Clerk Quick Actions are shortcuts that are directly integrated into your conversation within the Clerk platform. They provide convenient and efficient ways to perform common tasks without having to navigate through menus or use separate tools.
Add to Cohort
The "Add to Cohort" Quick Action allows you to quickly add a contact to a specific cohort within the Clerk platform. Cohorts are predefined groups that help you organize and manage your contact base efficiently. To use this Quick Action, follow these steps:
Assign a Team Member
The "Assign to a team member" Quick Action enables you to assign a specific team member directly from the conversation. This action streamlines the assignment process and ensures effective task management.