Text Clarify from your iPhone to ask about a customer, company, deal or your pipeline, or to send an update while you're out. It answers using what's already in your CRM, without you opening the app.
ℹ️ Clarify in iMessage is in closed beta. To request access for your workspace, email [email protected].
Link your phone number
Each person links their own number.
In Clarify, go to Connectors in the left sidebar and open iMessage under Personal.
Copy the number, or click Message Rep to open Messages with it filled in. Save the number as Clarify in your contacts.
Send a message from your iPhone.
Clarify replies with a link. Open it while you're signed in to Clarify.
When the page says You're verified, go back to Messages. Clarify confirms which workspace you're linked to, and you can start asking.
Once linked, your number shows on the iMessage panel with a Connected badge.
What you can do
Catch up before a call. "What happened on our last call with Acme?"
Ask about your pipeline. Deals, people, companies, meetings and tasks, in plain language.
Send an update. Send a text, voice memo, photo or attachment and say what to update. Clarify transcribes voice memos and reads photos and files.
Replies come back as short plain text, so tables and formatted content are simplified.
Use Clarify in a group chat
Add Clarify to an iMessage group and mention it with @Clarify when you want an answer. It reads the group but only replies when mentioned. Anyone in the group who has linked their number can ask, and each request uses that person's own workspace and access.
If you're in more than one workspace
Clarify needs to know which workspace to use. Set this up beforehand under Account → Preferences → Default workspace for Rep. If you haven't, Clarify replies and asks you to choose. You can also disconnect your number from the workspaces you don't want it to use.
Disconnect your number
Go to Connectors, open iMessage, and click Disconnect next to your number. To use it again, text Clarify and follow the new link.
Troubleshooting
"This number isn't linked to Clarify yet"
Open the link in that message while signed in to Clarify, then text again.
"This link has expired"
Text Clarify again and it sends a new link.
"Rep isn't turned on for this channel yet"
iMessage isn't enabled for your workspace yet. Email [email protected] to request access.
It asked you to choose a workspace
Set a Default workspace for Rep (see above), or disconnect the number from the workspaces you don't use.