ClickFunnels Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. 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.

2. 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