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Documentation Index

Fetch the complete documentation index at: https://docs.clarasdr.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Conversation Workflows define how Clara SDR engages, qualifies, and routes inbound customer interactions. Workflows help teams automate lead qualification, meeting scheduling, CRM updates, and customer engagement processes across inbound sales channels.

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What You Can Configure

  • Lead qualification workflows
  • Demo request handling
  • Customer routing logic
  • Qualification questions and scoring
  • Meeting scheduling flows
  • Human escalation rules
  • CRM update behavior
  • Conversation completion workflows

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Supported Workflow Types

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Demo Request Qualification

Automatically engage customers who submit demo requests and qualify them before routing to sales teams.

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Website Lead Intake

Handle inbound website inquiries and collect qualification details through conversational workflows.

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Product Inquiry Handling

Guide customers through product-related conversations and route qualified opportunities.

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Enterprise Lead Routing

Assign inbound enterprise leads based on qualification rules and routing policies.

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Customer Onboarding Assistance

Support onboarding conversations and customer engagement workflows.

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Workflow Lifecycle

  1. Customer initiates interaction
  2. Clara starts qualification workflow
  3. Customer intent is evaluated
  4. Qualification responses are collected
  5. CRM records are updated
  6. Meetings or escalations are triggered

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Workflow Controls

Teams can configure:
  • Qualification logic
  • Routing conditions
  • Escalation policies
  • Meeting booking rules
  • CRM synchronization settings
  • Conversation completion actions

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Visual Workflows

Add screenshots and workflow diagrams here as product visuals become available. Placeholder: Conversation flow from inbound customer → qualification → routing → CRM synchronization → meeting scheduling.