Help centre
How can we help?
Guides for every part of ClientTurn, written against the product as it ships.
Getting started
Set up your workspace, find your way around and go live.
- Getting started with ClientTurn
- Your first week with ClientTurn
- Setting up your workspace
- The product tour
Finding leads
Lead sources, prospect search, imports and manual entry.
- Finding and sourcing leads
- Lead sources explained
- Discovering companies with Find Leads
- Intent signals explained
- All 8 articles
Qualifying
Questions, rules and how a lead is judged worth booking.
- All 14 articles
Booking and sales
Calendars, bookings, handover and closing the sale.
Reactivation
Re-engage past enquiries and old customers.
- Reactivation overview
- Re-engagement check-ins, no-shows and win-back
- Reactivating existing leads
- Reactivating a CSV list
- All 3 articles
Copilot
Ask questions about your workspace and act on the answers.
- All 8 articles
AI agents
Background agents, the conversation assistant and their limits.
- All 3 articles
Voice
The AI voice agent: setting it up, who it may call and voice minutes.
- All 9 articles
Settings
Business profile, team, messaging and workspace controls.
- All 17 articles
Integrations
Connect your CRM, calendar, mailbox and messaging channels.
Developers
API keys, webhooks and connecting an AI assistant over MCP.
- API keys: reading your workspace from your own systems
- API overview and authentication
- Creating leads with the API
- Reading and updating leads with the API
Compliance
Consent, opt-outs, suppression and data rights.
- Compliance overview
- Consent and WhatsApp opt-in
- Corporate and individual subscribers (sole traders, partnerships, LLPs)
- LinkedIn and social messages
- All 6 articles
Billing
Plans, subscriptions, usage and top-up credit.
Sales knowledge
Sales methods, industry scoring and evidence-graded technique.
- Sales methods explained
- Sales motions and close targets
- Industry scoring and business types
- Sales psychology: what the evidence supports
Troubleshooting
Something isn't working: find out why and fix it, starting from System check.
- Using System check to find out why something isn't working
- The AI isn't replying to leads
- AI calls aren't ringing
- Bookings aren't being offered