Clariti transforms the way customer service representatives engage with clients. This case study delves into the innovative features enabling customer service representatives to seamlessly maintain contextual interactions across various clients. Leveraging Clariti’s advanced functionalities, representatives can navigate through a plethora of customer communications effortlessly.

The focus here is on creating an environment where each customer’s unique needs are addressed with precision. By harnessing the power of Clariti, customer service representatives are not just managing interactions; they are cultivating a personalized and context-rich experience for every client.

This case study highlights how Clariti reshapes customer service, making it more efficient, insightful, and tailored to individual preferences.

Traditional customer service software Versus Clariti

Traditional customer service software often focuses on managing interactions through ticketing systems and standardized responses, lacking personalization and context. In contrast, Clariti excels in providing personalized and context-rich experiences for every client.

For instance, while traditional customer service software may log customer inquiries in separate tickets, Clariti’s contextual conversations integrate emails, chats, files, and tasks, allowing agents to understand the complete history and context of each interaction. Additionally, Clariti’s “bring email” feature enables agents to seamlessly incorporate relevant email threads into ongoing client conversations, ensuring continuity and enhancing the overall customer experience. By leveraging these capabilities, Clariti empowers customer service teams to build stronger relationships and deliver more tailored solutions, ultimately driving greater satisfaction and loyalty among clients.

  • Personalized Interactions: While traditional customer service software relies on canned responses and scripted interactions, Clariti enables agents to personalize responses based on a deep understanding of each customer’s history and preferences. For example, instead of sending a generic response, a Clariti user can refer to previous interactions to address a customer’s specific needs and preferences.
  • Contextual Engagement: Traditional customer service software lacks integration across communication channels, leading to fragmented interactions. Clariti integrates emails, chats, files, and tasks into contextual conversations, providing agents with a holistic view of each customer interaction. For example, a Clariti user can access past email exchanges, chat transcripts, and shared files within the same conversation, eliminating the need to switch between multiple platforms.
  • Seamless Email Integration: Traditional customer service software relies on separate email clients, leading to disjointed communication. Clariti offers a “bring email” feature that allows users to seamlessly integrate relevant email threads into ongoing conversations. For example, a customer service agent can bring an email from a client directly into a Clariti conversation, ensuring that all relevant context is retained and accessible to team members.
  • Collaborative Problem-solving: Traditional customer service software limits collaboration to predefined workflows and ticket assignments. Clariti facilitates real-time collaboration among team members within the context of customer interactions. For example, a Clariti user can initiate a group chat to discuss a complex customer issue, share relevant documents, and brainstorm solutions collaboratively.
  • Manage schedules: Traditional customer service software relies on manual assignment and tracking of tasks within the platform. Clariti integrates schedules directly into conversations, allowing users to schedule events, calls and to-dos seamlessly. For example, a Clariti user can create an event within a customer conversation to follow up on a specific request, add other team members, and follow up with the client without leaving the conversation.
  • Flexible Communication Channels: Traditional customer service software limits communication to predefined channels, such as email and chat. Clariti offers flexibility to communicate via email, chat, voice calls, and video conferencing within the same platform. For example: a Clariti user can initiate a voice call with a customer directly from a conversation thread to provide personalized support or conduct an online consultation.
  • Scalability and Customization: Traditional customer service software often lacks scalability and requires extensive customization for specific use cases. Clariti offers scalability to accommodate growing teams and customizable workflows to meet diverse customer service needs.
  • Cost Efficiency: Traditional customer service software often requires significant upfront investment, along with ongoing maintenance fees and expenses for additional features or user licenses. In contrast, Clariti offers a cost-effective solution with transparent pricing, flexible subscription plans, and no hidden costs. This cost advantage allows businesses to optimize their budget allocation, ensuring they get maximum value from their investment in customer service tools without compromising on quality or functionality.

Customer Service Dynamics with Clariti's "Sharing Gmail" and "Contextual Conversations"

Challenges in Customer Service

In the competitive world of customer service, maintaining contextual interactions and managing diverse client communications pose significant challenges. Traditional customer service software often hinders effective collaboration and contextual understanding. Enter Clariti, offering a game-changing solution specifically tailored to meet the needs of customer service representatives.

Empowering Customer Service with Clariti:

1. Share Gmail for Seamless Integration: Clariti’s “Bring Email” feature transcends traditional customer service software by seamlessly integrating Gmail into a collaborative workspace. By empowering users to bring selective emails and start new conversations, or add to existing threads, Clariti elevates client interactions, fosters contextual understanding, and enhances overall team collaboration. This innovative feature is a testament to Clariti’s commitment to simplifying communication and fostering a more connected and efficient work environment.

How “Share Gmail” revolutionized customer service:

  • Selective Gmail Import: Users can handpick specific emails from their Gmail inbox, choosing those directly relevant to client interactions. This selective import ensures that only crucial information is integrated into Clariti, preventing unnecessary clutter.
  • New Conversations or Existing Threads: Upon importing emails, users have the flexibility to initiate new conversations or append them to existing threads within Clariti’s contextual conversations. This versatility enables users to organize client-related discussions effectively and ensures that every piece of communication is placed in its appropriate context.
  • Maintaining Context Across Interactions: The primary objective of “Bring Email” is to preserve the context of client interactions. By bringing emails from into Clariti, users create a centralized hub where the entire team can access and comprehend the context of each client conversation. This feature mitigates the risk of disjointed communication and ensures that every team member is on the same page.
  • Consolidating Communication Channels: Clariti acts as a unifying platform, consolidating client communication channels. Instead of navigating between Gmail and other collaboration tools, users can access, discuss, and share Gmail interactions seamlessly within Clariti. This consolidation minimizes the need for juggling multiple applications, fostering a more efficient workflow.
  • Effortless Access and Retrieval: Once integrated, the Gmail interactions become an integral part of Clariti’s comprehensive system. Users can effortlessly retrieve and reference these emails whenever needed, eliminating the hassle of searching through disparate email threads. This ensures quick access to pertinent information and accelerates response times.
  • Enhancing Collaboration and Decision-Making: The “Bring Email” feature not only streamlines individual workflows but also promotes collaborative decision-making. Team members can collectively engage with Gmail content within Clariti, facilitating collaborative problem-solving and ensuring that all decisions are informed by the context of client interactions.

