Help & Guide

Learn how to get the most out of Clarety

Getting Started

Clarety is your AI-powered sales assistant that helps manage your daily workflow. Here's how to get started:

  1. Chat naturally - Ask questions about your emails, calendar, or deals in plain English
  2. Review suggestions - Clarety will suggest actions like sending emails or updating your CRM
  3. Approve or modify - Review each action before it's executed
  4. Stay informed - Check your dashboard for a quick overview of your day

Chat Features

Ask about your emails

"What emails need my attention today?"

Check your calendar

"What meetings do I have this afternoon?"

Draft communications

"Draft a follow-up email to John about the proposal"

Update your CRM

"Move the Acme deal to negotiation stage"

Get deal insights

"What's the status of my pipeline this week?"

Voice Features

Use voice for hands-free interaction with Clarety:

  • Click the microphone button or press Cmd+K
  • Speak naturally - Clarety will transcribe and respond
  • Audio responses will play automatically (configurable in settings)

Tip: Voice is great for quick questions while driving or between meetings.

Transcript Analysis

Upload meeting transcripts for automatic analysis:

  • Go to the Transcripts page
  • Paste or upload your meeting transcript
  • Clarety will extract action items, key points, and follow-ups
  • Review suggested actions in your Actions queue

Supported formats: .txt, .md, .vtt, .srt

Keyboard Shortcuts

Open voice input
Cmd+K
Close overlays
Escape
Send message
Enter
New line in message
Shift+Enter

FAQ

Will Clarety send emails without my approval?

No. All actions require your explicit approval before execution. You can review, edit, or reject any suggested action.

How does Clarety access my email and calendar?

Clarety connects to your Google Workspace or Microsoft 365 account through secure OAuth. You control what data Clarety can access.

Is my data secure?

Yes. Your data is encrypted in transit and at rest. Clarety does not store conversation history beyond your current session unless you enable it.

Can I use Clarety on mobile?

The web app is mobile-responsive. A dedicated mobile app is coming soon.