<h2 id="521kqwc6w2s" data-toc-id="521kqwc6w2s">Clerk Chat</h2><details class="details"><summary><strong>How Does Clerk Free Plan Work?</strong></summary><div data-type="detailsContent"><p>Clerk Chat offers a free plan, giving you the opportunity to thoroughly explore the application without any obligation or commitment. This free plan allows you to experience all the features and functionalities of Clerk Chat, helping you make an informed decision before deciding to subscribe.</p></div></details><details class="details"><summary><strong>What if someone calls my Clerk phone number?</strong></summary><div data-type="detailsContent"><p>If your Clerk number is <strong>SMS Only</strong>, it only supports text messages. Should someone attempt to initiate a call to your Clerk SMS-only number, the default behavior is to terminate the call without any further action.</p></div></details><details class="details"><summary><strong>When does my SMS limit reset?</strong></summary><div data-type="detailsContent"><p>Message count resets on the first day of the month.</p></div></details><details class="details"><summary><strong>What is the character limit for SMS text messages?</strong></summary><div data-type="detailsContent"><p>The maximum number of characters per single message being sent to carriers depends on the encoding used, and the encoding used depends on the content of the message. Refer to our <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2ODEyMDkwIiwiaGVscENlbnRlcklkIjoiNWxldzV5MHJpNWlqY2k0NCIsIm9yZ2FuaXphdGlvbklkIjoiNjY3NWRkYTQxMGNkMmFiM2FkOTNmYmYyIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="SMS Limits">@SMS Limits</span> doc for a detailed breakdown.</p></div></details><details class="details"><summary><strong>How do I stop Spam SMS?</strong></summary><div data-type="detailsContent"><p>SMS is really hard to filter as anyone can send you random spam messages. We are working on a filter and will release it in the next few months. You can reply "<strong>STOP</strong>" to the number &amp; they will never send you unsolicited spam again. As it is illegal to send spam SMS without the receiver's consent.</p></div></details><details class="details"><summary><strong>My notifications are not working</strong></summary><div data-type="detailsContent"><p>Ensure notifications are not muted and that platforms like Microsoft Teams or Zoom have the correct permissions. If you are still having issues please contact <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:support@clerk.chat">support@clerk.chat</a></p></div></details><details class="details"><summary><strong>I cannot login to Clerk Chat</strong></summary><div data-type="detailsContent"><p>Due to security protocols and fraud prevention measures, Clerk Chat restricts access from certain countries. Your location might be on the restricted list and may require special approval. Additionally, Clerk Chat may not be accessible in certain regions while traveling. We suggest using a VPN when accessing Clerk Chat from outside the US to maintain seamless connectivity.</p></div></details><details class="details"><summary><strong>Do you support MMS?</strong></summary><div data-type="detailsContent"><p>Clerk Chat supports multimedia messaging (MMS), including the ability to send images and PDFs.</p></div></details><div data-type="horizontalRule"><hr></div><h2 id="bm6wtb6i7se" data-toc-id="bm6wtb6i7se">Microsoft Teams Integration</h2><details class="details"><summary><strong>What is Microsoft Operator Connect?</strong></summary><div data-type="detailsContent"><p>Microsoft's Operator Connect is a feature within Microsoft Teams that provides a seamless way for organizations to integrate with telephony operators. It simplifies the process of connecting Teams to the Public Switched Telephone Network (PSTN) by allowing organizations to use approved operators directly from within the Teams admin center. For more details refer to our <a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover link" href="https://clerk.chat/integrations/microsoft-teams/operator-connect/">Operator Connect </a>page.</p></div></details><details class="details"><summary><strong>What is </strong><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://Bandwidth.com"><strong>Bandwidth.com</strong></a><strong> Operator Connect carrier?</strong></summary><div data-type="detailsContent"><p>Bandwidth is the underlying phone carrier that powers Microsoft Teams calling plan. When enabling the phone numbers with Clerk you are enabling SMS and going “wholesale” directly to the phone carrier resulting in added features and cost benefits. For more information refer to our <a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover link" href="https://clerk.chat/carriers/bandwidth/">carrier page on Bandwidth</a>.</p></div></details><details class="details"><summary><strong>What type of Microsoft license do I need to get SMS working?</strong></summary><div data-type="detailsContent"><p>Operator Connect requires Teams Phone Standard or E5 license to work. For more details refer to our <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiIxNzExODU0IiwiaGVscENlbnRlcklkIjoiNWxldzV5MHJpNWlqY2k0NCIsIm9yZ2FuaXphdGlvbklkIjoiNjY3NWRkYTQxMGNkMmFiM2FkOTNmYmYyIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Microsoft Teams Licenses">@Microsoft Teams Licenses</span> page.</p></div></details><details class="details"><summary><strong>What happens when I enable my Microsoft Teams phone number with Clerk?</strong></summary><div data-type="detailsContent"><p>By enabling your Microsoft Teams phone number with Clerk Chat you are updating your phone number from Teams Phone Calling to Operator Connect. This is done by instantly enabling your phone numbers directly with the phone carrier that powers Microsoft Teams calling. This results in added benefits such as added functionality and reduced pricing.</p></div></details><details class="details"><summary><strong>How do I move my number back to Microsoft?</strong></summary><div data-type="detailsContent"><p>Should you choose to move the number back to Microsoft, you will need to submit a port-in request to Microsoft from the Teams Admin Portal. You can expedite the port-in request by submitting a ticket with Microsoft Teams Voice team. For more details refer to the <a target="_blank" rel="noopener noreferrer" class="notion-link-token notion-focusable-token notion-enable-hover link" href="https://learn.microsoft.com/en-us/microsoftteams/phone-number-calling-plans/transfer-phone-numbers-to-teams">Microsoft documentation</a>.</p></div></details><p></p>

Welcome to the Clerk Chat Support Wiki! This comprehensive resource is designed to help you get the most out of Clerk Chat, whether you're a new user or a seasoned partner.

