Sales & Marketing Collateral

To help you present Clerk Chat effectively to potential customers, we’ve created the following sales resources:

Whitepaper

1. The Ultimate Guide to Microsoft Teams SMS Integration

   Whitepaper for MS Teams

2. Connecting School Communities with Conversational Messaging

   Clerk Chat for Schools Partners

3. Better Conversations and Bigger Impacts for Nonprofits

   Clerk Chat for Non-Profits

One Pager

1. Features at a Glance

   Features-one-pager.pdf

2. Clerk Chat Features Comparison to MS Teams SMS Offering

   Clerk Chat Vs MS Teams

Pitch Deck

1. Clerk Chat (general)

2. Clerk Chat AI Overview

3. MS Teams

4. Zoom

5. Webex

Full Length Product Demo

1. MS Teams (As of Apr 9, 2025)

2. Webex (As of Apr 28, 2025)

Presentations

Generic Clerk Chat Presentation

AI Forward Clerk Chat Presentation

FAQs

Help Center

Clerk Chat Guide

Interactive Walk Thru

How To’s

Extensive Video Library of Features

Use Cases by Vertical

• Transforming industries with Clerk Chat

• AI Agent to deflect/triage support calls -- Here’s how Clerk Chat is using Agents today, and how a similar approach could be implemented.

• Modern Communication for Financial Services - Clerk Chat offers unique one-click integrations with leading archiving and eDiscovery systems, enabling compliant messaging between financial organizations and their clients.

• CMS Achieves 92% Automation in Lead Qualification with Clerk Chat AI - A real-world use case in trucking logistics.

• How Nova Auto Pros automated lead qualification with Clerk Chat - Here's a use case for an automotive chain.

• Choreo’s approach to keeping client communication compliant with Clerk Chat

For additional collateral, please visit:

Additional Clerk Chat Collateral.zip