We have built Clerk with clear intentionality: you should never have to leave Slack to have an elegant SMS experience. In fact, we’ve obsessed over Slack’s user experience so much that we have designed Clerk to imitate a mobile phone experience as much as possible.
To send an SMS in Slack navigate to the clerk dashboard by typing
/clerk in your channel and pressing enter. You will be presented with the Clerk dashboard.
We’ve designed Clerk to persist client conversations in the same thread. You can think about a thread as a direct communication to your contact (similar to an iMessage). Every time you initiate a message from the Slack modal or reply directly in the thread, the message will ALWAYS go back to the original thread. This has been designed purposefully to always maintain the history of the client/phone conversation in the same thread.
To send your SMS click on 📱Send Text.
2. Select which channel you'd like the reply to go to. By default the drop down should default to the channel you are in.
3. Type your message and click on Send.
All clerk SMS conversations are Slack threaded. Threads let you have client conversations without adding clutter to the main slack channel, and help make discussions easier to track.
To continue the conversation click on
1 reply and you will be taken to the Slack 💬 thread. Simply Reply... back and forth with your contact to continue the conversation.
Clerk has a powerful built in notification system that allows you tag conversations and assign to different members of your team. Refer to our section on Notifications for the full breakdown of the features.