2. Contextual Conversations for Streamlined Engagement: Using Clariti’s ‘Contextual Conversations’ customer service representative can have discussions with their client directly or with their colleagues.

Imagine you’re a customer service representative at a software company. You send a link to your client, Sarah, inviting her to join Clariti. Now, Sarah can chat directly with you on Clariti about her support needs. But even if Sarah doesn’t join, you and your team can still use Clariti to discuss her case. You’ll have a dedicated space where you can share updates, exchange ideas, and collaborate on solutions, all while keeping Sarah’s information organized and easily accessible. So, whether you’re talking to Sarah directly or discussing her case with your team, Clariti ensures that you have all the context you need to provide top-notch service and support.

Here are the advantages that make this feature indispensable for streamlined engagement:

  • Centralized Client Discussions: Clariti acts as a centralized hub for client conversations, allowing customer service representatives to conduct discussions with multiple clients within a single platform. This eliminates the need to navigate between various communication tools, providing a unified space for managing diverse client interactions.
  • One-to-Many Communication: With Clariti’s “Contextual Conversations,” customer service representatives can engage in one-to-many communication effortlessly. This means that a single representative can address and interact with multiple clients concurrently, ensuring efficient and simultaneous communication without compromising on context or quality.
  • Avoiding Communication Silos: Traditional communication tools often lead to communication silos, making it challenging to keep track of interactions with different clients. Clariti breaks down these silos by allowing representatives to engage with clients in a contextualized manner. Each conversation includes all forms of interaction with a client including email, and documents and internal communications with other team members using chat and calls, thus avoiding confusion and ensuring that interactions remain focused and relevant.
  • Seamless Transition Between Clients: Customer service representatives can seamlessly transition between different clients’ conversations within Clariti. This fluidity enables representatives to switch their attention between clients effortlessly, responding promptly to inquiries, providing updates, and maintaining a continuous and coherent flow of communication.
  • Enhanced Client Understanding: The contextual nature of Clariti’s conversations facilitates a deeper understanding of each client’s unique needs and requirements. Customer service representatives can reference previous interactions easily, ensuring that every communication is informed by the client’s history and context. This results in a more personalized and effective service.
  • Efficient Calendar Management: Clariti’s platform offers intuitive calendar management within contextual conversations. Representatives can schedule events, calls and to-dos seamlessly. This integrated approach ensures that all client-related tasks are managed efficiently within the same space where discussions take place, reducing the risk of oversight or miscommunication.
  • Real-time Collaboration: The real-time collaboration features within Clariti’s contextual conversations enable representatives to collaborate with teammates on client-related matters instantly. This ensures that teams can work together to address complex client issues, share insights, and collectively provide comprehensive and informed responses.

Case Study: Enhancing Customer Service Efficiency with Clariti

As customer service expectations continue to evolve, businesses are seeking innovative solutions to streamline their support operations and deliver personalized experiences to customers. This case study explores how a customer service representative (CSR) of a company improved efficiency and customer satisfaction by transitioning from traditional customer service software to Clariti.

Challenges with Traditional Customer Service Software:

Before adopting Clariti, the CSR encountered several challenges with traditional customer service software. These included fragmented interactions, limited visibility into customer history, and time-consuming manual tasks such as switching between multiple platforms and searching for relevant information across disparate systems.

Recognizing the need for a more integrated and intuitive solution, the CSR switched to Clariti for its ability to provide personalized and context-rich experiences for every client. With Clariti, the CSR could seamlessly integrate emails, chats, files, and tasks into contextual conversations, allowing for a holistic view of each customer interaction.

Benefits of Using Clariti:

By leveraging Clariti’s features, the CSR experienced significant improvements in efficiency and customer satisfaction. Clariti’s “bring email” feature enabled the CSR to easily integrate relevant email threads into ongoing conversations, eliminating the need to switch between multiple platforms and ensuring all team members had access to relevant context.

Additionally, Clariti’s collaborative problem-solving capabilities allowed the CSR to engage with colleagues in real-time within the context of customer interactions, leading to quicker resolution of customer issues and improved team collaboration.


By transitioning from traditional customer service software to Clariti, the CSR was able to save time and effort, improve efficiency, and deliver personalized experiences to customers. Clariti’s intuitive features and seamless integration capabilities make it an ideal solution for businesses looking to enhance their customer service operations and drive customer satisfaction.

Clariti’s “Bring Email” and “Contextual Conversations” features are powerful tools when compared with the traditional customer service software. This case study demonstrates how these features, when employed strategically, lead to enhanced collaboration, improved response times, and a deeper understanding of customer interactions – ultimately revolutionizing the customer service landscape. Clariti stands out as a dedicated solution that empowers customer service teams to provide unparalleled service and build lasting customer relationships.

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