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What is Text Clarky?

Text Clarky puts Ask Clarky in your Messages app. Text the Clarky number like you would a coworker and get answers about your contacts, companies, pipeline, meetings, and analytics, or have Clarky draft emails and texts that you approve with a single reply. You can even add Clarky to a group chat with a guest and let it find a time and book the meeting. Clarky replies over iMessage when the recipient supports it, falling back to RCS and then SMS automatically, all on the same number. There is no app to install.
Plan availability: Standard or higher. See Plans & Billing.

Ask Anything

The same CRM knowledge as Ask Clarky, from your phone

Group Chat Booking

Add Clarky to a group text and it schedules the meeting for you

Reply YES to Confirm

Drafted emails, texts, and bookings only go out after you approve

Private by Design

In group chats Clarky sticks to scheduling and never shares CRM data

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Getting Started

1

Add your phone number

Clarky recognizes you by your phone number. Add it in either place:
  • Click your avatar in the sidebar, choose Edit Profile, and enter your phone number. This applies to every workspace you belong to.
  • Or have a workspace admin set it under Settings, then Users, using Edit User on your row.
A phone number can only belong to one Clarky account. If yours is already claimed by another account, you’ll see an error when saving.
2

Find the Clarky number

Open Ask Clarky in your CRM. The greeting shows the number you can text. Save it as a contact so it’s easy to reach.
3

Send your first text

Text anything you’d ask in the web app: “How many deals closed this month?”, “Catch me up on Rafael”, “Who should I follow up with this week?”

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What You Can Do

Text Clarky can answer the same questions and take the same actions as Ask Clarky in the web app:
  • Search contacts and companies, and pull up anyone’s details and history
  • Summarize your pipeline, analytics, and running sequences
  • List today’s or this week’s meetings
  • Draft an email or text to a contact, then send it after you reply YES
  • Log notes, calls, and meetings
  • Check availability, share your booking link, and book meetings
Replies are kept short and text-friendly. For big result sets, Clarky gives you the count and highlights instead of a wall of messages.

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Confirming Actions with YES or NO

Anything that sends or books is prepared as a draft first. Clarky texts you a recap and waits:
  • Reply YES to send the email or text, or confirm the booking
  • Reply NO to cancel
  • Reply with anything else and the draft is discarded, so a stray “yes” later can never fire an old draft
Only you (the workspace admin) can approve emails and texts. Drafts also expire on their own after 30 minutes.

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Booking Meetings in a Group Chat

The fastest way to schedule with someone: start a group text that includes your guest and the Clarky number, then ask Clarky to find a time.
1

Start the group

Create a group text with your guest (or guests) and the Clarky number, and say something like “Clarky, help us find 30 minutes next week.”
2

Clarky proposes times

Clarky checks your real availability, proposes two or three open slots, and shares your booking page link so the guest can also browse on their own.
3

Agree and confirm

When a time works, Clarky collects the guest’s name and email, recaps the booking, and books it after a YES. The guest gets a confirmation email with the calendar invite, and it lands on your calendar like any other booking.
Group chats are strictly for scheduling. Clarky will not share contact records, pipeline data, or anything else from your CRM in a thread that includes guests.
Clarky can only reply to threads that message it first, so always start the group chat yourself and include the Clarky number from the beginning.

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Troubleshooting

Make sure your phone number is saved on your profile (avatar menu, then Edit Profile) and that your workspace is on the Standard plan or higher. If you text from a number Clarky doesn’t recognize, it replies with instructions instead of answers.
Texts route to your default workspace. Switch your default workspace in the app to change where your texts go.
That’s intentional. Group chats with guests are scheduling-only so your CRM data stays private. Text Clarky directly (1:1) for everything else.
Drafts expire after 30 minutes, and replying with anything other than YES or NO discards them. Just ask Clarky to draft it again.