Five9
Text Smarter Inside Five9
Add texting, RCS, and AI voice to your Five9 system. One number, one view, better results — for both agents and customers.

Built for busy call teams
Turn calls into chats
Give customers a way to skip the phone queue. Clerk Chat turns missed calls into text threads — agents reply without switching tools.
AI handles the outreach
Launch branded AI voice calls to leads or users. Once the call ends, Clerk Chat continues the thread over SMS or RCS.
Everything, tracked automatically
Clerk Chat syncs messages and calls into Salesforce, HubSpot, and Zendesk. Your agents see every conversation, without doing any logging.
Trusted by 1000+ brands on Microsoft Teams
From startups to the Fortune 500, Clerk Chat is the most compliant and intuitive way for your team to unlock conversational messaging.
Jeff Gelwix
President @ Sonic Drive-in
Clerk Chat is a beautifully built solution that is flexible, customizable, intuitive, and perfect for collaboration. We love the Clerk Chat platform, but what we love even more is how amazing and caring the team behind it is.
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Cruz M.
Professional Independent Marketer
As a marketing professional, I had trouble communicating with my contractors because we used Slack and Teams, but they weren't always online. I spent months looking for a tool to help me send text messages or WhatsApp messages to them so they could log in to Zoom and Google Meets. Plus, Clerk Chat also allows me text my clients that I have on HubSpot CRM.
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Katrina Bogany
President of Fab Finishes, Inc.
Clerk Chat is truly the missing piece of the puzzle with Teams! It makes Teams a complete communications solution, by adding the vitally important SMS texting functionality to the platform. In addition, Clerk Chat’s support is excellent.
Read more on Trustpilot
FAQ
Helpful answers
Find what you need quickly and clearly with our most frequently asked questions.
Yes. Clerk Chat lets you text-enable your current Five9 numbers — whether they’re local or toll-free — so you don’t need to set up a new line. That means customers can call or text the exact same number your team already uses, making it easier to remember and more consistent across channels. Texts will appear directly in your existing workflow, helping agents manage everything in one place.
Yes — Clerk Chat allows you to deploy AI-powered outbound voice calls that sound natural and are fully branded. You can predefine scripts for different scenarios — like appointment reminders, lead qualification, or post-sale follow-ups. Once the AI call is complete, you can automatically continue the conversation by text, send a link, or pass the contact to a live agent if needed. It's like adding a tireless, polite assistant to your outbound team.
Definitely. Clerk Chat supports MMS and RCS, so your agents can send more than just plain text. Think images, videos, clickable buttons, PDFs, or even carousels (in RCS). This is especially useful for product demos, appointment details, or sending quick how-to guides. If the customer’s device doesn’t support rich content, we fall back to SMS — so your message always gets through.
Clerk Chat slots right into your existing Five9 logic — no need to rework how your agents handle interactions. For example, you can set rules that automatically trigger a follow-up SMS if someone hangs up or misses a call. You can also route incoming texts to the same agent queue as calls. This lets you offer customers an alternative to voice without creating a separate workflow.
Yes. Clerk Chat includes powerful scheduling and automation features. You can trigger texts based on actions — like a missed call, status change in your CRM, or campaign logic. Use message templates with variables like name, appointment time, or custom fields to personalize at scale. Want to send reminders three days before an appointment? Or follow up with a survey link post-call? Easy.
Clerk Chat customers consistently report 25–40% lower call volumes, faster resolution times, and higher customer satisfaction scores. Texting deflects routine inquiries (like 'What’s my appointment time?' or 'Where’s my order?'), freeing up voice agents for more complex issues. It also boosts engagement — text messages are read almost instantly and replied to quickly, leading to faster back-and-forth and fewer dropped issues.