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An AI SDR agent is the configured Clara persona that handles your inbound conversations. Each agent combines behavior fields, training material, qualification rules, booking destinations, and integrations - and each one can run on your website 24/7.

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What an agent can do

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Creating an agent

  1. In your Clara workspace, click Create Agent.
  2. Give Clara a name and fill in the behavior fields - Company Description, Goal, Tone, and Closing Behavior - to shape how she speaks and represents your brand.
  3. Choose the avatar: pick a stock avatar from the gallery, upload a face, or generate one from a prompt.
  4. Attach training: a knowledge base and visual presentations.
  5. Save. The agent is live in your workspace and ready to embed.

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Agent behavior controls

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Behavior fields

Four fields shape how Clara converses. Each accepts up to 1,000 characters:
  • Company Description - describe your company, what it offers, who it serves, and your key value proposition.
  • Goal - what the conversation should achieve: understand the visitor’s needs, qualify them, demonstrate the value of your platform, and guide the conversation toward a meaningful next step.
  • Tone - how Clara speaks. For example: concise, friendly, confident, and professional, with simple language and no unnecessary technical jargon unless the visitor asks.
  • Closing Behavior - how conversations end. For example: ask if the visitor has any final questions, suggest a clear next step such as booking a meeting or exploring a deeper demo, and end with a polite, encouraging call to action.
Behavior changes apply to the next conversation - active conversations finish on the previous config.

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Next steps

Conversation workflows

Route and complete conversations with rules.

Templates

Standardize agent behavior across teams and sites.