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Clerkchat.co

Build an AI support agent from your website, docs, and SOPs, with grounded answers, human escalation, and live analytics.

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ClerkChat is an AI customer support agent for teams that want customers to get answers without waiting on a person for every routine question. It learns from your website, help docs, FAQs, and SOPs, then uses that information to answer questions while sending more complex conversations to your team.

The platform is built around using a company’s existing documentation as its source of truth. This makes it useful for support, onboarding, and other customer-facing workflows where teams repeatedly answer the same questions but still need human involvement for exceptions.

Key Features

Knowledge Base From Your Own Material

Build an AI knowledge base using the information your team already has.

ClerkChat can import:

  • Website pages
  • PDFs
  • FAQs
  • SOPs
  • Help documentation

This gives the agent a centralized source of information to use when responding to customers.

Grounded Answers

Keep AI responses connected to the underlying source material.

ClerkChat provides citations in the interface so users can see where an answer comes from. This makes the agent more useful for organizations that want responses based on their own documentation rather than generic AI knowledge.

Human Handoff

Escalate conversations when an AI response is not enough.

More difficult questions can be passed to the team with the conversation context included. Slack notifications can also alert the appropriate people when human intervention is needed.

Website Widget and Hosted Help Page

Give customers access to the agent through different support experiences.

You can place the assistant directly on your website or use a standalone hosted support page. This allows customers to get help without requiring them to navigate a separate support system.

Multiple AI Agents

Create separate assistants for different workflows.

Teams can maintain dedicated agents for areas such as:

  • Customer support
  • Sales
  • Internal onboarding
  • Other specialized workflows

Each agent can have its own knowledge base and purpose.

Customization

Configure the agent to match your company's support experience.

You can customize:

  • Tone
  • Greeting
  • Brand colors
  • Reply rules

This helps the AI assistant fit more naturally into an existing website and customer experience.

Analytics and CSAT

Track how the AI support experience is performing.

ClerkChat provides analytics around metrics such as:

  • Deflection
  • Response speed
  • Customer satisfaction
  • CSAT

This gives teams visibility into whether the agent is actually reducing support workload and improving the customer experience.

Built For Customer Support and Onboarding

ClerkChat is a good fit for:

  • Customer support teams
  • SaaS companies
  • Customer onboarding teams
  • Sales teams
  • Businesses with extensive documentation
  • Teams handling repetitive customer questions
  • Organizations needing after-hours support

Common Use Cases

  • Answering customer support questions
  • Handling FAQ requests
  • Supporting customer onboarding
  • Answering questions from SOPs
  • Providing website-based support
  • Deflecting repetitive support tickets
  • Escalating complex conversations to humans
  • Providing after-hours customer assistance
  • Creating specialized support agents
  • Helping customers find information in company documentation

Why It Matters

Many teams already have the information needed to answer customer questions, but that information is spread across websites, help docs, FAQs, PDFs, and internal SOPs.

ClerkChat brings those materials together into a verified knowledge base and puts an AI agent in front of them. Customers can get answers to common questions without waiting for a support representative, while more complicated conversations can still reach a human with the relevant context.

The grounded response approach is also important for teams that want AI support to stay connected to their own documentation. Rather than simply generating an answer, the agent can show the source behind its response.

For teams with a high volume of repetitive questions, this creates a practical middle ground between a traditional help center and fully human support. The AI handles routine requests, while the support team stays available for situations that require judgment or deeper assistance.

Provide AI-Powered Customer Support With ClerkChat

Train an AI support agent on your website, help docs, FAQs, and SOPs, give customers grounded answers through a website widget or hosted help page, and hand complex conversations to your team with full context. ClerkChat helps teams automate repetitive support while keeping humans involved when they matter.

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