AI Customer Experience Platform

Trusted by companies

Leads come in fast.
Responses have to be faster.

Clerk Chat AI calls every new lead immediately, qualifies them by voice, and follows up via RCS.

High-intent qualification
Qualify transfer to human
After-hours response

How it works:

Call & qualify
AI handles first contact and screening.
Follow up via RCS
Interactive messages keep leads engaged.
Hand off to sales
Qualified leads go straight to your team.

Daniel Morgan 9:52 AM
High-intent qualification
0:00
Picked up: Clerk Chat AI

0:00
0:00
Clerk AI: Hello.
0:01
Clerk AI: Thank you for calling Clear Tone Hearing Center.
0:03
Clerk AI: This is Michael.
0:04
Clerk AI: How can I help you today?
0:05
Daniel Morgan: Hi, Michael.
0:07
Daniel Morgan: Do you guys support pediatric services?
0:11
Clerk AI: Certainly.
0:12
Clerk AI: We do offer services for children with hearing loss.
0:14
Clerk AI: We have specialists trained in pediatric audiology who can assess and manage hearing concerns in children of all ages.
0:21
Clerk AI: Would you like to schedule an appointment for a hearing test for a child?
0:24
Daniel Morgan: Yeah.
0:24
Daniel Morgan: Do you suggest hearing aids or something else for them?
0:30
Clerk AI: That's great.
0:30
Clerk AI: We can definitely discuss options for your child.
0:33
Clerk AI: It depends on the specific needs and diagnosis.
0:35
Clerk AI: We offer a range of solutions, including hearing aids, assistive listening devices and even cochlear implants in some cases.
0:43
Daniel Morgan: Oh, wow.
0:44
Clerk AI: Would you like to schedule.
0:45
Daniel Morgan: Yeah, absolutely.
0:48
Daniel Morgan: Let's schedule an appointment.
0:50
Daniel Morgan: Do you have something available tomorrow?
0:53
Clerk AI: Absolutely.
0:53
Clerk AI: I can help you with that.
0:55
Clerk AI: To find the best time for you.
0:56
Clerk AI: Could you please tell me your name and phone number?
0:59
Daniel Morgan: Sure.
1:01
Daniel Morgan: It's Michael and My number is 415-434-2424.
1:10
Clerk AI: Thank you.
1:10
Clerk AI: Michael.
1:11
Clerk AI: Let me check our schedule for tomorrow.
1:13
Clerk AI: Just a moment.
1:14
Clerk AI: Okay.
1:15
Clerk AI: We have a few slots available tomorrow.
1:17
Clerk AI: Would 2 o' clock in the afternoon work for you?
1:21
Daniel Morgan: Let's actually do one o'clock if that works for you.
1:25
Clerk AI: Of course.
1:26
Clerk AI: One o'clock works perfectly.
1:27
Clerk AI: I've booked your appointment for tomorrow at 1 o'.clock
1:30
Clerk AI: Clock.
1:30
Daniel Morgan: Thanks.
1:31
Clerk AI: Is there anything else I can help you?
1:32
Daniel Morgan: Thank you so much.
1:34
Daniel Morgan: If you can just send me a confirmation, that would be great.
1:38
Clerk AI: You're very welcome.
1:39
Clerk AI: I've just sent you a confirmation email with all the details of your appointment.
1:43
Daniel Morgan: Thank you so much.
1:45
Daniel Morgan: Thank you.
1:45
Daniel Morgan: Bye.
1:46
Daniel Morgan: Bye.
1:47
Clerk AI: You're very welcome.
1:49
Clerk AI: Have a great day and we look forward to seeing you tomorrow.
1:51
Clerk AI: Goodbye.
Michael Rooker 9:52 AM
Qualify transfer to human
0:00
Picked up: Clerk Chat AI

0:00
0:01
Clerk AI: Hey Michael, this is Alice from autoinsurance.com I left you a quick voicemail earlier this week.
0:05
Clerk AI: Did I catch you at an okay time?
0:08
Michael Rooker: Yeah, now works.
0:11
Clerk AI: Okay, awesome.
0:12
Clerk AI: To start, are you currently insured or are you actively shopping for a brand new policy right now?
0:17
Michael Rooker: I'm actually looking for a new policy now.
0:21
Clerk AI: And what kind of vehicle are you driving?
0:23
Michael Rooker: It's a 2024 Tesla Model 3.
0:27
Clerk AI: Thank you.
0:27
Clerk AI: And is it just you on the policy or multiple people?
0:31
Michael Rooker: Yep, just me.
0:32
Clerk AI: That's great.
0:33
Clerk AI: Okay, I'm going to transfer you to one of our specialists who will help you find the right policy.
0:37
Clerk AI: Hold on one sec.
0:39
Michael Rooker: Thanks.
0:47
Jack: Hi, this is Jack.
0:48
Jack: How can I help you?
Jack Tender 9:52 AM
After-hours response
0:00
Picked up: Clerk Chat AI

