Overview
Welcome back
Tasks
All tasks across your workspace
Documents
Processed files history
Contacts
Extracted entities from your documents and chats
CRM
Leads, deals and sales pipeline
Billing & Usage
Your plan, token usage and subscription
Need more capacity? Purchase additional tokens for the current billing period.
Tokens are added instantly to your current month's budget. No subscription changes needed.
Connected Chats
Manage your linked Telegram and WhatsApp chats
How to add a chat: Add @clark_ai_bot to your Telegram group, or set up WhatsApp via Evolution API. The bot will auto-register new chats when it receives the first message.
Templates
Document templates and company branding
PNG, JPG, SVG. Used in generated documents.
Hook = anchor for auto-selection by bot. E.g. when user says «invoice» — bot picks the template tagged as «invoice».
Team & Roles
Manage team members and their permissions
Advanced: tool permissions & limits
How roles work: CEO has full access. Managers can manage tasks and CRM. Members can use AI tools. The bot only responds to registered team members when in restricted mode.
Memory
Persistent knowledge learned from your conversations
Facts extracted by AI from your conversations. Used to personalize responses.
No facts learned yet. Clark will extract facts as you chat.
VIN, INN, phones and other entities extracted from documents — available across all chats.
No cross-chat entities yet. Upload documents to extract entities.
Daily summaries of your conversations — permanent memory.
No summaries yet. Clark creates daily summaries automatically.
AI Tools
21 tools available to Clark in your chats
Settings
Chat and workspace configuration
Export or delete your workspace data. These actions apply to the current tenant.
Connect Clark to external CRM, accounting, or notification systems.