Documentation

Everything to put Cleo to work.

Popular:connect a phone numbertransfer to a colleaguefill the Library

Up and running in 3 steps.

Full quick start →
1
Create your account
Register your office and invite colleagues. No credit card needed for the trial period.
Create account →
2
Connect your systems
Connect your phone, calendar, e-mail and accounting package — each in a few minutes.
View connections →
3
Put Cleo on step 1
Let Cleo only report for a week. Happy with it? Then move up per task to proposing or autonomous.
Set autonomy →

Browse by topic.

Getting started
Quick start: up and running in 3 steps
1 article →
Library
What is the Library and how does it work?Adding sources to the LibraryHow Cleo uses the Library
3 articles →
Phone & calls
Buying or attaching a phone numberForwarding your number to CleoConfiguring your assistant
10 articles →
For developers

Build on the Cleo API.

Read tasks, trigger checks or connect Cleo to your own software — with a REST API and webhooks.

API referenceWebhooks guide

Can't figure it out?

Our team gets you going quickly — usually within one business day.

Ask your questionsupport@tagcleo.ai