AI Agent for Chat Support — Built for Cliniko
Automate Chat Support for teams using Cliniko. DeskFerry agents handle the workflow end-to-end — no code, set up in minutes.
84 chats handled overnight. Sample resolution:
Customer
“Hey — my Slack agent stopped firing after I rotated the workspace token yesterday. Anything I need to do on my end?”
Agent draft · in your tone
Hi Lara — totally normal, the new token needs a quick re-auth. I've sent a one-click reconnect link to your DeskFerry inbox; once you tap it the agent will pick up where it left off (no re-training needed).
How does Cliniko work for Chat Support automation?
Cliniko works for Chat Support automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to Cliniko alongside the other apps your team already uses, watches for the triggers that matter for Chat Support, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Answer live @Intercom chats using @Cliniko in our brand voice
AI handles common questions immediately, reducing wait times to zero for routine inquiries.
- 03
Escalate the rest with full context to @Zendesk
Teams typically see instant around the clock once the agent is in production.
- 04
You approve
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Answer live @Intercom chats using @Cliniko in our brand voice
- 2Escalate the rest with full context to @Zendesk
How it connects
Connect Cliniko. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Cliniko with one click, and chat support runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- ClinikoConnect
- IntercomConnect
- ZendeskConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Cliniko + DeskFerry can do
Real Cliniko actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Cliniko when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Cliniko from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Cliniko when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Cliniko based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Cliniko to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Cliniko into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Cliniko with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Cliniko based on predefined authorization rules.
Hi Lara — totally normal, the new token needs a quick re-auth. I've sent a one-click reconnect link to your DeskFerry inbox; once you tap it the agent will pick up where it left off (no re-training needed).
Customer reports a duplicate charge; refund queued, awaiting confirmation.
Customer asking what's included on the Growth plan vs. Pro.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Lara Knight9:14 AM
Customer marked the resolution as helpful.
- Agent9:12 AM
Sent reply on ticket #9281.
Reason: Confidence above auto-send threshold; voice match passed; SLA at-risk.
- Agent9:11 AM
Drafted reply in your team's voice.
- Agent9:10 AM
Pulled customer plan, prior tickets, and account context.
- Agent9:09 AM
Triaged #9281 as the matching topic.
How it works
Get started in three steps
Step 01
Connect Cliniko
Authorize Cliniko in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Cliniko — project milestones, invoice events, or client status changes trigger AI actions.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Cliniko while you focus on growth. Track efficiency gains live.
Start automating Chat Support for Cliniko
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
What specific Chat Support tasks can the Cliniko integration automate?
The Cliniko integration automates end-to-end Chat Support — including data capture from Cliniko, validation, routing, follow-up actions, and status updates. Every Chat Support step that touches Cliniko can be handled by the AI agent.
What happens when the Chat Support agent encounters an issue in Cliniko?
When the AI hits an edge case during Chat Support processing in Cliniko, it escalates to your team with full context — the Cliniko record, what was attempted, and why it needs review. Your Chat Support pipeline never stalls or loses data.
How does AI-powered Chat Support via Cliniko compare to manual processing?
Manual Chat Support in Cliniko requires constant tab-switching, copy-pasting, and follow-up tracking. DeskFerry eliminates this by handling Chat Support tasks in real-time as Cliniko events occur — running 24/7 with consistent accuracy and zero fatigue.
How does Chat Support automation scale with increased Cliniko volume?
The Chat Support agent scales automatically as your Cliniko activity grows. Whether you process 10 or 10,000 Chat Support tasks per day from Cliniko, the AI handles the volume without slowdowns or additional configuration.
Can I customize which Cliniko events trigger Chat Support actions?
Yes. You define exactly which Cliniko events start Chat Support workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so Chat Support actions only fire when your specific criteria are met in Cliniko.
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