Help

Find the answer or reach a real person.

Quick links to the actions you probably need, common questions with concrete answers, and a direct line to the team.

Quick links

Install the MCP in 30 seconds

Claude, Cursor, n8n, ChatGPT.

Where do I find my API key?

Account › API keys. Reveal-once.

My first deploy failed

Open the build log, fix the bad field, re-run.

Change or cancel my plan

Billing › Change plan. Cancel any time.

Connect GoHighLevel

Account › Integrations › Connect GHL.

Invite a teammate

Account › Team. Roles: admin / member / viewer.

Common questions

My AI client cannot see CRM Doc tools after install.

Restart the AI client. MCP servers register on launch. On Claude Desktop the config lives at ~/Library/Application Support/Claude/claude_desktop_config.json on macOS. Confirm the CRMDOC_API_KEY env var is exported in the shell that launched the client.

Can I run more than one workspace per account?

Workspaces are isolated. One per account in v0.2. Multi-workspace lands v0.4. If you need that today, create a second account with a different email and we will merge billing on request.

Why are some deploys queued and others go instantly?

GoHighLevel sub-account provisioning is manual for the first 10 customers (the team picks up a Telegram push, about 90 seconds during business hours). Once you have a connected location, subsequent deploys are direct API and finish in under 30 seconds.

How do I trigger an idempotent re-deploy?

From the editor, click Deploy › keep the same target. Builds diff against the last successful deploy and skip steps that are already applied. Identical re-runs are safe.

I want to migrate from a previous CRM setup.

Import is on the v0.3 roadmap. Today the working pattern is: build the funnel in CRM Doc, then move contacts in your CRM's native import tool. The funnel objects (pipeline, fields, sequences) are created fresh and do not collide.

Can I export everything if I leave?

Yes. POST /v1/export/funnel/[id] returns the funnel JSON. The CRM data is yours, in your CRM, untouched. Workspace deletion wipes our copy within 30 days.

Did not find it?

Goes straight to the team. Response within one business day, usually sooner. Include the funnel ID or build ID if there is one.

Contact support

For account-specific or billing issues, mention your workspace slug and we resolve faster.