Quick start: up and running in 3 steps
Setting up Cleo doesn't take an afternoon. You create an account, connect your phone and calendar, and let Cleo run along quietly for the first week. This page walks through the three steps — with links to the articles that go deeper per topic.
Good to know: everything you configure lives in the dashboard under
Settings and Assistant. Every choice can be changed later.Step 1 — Create your account
Register your office and invite your colleagues. Everyone in your organization works with the same assistant, the same Library and the same calls — so there's only one place to keep up to date.
1
Sign up
Create an account via the signup page. No credit card needed for the trial period.
2
Invite colleagues
Go to
Settings → Organization and send invites by e-mail. Colleagues see the same calls and can approve proposals.Step 2 — Connect your systems
Cleo works inside your environment: your phone number, your calendar, your mailbox. Each connection takes a few minutes.
Calendar & e-mail — Connect Google or Microsoft 365 under
Settings → My Tools. Needed for scheduling appointments and draft replies to mail.Library — Add your price list, FAQs and ways of working, so Cleo can answer questions with your information.
Step 3 — Put Cleo to work
Start small and grow at your own pace. In the first week, let Cleo mostly report: answer calls, write summaries and queue callback requests. Happy with it? Then enable more per capability.
1
Configure your assistant
Give her a name, a tone and instructions under
Assistant. See Configuring your assistant.2
Choose what she may do
Every capability — scheduling, transferring, answering questions — has its own switch: Disabled, Enabled for existing contacts or Enabled for everyone.
3
Test and watch along
Start a test call from the voice settings, then read the summary under
Settings → Phone → Call history.[ screenshot: Dashboard after the first week: calls, summaries and proposals ]
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