Your customers' chats are handled like they matter.
These rules apply to every business on Clientlo. They are not settings that can be switched off.
Ownership is enforced
Employees can open only the cases assigned to them. The rule is applied on the server for lists, direct links, search, counts, exports and file downloads. Hiding something in the screen is not treated as access control.
Transfers end access at once
When a manager approves a transfer, or a staff member is removed, the previous owner loses access immediately, including delayed actions and open sessions.
Each business is isolated
Your data sits apart from every other business, and the separation is enforced in the database itself. The same person messaging two businesses becomes two unrelated records.
Official WhatsApp Cloud API
Clientlo is built on the official WhatsApp Cloud API. It never uses an unofficial WhatsApp Web bot.
AI never sends
The assistant only suggests, is off by default, has a hard spending limit and a kill switch. Prices, routing, permissions and deadlines stay in application code.
Sign-in and support access
Privileged roles use two-step sign-in. Clientlo support cannot read customer chats without a time-limited grant, and every grant is recorded.
How messages are handled.
- Incoming messages are signature-checked, de-duplicated and stored before anything acts on them.
- One outbound sender exists. A repeated or out-of-order delivery never creates a duplicate customer action.
- If a send gets an unclear answer from the provider, it is held for review. It is not blindly sent again.
- Receipt, saving, provider acceptance and delivery evidence are four separate facts.
- Files are private, size and type limited, and scanned before they can be opened.
- Logs are redacted and carry no customer content.
- Sensitive access and state changes are written to an audit log that managers cannot edit.
- Backups cover the database and stored files, off the main server.
Read how we handle data in the privacy policy. Questions about security? Write to hello@clientlo.com.
Founding access is open to the first five businesses.
We set Clientlo up with you, at a founding discount that stays locked. In return we ask for a case study and a reference call.
- Onboarding is done with you, not left to you
- One business WhatsApp number, 3 to 30 staff
- We reply to every application personally