What Ask CLEO is

Ask CLEO is the conversational way to use CLEO. You ask about your business in your own words; CLEO answers from your records, points you to where the answer lives, and can prepare changes for you to confirm.

Opening Ask CLEO

Ask CLEO is available from every screen:

• From anywhere, press ⌘K on a Mac, or Ctrl+K on Windows.
• In the menu, choose Ask CLEO, just above Home.
• On a phone, tap Ask in the bar at the bottom of the screen.
• On Home, use the Ask CLEO anything… box. On a larger screen, two ready-made questions sit beneath it: Who is waiting on me? and What changed recently?

Type your question where it says Ask about your business… and press Ask.

What it reads

Ask CLEO reads the same records and the same readings your screens show — the same Needs you, the same things CLEO noticed, the same appointments and payments. When it opens, it describes itself in one sentence:

I read what is in your business right now — your customers and leads, your work and requests, what is booked, and what has been recorded.

Answers come with links to the records they mention. When the answer lives on a particular screen, a Find this in CLEO line shows you the way there.

How it speaks

On CLEO's screens, CLEO is described in the third person: "CLEO noticed", "CLEO recommends". In Ask CLEO, CLEO talks with you, so it says "I": "I found three customers…", "I'd start with…".

It is the same CLEO, reading the same records. Only the voice changes.

What it can do

Ask CLEO can answer questions about your customers, work, requests, appointments and money received. It can also prepare everyday changes — planning a follow-up, moving work to its next stage, rescheduling an appointment — which happen only when you press Confirm.

What you can ask has questions to try.

Your conversations

Ask CLEO keeps your recent conversations so you can come back to them. Use History to reopen an earlier one, and New conversation to start fresh.

Where it's available, you can also speak your question with Speak instead of typing it.

When Ask CLEO isn't available

• If you don't see Ask CLEO at all, it has been turned off for your business. It can be turned back on in Settings → Capabilities.
• If CLEO can't answer just now, the rest of CLEO keeps working. When CLEO Intelligence isn't turned on for a business, Ask CLEO says so and adds Everything on your screens is still up to date — Home, Work and Requests show the same information it would read.

CLEO usage explains your monthly allowance and what keeps working when it runs out.