Navigating Clarify

Learn how Clarify is setup and how to navigate our elegant UI to find what you need quickly.

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 + k to 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 history
cmd + [: Go back
cmd + ]: Go forward
cmd + w: Close tab
cmd + t: New tab
cmd + (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