<p>Once connected, your team can:</p><ul><li><p>Send and receive messages with customers from within Dynamics</p></li><li><p>Keep customer conversations tied to their records</p></li><li><p>Improve visibility and reduce context switching for sales, support, and operations teams</p><p></p><p>Clerk Chat can be added to Microsoft Dynamics as an Iframe to any Dashboard or View.</p></li></ul><div class="iframe-wrapper"><iframe src="https://www.loom.com/embed/6bb353f1c99f4b31bce67875c4dd3796?t=0" frameborder="0" allowfullscreen="true" class="w-full shadow aspect-video rounded-xl" data-loom-video=""></iframe></div><p></p>

You can add Clerk Chat to your Microsoft Dynamics 365 environment so your team can communicate with customers directly inside Dynamics.

Microsoft Dynamics Widget

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

Sergio Santos

Jill Berkowitz

Igor Boshoer

Alexander Haque

Josh Hancock

Yevhen Havrylenko

Getting started 

Get a quick tour of Clerk Chat across desktop, Microsoft Teams, mobile, and more. Learn where everything lives, how to navigate the app, and what you can do from any environment.

Platform overview

This brief video walks you through how to access Clerk Chat across different environments, Microsoft Teams, web, and mobile, along with a quick tour of the major parts of the app. Perfect for new users getting up to speed in just a few minutes.

Getting around Clerk Chat

The essential setup steps every new Clerk Chat user should complete.

Setting up your profile & phone settings

A quick overview of how voice works when you’re using Clerk Chat inside Microsoft Teams. Learn where to find your voice settings, how to place calls, and where recordings and transcripts live.

Introduction to Voice

A quick walkthrough of how to start a new conversation in Clerk Chat and introduces the core tools inside the messaging experience.

Sending your first message

The essentials of managing your contacts in Clerk Chat, from updating individual contact cards to building lists, controlling permissions, and connecting external CRMs.

Organizing contacts & lists

Learn how to create reusable messages, personalize them, and send large-scale outreach that still feels individual.

Your first template and campaign

Communication Channels

With Clerk Chat, messaging is one of the primary channels your business can use to connect with customers, clients, and colleagues. Whether you’re sending 1:1 messages, group messages, or large-scale campaigns, all activity happens through your business phone number(s). Every conversation looks and feels professional.

Messaging as a Channel

Clerk Chat supports Voice as a communication channel, allowing your business to make and receive phone calls directly from your existing business number.

Voice as a Channel

Support

How do I get in touch?

Partnerships Support

If you're having trouble logging in — whether you’re not receiving a magic link, can’t verify your email, or are stuck in a loop — this guide will help you quickly get back into your account.

Note: Our system is password less. You do not need a password to sign in, and you will never be asked to create one. All login happens through secure magic links or your organization’s SSO provider.

Authentication & Login Troubleshooting Guide

Helpful links

This article explains how billing works, how to access your invoices, and what to do if you have questions about charges or payment methods.

Billing: Understanding Charges, Invoices, and Subscription Management

William Bowen

Clerk Chat uses AI Memory, a powerful capability that connects every customer interaction across voice and messaging. Our AI automatically creates cross-channel memories for every call, SMS, and RCS conversation. This means your team can see the full story behind every interaction, not just isolated messages or calls.

Memory

Conversation Tags in Analytics Insights give your team a structured way to organize and understand customer conversations. Tags make it easier to measure trends, track performance, and identify opportunities for improvement, all from one view.

Smart Tags

Review AI-powered summaries so your team can quickly understand the context of any conversation, across both messaging and voice. Summaries highlight key points, tone, and outcomes without needing to scroll through every message or listen to full call recordings.

Summaries

Clerk Chat automatically keeps your customer data accurate and up to date across both voice and messaging.

CRM Updates

Your AI agent detects and responds in the customer’s preferred language - instantly, naturally, and with full context and accuracy.

Multi-Language Support

Book, update, and cancel meetings, all through voice and text.

Smart Scheduling

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 - Knowledge base agent

Build ANY workflow

Deploying Agents 

Chelsey Craig

Clerk Chat

Messaging

RCS for Business

RCS (Rich Communication Services) brings enhanced messaging capabilities directly to your business phone number. With RCS, your business messages feel more personal, visual, and interactive, helping you connect with customers in richer ways, including images, buttons, carousels, and other dynamic elements that drive engagement and action.

About RCS for Business

To launch your RCS Agent, Clerk Chat needs a few assets and details from your team. Once these are submitted, our team will handle brand verification, carrier approvals, and launch preparation for you.

RCS Agent Setup

Creating RCS messages is fast and flexible with our built-in template builder.

Template Builder

Send interactive, swipeable cards directly to your customers, perfect for showcasing multiple products, services, or offers in a single message.

Creating Carousels

Add buttons to any RCS template, including single messages or carousels, to guide customers toward the next step, whether it’s calling, booking, or chatting with an AI agent.

