FAQ
Frequently Asked Questions
Answers to What Businesses Ask Before They Put Clio on Their Phones
Have questions about how the AI agent handles calls, books appointments, runs campaigns, or what it costs? Find clear answers below, and if you don't see what you're looking for, our team is one message away.
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01About Clio
Clio is an AI voice agent for your business phone line. It answers calls, has a real conversation with the caller, and takes action: booking appointments, capturing leads, sending follow-ups, or bringing in a human, instead of just recording a message.
A voice AI that listens, understands what the caller wants, and replies in natural speech in real time. You write its greeting, personality, answers, and conversation flow, and it follows your script.
Any business that lives on the phone: clinics, real estate, education, hospitality, automotive, fintech, legal and professional services, home services, salons, insurance, and more. Each industry page shows example call flows.
No. Setup is writing your script, choosing a voice, and connecting a phone number. There is no infrastructure to deploy, and everything is managed from the dashboard.
Voicemail records and an IVR makes callers press buttons. Clio talks, answers questions, checks real availability, books the appointment, and hands off to a person when needed, all inside one natural conversation.
Clio is operated by BizzBuzz Creations. You can reach the team any time at support@praxistence.com.
02Calls & the AI Agent
It is built on real-time conversational AI with interruption handling, so a caller can talk over it the way they would with a person.
It asks a clarifying question, and can fall back to taking a structured message or transferring to a human.
Yes. You write the greeting, the tone, the FAQ answers, and the flow of the conversation. The agent stays within the script you give it.
Where recording is enabled, every call gets an audio recording, a full transcript, and an AI-generated summary, with duration, outcome, and lead score alongside. All of it is in your dashboard.
Yes. Sandbox lets you talk to your AI agent from your browser microphone before it ever touches a real phone number.
Like any AI, it can occasionally mishear or misjudge. That's why call transcripts and summaries are always available to review, and why you can tune the script over time based on real calls.
03Inbound Calls & Human Handoff
Yes. Connect your existing number, or buy a new one directly from the dashboard, and assign it to your AI agent.
Yes. It answers every call the moment it comes in, at any hour, and no caller is left on hold or sent to voicemail.
Yes. It recognizes when a human should take over and hands off warmly, with context, so the customer never repeats themselves.
Yes. The AI transfers live to your team whenever a conversation calls for it.
Yes. You can keep a blocked-callers list so those numbers are not handled by the agent.
Yes. Each call is handled independently, so a busy period does not mean callers wait for a free line.
04Outbound Calls & Campaigns
Yes. Outbound campaigns, callbacks, and follow-ups all run through the same AI agent.
Common uses are following up on new leads, confirming or rescheduling appointments, payment and renewal reminders, and re-engaging customers who did not book.
Import your leads from a file or add them one by one, group them into a campaign, and choose the script the agent should use.
Yes. You are responsible for having a lawful basis and any required consent, and for following do-not-disturb and calling-hours rules that apply where you and your customers are. Our Terms & Conditions cover this in detail.
You control the script, and where the law requires you to disclose an automated agent, you should say so in your greeting. We recommend being open with callers.
Yes. Call outcomes, durations, lead scores, and costs are tracked per call and rolled up in your analytics.
05Leads, Follow-ups & Integrations
Yes. It collects the name, phone number, email, and whatever qualifying answers you ask for, and saves them as a lead in your dashboard along with the call summary and a score.
Yes, directly on your connected Google Calendar, checking real availability before confirming anything.
Yes. Connect a Gmail account, or your own SMTP mail server, and the agent can send confirmations and follow-ups on your instruction.
Yes. Connect your own WhatsApp Business number and it can send your approved template after a booking is created, rescheduled, or cancelled. WhatsApp's own charges apply.
The agent can reschedule or cancel on your calendar and, if you have it set up, send an updated confirmation.
Yes, any time from your settings. Disconnecting immediately stops access and deletes the stored connection.
06Voice & Languages
Yes. Hindi, English, and 10 other Indian languages, configurable per script.
No. Voice, tone, and script are all configurable per language, so it is not just a translated version of one script.
Yes. Clone a voice for your brand instead of using one of the built-in ones.
Yes. Each script has its own voice, language, and tone, so a sales line and a support line can sound different.
As many as you need. Create a script per language and assign each to the phone number or campaign it should serve.
No. Most calls run speech-to-text, a language model, then text-to-speech, each independently configurable, but you can also route a call to a single real-time speech-to-speech model instead.
07Pricing & Billing
You choose a subscription plan, and usage such as call minutes is drawn from your wallet credit. Plans and what each includes are on the pricing page.
Calls stop being answered until you top up. You will see this clearly on your billing page, and nothing is charged automatically without you asking.
Yes, any time from the billing page, as a one-off amount or a preset top-up package.
Yes, any time. Your plan stays active until the end of the current billing period.
Refunds depend on what was purchased and how much has been used. Our Refund Policy explains exactly when a refund can be considered and how to ask for one.
No. Billing is per account, not per seat. Teammates share the same wallet and plan.
08Privacy, Security & Compliance
No. We never sell your data or your customers' data. See our Privacy Policy for the full details.
Yes. Every provider credential, API key, and connected-account token is encrypted at rest, not stored as plain text.
No. They are redacted from our application logs automatically.
Only people you give access to. Each teammate's role controls what they can see, from full control down to read-only access.
Only what is needed to check availability, create calendar events, and send emails you instruct it to. Clio follows Google's Limited Use requirements, and you can revoke access at any time.
Yes. You can delete call history, leads, and recordings from your dashboard, or email support@praxistence.com to have your account and associated data removed.
09Team & Access
Yes. Invite as many teammates as you need and assign each one a role: Owner, Admin, Manager, Agent, or Viewer.
No. Billing is per account, not per seat.
Yes. Each role controls what is visible and editable, from full account control down to read-only access to call history.
Yes. Leads, scripts, campaigns, and call history live in one shared workspace, and roles decide who can edit them.
Remove their access from the team page and they can no longer sign in to your account.
10Getting Started & Support
Most of the setup is writing your script and connecting a phone number, and there is no infrastructure to deploy.
A business phone number (an existing one or a new one bought from the dashboard), a script describing how the agent should handle calls, and, if you want booking, a Google Calendar.
Yes. Book a demo and we will configure a script around your real call flow and show the agent handling a live call.
Yes. The dashboard has a built-in help section, and our team can help with onboarding and script setup. Ask us during your demo.
Email support@praxistence.com or call +91 7338558003. We usually reply within one business day.
You can cancel any time and keep access until the end of the billing period you have paid for. See the Refund Policy for the specifics.