Platform overview
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.
- Getting around Clerk ChatThis 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.
- Setting up your profile & phone settingsThe essential setup steps every new Clerk Chat user should complete.
- Introduction to VoiceA 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.
- Sending your first messageA quick walkthrough of how to start a new conversation in Clerk Chat and introduces the core tools inside the messaging experience.
- Organizing contacts & listsThe essentials of managing your contacts in Clerk Chat, from updating individual contact cards to building lists, controlling permissions, and connecting external CRMs.
- Your first template and campaignLearn how to create reusable messages, personalize them, and send large-scale outreach that still feels individual.