> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# What is the activation checklist?

> Klipy's activation checklist is a 7-step, 100-token pool you claim all at once when every step is done, plus an optional +25 messenger bonus outside it.

Klipy's activation checklist is seven setup steps worth **100 tokens total**, paid out all at once the moment every step is done — not one at a time. A separate **+25 token** bonus for connecting a messenger sits outside that 100-token pool and pays out on its own. You'll find the checklist in Klipy's sidebar until you claim it.

## The seven steps and their tokens

Each step tracks something real you've done in Klipy — there's nothing to fill in manually. A step ticks itself off the moment its condition is met.

| Step                         | Tokens | What completes it                                                                                                                                                                            |
| ---------------------------- | ------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Set up workspace             | 10     | Finishing the onboarding primer. Ticks off on its own — no button to click.                                                                                                                  |
| Tailor your pipeline         | 20     | Confirming the company details Klipy already researched, so it can build pipeline stages that fit how you sell.                                                                              |
| Create your first delegation | 20     | Handing Klipy one recurring job to run for you (see [How delegations work](/docs/guides/plan-and-execute)).                                                                                       |
| Connect your inbox           | 15     | Linking Gmail or Outlook. Grayed out with a "set up your pipeline and first delegation first" hint until the two steps above are both done.                                                  |
| Scan your inbox              | 10     | Starting a scan of roughly your last 90 days of mail. Stays locked with a "connect your inbox first" hint until your inbox is connected.                                                     |
| Ask Klipy something          | 10     | Asking Klipy any question about a deal, a contact, or your pipeline.                                                                                                                         |
| Review your first find       | 15     | Reviewing the first deal Klipy surfaced from your inbox. If your first scan turns up nothing to review, telling Klipy so also completes this step — an empty result doesn't leave you stuck. |

Klipy deliberately asks for the pipeline and delegation steps before it asks to connect your inbox, so you see what Klipy can do before granting mailbox access.

<Frame caption="Screenshot coming soon: expanded checklist panel showing all 7 steps, their token values, and Connect your inbox visibly grayed out">
  <div style={{padding:'2.5rem 1rem',textAlign:'center',border:'1px dashed currentColor',borderRadius:'12px',opacity:0.55}}>Screenshot coming soon</div>
</Frame>

## How the 100-token pool works

The pot is **all-or-nothing**: your tokens don't land in your balance step by step. Klipy shows how many of the 100 you've earned so far as you go, but a **Claim tokens** button only appears once all seven steps are complete, and nothing is added to your balance until you click it.

<Frame caption="Screenshot coming soon: the Claim tokens button appearing once all 7 steps are done">
  <div style={{padding:'2.5rem 1rem',textAlign:'center',border:'1px dashed currentColor',borderRadius:'12px',opacity:0.55}}>Screenshot coming soon</div>
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## The messenger bonus

Connecting a messenger — WhatsApp, LinkedIn, or Telegram — earns an extra **25 tokens**, separate from the 100-token pool. This bonus isn't required to claim the pool, and the pool isn't required to earn it: it's offered on its own after the pool is claimed, and you can decline it if you'd rather not connect a messenger.

## Where to find it

Klipy shows a small "Onboarding" row near the bottom of the sidebar, with a progress ring reading how many of the 7 steps you've completed. Clicking it expands the full checklist in the main panel, where you can see every step, its token value, and start whichever one is next.

<Frame caption="Screenshot coming soon: sidebar Onboarding row with progress ring">
  <div style={{padding:'2.5rem 1rem',textAlign:'center',border:'1px dashed currentColor',borderRadius:'12px',opacity:0.55}}>Screenshot coming soon</div>
</Frame>

<Note>
  The checklist only shows up for newer workspaces. If your team was already active in Klipy before this feature existed, you won't see it — that's expected, not a bug.
</Note>

## When to contact us

If you've completed all seven steps but the **Claim tokens** button never appears, or your token balance doesn't update after you click it, reach out through the **Get help** option in Klipy's Help menu. Include which step you believe was last to complete so the team can check what the checklist recorded on its end.

<AccordionGroup>
  <Accordion title="Do I have to complete the seven steps in order?">
    Mostly no — most steps complete whenever their condition is met, in whatever order you get to them. The one exception: Connect your inbox stays locked until you've tailored your pipeline and created your first delegation, and Scan your inbox stays locked until your inbox is connected.
  </Accordion>

  <Accordion title="Do I get tokens for each step as I complete it?">
    No. Klipy shows your running progress, but the 100-token pool only pays out once, after all seven steps are done and you click Claim tokens.
  </Accordion>

  <Accordion title="Is connecting a messenger required to claim my 100 tokens?">
    No. The messenger bonus is a separate +25 tokens outside the 100-token pool. You can claim the pool without ever connecting a messenger, and the messenger offer stays available afterward if you want it.
  </Accordion>

  <Accordion title="Why is Connect your inbox grayed out on my checklist?">
    Klipy locks that step until you've tailored your pipeline and created your first delegation, so you see what Klipy can do before it asks for mailbox access. Once both of those are done, Connect your inbox unlocks.
  </Accordion>

  <Accordion title="My first inbox scan didn't find any deals — do I lose the Review your first find step?">
    No. If a scan comes back with nothing to review, telling Klipy that also completes the step. You aren't blocked from the 100-token pool by an empty first scan.
  </Accordion>

  <Accordion title="Can different people on my team complete different steps?">
    Yes. Steps like connecting an inbox are tracked per person, while steps like tailoring the pipeline are tracked for the whole workspace — so progress can look different for each teammate.
  </Accordion>

  <Accordion title="Why don't I see the activation checklist at all?">
    The checklist is shown to newer workspaces only. If your team set up Klipy before this feature launched, or you've already claimed your 100 tokens, the checklist won't appear — both are expected.
  </Accordion>
</AccordionGroup>