Clovr — Client Onboarding
Section 1 of 7
Client Onboarding
Welcome to Clovr

Let's build your
AI support system

The more detail you give us, the better your AI assistant will perform from day one. This takes about 20-30 minutes.

< 2 wks to go live
1
About your business
Help us understand who you are and how you work so we can build something that actually sounds like you.
Plain language, no jargon.
Aim for 2-3 sentences
Industry, company size, role, or demographics — the more specific the better.
Start typing and Step 1 will appear. Press Enter to add the next step.
2
Top customer questions
These become the brain of your AI assistant. The more complete your answers, the better it performs.
List the questions your customers ask most often. For each one — write the exact question, the complete answer, and any exceptions or nuances. Start with your top 3 and add more as needed.
3
Onboarding process
We will use this to build your automated onboarding guide — so new customers get value fast without needing to reach out.
Start typing and Step 1 will appear. Press Enter to add the next step.
List URLs or describe what exists.
4
Support scenarios
This lets us handle escalations correctly on your behalf without needing to reach you every time.
Full refund? Partial? Time limit? Exceptions?
How to cancel, notice required, prorated refunds?
If yes — when and to who?
Legal matters, pending litigation, specific contracts, etc.
5
Escalation and backend access
The more access you grant us, the less we need to bother you.
"To handle escalations properly on your behalf we need read access to a few things — your customer records, billing platform, and support history. This lets us give your customers accurate answers without bothering you every time. We recommend creating a dedicated login for Clovr with read-only access where possible."
Tier Access granted What to expect
Tier 1 Full access — CRM, billing, backend Resolve 95%+ without contacting you. You hear from us rarely.
Tier 2 Partial access Handle most situations. Reach out 2-3x per week for edge cases.
Tier 3 No access Need your input frequently — potentially daily. Most clients grant access quickly.
Phone number and/or email for reaching you when we need input.
6
Brand and tone
Your AI assistant should sound like you — not like a generic chatbot.
7
Technical setup
Almost done — just a few details to get your system configured.
List specific pages if the widget should only appear on certain pages.
Pricing page, sign-up page, documentation, etc.
✓

Thank you — we're on it.

We've received your onboarding details and are already getting things ready ahead of our next call. Expect to hear from us within 24 hours. Your system will be live in less than two weeks.