The conversation pipeline
1
Capture: Clara engages
A visitor opens your website and Clara starts the conversation - through the chat widget, a voice session, or a full avatar interaction. You choose the experience.
2
Understand: intent + context
Clara reads what the visitor says and does. Spoken input is transcribed in real time and any data you pass to the widget (like
userName or page context) shape the conversation.3
Reason: LLM + your training
The language model generates responses grounded in your knowledge base, qualification framework, personalization rules, and connected tools.
4
Qualify: Evalute your customers
Clara asks your qualifying questions - from BANT, MEDDIC, CHAMP presets or a custom set - and logs every answer.
5
Act: book and sync
Clara books meetings on your calendar, writes the lead and transcript to your CRM, and fires webhooks for every downstream workflow.
What Clara can be?
The same agent can present itself in several modes. The pipeline is identical - only the render layer changes.
See Agent widget for modes and Avatars & voice for the visual options.
Configuration layer
Clara’s behavior comes from the agent configuration, edited in your Clara dashboard:
Everything attaches to the same agent, and changes take effect on the next conversation - no redeploy.
The sales loop
Every conversation produces structured output your team can act on:- Qualification record - every question, every answer, logged in detail
- Meeting record - what was booked, with which rep
- Conversation transcript - the full context attached to the CRM record
- Webhook events -
conversation.completed,lead.qualified,meeting.booked, and more