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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.

Plan availability: Startup or higher. See Plans & Billing.
CRM Basics controls how your agent captures people who contact you and lets you tailor the data you keep on contacts and companies.

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Contact Scope

Choose whether contacts are shared across every agent in the workspace or kept private to a single agent.

Workspace

Every agent in this workspace sees the same contacts. Useful when multiple agents serve the same customers and you want a unified record.

Just this agent

Contacts are isolated to this agent only. Useful when agents serve completely separate audiences and you don’t want their records mixed.
Most teams should start with Workspace so a customer who calls one agent and texts another shows up as a single contact.

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Auto-Capture Settings

Toggle whether the agent automatically saves a new contact whenever someone reaches out on a given channel.
When enabled, an inbound call will create a contact using the caller’s phone number. The contact is saved even if the call is brief.
When enabled, an inbound text creates a contact using the sender’s phone number.
When enabled, an inbound email creates a contact using the sender’s email address. Their name is captured too if it’s available in the message.
Auto-capture only adds the basics — phone number or email. Richer details (full name, company, custom fields) are filled in by the agent during the conversation or by you on the contact page.

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Custom Fields

Custom fields let you store extra information on contacts and companies that’s specific to your business — things like lead score, account type, or referral source.

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Field Types

Text

Single-line text

Number

Numeric values

Date

A date

Date & Time

A specific date and time

Dropdown

Pick one option from a list you define

Multi-select

Pick multiple options from a list you define

Checkbox

A simple yes / no toggle

URL

A web address

Email

An email address

Phone

A phone number

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Adding a Custom Field

1

Open Settings > CRM Basics

Find the Contact Custom Fields or Company Custom Fields card.
2

Click Add

A dialog opens for the new field.
3

Name the field

Enter a clear label (e.g., “Lead Score” or “Account Type”) and an optional description to help your team understand when to use it.
4

Pick a field type

Choose the type that matches the data you’ll store. For Dropdown or Multi-select, list each option on its own line.
5

Mark it required (optional)

Toggle “Required field” if the field must be filled in to save a contact or company.
6

Create

The field appears immediately on every contact or company in the workspace.

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Editing and Deleting Fields

You can rename a field, edit its description, change its options (for dropdowns), or toggle whether it’s required at any time. The field type itself can’t be changed once created — delete the field and create a new one if you need a different type.
Deleting a field removes it from your forms and contact pages. Existing values stored in that field are preserved on each record but become read-only.

Back to Settings

Return to Settings overview