AI Agents

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.

Written By Jill Berkowitz

Last updated 2 months ago

Clerk Chat's AI agents understand context, remember past interactions, and adapt to how your customers communicate.

For details on types of agents, visit our Agents page.

Your voice and messaging AI agents can:

  • Answer calls and respond to messages automatically on your business phone number, providing provide helpful responses to customer questions.

  • .Serve as an AI receptionist to greet callers or qualify leads by gathering information and routing them to the right department or colleague.

  • Detect intent and sentiment in real time.

  • Integrate with CRMs like Salesforce and HubSpot to access and update data for personalized responses based on caller history or data.

  • Book meetings or appointments using calendar integrations.

  • Respond in multiple languages naturally, across voice and text.

  • Summarize, tag, and analyze every interaction for better insights.

  • Collaborate with other AI agents to complete complex workflows.

  • Act as a Concierge Assistant, managing bookings through calendar integrations and answering complex business inquiries.

  • Recognize first-time vs. returning incoming callers and messages and tailor responses accordingly.

  • Detect voicemail and leave an AI-generated voicemail message when the recipient doesn’t answer.

  • Schedule follow-up calls automatically when no one picks up.

Where your AI agents live

You can enable AI agents on your business phone number for:

  • Voice – so calls are answered by a conversational assistant that can qualify, route, or schedule.

  • Messaging – so customers get fast, consistent responses via SMS, WhatsApp, or RCS.

Once enabled, you can view live conversations, transcripts, and summaries right inside Clerk Chat.

How AI agents can help your team

  • Save time by automating repetitive interactions.

  • Capture every opportunity — no call or message goes unanswered.

  • Deliver personalized experiences that reflect customer history and preferences.

  • Unify communication across channels with shared memory and context.

With AI agents, you automate and elevate your customer experience.

Enabling a voice AI agent

  1. From the sidebar, go to Phone Numbers.

  2. Select Settings from the number you want to enable a Voice AI Agent on.

  3. Click the Voice tab.

  4. Toggle Enable Voice on.

  5. Choose from a variety of voice models to match your brand tone and communication style.

Once enabled, your AI Agent will begin handling calls according to your configuration.