platforms. Character limits, media rules, per-channel post types, polls, first comments, scheduling and drafts in the Clyentra composer.

Every comment and DM from every connected channel in one queue, with keyboard triage. Plus the eight analytics tiles, the trend chart and the 7/30/90-day ranges.

Direct messages, group chats, and WhatsApp threads share a single screen. Learn the filter pills, message actions, chat heads, group ownership, and the WhatsApp 24-hour window.

Plan, assign, and track work in a table or a board. Set priorities, recurrence, and reminders — then run a real timer on any task and see who logged what.

Clyentra hosts its own video service and embeds the call inside the app. Start an instant meeting, join by ID, share the link, and keep working while the call runs.

Store your organization's files and folders in Clyentra Drive. Upload by drag and drop, create documents and spreadsheets in the browser, share with per-person permissions, and understand what deletion does.

Run your team's schedule in Clyentra's Planner workspace. Create events, check team availability before you book, catch conflicts, and switch between calendar, board, and list views.

Read your Overview dashboard, act on the What needs your attention card, and dig into the sales, payments, and analytics reports. Plus how the free AI Insights button works.

Open the Clyentra operator with ⌘J anywhere in the app. It reads your workspace, answers questions, draws charts, and creates records — but never writes anything without your approval.

Generate images by chat for 2 credits a turn. Reference images, aspect ratios, the Brand toggle, mask-brush Retouch, Virtual Try-On, and where the results are saved.

Clyentra's video studio is image-to-video: a reference image is required. 4 to 8 seconds at 50 credits per second, 720p or 1080p. Credits are non-refundable.

Describe your business, get a responsive website for 5 credits. Edit it free, roll back to any version, and publish to Vercel. AI change requests cost 3 credits.

Build your Clyentra catalog: simple and variable products, the variant matrix, barcodes, Stripe tax codes, AI product imagery, categories, and discount coupons.

Move an order from created to delivered, handle returns and exchanges, recover abandoned carts, build an invoice with Stripe Tax, and collect payment by link or by record.

Provision a hosted e-commerce storefront in minutes, pick a theme, connect a custom domain, set shipping charges and payment methods, and archive or delete a store safely.

Build automations three ways: from a free template, by describing them to AI, or from a blank canvas. Learn triggers, actions, variables, activation, and the executions log.

Set up Clyentra's HR module: add or import employees, give them app access, build departments and designations, define shifts and holidays, run onboarding checklists and performance cycles.

Mark daily attendance, fix a wrong record with a regularization request, read your leave balances, apply for leave, and approve your team's requests in Clyentra.

File a reimbursement claim in Clyentra, add expense items across seven categories, submit it for review, approve or reject as a manager, and mark it reimbursed.

Define free-form salary structures with earning and deduction components, set a base currency, run payroll for a month, and generate downloadable payslips for every employee.

Set your organization profile, logo, currency and language, tax numbers, custom customer fields and API keys from the Admin Settings screen in Clyentra.

Connect Stripe for payments and tax, Google Analytics for reporting, Vercel for publishing and WhatsApp Business for messaging — plus where SMTP and social channels actually live.