Shared team inbox
One conversation, one shared workspace. Your entire team can see customer history, respond from the right place, and know when the WhatsApp 24-hour service window is open.
Features
Clio features: everything a WhatsApp-first business needs.
Not a chatbot bolted onto a spreadsheet. A platform with a real data model, real permissions and a real audit trail underneath it.
Contacts & CRM
Turn conversations into customer records. Organize contacts with tags and notes, search your customer history instantly, manage opt-outs, and keep your customer data under control.
Visual workflow builder
Automate lead follow-ups, reminders, customer journeys, and hand-offs without writing code. Workflows can pause and resume when customers reply.
Google Sheets, both ways
Connect your existing workflows to Google Sheets. New rows can trigger WhatsApp messages, while customer replies and workflow events can update your sheet automatically.
Broadcast campaigns
Send approved WhatsApp templates to targeted customer segments, track delivery and read rates, and automatically respect customer opt-outs.
AI-assisted conversations
Draft replies, summarize long conversations, assist your team with customer context, and hand conversations to humans whenever judgment is required.
Roles & permissions
Give every team member exactly the access they need. Admin, manager, agent, and viewer roles work alongside rate limiting, account protection, and an immutable audit trail.
Official Meta Cloud API
Connect your own WhatsApp Business Account through the official Meta infrastructure. Clio validates connections, verifies webhook signatures, and avoids unofficial WhatsApp automation methods.
Honest analytics
Track delivery, read rates, response times, campaign performance, and workflow activity. When data isn’t available, Clio shows a dash — never a misleading zero.
Instagram automation
Bring Instagram direct messages into the same inbox and automation stack as WhatsApp. Build workflows around Instagram enquiries, customer messages, lead capture, and follow-ups.
Lead-capture forms & QR codes
Turn a link, a QR code or a bio-page form into a new contact automatically. Every lead lands in your contacts, ready for your team to follow up on WhatsApp.
Appointments from Calendly
Connect Calendly and every booking shows up in Clio, matched to the right contact automatically, so your team sees upcoming and past appointments next to the conversation.
New in Clio
Turn comments into customers.
Follow up everywhere.
Creator Automations turn Instagram and Facebook comments into DMs and leads, the Automation Bazaar gives you ready-made workflows to switch on in one click, and email lets you design a template and send it to one person or your whole list.
Creator Automations
Comment a keyword. Get the DM.
Pick a post and a keyword of your own. When someone comments it, Clio replies in their DMs through Meta’s official API — with your link, your words, and an interactive flow if you want one.
- Instagram & Facebook comment-to-DM
- Interactive DMs with buttons and branches
- Follower check before the link is sent
- Every commenter saved as a contact
Automation Bazaar
Don’t build it. Add it.
A library of ready-made workflows, message templates and automation recipes for WhatsApp, Instagram and email. Find one that fits, click “Add to Clio”, put it in your own words and switch it on.
- Workflows, templates and recipes
- One click to add to your account
- Fully editable after you add it
- Creator starters for comment-to-DM
Email templates & campaigns
Design it once. Send it to everyone.
Connect your own email account, build an email template with your logo, text and buttons, then send it to one contact, a whole label as a campaign, or as a step in any workflow.
- Email template builder
- Email campaigns to your labels
- Opens, clicks and bounces tracked
- Unsubscribe links handled for you
Shared team inbox·
Visual workflow builder·
Google Sheets sync·
Template messaging·
Broadcast campaigns·
Role-based access·
Delivery analytics·
AI-assisted replies·
Lead-capture forms·
Calendly appointments·
Creator Automations·
Automation Bazaar·
Email campaigns·
Your WhatsApp operation shouldn’t
depend on one person’s phone.
Give your team one place for conversations, customer data, automation, and follow-ups.
Meta-verified business required · Official Meta WhatsApp Cloud API · Meta messaging charges billed separately
Prefer to talk first? support@clio.co.in
riya.creates GUIDE 🔥