Core Communication Features
Individual or Shared Inbox:
- Share a single phone number among all team members or assign each person their own individual number
- Everyone can send and receive messages at the same time on the same line
- Operates in realtime supporting both one-to-one and multiplayer modes
- Seamlessly transfer conversations between team members
1:1 or 1 Messaging
- Communicate with individuals or groups simultaneously
- Scale your communication with AI assistant support
- Send personalized messages to targeted groups
- Maintain conversation history for continuous engagement
Omni-Channel Communication
- Connect the leading messaging channels on your existing business numbers:
- SMS – Standard text messaging to reach all mobile users
- WhatsApp – Connect with customers who prefer this platform
- RCS (Coming soon) – Rich Communication Services with enhanced features
- eFax (Coming soon) – Electronic faxing capabilities
AI Capabilities
- Take your conversations to the next level with AI:
- Power your knowledge-base with trained models
- Provide instant responses, 24/7 at scale
- Hyper-personalize each message based on customer history
- Options for instant or delayed replies
- Ability to review each message before it’s sent
- AI conversation summaries for quick reference
Knowledge Base
- Automate responses to customers by securely training AI agents on your data:
- Upload files or add text to train your assistant (PDF, DOC and CSV files are supported)
- Create a unique name for your assistant
- Select how long the assistant will wait before replying
- Select the inboxes that use the assistant
- Configure contact information sharing settings
- Search properties including phone, email, lifecycle, department, and organization
Automation Tools
Powerful Automations
- Opt-in / Opt-out rules to increase response rates
- Enable webhooks to trigger popular apps
- Set auto-response when you are out of office
- Automate faster replies using keyword-based auto responses
- Blacklist keywords for compliance purposes
APIs & Webhooks
- Leverage our API & webhook functionality to integrate with your existing systems
- Make all your current systems immediately conversational
- Build custom integrations for your specific workflows
- Comprehensive API for seamless integration
Analytics & Reporting
- Powerful Analytics
- Keep track of your team’s (and AI’s) performance
- Discover who leads the most conversations
- Monitor, evaluate, and optimize your messaging campaigns
- Track messages sent and received
- Analyze outgoing vs. incoming message ratios
- Compare performance across different time periods
In-depth Reporting
- Total messages with growth indicators
- Message volume trends over time
- Team member performance metrics
- Campaign effectiveness measurements
- AI assistant performance statistics
Compliance & Security
10DLC Registration
- Clerk Chat uses AI to effortlessly generate accurate and compliant campaign information:
- Customers only need to provide their address and EIN
- Our LLMs handle the rest of the registration process
- Streamlined process ensures all campaign information adheres to carrier’s strict guidelines
- Simple, automated compliance with fast processing and 99% success rate
SMS Privacy Policy & Opt-Out
- Automatic opt-out management
- Clear privacy policy for messaging services
- Consent management for information collection and use
- Simple opt-out instructions through keywords: STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE
Security Framework
- Engineered with industry-leading practices and architecture:
- Infrastructure Security
- Organizational Security
- Product Security
- Internal Security Procedures
- Data & Privacy Protections
- AICPA SOC 2 certified through Vanta
Benefits of Clerk Chat for Business
Seamless Integration with Existing Systems
Enhanced Customer Engagement
Robust Compliance and Security
frequently asked questions
Team Collaboration Features
Assign Conversations
- Direct conversations to specific team members
- Balance workload across your team
- Ensure customer inquiries are handled by the right specialist
- Track conversation ownership and transfers
Quick Actions
- Canned messages for common responses
- Assign, archive, and transfer conversations
- Flag important conversations for follow-up
- Apply tags for better organization
Archive & Organization
- Archive completed conversations
- Search message history with advanced filters
- Create conversation summaries for reference
- Organize contacts into custom groups