Keap Platform Help

Keap (formerly Infusionsoft) is an all-in-one small-business CRM + marketing automation platform — contacts, the drag-and-drop Campaign Builder, email/SMS, sales pipeline, invoicing, and a REST v2 API.

Step 1 — Gather context

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

Figure out which of these the user needs (ask only if their prompt doesn't already say):

1. What kind of problem is this?

   • A) Automation/Campaign Builder behavior (triggers, sequences, tags not firing)
   • B) Deliverability / account got blocked or throttled
   • C) Pricing, plan, or which interface (Max Classic vs new Keap/Ultimate)
   • D) API / webhook / integration build
   • E) Choosing whether Keap is the right CRM at all

2. Which interface are they on? Max Classic (legacy Infusionsoft) vs the newer Keap (Pro/Max/Ultimate). Features and API behavior differ.