Who Calls Whom

You can set your default phone preference in your preferences dashboard. If you have a direct phone number in your preferences, then Who Calls Whom determines which party initiates the call.

You Call Them

• If your participant's phone number is readily available in the email context or listed in an email signature, Clara will automatically add their phone number to the calendar invite.
• If you know the participant's phone number, you can tell Clara in the meeting request to prevent Clara from asking. For example, "Clara find time for me to chat with Joe. I already have his number so you don't need to collect it" or "Clara find Jenny and I time to talk this week. I'll call her at 555-867-5309"
• If Clara is unable to determine your participant's phone number, Clara will ask for the number per your follow-up frequency. 
• If a phone number isn’t obtained when a meeting time is confirmed, Clara will send the invite and will add the missing invite details once obtained.
• If you have a phone number saved in your preferences, Clara will ask your permission before providing your phone number to a participant that requests it.

 

PLEASE NOTE

• Clara currently obtains phone numbers on a per-request basis and is not yet able to remember participants' phone numbers for future scheduling requests.
• You can conditionally change this preference by telling Clara or using a Codeword.