Getting started

Kompot is a business system for a small company: customers, opportunities, jobs, invoices, messages and calls in one place. This documentation explains how to use each section.

All screenshots are taken in a demo workspace with made-up data.

Home screen

After sign-in the workspace home page opens. It gathers what needs attention today: overdue tasks, today's events, open opportunities, unpaid invoices and new contacts.

How navigation works

• Top menu — the main sections: Contacts, Opportunities, Jobs, Finances, Tasks, Calendar. Sections that do not fit open from the ⋯ button.
• Search — looks through contacts, opportunities, tasks and invoices at once. Open it with Ctrl+K (⌘K on a Mac).
• + button — quickly create a contact, opportunity, task or invoice from any page.
• Bell — notifications.
• Sparkles icon — the AI assistant.
• Gear — workspace settings.

Where to start

1. Describe your company. During sign-up the assistant asks a few questions and sets the workspace up for your business. You can continue setup at any time — see AI assistant.
2. Add your customers. By hand or from a file — see Contacts.
3. Set up your sales pipeline with your own stages — see Opportunities.
4. Invite your team and assign roles — see Team and permissions.
5. Connect your channels: email, phone, messengers — see Communication.

Documentation sections

For developers: the API is described in the API reference; a machine-readable version for AI agents is at /api/docs/llm.