Quickstart

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Before you begin

• Admin access to your ClaraSDR workspace - get started at clarasdr.ai
• A website where you can add a script or React component
• Source material for training: pitch decks, product docs, FAQs, sales scripts

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1. Create your AI SDR

1. Click Create Agent.
2. Give Clara a name, for example Website Clara.
3. Choose the look, the stock Clara avatar is a good default - see the avatar gallery.
4. Fill in the behavior fields - Company Description, Goal, Tone, and Closing Behavior. Each accepts up to 1,000 characters and shapes how Clara speaks and represents your brand.

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2. Train Clara on your product

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3. Set up qualifying questions

• BANT - Budget, Authority, Need, Timeline
• MEDDIC - Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion
• CHAMP - Challenges, Authority, Money, Prioritization

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4. Connect meeting booking

• Calendly, Cal.com, HubSpot Meetings, or Acuity - connect your existing scheduler
• Custom booking URL - bring any public booking page

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5. Embed Clara on your website

npm install @truviz/widget

import "@truviz/widget/style.css";
import { TrugenChat } from "@truviz/widget";

export default function TrugenWidget() {
  return (
    <TrugenChat
      agentId="YOUR_AGENT_ID"
      userName="USER_NAME"
      userId="USER_ID"
      context="CONTEXT"
    />
  );
}

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6. Watch her sell

1. Clara engages and answers from your knowledge base.
2. Qualifying questions are asked and logged with full detail.
3. A qualified test lead lands on your booking calendar and in your CRM.

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Next steps