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.
Before you begin
- Admin access to your Clara SDR workspace
- CRM connected (Salesforce, HubSpot, or another supported CRM)
- At least one outreach channel verified (email domain, LinkedIn seat, or SMS sender)
1. Create a workspace
Create or join a workspace, set your company profile, and invite teammates with the right roles (admin, operator, read-only).2. Connect CRM and channels
Connect your CRM so Clara can read accounts, contacts, and activity. Connect email, LinkedIn, or other channels so agents can send and track outreach.3. Define your ICP and templates
Create or pick a template that encodes tone, ICP, qualification rules, and follow-up strategy. Attach data sources for personalization (CRM fields, intent, firmographics).4. Launch a campaign
Create a campaign: audience, sequence, channel mix, and safety limits. Start in review mode if you want human approval before the first sends go out.5. Monitor qualification and handoff
Watch the lead qualification view for scores and stages. Configure handoff to sales so qualified leads land in CRM with context for your reps.Next steps
- AI SDR Agents — agent behavior, memory, and channels
- Campaigns — orchestration and playbooks
- Integrations — CRM and channel setup