Clerk Chat

Messaging Channels

• SMS & MMS: Send and receive text messages directly from existing business phone numbers.
• RCS Business Messaging: Deliver branded, interactive messages with logos, colors, and rich media.
• WhatsApp: Reach customers on WhatsApp through a shared, team-managed inbox.
• eFax: Send and receive faxes without leaving Microsoft Teams.

Voice & AI Agents

• AI Voice Agents: Deploy inbound and outbound AI calling agents that handle conversations autonomously.
• AI Messaging Agents: Automate customer responses, qualification, and follow-up across SMS, RCS, and WhatsApp.
• Operator Connect: Replace Microsoft Calling Plans with a cost-efficient carrier alternative inside Teams.

Compliance & Archival

• Multi-Channel Archiving: Capture every SMS, voice, RCS, and WhatsApp conversation with full audit trails.
• Microsoft Purview Integration: Automatically archive all conversations for regulatory visibility inside Purview.
• Global Relay & Smarsh Sync: Push conversation records to compliance platforms trusted by financial institutions.

Integrations & API

• REST API: Build custom messaging and voice workflows with a clean, developer-friendly API and webhooks.
• CRM Integrations: Connect HubSpot, Salesforce, and Microsoft Dynamics to manage conversations alongside customer data.
• Zapier & Make: Automate multi-step messaging workflows without writing code.

Clerk Chat makes business communication conversational, turning Microsoft Teams into a full-featured messaging and calling platform for organizations that want to reach customers on SMS, RCS, WhatsApp, voice, and eFax without changing their existing phone numbers or carriers.

Founded in 2022 and headquartered in San Francisco, Clerk Chat has grown to a team of 35 employees serving more than 1,000 paying customers across healthcare, finance, nonprofit, and software sectors. The platform is Microsoft 365 Certified and meets HIPAA and SOC 2 Type II standards, making it a fit for regulated industries that cannot compromise on compliance.

Backed by investors including Race Capital, AltaIR Capital, and HF0 Residency, Clerk Chat operates as a remote-first, globally distributed team committed to transparency, continuous learning, and building communication tools they use themselves.