Implementation
What implementation looks like before Cleiro answers calls.
A practical pilot starts by mapping your services, locations, hours, escalation boundaries, summary recipients, follow-up ownership, and the customer promises Cleiro should never make on its own.
Implementation
Intent moves into dispatch
Staff stays in control of the next step.
Cleiro captures and organizes the call; your team owns the customer follow-up, scheduling, and technical decisions.
Implementation workflow.
The setup process turns business rules into a call-handling path your team can review before launch.
Business discovery
Identify where calls are missed, which services matter most, and who owns follow-up today.
Call-flow design
Define services, service areas, hours, customer types, emergency categories, and handoff owners.
Knowledge setup
Map approved intake questions, service language, routing boundaries, and summary fields.
Testing
Review sample calls, summaries, escalation language, and calls Cleiro should hand back to staff.
Launch
Start with the approved coverage scope rather than every possible call type at once.
Review and iteration
Use staff feedback and call outcomes to refine questions, routing rules, and follow-up ownership.
Dispatch intake
What your team should prepare.
Implementation works best when the business can describe real call patterns and who should act on each summary. A polished operations manual is not required.
Call examples
Missed calls, after-hours calls, overflow, estimates, urgent calls
Helpful
Business rules
Service areas, hours, emergency categories, exclusions, and staff owners
Required
Handoff paths
Email, queue, dispatcher review, owner review, or technician callback
Required
Review cadence
Who checks early summaries and approves flow changes
Required
Implementation questions
What should we bring to implementation?
Bring common call examples, service categories, service areas, office hours, emergency rules, and the people who receive summaries.
Does implementation require replacing our staff workflow?
No. The goal is to support existing staff by answering coverage gaps and handing off cleaner context.
Is there a fixed launch timeline?
Not on this page. Timing depends on call-flow complexity, review availability, approved rules, and the first pilot scope.