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.
What it drafts, what it sends on its own, and what it asks you first.
Your price matrix, the embeddable form, and how leads turn into customers.
The AI receptionist, screen-pop, MMS, and the missed-call text-back.
Invoicing on completion, cards on file, and the tax-prep packet.
No. The CRM core - customers, quotes, scheduling, and manual invoicing - works without Clarity Agent. Free also supports human calls from your own connected business number using purchased credits. The Clarity Agent and texting are available on paid plans.
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.
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.
Yes. We do a clean import of your customers and properties so you start with your book of business intact. Everything else starts fresh.
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.
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 make human calls from a connected business number using purchased credits. Paid plans add the Clarity Agent and texting. Texting also requires a connected business number.
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.
Run the whole CRM for nothing. Switch the AI employee on when it is already paying for itself.