Tools & Data Tutorial

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

Tools & Data tab within the Ask Clio middle office.

Step 1: Select the "New Tool" 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 4: 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.

Step 7: Add parameters (Data Inputs) Clio will be responsible for populating. Clio will attempt to fill these based on the conversation. Describe the parameter and how it should be formatted.

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!