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.
Overview
Workflows and automation help teams manage inbound customer interactions, qualification processes, meeting scheduling, CRM synchronization, and routing logic across Clara SDR.Automation Capabilities
Lead Qualification Workflows
Automatically qualify inbound customers using configurable conversation logic and routing conditions.Customer Routing
Route qualified leads based on:- Qualification score
- Territory or region
- Product interest
- Meeting readiness
Meeting Scheduling
Automate meeting booking workflows.CRM Synchronization
Automatically synchronize:- Customer records
- Qualification status
- Conversation history
- Meeting updates
Internal Notifications
Send automated notifications through:- Slack
- Microsoft Teams