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Custom AI Agents & Automation Systems Built for Your Business

Clerivo designs and deploys AI agents that handle calls, bookings, follow-ups, admin tasks, lead management, personal assistance, and custom workflows built around the way your business actually operates.

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Clerivo AI Ops Core
Voice Agent
Workflow Agent
Admin Agent
Custom Agents
24/7 response coverage
90%+ response coverage target
4 weeks typical go-live window
0 extra admin seats needed

Actual results depend on workflow design, implementation, usage volume, and the tools connected to each system.

Problems Clerivo solves

Most businesses lose time and opportunities through repetitive work that should not stay manual.

Clerivo analyzes your workflow, identifies repetitive or high-value tasks, and builds AI agents that help your team respond faster, stay organized, and reduce operational burden.

01

Missed Opportunities

Calls, forms, chats, and leads can be lost when teams are busy, closed, or slow to respond.

02

Manual Coordination

Staff spend time checking calendars, confirming details, updating tools, and repeating the same steps.

03

Inconsistent Customer Experience

Responses, reminders, updates, and handoffs become inconsistent when everything depends on manual effort.

04

Slow Follow-Up

Leads and customers go cold when replies, confirmations, reactivation, or check-ins are delayed.

05

Admin Overload

Forms, spreadsheets, CRM updates, reminders, client updates, and internal notifications pull staff away from higher-value work.

06

Disconnected Tools

Teams lose time when phone, SMS, email, calendars, spreadsheets, CRMs, forms, and websites do not work together.

Automation score

See how much manual work your business is carrying.

Answer seven quick questions and Clerivo will estimate how much your current workflow may need custom AI agents and automation support.

Do you have a proper website?

Do you use any AI agent today?

Are leads answered quickly?

Are repetitive tasks automated?

Do your tools update each other?

Is follow-up consistent?

Do you have a clear automation plan?

0%

This percentage shows how much your business may need custom AI agent and automation support.

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Build the Automation Stack Your Business Actually Needs

Revenue engine

Drop automations here

0%

Drag automation blocks into this box.

Add workflows to see the estimated first-year revenue opportunity. Estimated impact depends on call volume, booking value, no-show rate, and follow-up process.

Examples of AI agents we build

These are examples of what Clerivo can design, develop, and deploy around your business workflow.

01 Phone

AI Receptionist Agent

Answers calls, collects details, qualifies requests, books appointments, handles cancellations, or transfers when needed.

Call comes in AI answers Next step handled
02 Calendar

Booking & Scheduling Agent

Checks availability, suggests open times, books meetings or appointments, and sends confirmation messages.

Calendar checked Time selected Booking confirmed
03 Schedule

Customer Support Agent

Answers common questions, gathers context, updates records, and escalates to your team when needed.

Question received Context collected Team handoff ready
04 Reminder

Reminder & Confirmation Agent

Sends appointment, task, payment, renewal, or follow-up reminders by SMS or email based on your rules.

Appointment booked Reminder sent No-show risk reduced
05 Forms

Intake Form Automation Agent

Sends forms, collects information, organizes responses, and prepares your team before the next step.

New client Form sent Team prepared
06 Admin

Admin Automation Agent

Updates spreadsheets, CRMs, inboxes, internal dashboards, notifications, and reporting tools without repetitive manual entry.

Data captured Tools updated Team notified
07 Reviews

Review Request Agent

Requests Google reviews, testimonials, or feedback after completed appointments, projects, or services.

Service complete Review requested Visibility grows
08 Growth

Lead Follow-Up Agent

Follows up with inactive clients, old leads, incomplete forms, abandoned inquiries, or missed opportunities.

Client inactive Follow-up sent Booking recovered
09 Website

Custom Workflow Agent

Automates the unique internal tasks your business repeats across teams, tools, customers, and operations.

Task starts Agent handles System updated

Industries and use cases

Clerivo builds AI agents for clinics, service businesses, and any team with repetitive admin or customer workflows.

Medical Clinics

AI reception, intake, appointment routing, reminders, patient communication, and admin workflow support.

Physiotherapy Clinics

AI receptionist, booking, cancellation, reminders, intake forms, and patient follow-up workflows.

Dental Clinics

Missed-call capture, appointment booking, recall campaigns, review requests, and patient reactivation.

Beauty Clinics

Lead follow-up, rebooking reminders, pricing inquiries, Google review requests, and loyalty campaigns.

Gyms & Fitness Studios

Trial booking, lead follow-up, membership reminders, milestone rewards, and retention workflows.

Home Service Businesses

Call intake, quote requests, dispatch notifications, follow-up reminders, and review requests.

