Integrations: Add your own APIs

Add you own firm APIs for your bot to access

The Integrations tab lets you specify API endpoints for Clio to consider when deciding how to respond to a user query.

Step 1: Select the "Add API" button to get started.

Step 2: Name the tool and describe how it should be used.

Step 3: Add the API endpoint and request type, as well as any fixed (static) parameters or headers used in the call.

Step 5: Create the tool when you’ve populated all the static fields.

Step 6: Add parameters (Data Inputs) Clio will be responsible for populating. Clio will attempt to fill these based on the conversation.

• The "value" is the desciption provided to the model, so be precise on what should be included.

• If you have added Dynamic Inputs, like your client ID, you can use securely here.

Note: Data Inputs can parameterize either the API call parameters. e.g. https://www.test.com?param1=value1

Note: Data Inputs can parameterize the URL path itself. In this case you must demarcate parameter name by curly brace e.g. https://www.test.com/param1

Testing: Test the API call with an input parameter and verify that the tool is set up correctly.

Setting it live: Enable the tool to allow Clio to have access to it.

Don't forget to save any changes!