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Documentation Index

Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt

Use this file to discover all available pages before exploring further.

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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

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Where to find it

Ask Clarky lives inside your CRM as a dedicated tab.
1

Open the CRM

Click CRM in the main navigation.
2

Select the Ask Clarky tab

In the CRM sub-navigation, choose Ask Clarky alongside Activity, People, Companies, Pipeline, and Forms.
3

Start chatting

Type a question in the input or click one of the conversation starters.
Access to Ask Clarky requires the same CRM permission as the rest of the CRM tabs. If you can view the CRM, you can use Ask Clarky.

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The empty state

When you open a fresh chat, you’ll see a friendly greeting and four conversation starters laid out in a 2x2 grid. These give you a sense of what Ask Clarky can do and a quick way to jump in without typing. Once you send your first message, the input bar drops to the bottom of the screen and the conversation starters disappear, similar to other AI chat tools.

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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.
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 Ask Clarky view. 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