Service-Based Businesses

Lead qualification, appointment scheduling, CRM updates, client communication, and automated follow-up sequences.

SMBs With Admin Workflows

Custom agents for internal processes, data entry, staff notifications, reporting, and repetitive operations.

Custom AI agents

Not limited to prebuilt packages.

Every business has different workflows. Clerivo builds AI agents based on your exact process, tools, team handoffs, customer journey, and business goals.

Answer incoming calls Qualify leads Book appointments Send confirmations Update CRM or sheets Send forms Follow up with clients Notify staff Organize admin tasks Automate internal processes

Use case example

AI Receptionist Agent for Clinics

This is one example of a custom Clerivo agent: a clinic workflow that handles booking, cancellation, reminders, intake forms, and follow-up without adding more admin workload.

Problem

The clinic needed a better way to handle missed calls, manual booking, staff interruptions, cancellations, reminders, and client follow-up.

Solution

Clerivo built an AI receptionist agent connected to calendar availability, client records, SMS notifications, intake forms, and appointment reminders.

Client Calls AI Receptionist Answers Checks Calendar Books Appointment Sends SMS Updates Admin Sheet Sends Reminder
  • Answers incoming calls
  • Identifies booking or cancellation requests
  • Checks the correct service calendar
  • Suggests available appointment times
  • Generates a booking ID
  • Sends SMS confirmation and reminders
  • Saves booking details in an admin sheet
  • Sends intake forms to new clients
Want a custom AI agent for your business? Book a Free Consultation

How We Build Your AI Agent

Every build starts with your real workflow. Simple agents can launch quickly; larger workflows are typically launched through a structured 4-week process.

Step 1

Discovery Call

We understand your business, workflow, tools, bottlenecks, customer journey, and the outcomes you want.

Deliverable: Business workflow snapshot
Step 2

Workflow Mapping

We identify what should be automated, what should stay human, and how the AI agent should behave.

Deliverable: Automation map + agent rules
Step 3

Agent & Automation Build

We develop the AI agent, integrations, logic, prompts, backend workflows, and tool connections.

Deliverable: Working AI agent + connected workflows
Step 4

Testing & Refinement

We test real scenarios, edge cases, user messages, handoff points, and business-approved fallback rules.

Deliverable: Tested agent + refined workflows
Step 5

Launch & Optimization

We deploy the system and improve it based on real business usage, team feedback, and new opportunities.

Deliverable: Live system + optimization plan

Integrations

Connect the Tools You Already Use

Clerivo builds AI agents around your existing workflow instead of forcing your team into a completely new system.

Calendar

Google Calendar, Outlook Calendar, Calendly

Communication

Phone systems, SMS, email, web chat

Admin

Google Sheets, Airtable, CRMs, internal dashboards

Forms

Intake forms, quote forms, lead forms, client questionnaires

Website

Landing pages, contact forms, booking forms, conversion funnels

Privacy and control

Built with Practical Privacy and Control

Clerivo designs AI agents and automation systems with controlled access, clear data flows, business-approved tools, and human escalation where needed.

Controlled access to connected tools Clear handoff rules Minimal unnecessary data collection Human escalation when needed

FAQ

Frequently Asked Questions

What kind of AI agents can Clerivo build?

Clerivo can build agents for calls, bookings, customer support, admin tasks, lead follow-up, data organization, reminders, reporting, and custom internal workflows.

Can the AI answer real phone calls?

Yes. Clerivo can build AI voice agents that answer calls, collect details, guide callers, book appointments, or transfer calls based on your rules.

Can it connect to my calendar or tools?

Yes. The system can check availability, create records, send confirmations, update spreadsheets or CRMs, and notify your team.

What happens if the AI does not understand the caller?

We can design fallback rules so the call is transferred, logged, or escalated to your team.

Can it automate internal admin work?

Yes. Clerivo can automate repetitive internal processes such as data entry, notifications, record updates, reporting steps, and task routing.

Can it work with my current tools?

In most cases, yes. Clerivo can connect with calendars, spreadsheets, CRMs, forms, email, SMS, phone systems, and automation platforms.

How long does setup take?

Simple systems can launch in as little as 10 days. More advanced workflows are usually completed through a structured 4-week process.

Is the system customized?

Yes. Each system is built around your services, rules, tools, business hours, workflows, team handoffs, and customer journey.

Is client information handled securely?

Clerivo designs workflows with controlled access, clear data flows, and business-approved tools. We avoid unnecessary data collection and build systems around your operational requirements.

Free consultation

Ready to Build an AI Agent for Your Business?

Book a free consultation and we'll map your workflow, identify what your business can automate, and recommend the highest-value AI agent opportunities.

Book a Free Consultation