Documentation
Everything you need to run your practice on ClearStax. Guides and best practices across every operating surface — from clients to the agent workforce — plus founding-partner API access, documented during onboarding.
Getting Started
Set up your ClearStax tenant, configure your first client, and follow a workflow across the chain of record. Founding partners are walked through this directly during onboarding.
- Tenant setup & account configuration
- Adding your first client
- The onboarding wizard
- Following a workflow end to end
Clients & Growth
Manage client relationships, pipeline, proposals, and outreach. Track every account from first signal through onboarding to renewal — all on one record.
- Pipeline management
- Outreach sequences
- Lead scoring
- Contact import
Service Desk & IT Operations
Run tickets, SLAs, contracts, and assets, and coordinate work across the RMM, endpoint, and identity tools you already use. Operational ownership without the inter-tool handoff tax.
- Tickets & SLAs
- Contracts & assets
- Connecting your tools
- Escalation routing
Security & Compliance
Map work to controls, collect evidence, and produce auditor- and client-ready reports from a single chain of record. Compliance is a capability of the platform, not a separate tool.
- Controls & evidence
- Reviewer workflow
- Report generation
- Framework reference
Agent Workforce
Run AI agents as first-class operators across the platform. Configure the trust ladder, set per-tenant trust phases, review proposed actions, and inspect every agent action in the chain of record.
- Trust ladder & phases
- Reviewing agent actions
- Agent health & visibility
- Governance & provenance
API Access
Founding partners can integrate ClearStax into their own workflows over a REST API. We provision access and walk you through authentication, the available resources, and integration patterns during onboarding.
- Authentication & API keys
- Clients & contacts
- Tickets & evidence
- Rate limits & error handling
White-Label
Run ClearStax under your own brand — custom domains, logos, color schemes, and client-facing portals. Deliver client-ready reporting under your name with per-tenant isolation.
- Branding configuration
- Custom domains
- Client portal setup
Build on ClearStax
API access is available to founding partners. We provision your access and provide documentation and integration support directly during onboarding — so you can drive ClearStax from your own workflows.
REST API
A JSON-based REST API with token-based authentication lets you manage clients, drive service-desk work, pull evidence, and query pipeline data programmatically.
GET /clients/:id/evidence Illustrative — the exact resources and auth flow are documented for founding partners during onboarding.
Documentation & integration support
Rather than a public docs portal, founding partners get hands-on integration support: we walk you through authentication, the available resources, and the patterns that fit your stack — and stay close while you build.
Talk to us about API access →Request API access
API access is open to founding partners. Request access and our team will provision your keys, walk you through authentication, and provide the documentation and integration support to build on the chain of record.
Need help?
Our team is here to help you get the most out of ClearStax. Reach out anytime.