Clara — Your AI Assistant

Last Updated: 2026-03-15

What is Clara?

Clara is your built-in AI assistant inside the dashboard. Click the Clara button to open the chat panel and work through calls, leads, and setup questions in natural language.

What Can Clara Do?

Clara can help you with tasks based on your role:

For Everyone

• "Show me my leads" — View leads assigned to you
• "What calls came in today?" — Check recent call activity
• "Mark lead #123 as contacted" — Update lead status
• "Add a note to the Johnson lead: called back, scheduling for Thursday"
• "What still needs my attention?" — See your current follow-up to-dos

For Admins & Super Admins

• "Show me all new leads from this week" — View all business leads
• "Assign the latest lead to Sarah" — Delegate lead follow-up
• "How many calls did we handle this month?" — Get a quick activity snapshot
• "Show me our agents and numbers" — Review routing setup
• "Create a new dental front desk agent for my business" — Generate a draft agent from a description

Current Limits

Clara can read live business data and help with lead work today, but it does not currently manage billing, payment methods, phone provisioning, calendar booking, or team invites directly from chat.

Tips

• Be specific — "Show me leads from last week with status 'new'" works better than "show leads"
• Ask follow-ups — Clara remembers the conversation context within a session
• Natural language — No special commands needed. Just type like you're talking to a colleague.

Privacy

Clara only accesses data within your business. Members can only query their own assigned leads. All conversations with Clara stay within your account.