FAQ

Answers to common questions

Answers to common questions

Everything you need to know about setup, functionality, and how to get the most out of our operating system.

Everything you need to know about setup, functionality, and how to get the most out of our operating system.

  • How do I start a free trial?

    Create an account and set up your workspace, then start using K3X right away. A payment method is required to start, but you won’t be billed during the trial, and you can upgrade anytime.

  • What is included in each plan?

  • Can I download K3X as an app?

  • Which integrations are supported?

  • Where is the API documentation?

  • Where can I find API documentation?

  • How does K3X handle security?

  • What support options are available?

Platform
  • How does K3X manage my pipeline?

  • Does K3X log activity automatically?

  • Is there an activity history?

  • Can teams share dashboards?

AI Agents
  • How do I set up an AI agent?

  • How is this different from a normal CRM?

  • Can agents handle follow-ups on their own?

  • Are AI credits limited?

  • How many agents can I create?

Integrations
  • Which integrations are available?

  • Is API access included?

  • Are custom integrations supported?

  • Do webhooks exist?

Permissions
  • Are role based permissions available?

  • Can I create custom roles?

  • Are audit logs included?

Security & Compliance
  • Is data encrypted?

  • Is Single Sign On supported?

  • Are advanced access controls available?

  • Can I choose data residency options?

Support
  • What support channels are available?

  • Is onboarding assistance provided?

  • Are SLAs included?

  • Does priority support mean faster responses?

Billing & Administration
  • How is billing structured?

  • What counts as a seat?

  • When should I move to Custom?

  • Can plans be changed later?

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Visit the Help Center for in-depth resources or connect with our support team.