Get Started

Getting Started with CLIO

A guide to logging in and navigating the platform

What is CLIO?

CLIO is a multi-channel messaging platform that lets your team manage customer conversations across WhatsApp, Facebook Messenger, and Instagram from a single inbox. You can automate outreach with workflows, send bulk broadcasts, track contacts, and monitor performance - all in one place.

Logging In

  1. Open your browser

    Navigate to app.cliochat.io

  1. Enter your credentials

    Type your email address and password, then click "Sign in"

Expanding and Collapsing the Sidebar

  1. Expand

    Click the small arrow ( > ) at the very top of the sidebar to open it into a labelled menu.


  2. Collapse

    Click Close Menu at the top of the expanded sidebar to return to icon-only view.

Navigating the Interface

Section

Description

Overview

Dashboard with messaging analytics and KPIs

Conversations

Multi-channel inbox for all customer messages

Contacts

Your contact database with full profiles

Automation

Workflows, templates, broadcasts, and widgets

Settings

Account, users, integrations, and subscription settings

Signing Out

  1. Go to Settings

    Click the gear icon in the sidebar.


  2. General tab

    The General tab opens by default.


  3. Click "Sign out"

    Scroll to the Account section and click the Sign out button.