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What is Ask Clarky?

Ask Clarky is an AI-powered chat interface built directly into your CRM. Instead of clicking through filters and tables to find what you need, you can simply ask. Ask Clarky understands your contacts, companies, pipeline, conversations, activities, and analytics, and can also take action on your behalf.
Plan availability: Startup or higher. See Plans & Billing.

Natural Language Search

Find contacts, companies, and deals by describing what you want

Instant Analytics

Get pipeline summaries and KPIs without building a report

Take Action

Send emails, send texts, move pipeline cards, log activities

Persistent History

Pick up where you left off in any past conversation
Prefer texting? On Standard plans and up you can reach Ask Clarky over iMessage, RCS, or SMS, and even book meetings from a group chat. See Text Clarky.

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Where to find it

Clarky lives inside Team Chat as a pinned conversation at the top of your Direct messages. Chat is the default screen after you log in, so Clarky is always one click away.
1

Open Chat

Click Chat in the sidebar (or just log in, Chat is the landing screen). Clarky is pinned at the top of the Direct messages group.
2

Start chatting

Type a question in the composer, or pick one of the starter prompts.
Want Clarky in a group conversation? Mention @Clarky in any Team Chat channel and it answers right there, visible to the whole room. See Team Chat.
Access to Ask Clarky requires the same CRM permission as the rest of the CRM. If you can view the CRM, you can use Ask Clarky.

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Starter prompts

Not sure what to ask? Open the starter prompts from the button in the composer to see a menu of ready-made questions, and pick one to send it. You can also save your own custom prompts. They appear alongside the built-in ones, so the questions you ask every week are always one click away. Custom prompts are personal to you, not shared with the workspace.

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Things you can ask

Ask Clarky works best when you describe what you want in plain language. Here are examples grouped by what you’re trying to do.
Find contacts, companies, conversations, and pipeline cards.
  • “Show me all contacts that attended the AI workshop”
  • “Which companies are in the SaaS industry?”
  • “Find contacts in the Proposal stage with deal value over $5,000”
  • “Who did I add to the CRM this month?”
  • “Look up Tyler Clark’s contact details”
  • “Show me recent conversations about pricing”
  • “Find all pipeline cards in the Negotiation stage”
You don’t need to know exact tag names, stage names, or lead source labels. Ask Clarky already has your workspace’s metadata in context, so phrases like “the AI workshop tag” or “the Proposal stage” map to the right values automatically.

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How results are displayed

Ask Clarky doesn’t just dump text at you. Each kind of result is rendered with a purpose-built UI so you can scan and click through to the underlying records.
When you search for people or companies, results render as a clean table with name, email, company, and pipeline stage. Each row is a clickable link that takes you straight to the contact or company detail page.
Pipeline questions return a horizontal funnel showing each stage, how many cards are in it, and the total deal value at that stage.
Counts and totals (new contacts, deals, bookings, form submissions, activities) display as large stat cards so the number is easy to read at a glance.
Conversation results show the contact, channel, and a preview of the latest message. Activity results show the type (note, call, meeting, task), date, and details.
When Ask Clarky completes a write action, you get a clear success or error confirmation with the details of what happened, so there’s no ambiguity about whether the email actually went out or the card actually moved.
While Ask Clarky is working, you’ll see a small “Using…” indicator in the chat so you know what it’s doing behind the scenes.

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Confirming write actions

Anything that changes data or sends a message requires your explicit go-ahead before it runs. This applies to:
  • Sending an email
  • Sending a text message (SMS)
  • Moving a pipeline card
  • Creating an activity (note, call, meeting, task)
Ask Clarky will describe exactly what it’s about to do, including the recipient, message content, or destination stage, and wait for you to confirm. Nothing is sent or changed until you say so.
A typical flow looks like this:
1

Ask for the action

“Send Tyler an email saying thanks for the call yesterday.”
2

Review the draft

Ask Clarky responds with the recipient, subject, and body it plans to send.
3

Confirm or revise

Reply with “send it” to proceed, or ask for edits like “make it shorter” or “add a P.S. about next steps.”
4

See the confirmation

Once it runs, a success badge appears in the chat with the action details.

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Chat history

Every conversation with Ask Clarky is saved automatically, so you can return to past sessions any time.

New Chat

Start a fresh conversation from a clean slate. Your previous chat is saved automatically.

History

Open the History popover to browse and reopen any past conversation.
Both buttons live in the top-right corner of the Clarky conversation. Past sessions are sorted with the most recent first, and each one is titled based on your opening message so you can find the right thread at a glance.
Chat history is private to you. Other workspace members can use Ask Clarky too, but they only see their own past conversations.

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Tips for great results

“Show me contacts in the Proposal stage with deal value over $10,000” is more useful than “show me good leads.”
Phrases like “this week,” “last month,” or “this quarter” are interpreted automatically. You don’t need to spell out date ranges.
Ask a broad question, then narrow it. “Show me contacts from the AI workshop” then “of those, who hasn’t been contacted in 30 days?” works just like a normal conversation.
“Find everyone in the Qualified stage and send each of them a follow-up email” is a valid request. Ask Clarky will preview the action before sending.

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Next steps

CRM Overview

Back to the full CRM feature overview