Documentation
Everything you need to know to get the most out of ClientPulse AI.
Getting Started
Creating your account
Start a free trial from the pricing page. After checkout, you'll be redirected to set your password and access your dashboard.
Generating your first report
From the dashboard, click "New Report", paste in your project updates or notes, and let AI turn them into a polished client-ready report.
Reports
Editing a report
Click "Edit" on any report preview to directly edit the generated text before sending. Click "Preview" to see it as your customer will.
Sending a report
Once you're happy with a report, click "Send to Customer" to deliver it by email under your own name — no ClientPulse branding is ever included.
Report language
Reports are generated in the same language as your input notes, so if you write in Spanish, Hindi, or any other language, the report will match.
Billing
Managing your subscription
Your subscription is billed automatically by Stripe. Contact us if you need to update your payment method or cancel.
Trial period
New accounts start with a 14-day free trial. You won't be charged until the trial ends.
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