Who this is for: self-serve plans (Free, Starter, Pro, Enterprise). If you bought a CluGTM AppSumo lifetime deal, your features, limits, and pricing are different. See the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: CluGTM has no top bar. The left sidebar holds your pages (favorites and pinned rows), your Clu chats, and at the bottom your account menu, the Settings gear, your credit balance with Buy more, Chat history, What’s new and Help and support. Press ⌘K (Ctrl+K) for the command palette and ⌘J (Ctrl+J) for Clu. You can rearrange the sidebar; the layout is yours, one per organization.
Finding your way around CluGTM
CluGTM runs in your browser at app.clugtm.com and works on desktop screens only. Every page opens from the left sidebar, and the page itself sits in a rounded panel beside it. When you open Clu next to a page, its chat dock opens on the left, between the sidebar and the page.
The sidebar, top to bottom
- Header: the CluGTM logo (takes you to Home) and Hide sidebar, which folds the sidebar down to icons. Folded, the button reads Show sidebar.
- Search or ask Clu (⌘K): opens the command palette.
- Favorites: a grid of tiles, three to a row. By default every page is a tile: Home, Find People, Agents, Lead Lists, Sequences, Inbox, Tasks, Integrations, Reports.
- Pinned: rows below the tiles. There are none by default, apart from any agent you mark as a favorite. The + after the rows (Add to sidebar) brings back a page you removed.
- Chats: New chat, the page you are on (as a tab, when nothing pinned covers it), then your 8 most recent chats with Clu and with your agents. A chat that is still working shows a spinner. Clear hides the tabs; it doesn’t delete any chat.
- Footer: your account control (avatar, your name and the organization name), the Settings gear, and your credit balance (“N credits”) with a gauge and Buy more, which opens Settings → Plans & billing.
- Bottom bar: Chat history (every Clu chat, on the full-screen Clu page), your team’s presence (who is online), What’s new (the gift box) and Help and support (live chat with the CluGTM team; a red dot means you have an unread reply).
Pages in the sidebar
| Page | What it’s for | Shortcut | Who sees it |
|---|---|---|---|
| Home | Clu’s home: the chat box, example prompts and your recent lists | G then H | Every plan |
| Find People | Search people and companies, with People and Companies tabs | G then S | Every plan. Searches are counted against your plan’s search allowance. |
| Agents | Automations built with Clu, plus their plays, skills and knowledge | G then A | Building on Pro, Enterprise and the Pro trial; turning agents on needs Pro or Enterprise |
| Lead Lists | Your lead lists and folders, with Lists, People and Companies tabs. People and Companies are your workspace’s directories of the people and companies on your lists. | G then L | Every plan. The People and Companies tabs are on every self-serve plan. |
| Sequences | Email, call and LinkedIn sequences | Starter, Pro, Enterprise and the Pro trial. Otherwise the tile shows a lock with the tooltip “Choose a plan with Sequences”. | |
| Inbox | Replies to your sequence emails | Plans that include Sequences. Otherwise locked, like Sequences. | |
| Tasks | Call and manual tasks from your sequences | Plans that include Sequences. Otherwise locked, like Sequences. | |
| Integrations | CRMs, workspace apps, Clu in Slack, the Chrome extension and MCP | Every plan. Shows a lock (“Available on Pro+”) when your plan has no CRM integrations and the Chrome extension isn’t installed. | |
| Reports | Team and usage reports | Overview on every plan; the Enrichment, Lists, Credits and Team tabs on Pro, Enterprise and the Pro trial | |
| Settings | Your account, organization, billing and connections | Footer gear only (it’s never a tile or row) |
A locked page still opens: you see an upgrade card that names the plan you need, with Compare all plans.
Customize the sidebar
- Open an item’s menu: right-click a tile or row, click its …, or focus it and press the Menu key or Shift+F10. Depending on the item you get Move to favorites or Move to pinned, Unpin, Open agent (agents), Rename (chats, also F2), Share (chats), Pin and Close (chat tabs). Every menu ends with Add to sidebar (a list of pages you removed), Show pages as rows or Show pages as tiles (moves all your pages at once), and Reset sidebar (back to the default layout).
- Drag and drop: reorder tiles and rows, move an item between favorites and pinned, or drag a chat tab up to pin it.
- Fold it: Hide sidebar shrinks it to icons; your credit balance becomes a small ring.
