Quickstart
Embed the widget, connect your knowledge base, and capture your first lead in under 5 minutes.
Embed Widget
One script tag. Works on any HTML page, Webflow site, or Framer project.
Knowledge Base
Feed ClientX your docs, website, and FAQs so the AI always answers accurately.
Leads
View every identified visitor, their intent signals, and conversation history.
What ClientX does
ClientX combines four capabilities that normally require separate products:AI Chat Widget
An AI agent answers questions from your knowledge base, captures contact details, and books demos — 24/7, without human intervention.
Visitor Intel
ClientX de-anonymizes companies and people visiting your site so your team can prioritize outreach to the highest-intent accounts.
Automated Outreach
Intent signals trigger automated LinkedIn and email sequences that reach prospects while your product is still top of mind.
Multichannel Inbox
Manage LinkedIn DMs, email, Instagram, and Facebook replies in one unified inbox — no tab-switching required.
Core concepts
Understanding these five concepts will help you get the most out of ClientX: Workspace — Your workspace is your account and brand unit inside ClientX. Every workspace has its own widget configuration, knowledge base, leads pipeline, and integrations. Your workspace slug appears in the embed script and identifies your agent to the server. Knowledge Base — The content your AI learns from. You can add your website URL, paste raw text, or upload documents (PDF, Markdown, plain text). ClientX chunks and embeds this content so the AI can retrieve accurate, grounded answers rather than hallucinating. Leads — Anyone who chats with your widget or is identified by visitor-intel becomes a lead. ClientX enriches leads with company data, intent scores, and full conversation history, giving your sales team everything they need before the first call. Campaigns — Targeted conversation flows you configure to run when a visitor meets specific criteria (for example, visiting your pricing page twice in one week). Campaigns let you send proactive messages, run qualification sequences, or trigger automated outreach. Integrations — ClientX connects to Cal.com and Calendly for demo booking, HubSpot for CRM sync, and LinkedIn, email, Instagram, and Facebook for multichannel outreach. Integrations are managed from the Integrations section of your dashboard.Ready to install? Head to the Quickstart to embed the widget and start converting visitors in under 5 minutes.