Site Watch
Site Watch Starting Point
ForBusinesses that want their website checked for problems
Customizable forWebsite pages, booking links, contact forms, quote requests, menus, service pages, checkout pages, mobile issues, broken buttons, public risk signals
ExampleA key page breaks, a form stops working, or a customer path looks wrong. Cliphorium checks the issue, prepares a clear alert, and logs it in your report.
Lead Follow-Up
Lead Follow-Up Starting Point
ForBusinesses that receive leads through a website form, email, CRM, booking tool, or inquiry page
Customizable forNew leads, missed replies, quote requests, appointment requests, customer questions, intake forms, follow-up reminders
ExampleA new lead comes in. The agent reviews the details, prepares a follow-up draft, and waits for approval before anything is sent.
Booking
Booking / Appointment Starting Point
ForBusinesses that depend on appointments or scheduled calls
Customizable forSalons, med spas, dentists, consultants, trainers, contractors, clinics, and service businesses
ExampleA booking request or appointment question comes in. Cliphorium organizes the details, flags missing information, and prepares the next step for approval.
Reports
Report Agent Starting Point
ForBusinesses that want a simple weekly or monthly summary
Customizable forWebsite checks, lead activity, workflow activity, customer requests, issue logs, completed actions, recommended next steps
ExampleCliphorium gathers what happened, turns it into a clear report, and sends it for review before it is shared.
Security & Risk
Security / Risk Review Starting Point
ForBusinesses that want safer review before changes are made
Customizable forPublic website risk checks, exposed pages, failed checks, suspicious issues, backend/admin review with permission, repair plans, backup steps, rollback planning
ExampleA possible risk or broken system is found. Cliphorium prepares the findings, explains the concern, and waits for approval before any next step.
Custom
Custom Workflow
ForBusinesses whose process does not fit a pre-built starting point — most setups land here
How it worksTell us what you are trying to watch, fix, organize, or follow up on. Cliphorium designs the workflow around your business instead of forcing you into a generic template.
OutputA custom approval-first workflow connected to the tools your business already uses, scoped during the free Agent Ops Audit.