Liteo docs
Guides for setting up Liteo, keeping customer work moving, and fixing what gets in your way.
New to Liteo? Start with the first guide below. Everything else is in the sidebar, or press ⌘ K to search.
Start here
Start with Liteo
Set up your workspace around the customer work your team already does.
Set up a pipeline
Name each stage after a real decision or handoff in your sales process.
Connect Pabbly or Zapier
Create a private connection code, then build your workflow in Pabbly or Zapier.
Connect your AI over MCP
Connect Claude, ChatGPT, Codex, or Cursor to Liteo, sign in once, and let it search, read, and update your workspace.
Build on Liteo
The API documentation covers authentication, polling, the record endpoints, and the MCP server.
Still stuck?
Tell us what you expected and what happened. We'll help you find the cause. Email hello@liteo.io.
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