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
Everything a WhatsApp-first
business actually 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.
Shared team inbox·
Visual workflow builder·
Google Sheets sync·
Template messaging·
Broadcast campaigns·
Role-based access·
Delivery analytics·
AI-assisted replies·
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