Ticket Routing Automation on Clio - US, Powered by AI
Run Ticket Routing on top of Clio - US with an Arahi AI agent. Faster execution, fewer errors, zero manual busywork.
23 tickets routed in the last hour. Latest billing escalation:
Customer
“We were charged twice for our March seat-add ($840 overage). Need this resolved before Friday's board meeting.”
Agent draft · in your tone
Hi Theo — apologies for the double-charge. Refund of $840 has been queued (3–5 business days), and I've flagged the seat-add webhook bug for engineering. I'll personally confirm the refund as soon as Stripe clears it.
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the inbound ticket and classify the topic
- 2Pull the customer's plan, history, and SLA
- 3Draft a response in your support team's voice
- 4Resolve directly or hand off with full context
Get started in three steps
Connect Your Clio - US Account
Authorize Clio - US via OAuth in one click. Arahi AI maps your contacts, deals, and custom fields automatically.
Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in Clio - US.
Launch & Track Revenue Impact
Your AI agent starts working inside Clio - US. Track leads processed, deals influenced, and time saved on your dashboard.
Hi Theo — apologies for the double-charge. Refund of $840 has been queued (3–5 business days), and I've flagged the seat-add webhook bug for engineering. I'll personally confirm the refund as soon as Stripe clears it.
Customer reports a duplicate charge; refund queued, awaiting confirmation.
Customer asking what's included on the Growth plan vs. Pro.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Riverline Co.9:14 AM
Customer marked the resolution as helpful.
- Agent9:12 AM
Sent reply on ticket #5104.
Reason: Confidence above auto-send threshold; voice match passed; SLA at-risk.
- Agent9:11 AM
Drafted reply in your team's voice.
- Agent9:10 AM
Pulled customer plan, prior tickets, and account context.
- Agent9:09 AM
Triaged #5104 as the matching topic.
Frequently asked questions
All data exchanged between Clio - US and Arahi AI during ticket routing processing is encrypted in transit and at rest. We use OAuth tokens for Clio - US access, never store raw credentials, and maintain full audit logs of every ticket routing action.
Yes. You define exactly which Clio - US events start ticket routing workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so ticket routing actions only fire when your specific criteria are met in Clio - US.
Most users connect Clio - US and launch their first ticket routing automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure ticket routing-specific rules through a visual no-code builder.
When the AI hits an edge case during ticket routing processing in Clio - US, it escalates to your team with full context — the Clio - US record, what was attempted, and why it needs review. Your ticket routing pipeline never stalls or loses data.
The agent reads ticket content, applies clio - us-specific tags (issue type, urgency, customer tier, product area), and routes to the right queue or agent — typically within seconds of ticket creation. Misroutes drop to near zero.
Yes. The agent analyzes ticket sentiment and language patterns to flag frustrated or at-risk customers, prioritizing them for senior-agent attention before satisfaction degrades into churn or public complaints.
Arahi AI connects natively with Clio - US to handle the full ticket routing workflow. The AI agent monitors Clio - US events, processes ticket routing tasks automatically, and writes results back to Clio - US — no copy-pasting or tab-switching required.
No coding required. The no-code builder walks you through connecting Clio - US and configuring ticket routing rules visually. Your team can set up, modify, and manage Clio - US-based ticket routing workflows without any developer involvement.
Manual ticket routing in Clio - US requires constant tab-switching, copy-pasting, and follow-up tracking. Arahi AI eliminates this by handling ticket routing tasks in real-time as Clio - US events occur — running 24/7 with consistent accuracy and zero fatigue.
The Clio - US integration automates end-to-end ticket routing — including data capture from Clio - US, validation, routing, follow-up actions, and status updates. Every ticket routing step that touches Clio - US can be handled by the AI agent.
Explore more AI agent solutions
Start automating Ticket Routing for Clio - US
7-day free trial. Works with the tools you already use.