Your layout is saved to your user account, one layout per organization. Teammates don’t see your changes. The sidebar has no folders; lead list folders live on the Lead Lists page.
Command palette
Press ⌘K (Ctrl+K) or click Search or ask Clu. The box reads “Type a command or search…”. Results come in groups:
| Group | What you can do |
|---|---|
| Clu | Open Clu when the box is empty; Ask Clu with what you typed. Pressing Enter on any text asks Clu. |
| This list | Only on a lead list: Import leads, Enrich leads, Find email, Find phone, Smart agents (the list’s skills), Export CSV. Each opens the list’s Actions drawer at that step. |
| Lead lists | After you type 2 or more characters: your lists that match, with their lead counts. Picking one opens the list. |
| People | After you type 2 or more characters: people in your workspace directory that match by name, title, company or email. Picking one opens their profile. |
| Companies | After you type 2 or more characters: companies in your workspace directory that match by name or domain. |
| Integrations | After you type 2 or more characters: HubSpot, Salesforce, Attio, Pipedrive, Lemlist, Slack, Google Sheets, Google Docs, Google Calendar, Airtable, Fireflies, Fathom, Gong, Notion, 6sense and 6sense for Clu. Picking one opens the Integrations page at that card. A CRM your plan doesn’t include shows Upgrade to and the plan you need. |
| Navigate | Every sidebar page, plus People, Companies and Browser extension. Common synonyms work, for example “campaigns” finds Sequences, “analytics” finds Reports, “contacts” finds People. |
| Preferences | Toggle dark/light mode, API keys, Notifications, Account settings, Organization settings, Team, Mailboxes (your sequence mailboxes, when your plan includes Sequences), Upgrade plan, Plans & billing, Keyboard shortcuts, Logout |
| Help | Help center (live chat) and Documentation (these docs) |
The People and Companies groups look through your 100 most recent records. When you have more people, the last row of the group opens the People tab, where you can search them all.
Keyboard shortcuts
Press ? anywhere (outside a text box) to see this list in the app. On Windows, use Ctrl where Mac uses ⌘.
| Keys | What it does |
|---|---|
| ⌘K | Open the command palette |
| ⌘J | Open or close the Clu dock beside the page. On Home or the Clu page it starts a new full-screen chat. |
| ? | Show keyboard shortcuts |
| Esc | Close a dialog, drawer or popover |
| G then L | Go to Lead Lists (press G, then the letter within 1.5 seconds) |
| G then S | Go to Find People |
| G then A | Go to Agents |
| G then H | Go to Home |
| ⌘A | In a lead list: open the Actions drawer |
| ⌘⇧L | Switch between dark and light mode. If the CluGTM Chrome extension is installed, the browser may use these keys to open the extension’s side panel instead. |
| F2 | Rename the focused chat in the sidebar |
| Menu key or Shift+F10 | Open the focused sidebar item’s menu |
Account menu
Click your name at the bottom of the sidebar:
- Switch organization: shown when you belong to 2 or more organizations. Pick one to switch. See Organizations and teams.
- Invitations: an invitation to another workspace shows its name with Join. A workspace that matches your email domain may show Request to join, then “Pending approval”.
- Extension: opens Integrations → Browser Extension to install the Chrome extension.
- Resources: these docs.
- Book a Call and Give Feedback: book time with the CluGTM team.
- Logout.
Account settings, appearance, API keys and Plans & billing are no longer in this menu. They live in Settings.
What’s new
The gift box in the bottom bar shakes when there’s news. Click it to open a card above the footer with a short muted video (click it for the full video with sound), the steps to try it, and a button. Current entries: Meet Clu, your GTM agent (Try Clu) and Email, LinkedIn and calls in one sequence (Open Sequences). Dismiss the card with its X.
Team presence
Between Chat history and What’s new, up to 3 teammate avatars show with a green (online) or grey (offline) dot and “N online”. Larger teams collapse into a count. Hover for names and status. It’s hidden when you are the only member of the workspace.
Getting help
- Help and support (bottom bar): live chat with the CluGTM team.
- Ask Clu for a person and it opens the same live chat.
- Email support@cleanlist.ai.
Desktop only
Below 1,024 pixels wide (phones, tablets and narrow windows) the app is replaced by Open CluGTM on Desktop: “CluGTM is a desktop-only platform built for managing leads, enrichment, and outreach.” Sign-up and sign-in pages still work on a phone, so you can create your account there and continue on a computer. If you see this screen on a computer, make the browser window wider.