Docs

Everything you need to
run Clairio with confidence.

The docs are organized by the questions that come up most often: how to get started, what the product does, how to use it in your workflow, and how we handle trust. Each section links to deeper guides.

Getting Started
Quickstart →
Upload your first CSV and see revenue-grounded recommendations in under 10 minutes.
CSV format reference →
The minimum and recommended columns for MRR/ARR uploads, including sample files.
Sample data walkthrough →
Walk the product end-to-end using our sample dataset — no customer data required.
Concepts
Revenue-backed scoring →
How Clairio weights actual MRR/ARR alongside stage probability.
The revenue gap view →
What it shows, how to read it, and how to prioritize accounts with it.
What the AI does →
Scoring, summarization, and recommendations — and the things the AI deliberately does not do.
Workflows
Weekly pipeline review →
A 60-minute cadence for revenue leaders using Clairio for forecast grounding.
QBR prep →
Generating revenue-grounded QBR talking points per account.
NRR and expansion signals →
Using Clairio to surface expansion and churn risk before renewal.
Trust & Admin
Security overview →
What data Clairio accesses, what the AI can do, and what controls you have.
Private deployment →
AWS Bedrock and IBM watsonx deployment options (on the roadmap).
Data deletion & export →
How to request deletion or export your workspace data.
Common Questions
Q
How do I upload my data?
Clairio combines three inputs: CRM (pipeline and stage), billing (invoiced MRR/ARR), and product usage. From the app dashboard, click Upload and select the CSVs for each. The Quickstart covers the recommended columns and includes sample files for all three.
Q
What's the smallest dataset that's useful?
About 20 accounts and three months of revenue history. Less than that and Clairio can still produce recommendations, but the revenue-gap view gets more useful as history accumulates.
Q
Can I use Clairio without all three inputs?
Yes. The billing CSV (invoiced MRR/ARR) is the minimum — it is the anchor Clairio trusts. CRM pipeline and product usage each make recommendations sharper, but the revenue-gap view works with billing data alone.
Q
Where do I ask a question that isn't covered?
Email us. Every question becomes a new doc — if you are asking it, someone else is too.

Still need help?

The docs are growing alongside the beta. If you hit a wall, the fastest path is to email us directly — we respond within one business day.

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