Workflows
One AI agent, five real workflows.
Answering, booking, qualifying, transferring, and dialing out aren't separate products — they're the same AI agent, choosing which pipeline a given call needs. See reporting and analytics for how every one of these gets tracked afterward.
- CallerHello, kal shaam appointment mil sakta hai?
- ClioBilkul. Kal 4 baje aur 6 baje free hain. Kaunsa theek rahega?
- Caller4 baje. Haan, book kar dijiye.
- ClioDone. Kal 4:00 PM confirm hai. Details WhatsApp par bhej rahi hoon.
- Understood: booking
- Checked calendar
- Caller said yes
- 10:00 AM
- 12:30 PM
- 4:00 PM
- 6:00 PM
Appointment booked · 4:00 PM
Your appointment is confirmed for tomorrow at 4:00 PM. Reply here if you need to change it.
How the agent picks a workflow
Call Handling
Inbound calls are answered automatically, day or night, using whichever script and voice you've configured for that number.
- 24/7 inbound answering, aware of configured business hours
- A dedicated greeting for calls a customer places in, versus ones you place out
- Real-time interruption handling — a caller can talk over the AI and it stops
- Every call recorded, transcribed, and searchable afterward
What happens on the call
Call arrives
Greeting plays
Conversation begins
Call ends
Recording and transcript saved
Appointment Booking
The AI checks real availability on your connected calendar and books directly — no back-and-forth, no missed follow-up.
- Checks live availability before offering a time
- Books, reschedules, or cancels on request
- Reads back a short booking reference the customer can use later
- Respects your configured business hours when offering times
What happens on the call
Customer requests a time
Calendar availability checked
Time offered
Booking confirmed
Reference read back
Lead Qualification
Every call is turned into structured information — name, intent, and a hot/warm/cold score — the moment it ends.
- Captures name, contact details, and stated interest
- Scores each lead hot, warm, or cold based on the conversation
- Feeds outbound campaigns and callback scheduling
- Nothing waits for someone to listen to a recording later
What happens on the call
Conversation happens
Details extracted
Lead scored
Saved to your lead list
Ready for follow-up
Human Handoff
A high-value lead, a frustrated caller, or a request outside the script — the AI recognizes the moment and brings in a person, warmly.
- Detects when a live transfer is the right call, not just a script fallback
- Bridges the call to your team with a real, warm handoff
- The customer never has to repeat what they've already said
- Falls back gracefully if no one is available to take the transfer
What happens on the call
Conversation in progress
Escalation condition detected
Context prepared
Call transferred
Human continues
Outbound Campaigns
Run outbound campaigns, callbacks, and follow-ups at scale — the same AI, placing the calls instead of just answering them.
- Dials a list of leads automatically, with a concurrency cap that protects your line
- Skips numbers on your do-not-call list, both directions
- Schedules a real callback when a customer asks for one
- Reports qualified, callback, no-answer, and do-not-call outcomes
What happens on the call
Lead list loaded
Calls placed
Conversation happens
Outcome logged
Callback scheduled if needed