Help

Support

Last updated: 12 November 2026

1. Contact us

Klozeo is published by LB FRAME. For any question about your account, billing, your data or an app connected to Klozeo, write to us:

Do not send passwords or API keys in your message: we never ask for them.

LB FRAME

SASU, RCS Salon-de-Provence 103 671 350

765 Boulevard des Ventadouiro, 13300 Salon-de-Provence, France

Publication director: Leonardo Balland

[email protected]

2. Set up a client account

The client owns the workspace. The owner or an admin creates API keys, adds webhooks and invites editors and viewers.

  1. The client signs up at klozeo.com/login. The account starts with 14 days of Pro. No credit card required.
  2. The owner or an admin creates an API key under Dashboard → API Keys and gives it to the consultant for the scenario. A full-access key acts with the owner's rights. The consultant keeps it in the scenario, not in a message.
  3. If the scenario listens to lead events, the owner adds a webhook under Dashboard → Webhooks.
  4. The owner invites the consultant by email as editor under Dashboard → Team. The invitation is valid 7 days and works for that email only.
  5. The consultant accepts the invitation with their own login. A consultant with several clients accepts each client's invitation with the same login and switches between their workspaces in the dashboard.
  6. Before the trial ends, choose a plan to keep the consultant as editor. Without a plan, the workspace moves to Free: nothing is deleted, the API key keeps writing, new leads beyond 2,500 are refused, and invited members can read but not edit.

Removing the consultant

The owner, or an admin for an editor or viewer, removes the member under Dashboard → Team. A key the consultant was given keeps working until it is revoked, so revoke and replace any key you gave them at the same time, under Dashboard → API Keys.

3. Roles

RoleWhat it can do
OwnerEverything, including admins, billing, transfer and the account export.
AdminLike an editor, plus API keys, webhooks, batch delete and managing editors and viewers.
EditorCreates, edits and deletes leads, notes, do-not-contact, locks, batch creates and updates; imports and exports.
ViewerReads and exports leads.

Import accepts a CSV file or pasted JSON under Leads → Import: up to 100 leads per import on Free, 500 on Pro and Scale. A bigger file is refused, so split it first.

A viewer may still see edit buttons. The viewer's changes are refused.

4. Connected apps

To disconnect an app or AI assistant from your Klozeo account:

  • Developer MCP clients, such as Claude Code or Cursor: revoke the key under Dashboard → API Keys. The key carries the app's name.
  • The Klozeo app for ChatGPT: You can disconnect this app at any time in Klozeo, under Dashboard → MCP → Connected applications. Access stops at the next request.
  • The Klozeo connector for Claude: disconnect it under Dashboard → MCP → Connected applications. Access stops at the next request.

Every member can open the MCP page. The owner and admins see every connection, editors and viewers see their own.

5. Your data

Export your leads. Any member can export leads with their notes and custom attributes, as CSV or Excel from the dashboard, or as CSV, JSON or Excel through the API. Export leads (API reference)

Export the whole account. The owner can export the whole account as one JSON file through the API: leads with their notes and attributes, change history, scoring rules, webhooks and members. It runs through the API, with no dashboard button. Signing secrets and the history of deleted leads are not included. Export your account (API reference)

Delete the account. The owner deletes the account under Settings → Delete my account. Deletion of the account and its data completes within 30 days. Encrypted backups are kept for at most 90 days. A member who uses the same page deletes their own login and leaves the owner's account in place. Privacy Policy

Where the data is stored. Leads and account data are stored on servers in the European Union.

Who is responsible. For lead data, Klozeo acts as your processor and you remain the data controller. Our data processing agreement (DPA) applies to every account. Data Processing Agreement

6. Documents