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Clara handles the full inbound flow: engage, qualify, present, book, and hand off. These are the workflows teams run on Clara every day.

Inbound lead qualification

Engage visitors in real time, collect qualification details conversationally, and route qualified opportunities to your team - no forms, no waiting.
  • Qualification against BANT, MEDDIC, CHAMP, or custom question sets
  • Every answer logged with full detail
  • Qualified leads routed to reps automatically
Qualifying questions →

Demo request handling

A buyer submits a demo request. Clara engages immediately, qualifies them, and books the demo - or walks them through the product on the spot.
  • Qualification before the rep’s time is spent
  • Meeting booked on your connected calendar
  • Demo conversions tracked end to end
Meeting bookings →

Website visitor engagement

Turn website traffic into conversations on every page:
  • Pricing page visitors get plan-fit conversations
  • Docs readers get technical answers from your knowledge base
  • Every conversation produces a lead record in your CRM
Website embed →

Enterprise lead routing

Apply stricter qualification for enterprise buyers:
  • Deeper qualification flows (MEDDIC)
  • Dedicated routing to enterprise queues
Conversation workflows →

Product inquiry conversations

Clara answers product questions, handles objections, and presents the right material:
  • Answers grounded in your knowledge base
  • Relevant slides presented during the conversation
  • Product interest signals feed qualification
Visual presentations →

Personalized demos at scale

Every demo adapts to the buyer’s industry, role, and needs:
  • Retrieval picks the slides that match each buyer
  • Clara explains features and handles objections
  • Qualified buyers land on the calendar - automatically
How it works →

Onboarding assistance

Post-sale, Clara guides customers through onboarding conversations - answering questions and pointing to the right resources. AI SDR agents →