0:00
0:00
Clerk AI: Hi, there.
0:01
Clerk AI: Thank you for calling Medical Life Care.
0:02
Clerk AI: This is Amber.
0:03
Clerk AI: How can I help you today?
0:05
Jack Tender: Hi, Amber.
0:06
Jack Tender: I need to submit a service order.
0:07
Jack Tender: My MRI machine broke down today and I need to get it fixed.
0:12
Clerk AI: Okay, I can help with that.
0:13
Clerk AI: I have your name on file as Jack Tender.
0:15
Clerk AI: Is this correct?
0:16
Jack Tender: Yes, that's correct.
0:19
Clerk AI: And I have your phone number on file as 732-242-7834.
0:24
Clerk AI: Is this correct?
0:26
Jack Tender: Yeah, that's right.
0:28
Clerk AI: Great.
0:28
Clerk AI: I don't have an email address on file.
0:30
Clerk AI: Can you share your email?
0:32
Jack Tender: Yes, it's Jake tender at gmail.com.
0:37
Clerk AI: and what is the name of your facility?
0:40
Jack Tender: 123 Medical Drive.
0:44
Clerk AI: And can you please describe the issue with the MRI machine?
0:47
Clerk AI: Please be as detailed as possible.
0:49
Jack Tender: My MRI scanner stopped working.
0:52
Jack Tender: It'll turn on, but it doesn't start the scan.
0:55
Clerk AI: Okay, and where is the equipment located?
0:57
Clerk AI: What area or room is it in?
0:59
Jack Tender: On the second floor, in the scanning room.
1:03
Clerk AI: Okay, got it.
1:04
Clerk AI: The service order will be assigned to a technician and a member of staff will call back to confirm in the morning.
1:11
Jack Tender: All right, awesome.
1:12
Jack Tender: Thank you so much.
1:12
Jack Tender: Have a great night.
1:14
Clerk AI: Thanks for calling.
1:15
Clerk AI: Have a great day.

Lead qualification doesn’t stop after the call

Clerk Chat pairs dependable AI voice outreach with RCS follow-ups to keep conversations moving, without sacrificing control, compliance, or scale.

5x
higher response rates with
branded voice + messaging
24/7
AI-driven lead coverage, perfect for
performance marketers
Millions
of calls handled with enterprise
guardrails for compliance

Get a call from our AI Agent

Hear how inbound leads are qualified.

Trust & compliance

Recognized. Trusted. Branded.

There’s a right way to engage your customers - and it starts with trust.

Branded Messaging
With RCS your business logo, colors, and name establish authenticity and prevent fraud impersonation, ensuring members recognize legitimate communications.
Branded Calling
Display your business name and logo on member phones to reduce call screening, build trust and meet financial industry standards.
Verified
Your brand is verified and registered with phone carriers and regulatory bodies, so your customers always know it’s truly you reaching out.

Integrations

Clerks integrate with your favorite platforms and channels

Trusted connections for scalable communication.

See all integrations ➜

Salesforce
Automatically sync all your contacts and their key details so you can personalize communication at scale.
Read more
Microsoft Teams
Integrate with the leading CRM natively built for Microsoft Teams. Send messages to lists and groups to drive revenue.
Read more
Genesys
Seamlessly integrate with Genesys to power advanced AI conversational agents using your existing workflows.
Read more

SMS
Reach customers on the most supported channel.
RCS
Upgrade traditional SMS and bring your messages to life.
WhatsApp
Let customers reach your business directly.
Voice
AI agents for inbound and outbound calls.

Ask our team

Security & Compliance you can trust

Protect your business communications with Clerk Chat’s secure, compliant platform. We make it simple to stay on top of industry standards without sacrificing ease of use.

Learn more

Data Privacy Guaranteed
Worried about data security and privacy when it comes to AI? We have you covered. Your data is never trained on or shared.
HIPAA Compliant
Every message, call, and AI interaction meets the highest standards for patient privacy and data security.
SOC2 Type II Certified
Benefit from opt-in/opt-out functionality, and seamless integration with SOC 2 Type II-certified protocols for reliable security across every interaction.