Feedback Portal

Video Tutorials

Trust Center

Release Notes

Ticket Portal

System Status

Igor Boshoer

Chelsey Craig

Yevhen Havrylenko

Clerk Chat Overview

How do I get in touch?

Quick Guides

Helpful links

William Bowen

Jill Berkowitz

Alexander Haque

Josh Hancock

Will Chertoff

Features

Agents put the power of AI into your hands. A Flow is a series of individual AI bots that collaborate to perform a series of tasks on Clerk Chat. 

E.g. A collection of AI bots that work together to answer FAQs. They understand the question, search for the answer, generate the answer and send that back to the user. 

Agents perform a complete role in your business over SMS.

Agents

What are Agents?

Building an Agent

FAQ Agent

Follow Up Agent

Qualification Clerk

Qualification + Follow Up Clerk

Write contact data

Human Handoff Feature

Contact Property Update Agent

An AI Agent to analyse your customer's sentiment. 

Sentiment Analysis Agent

Urgent Agent Template

An AI Agent to automate delivery information collection. 

Logistics Agent

An AI agent to get organise your tenant's repairs. 

Property Management Repairs Agent

Sales - useful information agent

Support - CSAT Agent

Customer success - feedback agent

Sports teams - hype agent

Gyms - sign-up agent

Gym - re-engagement agent

Airbnb - guide agent

Church - new sign up agent

HR - PTO agent

Property management - qualifying agent

Restaurant - takeaway agent

Extract full name and email

Answer questions from a knowledge base

Auto response

HTTP Request Workflow

Assign to team member workflow

Voice AI - Meeting booking agent

Voice AI - Knowledge base agent

Build ANY workflow

Inboxes

Send a Message

Billing

Schedule Messages

Out of Office

Message Threads

Group SMS

Custom Signatures

Delete Messages

Quick Actions

Assign To

Templates

Workflow

Analytics

Contact Management

Team Management

Rich Communication Services (RCS)
Deliver richer, more engaging messaging experiences — now supported on Android and iOS (starting with iOS 18).

Rich Communication Services (RCS)

Learn how Clerk Chat helps improve outbound call performance and how to avoid being marked as spam by carriers.

Branded Calling & Call Reputation Management

Partners & Resellers

Welcome to the Clerk Chat Partner Program

Tutorial Videos

Key Features & Benefits

Getting Started

Partner Portal

Platform Overview


This guide explains the process for partners to whitelist domains in the Clerk Chat Partner Portal, enabling customer onboarding and ensuring accounts are correctly associated with your partnership.

Whitelisting Domains in the Clerk Chat Partner Portal

Sales & Marketing

Sales & Marketing Collateral

Deal Registration

Co-Branding

Pricing Tiers

How to Position Clerk Chat to Your Customers

Marketing Guide

Customer Value Proposition

Support

Permissions and Roles

Workflows and Automation 

Troubleshooting Messaging

Contacting Support

Integrations

Clerk Chat integrates natively into Microsoft Teams for a seamless phone experience. Once installed you can both make and receive audio calls and send and receive text messages all inside of Microsoft Teams on the same phone line.

Microsoft Teams

Installation

Microsoft Permissions

Activating Existing Phone Number

Microsoft Teams Licenses

Assigning Phone Numbers

Notifications

Calling

What is Microsoft Teams Operator Connect?

Troubleshooting

HubSpot

Clerk's Outlook Contacts integration offers seamless synchronization of your contacts between Outlook and Clerk. With automatic syncing every 15 minutes, all contact details and properties are kept up to date without manual intervention. You have the flexibility to designate contacts as private, exclusively accessible to you, or share them with your entire team.

Additionally, Clerk empowers you to create cohorts, establish filters, and leverage its full range of features, maximizing the potential of your synchronized contacts for enhanced communication and organization.

Microsoft Outlook

Clerk MFA

Clerk Widget

Global Relay

Microsoft Purview

Azure Storage

Salesforce Widget

Microsoft Dynamics Widget

Power Automate Step

Pipedrive

Salesforce

Shopify

Zoom

Campaign Registry

Security & Compliance

Legal

Terms & Conditions

Privacy Policy

Refund Policy

Reporting Spam

Security

10DLC Compliance & Brand Registration

Telephony

Clerk Chat allows you to connect your existing phone carrier (Bring Your Own Carrier), so you can continue to use the same phone number and service you already have.

Carriers

Telnyx

Twilio

Verizon

AT&T

WhatsApp

Google Voice

Phone numbers are unique numerical identifiers assigned to telephones, mobile devices, or other communication devices. They provide a means of establishing communication between individuals or businesses. Phone numbers serve as an essential element in facilitating voice calls, text messaging, and various other forms of telecommunications worldwide.

Clerk Chat

How Does Clerk Free Plan Work?

What if someone calls my Clerk phone number?

When does my SMS limit reset?

What is the character limit for SMS text messages?

How do I stop Spam SMS?

My notifications are not working

I cannot login to Clerk Chat

Do you support MMS?

Microsoft Teams Integration

What is Microsoft Operator Connect?

What is Bandwidth.com Operator Connect carrier?

What type of Microsoft license do I need to get SMS working?

What happens when I enable my Microsoft Teams phone number with Clerk?

How do I move my number back to Microsoft?