Platform Overview

Clerk Chat is a premier business messaging platform offering AI messaging capabilities for businesses of any size. Supporting various communication channels like SMS and WhatsApp, Clerk Chat connects with popular CRM systems including Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics. Additionally, it integrates with leading collaboration tools like Cisco WebEx, Microsoft Teams, and Zoom, allowing businesses to centralize their communication strategies.

Quick and Simple Setup

Clerk Chat connects to multiple carriers through API, enabling easy messaging integration without disrupting existing voice services. SMS functionality can be enabled on your existing numbers without full number porting, preserving voice services. Clerk Chat serves thousands of customers and has built a powerful platform tailored for resellers and partners, making it simple to onboard clients from existing systems and integrate seamlessly with their current brand identity. While the user experience is as intuitive as a consumer app, it is purpose-built to meet the needs of enterprise-level businesses.

Key Concepts

TEAM: Teams are simply new Customer Accounts. Each new business you add to Clerk Chat will be set up as a new TEAM.

USERS: Users are the individuals that will be accessing one or many individual phone numbers or inboxes for SMS messaging. Each person utilizing Clerk Chat will have their own unique login based on their company email address.

INBOX: Inboxes are the individual phone numbers that your company has access to. These can be standard 10 digit phone numbers (Ex: 303-555-8181), or Toll Free Numbers (ex: 1-800-888-1800) that are SMS enabled in the Clerk Chat app

Key Features

Clerk Chat offers an extensive range of features tailored to meet the needs of large enterprises and partners. While the full list is comprehensive, here are a few highlights:

Multi-channel Messaging: Clerk Chat enables application-based messaging for appointment reminders, reservation confirmations, and marketing campaigns in the same application.

Customizable Contact Groups: Create and manage lists for targeted messaging to specific groups. Personalize communication to specific groups based on demographics, behavior, and preferences. Lists can be static or dynamic.

AI Agents: Automate customer interactions with human-like AI responses. Scale conversations without compromising on quality.

Campaign Management: Launch and manage bulk messaging campaigns. Use CRM integrations like Salesforce and HubSpot for personalized and hyper-targeted SMS messages.

Extensive Integrations: Integrate with major UCaaS platforms like Cisco WebEx, Microsoft Teams, Zoom, and CRM systems like HubSpot, Salesforce, and Dynamics to automate workflows and consolidate crucial conversations. Use multiple APIs to connect with custom applications.

Secure Data Management and Archiving: Select phone numbers and date ranges to export conversations into a CSV file for archival. Clerk Chat also provides connections to popular eDiscovery tools like Global Relay, Azure and Smarsh.

Automated Billing: We collaborate smoothly with various partners to integrate with their existing billing systems. The Clerk Chat partner platform allows for flexible billing, whether managed by us or aligned with the partner's existing processes. All transactions are tracked and fully reconciled.

To see all features refer to Clerk Chat Feature Page.