Clerk Chat

O que é Clerk Chat?

Clerk Chat is a business calling and messaging platform focused on Microsoft Teams. It adds customer conversations to the workspace employees already use, with support for SMS, MMS, RCS, WhatsApp, and eFax on Teams numbers.

The platform combines shared messaging workflows with AI voice and messaging agents. It also offers Operator Connect as an alternative to Microsoft Calling Plans. Clerk Chat serves organizations coordinating customer, member, patient, and donor communications, with options for small businesses and larger enterprises.

O que Clerk Chat pode fazer?

Messaging inside Microsoft Teams

Send and receive business messages through SMS, MMS, RCS, WhatsApp, and eFax within Microsoft Teams, bringing multiple communication channels into one workspace.

Shared conversation workflows

Shared inboxes and group messaging support conversations involving multiple staff members or recipients. The pricing comparison also lists internal threads, templates, and scheduled SMS.

Campaigns and contact management

The Ultimate plan includes message campaigns and 50,000 contacts; Growth includes 8,000 contacts. The feature comparison also lists analytics and opt-in/opt-out controls.

AI voice and messaging agents

Deploy AI agents for voice and messaging inside Microsoft Teams. Clerk Chat describes using its own agent to handle support inquiries.

Operator Connect calling

Replace Microsoft Calling Plans with Operator Connect. The pricing page describes using a Microsoft Teams Phone Standard license with Clerk Chat.

Branded communications

RCS messaging can display a business logo, colors, and name. Branded calling displays a business name and logo on recipient phones, while carrier and regulatory registration supports brand verification.

Casos de uso

“Coordinate nonprofit programs”

Keep families, donors, and staff connected across chapters or programs. Make-A-Wish uses group texting to include multiple family members, while YMCA of Northern Utah uses Clerk Chat for family communication.

“Manage financial client conversations”

Support client messaging in financial services workflows. Choreo describes using Clerk Chat to communicate more efficiently while maintaining confidence in its communications from a compliance standpoint.

“Stay connected with patients”

Use text conversations to respond to patient and family needs and coordinate appointments. Audiology Island describes using Clerk Chat to provide more responsive, personalized communication.

“Automate support inquiries”

Use an AI agent to handle recurring support conversations. Clerk Chat's published internal case study reports a 93% support deflection rate; this is a specific deployment result.

Perguntas frequentes

Do I need to port my existing business numbers?

Clerk Chat says it connects conversations to an existing business phone solution without requiring number porting or a carrier change. Growth and Ultimate both advertise bringing your own numbers.

What plans and trial options are available?

Growth and Ultimate are paid per-user plans; Enterprise uses custom pricing. Monthly and yearly billing options and free trials are available. Clerk Chat says you can cancel any time. Growth includes 8,000 contacts; Ultimate includes 50,000 contacts and message campaigns.

What does the Enterprise plan include?

Enterprise has custom pricing through sales and lists a custom master services agreement, defined service-level agreements, and custom integrations.

Is the Microsoft Teams app certified?

Clerk Chat identifies its Microsoft Teams app as Microsoft 365 Certified and describes a Microsoft review against industry controls for security, compliance, and data handling.