The challenge
Order-status questions flood the inbox after every sale, Instagram DMs and WhatsApp messages are answered from different phones, and repeat buyers are hard to reach without spamming everyone.
Ecommerce & D2C
WhatsApp CRM and automation for ecommerce and D2C brands.
Online brands get most of their customer messages on WhatsApp and Instagram — and many of them are the same question: where is my order? Clio answers those from your store, keeps every buyer in one CRM, and lets your team focus on the conversations that sell.
Orders answered from your store
Connect Shopify or WooCommerce and a workflow looks up the customer’s recent orders by phone, email or order number, then replies with the status.
Products at the agent’s fingertips
Your product catalogue syncs into Clio, so an agent can find and reference a product from the shared inbox while chatting.
Example workflows
What ecommerce teams automate in Clio
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1
“Where is my order?”
WhatsApp message received → ask with options (“Track my order”, “Talk to us”) → look up order in Shopify → reply with the status, or hand over to the team if no order is found.
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2
Order confirmation
Start from the ready-made Shopify order-confirmation workflow to send an approved WhatsApp template when an order comes in.
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3
Instagram enquiry to buyer
Instagram DM received → AI assistant answers from your knowledge base (sizes, shipping, returns) → label the contact by interest → hand to a person for the sale.
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4
Launches and restocks
Send a WhatsApp campaign with a media, coupon or limited-time-offer template to customers labelled for that category — opted-out customers are skipped automatically.
Ecommerce questions
Questions from ecommerce teams
Does Clio work with Shopify and WooCommerce?
Yes. Both sync their product catalogue into Clio, and workflows can look up a customer’s recent orders live. See all Clio integrations.
Can I send promotional WhatsApp messages to customers?
Yes, to customers who have opted in, using Meta-approved marketing templates. Meta charges per message at its published rates, billed to your WhatsApp Business Account; Clio adds no markup.
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