Standard Codewords are only available on some plans. Contact Support@claralabs.com with any questions.
Standard Codewords bring together a word or phrase as a trigger in the body of a message, and an action for Clara to take on your behalf. Codeword actions must leverage already existing Clara functions, and cannot create new functionality for Clara. If you would like to propose a new codeword action for product development, let Clara know.
Standard Codewords are setup at the user level, so each user on an account needs to establish a Codeword if the whole team wants aligned codewords. There is no current limit to the number of codewords that you can have.
If you would like to suggest a Codeword be setup, message Clara with your Trigger and Action. Our internal team will review for supportability and get back to you quickly with suggested updates or confirmation that the Codeword has been set. Once you have a Codeword, you will be able to view the Trigger and Action directly on your user dashboard.
If you are looking for even more functionality to boost your ability to get meetings scheduled (especially with volume and/or in conjunction with marketing automation), check out Marketing Codewords.
Trigger: Clara will look for the exact (case-insensitive) usage of a given codeword, so you should choose a unique word (at least 5 characters) or a unique 2-word phrase that you can easily remember and won't accidentally show up in your other messages. Participant emails will not trigger a codeword.
- Triggers must only contain recognized English words
- Triggers cannot contain numbers, emojis, or symbols (@#$%^&*-.)
- Triggers cannot be your name, email address, or words that appear in your email signature
- Triggers cannot redefine a term (e.g., “30 minutes” in an email = “25 minute meeting” is not allowed)
- Triggers will be recognized in both the body and subject line of an email, so beware of words or phrases that occur regularly in your correspondence from others
Action: Define a specific intent for the trigger to improve Clara's ability to schedule. Clara will always take your calendar-based availability into account, and these actions only change your general preferences for the particular meeting.
- Event Constraints
- Scheduling Strategies
- Schedule this meeting with elevated priority
- Politely cease scheduling
- Change followup frequency or followup limit
- Change daily meeting cap
- Change buffer time between meetings
- Ensure Clara proposes times 1 week or 1 month into the future
- Prefer participant times, to ensure Clara follows up softly and allows the participant to propose times first
|Codeword||Example Usage||Clara Action|
"Hi Rhody, Let's hop on a call next week. Clara CC'ed can get this on calendar. Looking forward to it."
|Schedule with elevated priority.
"Great! Can't wait for you to join me for a bite."
|Schedule next available Tuesday at 7pm for 2 hours.|
"Looping in Clara to find us a time for you to see the demo."
|Schedule 9am - 7pm on days where you have defined preferred meeting times. Use Google Hangouts.|
"Clara, please find time to talk to the India team cc'd here"
|Schedule 7am-8am Mon-Thurs, or 9-11pm Sun-Thurs.|
|"peninsula"||"Cc'ing Clara to find us time for coffee when I'm on the peninsula next week"||Schedule at Coffee 123 in Palo Alto (that is in location preferences).|
|"really booked"||"Sounds good, but I'm really booked right now. Clara, please find time"||
|"whenever works"||"Excellent, happy to chat whenever works for you. Clara will get this scheduled for us."||
Clara responds as happy to schedule with times that work for participant. If there is no further response after your followup frequency is met, Clara will suggest times to participant.
|"phone screen"||"Clara, can you get Jessica slotted for a phone screen? Thanks!"||Schedule Mondays or Thursdays for 15 minutes, 1pm - 5pm, without buffer time between calls, and via your Google Hangout.|