> ## 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.

# Ask Clarky

> Chat with your CRM in natural language to find data and take action

## 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.

<Info>
  **Plan availability:** Startup or higher. See [Plans & Billing](/features/settings/plans).
</Info>

<CardGroup cols={2}>
  <Card title="Natural Language Search" icon="magnifying-glass">
    Find contacts, companies, and deals by describing what you want
  </Card>

  <Card title="Instant Analytics" icon="chart-bar">
    Get pipeline summaries and KPIs without building a report
  </Card>

  <Card title="Take Action" icon="bolt">
    Send emails, send texts, move pipeline cards, log activities
  </Card>

  <Card title="Persistent History" icon="clock-rotate-left">
    Pick up where you left off in any past conversation
  </Card>
</CardGroup>

## Where to find it

Ask Clarky lives inside your CRM as a dedicated tab.

<Steps>
  <Step title="Open the CRM">
    Click **CRM** in the main navigation.
  </Step>

  <Step title="Select the Ask Clarky tab">
    In the CRM sub-navigation, choose **Ask Clarky** alongside Activity, People, Companies, Pipeline, and Forms.
  </Step>

  <Step title="Start chatting">
    Type a question in the input or click one of the conversation starters.
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

## 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.

<Tabs>
  <Tab title="Search">
    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"
  </Tab>

  <Tab title="Analytics">
    Ask for counts, totals, and pipeline summaries.

    * "Give me a pipeline summary"
    * "How many deals have been closed this year?"
    * "What's the total value of deals in the Qualified stage?"
    * "How many new contacts did we get last week?"
    * "How many bookings happened this month?"
    * "How many form submissions came in this quarter?"
    * "Who should I follow up with this week?"
  </Tab>

  <Tab title="Actions">
    Ask Clarky to do something. You'll always confirm before it runs.

    * "Send an email to Tyler Clark thanking him for the meeting"
    * "Send a text to Sarah letting her know I'm running 5 minutes late"
    * "Move the Acme Corp deal to the Closed Won stage"
    * "Log a call activity on Jordan's contact with a note that we discussed pricing"
    * "Email everyone in the Proposal stage with a follow-up"
  </Tab>
</Tabs>

<Tip>
  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.
</Tip>

## 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.

<AccordionGroup>
  <Accordion title="Contact and company tables">
    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.
  </Accordion>

  <Accordion title="Pipeline summary cards">
    Pipeline questions return a horizontal funnel showing each stage, how many cards are in it, and the total deal value at that stage.
  </Accordion>

  <Accordion title="Analytics cards">
    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.
  </Accordion>

  <Accordion title="Conversations and activities">
    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.
  </Accordion>

  <Accordion title="Action confirmations">
    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.
  </Accordion>
</AccordionGroup>

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.

## 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)

<Warning>
  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.
</Warning>

A typical flow looks like this:

<Steps>
  <Step title="Ask for the action">
    "Send Tyler an email saying thanks for the call yesterday."
  </Step>

  <Step title="Review the draft">
    Ask Clarky responds with the recipient, subject, and body it plans to send.
  </Step>

  <Step title="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."
  </Step>

  <Step title="See the confirmation">
    Once it runs, a success badge appears in the chat with the action details.
  </Step>
</Steps>

## Chat history

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

<CardGroup cols={2}>
  <Card title="New Chat" icon="plus">
    Start a fresh conversation from a clean slate. Your previous chat is saved automatically.
  </Card>

  <Card title="History" icon="clock">
    Open the History popover to browse and reopen any past conversation.
  </Card>
</CardGroup>

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.

<Info>
  Chat history is private to you. Other workspace members can use Ask Clarky too, but they only see their own past conversations.
</Info>

## Tips for great results

<AccordionGroup>
  <Accordion title="Be specific when it matters">
    "Show me contacts in the Proposal stage with deal value over \$10,000" is more useful than "show me good leads."
  </Accordion>

  <Accordion title="Use relative dates freely">
    Phrases like "this week," "last month," or "this quarter" are interpreted automatically. You don't need to spell out date ranges.
  </Accordion>

  <Accordion title="Chain follow-ups">
    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.
  </Accordion>

  <Accordion title="Combine search and action">
    "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.
  </Accordion>
</AccordionGroup>

## Next steps

<Card title="CRM Overview" icon="users" href="/features/crm/overview">
  Back to the full CRM feature overview
</Card>