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Welcome to Chuff!

Chuff is the AI-First CRM designed to help founders win more customers by syncing inboxes, automating contacts, personalizing outreach, and running autonomous agents. This documentation will guide you through all the powerful features Chuff offers to streamline your customer relationships and grow your business.

Here's an overview of what you'll find in these docs:

CRM Overview​

Discover how Chuff acts as your central hub for all customer interactions. Learn about managing your contacts and leads, organizing companies and organizations, and leveraging Chuff's AI capabilities to automatically enrich contact details and eliminate manual data entry. We'll cover features like:

  • Contact and Lead Management: Store unlimited profiles with full contact history, tags, and ownership.
  • Company and Organization Tracking: Link people to companies and track shared context, activity, and engagement.
  • Customizing Your Data Model: Add custom fields that perfectly match your unique workflow, such as status, funnel stage, or account tier.
  • Automated Enrichment: Understand how Chuff agents extract and update contact information directly from your synced conversations, keeping your data always up-to-date.

Agent Overview​

Dive into the world of Chuff's autonomous AI agents. Learn how these intelligent agents can transform your workflow by automating tasks, personalizing communication, and making proactive decisions. This section will cover:

  • Creating Autonomous Agents: Define agent goals and tools, and watch as they break tasks into steps and run independently.
  • Personalized Email Campaigns: See how agents craft context-aware emails using contact data, past replies, and campaign goals for highly effective outreach.
  • Setting Hooks to Trigger Agents: Discover how to activate agents based on replies, thread activity, or scheduled intervals.
  • Agent Permissions and Approvals: Learn how agents pause for your input when a decision, approval, or clarification is needed, ensuring you always stay in control.
  • Ready-Built and Custom Tools: Explore how agents can use pre-built CRM actions or custom tools created from your own APIs (no-code) to fetch data, update records, and notify users.

Account & Billing​

Understand how to manage your Chuff account and billing information. This section will detail our straightforward pricing model and what's included in your subscription. Key topics include:

  • Subscription Details: A clear breakdown of the "CRM" plan, including unlimited email accounts, sequences, AI-generated personalization, contacts, companies, and custom fields.
  • Agent Pricing: Information on the current "Free (while in alpha)" status of agent runs and future pricing plans.
  • No Usage Limits: Learn about Chuff's commitment to providing full access to the tools you need without artificial caps on contacts, emails, or team members.
  • Getting Started: Information on our 14-day free trial and the quick setup process to get you up and running in minutes.

Custom Fields​

Get a deeper understanding of how to tailor Chuff to your specific business needs using custom fields. This section will elaborate on:

  • Extending Your Data Model: How to add unlimited custom fields to track any information relevant to your contacts, companies, and workflows.
  • Flexibility for Your Business: Examples of how custom fields can be used for things like sales funnel stages, account tiers, or any other unique data points you require.
  • Integration with Agents: How your custom fields can be leveraged by AI agents to perform more precise and personalized actions.