| name | sales-clickfunnels |
| description | ClickFunnels platform help — the category-defining all-in-one funnel builder, now ClickFunnels 2.0 (clickfunnels.com): multi-step funnels + page builder, e-commerce, email/automation (Workflows), CRM, courses, checkout with one-click upsells and order bumps, A/B testing, and Backpack affiliate management. Covers the V2 REST API (base {workspace}.myclickfunnels.com/api/v2, Bearer token + required User-Agent header or OAuth 2.0, cursor+offset pagination, signed webhooks) — the V1/Classic API is deprecated. Use when building a ClickFunnels 2.0 API or webhook integration, your API token 401s or you can't find where to generate it, the workspace-subdomain base URL is confusing, syncing contacts or orders into a CRM, the platform feels buggy or page previews won't load, per-send email costs climb as your list grows, migrating from Classic to 2.0, or choosing a plan (Startup vs Pro). Do NOT use for funnel strategy across tools or comparing ClickFunnels against other funnel builders (use /sales-funnel). |
| argument-hint | [describe what you need help with in ClickFunnels] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","funnel","all-in-one","platform"] |
| github | https://github.com/clickfunnels |
ClickFunnels Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
Are you on ClickFunnels 2.0 or Classic (1.0)? 2.0 is the current platform with the V2 REST API; Classic is legacy and its V1 API is deprecated. This changes every API answer.
-
What are you trying to do?
- A) Build a V2 API integration — sync contacts/products/orders/subscriptions, manage funnels/pages
- B) Set up webhooks — react to contact/order/subscription/funnel events with signature verification
- C) Configure a module inside ClickFunnels — funnels/pages, Workflows automation, checkout/upsells, courses, CRM/opportunities, Backpack affiliates
- D) Pick a plan — Startup vs Pro (note: API access is plan-gated)
- E) Fix a problem — bugs/page previews, email cost escalation, Classic→2.0 migration, deliverability
- F) Something else — describe it
Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.
Step 2 — Route or answer directly
| If the question is about... | Route to... |
|---|
| Multi-step funnel strategy/structure across tools | /sales-funnel {question} |
| Comparing ClickFunnels vs other funnel builders | /sales-funnel {question} |
| Email-marketing strategy and sequences | /sales-email-marketing {question} |
| Email deliverability / inbox placement | /sales-deliverability {question} |
| Checkout / order-bump / upsell conversion optimization | /sales-checkout {question} |
| Course / membership structure and retention | /sales-membership {question} |
| Affiliate-program design across tools | /sales-affiliate-program {question} |
When routing, give the exact command, e.g. "This is a funnel-strategy question — run: /sales-funnel {your question}".
Step 3 — ClickFunnels platform reference
Read references/platform-guide.md for the full reference — the 2.0-vs-Classic split, the module map (API/webhook/UI-only), per-plan limits and the per-send email cost model, the contact/product/order data model with JSON shapes, and quick-start recipes (create/upsert a contact via the V2 API; register a signed webhook for new orders; paginate contacts into a warehouse).