Buttons

The Calendar button in RCS messages makes it easy for customers to save important dates — like appointments, demos, or events — directly to their personal calendar. You can include a calendar button in any RCS message or carousel created through Clerk Chat’s Template Builder.

Calendar

SMS Hosting

SMS Limits

WhatsApp

Send and manage one-on-one (1:1) messages using your business phone number. You can message customers, clients, or colleagues directly, and recipients can reply, creating a real conversation.

1:1 Messaging

Group messaging lets you send a single message to multiple people at once and keep everyone’s replies visible in the same thread. It’s great for quick updates, reminders, or coordinating with a team.

Group Messaging

Send a personalized message to a large group, all at once. 

Campaigns

SMS-to-email forwarding allows you to automatically send incoming SMS messages from a Clerk Chat inbox to an email address of your choice. This is useful if you want to monitor or respond to SMS messages from your email client or ensure your team doesn’t miss important messages.

Text-to-Email Forwarding

Conversation Tools and FAQs

Need to reference or share a specific message with your team? You can easily copy a direct link to any message in a conversation in Clerk Chat.

Copy Link to Message

Before you send a message, group message, or campaign

Voice

Clerk Chat automatically records and transcribes calls for easy playback, review, and compliance. Whether you’re using recordings for training, auditing, or customer support, you can quickly access call data directly within your workspace.

Call Recordings and Transcripts

With Voice to SMS Follow-Up, you can automatically send a relevant text message after a phone call ends. This allows you to continue the conversation, share resources, or confirm next steps, all over SMS. The follow-up message can reference details from the call, making it contextually relevant and more engaging for your customer.

Voice to SMS Follow-Up

Call forwarding allows your AI agent or business phone line to seamlessly pass an active call to a human operator or a call queue. This ensures that when a customer needs to speak with someone directly, the transition is smooth and professional, without losing any context from the initial conversation.

Call Forwarding

Make connecting callers to the right person faster and more natural.

Call Transfers

When your Clerk Chat Voice AI agent makes an outbound call, it can automatically detect when the call goes to voicemail, and your message will still get delivered.

Voicemail Detection

Display your brand name and logo on recipients’ phones during business calls.  

Branded Calling

You can make outbound calls directly from your Clerk Chat phone number if your number is enabled for calling. Here’s how to get started.

Making a call from Clerk Chat

Eugene

Will Chertoff

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

Getting Started

Installation

Microsoft Permissions

Activating Existing Phone Number

Microsoft Teams Licenses

Assigning Phone Numbers

Notifications

Calling

What is Microsoft Teams Operator Connect?

Troubleshooting

Google Voice

AT&T

Verizon

Twilio

Telnyx

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

You can connect your Azure Storage account to Clerk Chat to automatically write and store your conversation logs in Azure.

Azure Storage

Power Automate Step

Pipedrive

Clerk Chat's Salesforce integration is designed to unify your communication and contact management in one place. Send and receive SMS and RCS messages directly from Clerk Chat while keeping your contacts and conversations perfectly synced with Salesforce.

Salesforce Integration

Shopify

Zoom

Campaign Registry

Follow the steps below to leverage Clerk Chat AI directly in your Genesys Cloud instance

Genesys Cloud: BYOC Setup for Clerk Chat

Iterable

Platform Features

Analytics

AI Memory Insights gives you unparalleled visibility into your customer conversations. This feature helps you understand what customers are talking about, how your team is responding, a way to identify opportunities for improvement.

Insights

Message Analytics

Measure the performance of your messaging campaigns at a glance. Track delivery, engagement, and opt-out metrics to understand how your messages are landing with your audience.

Campaign Analytics

Call Analytics gives you a complete view of your team’s calling activity and performance. Track trends, measure volume, and understand how your team is engaging with customers over time.

Calling Analytics

Lists

Static Lists in Clerk Chat are manually managed groups of contacts. Unlike dynamic lists, static lists do not update automatically and require you to add or remove contacts manually.

Static Lists


Dynamic Lists in Clerk Chat enable you to create intelligent, automatically updating groups of contacts based on customizable filters. These lists refresh in real time, ensuring you always have access to the most relevant contacts without any manual effort.


Dynamic Lists

Differences between Static and Dynamic lists

The Block List helps your team manage unwanted or inappropriate contacts by giving you full visibility into who has been blocked and control to unblock them if needed.

Block list

The first list you’ll see when you navigate to Lists in the sidebar. This list contains all contacts who have explicitly opted out of receiving communications from your organization.

Opt-Out List

Clerk Chat AI agents work across both voice and messaging channels to help your business communicate faster, smarter, and more efficiently. They handle conversations end-to-end, and are able to complete simple to complex tasks including qualifying leads, answering questions, scheduling appointments, updating CRMs, and even knowing when to hand off to a human.