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One Inbox, Every Channel

Your customers reach you through different channels—text, email, Instagram, WhatsApp, phone calls. Clara manages all of it in one unified inbox so you don’t have to switch between apps.

Supported Channels

SMS (Text Messages)

Send and receive text messages with customers

Email

Manage customer emails from your inbox

Instagram DMs

Respond to customers through Instagram Direct Messages

WhatsApp Business

Chat with customers on WhatsApp

Facebook Messenger

Serve customers through Facebook Pages

Website Chat Widget

Embed a chat box on your website

GoHighLevel (GHL)

Sync conversations from your GHL account

Voice Calls

Answer calls and take voicemail messages

How to Connect Channels

Each channel has slightly different setup. But the general flow is:
1

Go to Integrations

2

Click Your Channel

Pick the channel you want to connect (SMS, Email, Instagram, etc.)
3

Follow the Setup Guide

Each channel has specific instructions (we’ll walk you through it)
4

Activate

Once connected, customers can reach you through that channel
5

Test It

Send yourself a test message to make sure it works

View All Conversations

Go to https://agentclara.app/chats You’ll see every conversation across all channels:
  • Text messages (SMS)
  • Emails
  • Instagram/Facebook DMs
  • WhatsApp
  • Phone calls
  • Website chats
Each shows:
  • Customer name (or phone number)
  • Channel (SMS, Email, Instagram, etc.)
  • Last message (what they said most recently)
  • Status (unread, resolved, etc.)

Filter by Channel

In your inbox, filter to see only one channel:
  • Click the Channel dropdown
  • Select “SMS”, “Email”, “Instagram”, etc.
  • See only conversations from that channel
Useful when you want to focus on one type of message.

Respond to Customers

Click any conversation and reply: SMS: Type your text and hit send Email: Type your reply, it goes to their email inbox Instagram/Facebook: Type your message, it goes to their DMs WhatsApp: Type your message, it appears on WhatsApp Website Chat: Type your response, they see it in the widget All responses are sent from Clara (the AI) or a team member (if you take over).

Channel Features

FeatureSMSEmailInstagramWhatsAppPhone
Quick replies
File attachments
Typing indicator
Scheduled messages
Read receipts
Images/media

Set Up Multiple Channels

You don’t have to choose just one. Most businesses use 2-3: Recommended starting point:
  1. SMS (quick to set up, most customers have it)
  2. Email (professional channel, good for confirmations)
  3. One social (Instagram or WhatsApp, depending on your customers)
Then add more as you grow.

Which Channel First?

Quick Decision Tree:
  • Salons, Spas, Clinics → SMS + Google Business Profile (for reviews)
  • E-commerce → Email + Instagram
  • Professional Services → Email + WhatsApp
  • Restaurants → SMS + Facebook
  • Agencies, Consultants → Email + Calendar integration (Calendly)
Start with what your customers already use.

Channel Setup by Type

SMS & Phone

Text messages and phone calls

WhatsApp

WhatsApp Business messaging

Instagram & Facebook

Social media direct messages

Email

Email integration (in Quick Setup)

GoHighLevel

GHL contact sync

Website Chat

Chat widget (in Quick Setup)

Conversation Management

In your inbox, you can:
  • Filter by channel, status, customer
  • Search for specific conversations
  • Tag conversations (for organization)
  • Assign to team members
  • Mark as resolved when done
  • Snooze (get reminded later)
  • Archive (remove from view but keep record)

Quick Tips

Start with one channel. Master it, then add more.
Test each channel before going live. Send yourself a test message.
Set Clara’s knowledge per channel. Different channels need different info (email might be more formal than SMS).
Monitor response times. Aim to reply within 1-2 hours during business hours.
Use customer preferences. If they reached you by Instagram, reply on Instagram (not email).

Common Questions

Yes. Each SMS number can be in a different location or for a different purpose. Go to https://agentclara.app/integrations/phone-numbers to add more.
Yes. Customers can book through any channel—SMS, email, Instagram, WhatsApp, etc. Clara syncs it to your calendar automatically.
You can connect multiple email addresses. Go to https://agentclara.app/integrations > Email and add as many as you want.
Yes. Go to https://agentclara.app/integrations, find the channel, and click Disable. Customers can’t reach you through that channel, but conversations are still saved.

Next Steps


Questions? Email support@agentclara.ai