Clio’s AI Support Agent can help you find information from our Help Center, 24/7. The agent is trained on Clio's library of Help Center articles, guides, and tutorials to provide you with fast, easy-to-follow answers to your questions.
This article provides information about what type of questions to ask and how to ask those questions in a way that will get you the answers you need. It also provides information on how to connect to a member of Clio's Support Team for more complex questions.
Get started with Clio’s AI Support Agent
Clio’s AI Support Agent is designed to provide quick answers and straightforward instructions on typical processes and workflows you can perform in Clio. The agent is always accessible at the bottom right corner of your screen as you work, making it easy to get answers without interrupting your regular workflow. The agent cannot see your matters, client information, specific billing data, or any other related data you add to Clio.
The following suggestions can help you get the best experience when using the AI Support Agent.
Ask your question from the right place
To give you the most relevant answers, the AI Support Agent knows a few key details about you and your firm’s account, such as your name, account region, subscription tier, and importantly, the product you are currently using.
This ensures that the answers to your questions are tailored to you in the moment. For example, if you are asking a question about how to create a matter while chatting in from Clio Manage, the answer will prioritize information about how to create a matter in Clio Manage rather than in Clio Grow.
Ask the right question
The key to getting a good answer is to ask a good question. The more specific your question, the better the AI Support Agent will be able to provide the answers you need. A non-specific query like, "Help with billing", may provide an answer that is less helpful than the answers to a specific query like, "How do I create a bill for a matter?"
By providing a clear objective, the AI Support Agent will be better able to provide the step-by-step instructions that you need.
Use feedback to improve answers
Your feedback helps the AI Support Agent learn and improve. After every answer it provides, you will see thumbs-up and thumbs-down feedback icons (👍 / 👎).
- If the answer was helpful, click the thumbs up (👍). This lets Clio know their AI Support Agent is on the right track.
- If the answer was not helpful, click the thumbs down (👎). You can provide a brief note about why the answer was not helpful. For example: "This was about deleting a bill, not creating one."
Important: Only use the feedback text box (see (1) in the image below) to provide information about why you found the answer helpful or not. You should not write follow-up questions in the feedback text box, as the AI Support Agent does not respond to what you submit there. Make sure to ask your follow-up question(s) in the chat (see (2) in the image below).
Connect to a live Support Agent
Our AI Support Agent can answer most common questions, but some questions may still require the expertise of our live Support Team. If the AI Support Agent determines that your question is best handled by live support, it will offer to connect you to a live agent. Just click Connect to a live agent when this option is presented to you. You may have to wait a few moments while your live agent joins the chat. Remain in the chat window while you wait. You will be informed in the chat when an agent joins at which point you can start chatting with them.