Finding your way around Clarify
Your Clarify workspace is organized into two key areas: the command center (left-hand side) and the dynamic workspace (main view).
Command center
The left sidebar is your command center - your mission control where you'll find everything you need, exactly when you need it. It contains key sections:
Quick actions: Access Clarify's core capabilities instantly with
cmd + kto search across your entire workspace.Smart navigation: Jump between records, manage lists, get AI-powered notifications, access enriched contact data, manage your pipeline, and view automated reports.
Workspace settings: Control your experience with options to log out, set up integrations, switch between workspaces, manage settings, and personalize your experience.
Dynamic workspace: display and organize your customer data
macOS app shortcuts
Many actions in Clarify's macOS app have keyboard shortcuts - learn them once, work faster forever.
cmd + y: View historycmd + [: Go backcmd + ]: Go forwardcmd + w: Close tabcmd + t: New tabcmd + (tab number): Go to that tab
Dynamic workspace
Your dynamic workspace is where Clarify's AI truly shines, automatically organizing and displaying your customer data in meaningful ways.
You can:
Display data in table and board layouts
Find what you're looking for instantly using AI search
View records in multiple formats based on your current task