Josh Hancock

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

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

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

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.