Quickstart

Launch your first ClaraSDR Agent: create Clara, train her, set up qualification and booking, and embed her on your site.

Before you begin

• Admin access to your ClaraSDR workspace - get started at clarasdr.ai
• A website where you can add a script or React component
• Source material for training: pitch decks, product docs, FAQs, sales scripts

1. Create your AI SDR

Sign in to your Clara workspace and create a new agent:

1. Click Create Agent.
2. Give Clara a name, for example Website Clara.
3. Choose the look, the stock Clara avatar is a good default - see the avatar gallery.
4. Fill in the behavior fields - Company Description, Goal, Tone, and Closing Behavior. Each accepts up to 1,000 characters and shapes how Clara speaks and represents your brand.

2. Train Clara on your product

Upload your material so Clara speaks your brand:

1. Add a knowledge base

   Upload pitch decks, product docs, and FAQs - or point Clara at your website. See Knowledge base.

2. Add a presentation deck

   Upload a PDF or PPT so Clara can present relevant slides while she talks. See Visual presentations.

3. Set up qualifying questions

Pick a preset framework or build your own:

• BANT - Budget, Authority, Need, Timeline
• MEDDIC - Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion
• CHAMP - Challenges, Authority, Money, Prioritization

Or create a custom question set. Clara asks these questions in conversation and logs every answer. See Qualifying questions.

4. Connect meeting booking

Give Clara somewhere to send qualified buyers:

• Calendly, Cal.com, HubSpot Meetings, or Acuity - connect your existing scheduler
• Custom booking URL - bring any public booking page

Every booking lands in your CRM with the conversation attached. See Meeting bookings.

5. Embed Clara on your website

Install the widget package:

npm install @truviz/widget

Render Clara in your app:

React

import "@truviz/widget/style.css";
import { TrugenChat } from "@truviz/widget";

export default function TrugenWidget() {
  return (
    <TrugenChat
      agentId="YOUR_AGENT_ID"
      userName="USER_NAME"
      userId="USER_ID"
      context="CONTEXT"
    />
  );
}

Prop	Required	Purpose
agentId	Yes	Your Clara agent ID from the dashboard
userName	No	Display name Clara addresses the visitor by
userId	No	Internal user ID attached to the conversation record for analytics
context	No	Free-form context, for example the page the visitor is on

6. Watch her sell

Open your site, start a conversation, and confirm:

1. Clara engages and answers from your knowledge base.
2. Qualifying questions are asked and logged with full detail.
3. A qualified test lead lands on your booking calendar and in your CRM.

Track everything in Analytics, and wire downstream automation with Webhooks & events.

Next steps

Widget customization

Position, colors, branding, and suggested topics.

Conversation workflows

Routing and completion flows.