Clerk Chat Product Information

Clerk Chat — AI-powered Business Messaging Platform

Clerk Chat is a comprehensive business messaging platform that enables branded, interactive conversations across SMS, RCS, WhatsApp, iMessage, and major collaboration tools (MS Teams, Zoom, Webex). It combines AI agents with human-like texting to scale customer engagement, lead qualification, and support, while keeping conversations consistent with your brand. It supports mass texting, two-way conversations, and deep integrations with CRM and other essential tools.


How Clerk Chat Works

  1. Connect your channels (SMS, RCS, WhatsApp, iMessage, etc.) and apps (CRM, MS Teams, Zoom, Salesforce, HubSpot, etc.).
  2. Enable AI agents for concierge-style interactions or use human-assisted workflows for complex queries.
  3. Dispatch personalized, scalable messages and track engagement across all channels from a single platform.

Use Cases

  • Lead generation and qualification at scale
  • Unified and proactive customer messaging
  • Post-sale support and appointment scheduling
  • Internal collaboration and multi-channel communications

Features

  • Rich, branded, interactive messaging across multiple channels (SMS, RCS, WhatsApp, iMessage, Teams, Zoom, Webex, etc.)
  • AI agents for concierge-level service with human fallback
  • Mass texting and bulk messaging with personalized content
  • 2-Way texting with real-time, interactive conversations
  • Lead generation and automated qualification workflows
  • Unified messaging for every business, with channel-switching in one place
  • Integrations with CRM, eDiscovery, and essential tools (Salesforce, HubSpot, MS Teams, Zoom, Webex, etc.)
  • Form Builder to collect sign-ups and data from your website
  • Formatted templates and industry-specific solutions
  • Security and compliance (SOC 2 Type II, data privacy, opt-in/out controls)
  • Flexible deployment by industry and stage (Small Business, Enterprise)

Channels & Integrations

  • Channels: WhatsApp, SMS, RCS, iMessage, MS Teams, Zoom, Webex, and more
  • Integrations: Salesforce, HubSpot, Smarsh, HubSpot, Jira, dISC, and other CRM/ESI tools
  • Carriers: Bring your own phone carrier; seamless telecom integration

Solutions by Industry & Stage

  • Industries: Finance, Government, Church, Property Management, Customer Service, Restaurants, Insurance, School, Political, Fitness & Gym, etc.
  • Stages: Small Business to Enterprise

Customer Success & Resources

  • Customer stories and case studies highlighting automation of lead qualification and improved customer engagement
  • Resources: Blog, SMS templates, release notes, help center, video guides

Security & Compliance

  • SOC 2 Type II certified
  • Data privacy: Your data is not trained on or shared
  • 10DLC registration support for compliant US SMS campaigns

How to Get Started

  • Visit Clerk Chat to start for free or book a demo
  • Link with your CRM and messaging endpoints to begin agent-enabled conversations
  • Scale messaging across teams with centralized control and analytics

Core Features

  • No dev bottlenecks: deploy AI agents and workflows with ease
  • Multi-channel, branded conversations in a single interface
  • AI-assisted and human-backed conversational workflows
  • Bulk messaging with personalization at scale
  • Deep CRM integrations for automated updates and context
  • Robust security, privacy controls, and compliance readiness