Overview
Welcome back
Tasks
All tasks across your workspace
Documents
Processed files history
Contacts
Extracted entities from your documents and chats
CRM
Leads, deals and sales pipeline
Billing & Usage
Your plan, token usage and subscription
Need more capacity? Purchase additional tokens for the current billing period.
Tokens are added instantly to your current month's budget. No subscription changes needed.
Connected Chats
Manage your linked Telegram and WhatsApp chats
How to add a chat: Add @clark_ai_bot to your Telegram group, or set up WhatsApp via Evolution API. The bot will auto-register new chats when it receives the first message.
Templates
Document templates and company branding
PNG, JPG, SVG. Used in generated documents.
Hook = anchor for auto-selection by bot. E.g. when user says «invoice» — bot picks the template tagged as «invoice».
Team & Roles
Manage team members and their permissions
Advanced: tool permissions & limits
How roles work: CEO has full access. Managers can manage tasks and CRM. Members can use AI tools. The bot only responds to registered team members when in restricted mode.