The docs below cover the most common Klovex flows. The full step-by-step manual is available inside the product under Help → Docs once you're signed in.
Create your first workspace, invite teammates, configure preferences.
Run the official OAuth flow, choose scopes, and start syncing.
Pause, resume, update budgets, and run bulk operations across accounts.
Build dashboards, schedule emails, and export to CSV or JSON.
Owners, admins, analysts, viewers — and how to map them to teams.
Read-only API to pull your unified data into your own warehouse.
When you accept your invite, Klovex prompts you to name your workspace and pick a default timezone. You don't need to connect anything immediately — you can explore the demo workspace first if you want a feel for the product.
From Settings → Members, add an email address and choose a role. Invites are valid for 7 days and re-sendable.
You can revoke access at any time from either side — see Data deletion.
The Campaigns view supports single-account and multi-account modes. From a multi-account selection you can:
Build a report by picking dimensions, metrics, and a date range. Schedule it to email itself to anyone you specify. CSV and JSON exports are available on demand and as a scheduled drop.
The Klovex API lets you pull your unified reporting into a warehouse. Today it is read-only. Authentication uses a workspace-scoped API key from Settings → API.
curl -H "Authorization: Bearer klv_live_..." \
"https://api.klovex.xyz/v1/reports/campaigns?from=2026-05-01&to=2026-05-22"