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Clara doesn’t run the same script on every visitor. The personalization engine blends CRM data, on-site context, and live conversation signals so every buyer conversation is relevant to that buyer.

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Data sources

Clara personalizes conversations using:
  • CRM records and activity history - who this visitor is and how they’ve engaged before
  • Page context - which page the visitor is on and how they arrived
  • Form and inquiry context - demo requests and product inquiries
  • Qualification responses - everything the buyer has already told Clara
  • Engagement signals - product interest and conversation history
Pass visitor context straight to the widget when you embed it - userName, userId, and context shape the conversation from the first message. See the website embed.

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What Clara personalizes

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Dynamic conversation flows

Conversations adapt in real time based on:
  • Customer intent and the question they actually asked
  • Qualification status - qualified buyers move faster to booking
  • Product interest - presentations adapt to what Clara is showing
  • Workflow conditions and conversation outcomes - see Conversation workflows

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Data enrichment

Connect data providers to enrich inbound leads with firmographic context before or during the conversation:
  • Apollo
  • Clay
  • Clearbit
  • ZoomInfo
Enrichment feeds qualification and routing. See CRM integrations for the setup flow.