Help center

How can we help?

We're building out full documentation. In the meantime, here are the questions operators ask most, and a real human email when you need one.

Clarity Agent

What it drafts, what it sends on its own, and what it asks you first.

Quotes & the widget

Your price matrix, the embeddable form, and how leads turn into customers.

Calls & texting

The AI receptionist, screen-pop, MMS, and the missed-call text-back.

Billing & the books

Invoicing on completion, cards on file, and the tax-prep packet.

Frequently asked

Do I have to use the AI to use ClarityStride?+

No. The CRM core - customers, quotes, scheduling, and manual invoicing - works without Clarity Agent. On Free, you can add purchased credits only when you want the agent or another metered feature.

Does the AI ever send things without my OK?+

Only what you tell it to. Every automation has its own autonomy dial: off, draft-for-approval, or auto-send. Anything touching money, scheduling, or a complaint defaults to drafting for your approval first.

Where do my prices come from?+

Your own price matrix. You enter your tiers once; square footage goes in and an exact price comes out. The AI never guesses a number - pricing is deterministic.

Can I bring my data over from Copilot?+

Yes. We do a clean import of your customers and properties so you start with your book of business intact. Everything else starts fresh.

Is the demo call real?+

Yes. The 'call me' demo places one real, automated call from the same AI receptionist that answers the phone for the business. It's one call, about 60 seconds, with no follow-up. US and Canada only, and only after you check the consent box.

What does it cost?+

Free is $0 with 0 included credits and 1 total user. Solo is $49 a month with 1,000 included credits and 1 total user. Growth is $199 a month with 4,000 included credits and 5 total users. Enterprise is $499 a month with 10,000 included credits, 50 included users, and $15 per extra user. One login works in both the office CRM and field experience. Free can use Clarity Agent, manual texting, and human calls with purchased credits. Texting and calling require a connected business number.

How do credits work?+

A typical Clarity Agent exchange is usually a small number of credits and varies with the work requested. A standard one-segment customer text uses 4 credits. A picture message uses at least 10 credits. A human-dialed call uses 10 credits per started minute. AI receptionist minutes use the graduated credit schedule. Included credits refresh with the billing period and do not roll over. Purchased credits do not expire.

Still stuck?

Email us and a real operator will get back to you within a business day.

Start free

Put the whole office to work.

Run the whole CRM for nothing. Switch the AI employee on when it is already paying for itself. No credit card to start.

Start free

The CRM core is free forever.

Help center - ClarityStride