First 20 Minutes With Clark

Use this page when you are setting up Clark for the first time. You do not need to understand AI, webhooks, APIs, or infrastructure. The goal is simple: add Clark to one real team chat, check that it answers, send one file, create one task, and learn where to find everything later.

What You Need Before Starting

• Access to your Clark dashboard.
• A Telegram group or Slack channel where you can add apps.
• Your workspace Tenant ID from the dashboard settings.
• One simple test file, such as a PDF invoice, proposal, screenshot, or DOCX.
• One real teammate or test user you can mention in a task.

Step 1: Choose Where Clark Should Work

Start with one channel only. Pick the place where your team already discusses work:

If your team uses...	Start here
Telegram groups	Follow Telegram Setup.
Slack channels	Follow Slack Setup.
Both	Start with the busiest chat, then add the second platform later.

Do not connect every chat on day one. Add one channel, test it, then expand.

For Telegram groups, add @xdocai_bot and send the link command directly in the group:

/link your-tenant-id

The command works without mentioning Clark. If the chat was connected to another workspace before, Clark moves it to the new Tenant ID and confirms the change.

Step 2: Say Hello

After Clark is added, write:

Clark, hello. What can you help this team with?

Expected result: Clark should answer with a short explanation. If it does not answer in a group, mention it directly, tag the bot, or reply to one of its messages.

Step 3: Ask For A Summary

Write a few normal messages in the chat, then ask:

Clark, summarize what we discussed.

This confirms that Clark can read the chat context and turn conversation into a useful digest.

Step 4: Send A File

Upload a simple PDF, DOCX, XLSX, CSV, TXT, image, or screenshot and add a short note:

Clark, summarize this file and tell me the important dates, amounts, companies, and people.

Expected result: Clark should process the file, explain what it found, and remember useful details for later.

Step 5: Create A Task

Try a small task:

/task Prepare short test report @anna by 15.04 !high

Or write naturally:

Clark, create a task for Anna to prepare a short test report by 15 April.

Then ask:

/tasks

This shows whether Clark can track follow-ups from the chat.

Step 6: Check Memory

After a document or a few messages, ask:

Clark, what do you remember from this chat?

or:

/memory

Useful memory can include people, companies, emails, phone numbers, document numbers, dates, amounts, IDs, and recurring responsibilities.

Step 7: Open The Dashboard

Go to the dashboard and check:

• Chats: connected channels and recent status.
• Documents: processed files and extracted details.
• Tasks: open tasks and owners.
• Memory: remembered facts and entities.
• Team: users and roles.
• Billing: plan, usage, and subscription status.

The dashboard is where admins review and clean up structured information. The chat is where most people work day to day.

A Good First Week Plan

Day 1: connect one chat, test messages, summaries, one file, and one task.

Day 2: invite the main team members and make sure names and roles are clear.

Day 3: upload real documents and check what Clark remembers.

Day 4: create a few tasks and review /tasks or the dashboard.

Day 5: use Clark for a weekly summary and decide which other chats to connect.

Common Beginner Mistakes

Mistake	Better habit
Adding Clark to every chat immediately	Start with one channel and expand after testing.
Writing vague requests like "do this"	Mention the file, person, date, or expected output.
Expecting Clark to answer every group message	Mention Clark when you want an answer.
Sending documents without a note	Add one sentence explaining what you want Clark to find.
Never checking the dashboard	Review documents, tasks, memory, and team roles regularly.

Simple Prompts That Work Well

Clark, summarize the last 30 messages and list open questions.

Clark, turn this discussion into tasks with owners.

Clark, remember that Maria handles invoices for Acme.

Clark, find the amount, due date, and company name in this document.

Clark, what changed this week?