Clarly documentation

Start here

• Get startedCreate a workspace, tell Clarly about your business, and try your assistant before any customer does.
• Connect WhatsApp, Instagram and MessengerWhat you need before you connect a number, how the Meta signup works, and what to do when it does not finish.
• Teach the assistant with documentsWhich files to upload, what the assistant does with them, and how to find what it could not answer.

Set up

Create your workspace and connect the channels your customers already use.

• Get startedCreate a workspace, tell Clarly about your business, and try your assistant before any customer does.
• Connect WhatsApp, Instagram and MessengerWhat you need before you connect a number, how the Meta signup works, and what to do when it does not finish.

Answers and handoff

Teach the assistant your business, and decide when a person takes over.

• Teach the assistant with documentsWhich files to upload, what the assistant does with them, and how to find what it could not answer.
• Handoff and ticketsWhen the assistant steps aside, what your team sees, and how stuck conversations are flagged.

Sell and book

Catalogue, orders, services and bookings, handled inside the conversation.

• Catalogue and ordersAdd products, let customers ask about them in chat, and decide whether orders confirm themselves.
• Deliveries with OTOConnect your OTO account once, then send approved orders to your carriers and let customers track them in chat.
• Services and bookingsList your services, set your hours, connect Google Calendar, and let the assistant offer only the times that are free.

Account

Plans, usage, your data and who can see it.

• Plans, usage and billingHow plans are sized, what counts as a reply, and what happens as you approach the limit.
• Data, roles and privacyWho can see what in a workspace, how to export your data, and what happens when you leave.