Clerk Chat App
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Product Information
Specifications:
- Product Name: Clerk Chat
- Functionality: Business Messaging Platform
- Integration: Webex App Sidebar
- Features: Personalized and automated communications through
texting, AI Assistant, Workflows
Product Usage Instructions
Integrate Clerk Chat With Webex:
- In Webex App, go to More > App Hub and search for Clerk
Chat. - Select Add App. The app will now appear in your Webex
Apps.
Signing Into Webex:
You will need to sign in with your Webex credentials to start
receiving notifications through the application.
Clerk Chat Home Screen:
The home screen allows you to search contacts, view analytics,
set up AI Assistant, create workflows, update personal data, and
manage inboxes.
Send An SMS Message:
Send A Message From The Inbox Screen:
- Select an inbox to send the message from.
- Select the ‘+’ at the top of the inbox window or select ‘send a
message’ in the body of the window. - Enter recipient information and message content with
attachments if needed. - Click Send when ready.
Additional Options:
- Attach a file or picture.
- Include an emoji.
- Add a variable from your Settings.
- Create or add a custom template.
- Get AI Assistant to help with an answer.
- Add a custom signature created in Settings.
- Define a schedule for the message to be sent.
Send A Message From Contacts:
- Select a contact from the Contact List.
- The message window opens for the selected contact.
- Enter your message below, including any attachments.
Frequently Asked Questions (FAQ)
Q: How can I access the AI Assistant feature in Clerk
Chat?
A: To access the AI Assistant feature, you need to upload
enterprise domain specific documents to train the Clerk Chat AI
bot. This feature is not covered in the Quick Reference Guide.
Q: What are Workflows in Clerk Chat?
A: Workflows in Clerk Chat allow you to build automated
treatments and responses based on criteria like time of day, day of
week, or specific words in messages. This feature is available only
with the Ultimate License and is not covered in the Quick Reference
Guide.
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Business Messaging
with Webex Quick Referenece Guide TrustUC Business Messaging Powered By Clerk Chat
Clerk Chat is a platform that enables personalized and automated communications with customers and employees through texting. Your Clerk Chat account will be set up for you by a System Administrator. You will need to log in and add Clerk Chat to your Webex App Sidebar.
Integrate Clerk Chat With Webex
+ In Webex App, go to More>App Hub and search Clerk Chat.
+ Select Add App. The app now appears in your Webex Apps.
Signing Into Webex
You will need to sign in with your Webex credentials. Once you sign in with your Webex credentials you will start getting notifications through the application.
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Clerk Chat Home Screen
Search: Contacts: Analytics: Flows:
Workflows:
Settings: Phones:
Search Contacts, Conversations, Inboxes and Workspaces. View Contacts, Cohorts and Block list. Add or import contacts from other sources. View Analytics for Outgoing and Incoming messages. Show comparison between current and previous periods or years. Filter by inboxes and/or members.
Set up your own AI Assistant by uploading enterprise domain specific documents to train the Clerk Chat AI bot and establish protocols for automated responses to customer inquiries. (Not covered in this QRG). Provides a user with the ability to build automated treatment and responses to incoming messages when the user is unavailable.
Workflows can be built to trigger off time of day, day of week, specific words contained within the body of the message to streamline your business communication and provide prompt responses to your contacts during your away hours. (Available only with the Ultimate License and not covered in the QRG.).
Update your Avatar, personal data and create a custom signature.
Displays all inboxes assigned to you. Set up out of office and business hour perameters through phonesettings.
NOTE: Collapse and expand the ribbon by selecting the Collapse / Expand icon ribbon window.
in the top of the
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Send An SMS Message
Send A Message From The Inbox Screen
+ Select an inbox to send the message from + Select the + at the top of the inbox window or select send a message in the body of the window.
OR + Select a conversation to send a message to the same person or group.
+ In the message window, enter a phone, name or paste a list of phone numbers in the “To:” field.
+ Enter your message below. Be sure to include any attachments.
+ When your message is ready, click Send.
Additional Options
1 234 5
6
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1 Attach a file or picture. 2 Include an emoji. 3 Add a variable from your Settings. (for example:
Name) 4 Create or add a custom template. 5 Get AI Assistant to help with an answer. 6 Add the custom signature you create in Settings. 7 Define a schedule for the message to be sent.
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Send A Message From Contacts
+ Select a Contact from the Contact List. The contact information is displayed on the right.
+ Select
The message window opens for the contact selected.
+ Enter your message below. Be sure to include any attachments.
+ When your message is ready, click Send.
Additional Contact Options
1 23
45 1 Assign a team member. 2 Add to cohort (goup). 3 Get an AI summary of the conversation. 4 More: Mute, Mark Unread, Archive, Block, Export Logs 5 Show contact details.
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Add A Contact
Contacts must be added manually. They do not autopopulate. You can add contacts individually or import them from other applications.
+ To add a contact, go to the Contacts tab. + Select Add Contact to add an individual contact. + Select Import Contacts to upload contacts from Microsoft Outlook, Salesforce, a .csv file and other
applications.
Message Notifications
When you receive a new SMS Message you will be notified through Webex App.
A pop up appears
A new message indicator is displayed
Once you open Webex App, new Clerk Chat messages appear in their own space. When you click on the space, it opens Clerk Chat.
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Business Messaging Free Account
For organizations using the Free package, the 1,000-message monthly limit is shared across all users within the organization under a single pool. If you hit the limit of 1,000 messages, you will receive a notification. If you need to upgrade, please contact support.
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Documents / Resources
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TrustUC Clerk Chat App [pdf] User Guide Clerk Chat App, App |