Getting Started with Clara

Last Updated: 2026-03-15

What is Clara?

Clara is an AI-powered voice agent platform that answers your business phone calls 24/7. When a customer calls, Clara's AI agent picks up, has a natural conversation, captures lead information, and delivers everything to your dashboard — so you never miss a call again.

Setting Up Your Account

1. Set Up Your Business

After signing up, you'll land on your dashboard. Your business is where your team manages calls, leads, and agents.

2. Create Your First Agent

Go to Agents → Create Agent and configure:

  • Name — Give your agent a name (e.g., "Front Desk", "After Hours")
  • Language — Choose the language(s) your agent speaks
  • Voice — Pick a voice that fits your brand
  • Greeting — What the agent says when answering a call
  • Instructions — Tell the agent what to do: capture caller name, reason for calling, insurance info, appointment requests, and other details your team needs.
  • Knowledge Base — Upload documents (FAQ, pricing, services) so the agent can answer questions accurately

3. Get a Phone Number

Go to Numbers → Get a Number:

  • Search by area code or city
  • Purchase a number directly from the dashboard
  • Assign it to your agent

Forward your existing business number to your Clara number, or use the Clara number directly.

4. Go Live

Once your agent has a phone number assigned, it's live! Calls to that number will be handled by your AI agent immediately.

Dashboard Overview

Home

Your at-a-glance view: recent calls, new leads, and key stats for the current period.

Leads

Every call that captures contact information creates a lead. From here you can:

  • View caller details and conversation summaries
  • Listen to call recordings
  • Read full transcripts
  • Update lead status (new → contacted → completed)
  • Add notes for your team
  • Assign leads to team members

Calls

Complete log of all calls — successful, missed, and voicemails. Filter by date, agent, or call type. Listen to recordings and read transcripts.

Agents

Manage your AI agents. Each agent can be configured independently with its own voice, language, greeting, instructions, and knowledge base. You can run multiple agents for different purposes (e.g., one for appointments, one for general inquiries).

Numbers

View and manage your phone numbers. Purchase new numbers, assign them to agents, or release numbers you no longer need.

Locations

If your business has multiple locations, create a location for each. Assign team members and agents to specific locations to keep everything organized.

Analytics

Track your call volume, lead conversion, average call duration, and costs. See trends over time and identify peak calling hours.

Team

Invite team members to collaborate. Assign roles to control what each person can access.

Settings

Configure your business: name, timezone, business hours, and integrations.

Billing

View your plan, usage, invoices, and manage your subscription.

Roles & Permissions

Clara has three roles:

Super Admin

Full control over everything — agents, numbers, team, billing, settings. Can upgrade/downgrade the plan, change payment methods, and manage the subscription.

Admin

Manages day-to-day operations — configure agents, handle leads, invite team members, view billing and usage. Can add seats when the team grows. Cannot change the plan or payment method.

Member

Focused on lead management — view and update leads assigned to you, listen to your call recordings, and add notes. Read-only access to agents and numbers.

Using Clara (AI Assistant)

Clara includes a built-in AI assistant in your dashboard. Click the assistant button to open the chat panel and ask questions like:

  • "Show me today's new leads"
  • "How many calls did we get this week?"
  • "Assign lead #123 to Sarah"
  • "Show me the leads that still need follow-up"

Clara adapts to your role. Admins can work across the business, while members stay focused on their assigned leads.