White Labeling Ask Clio

Customizing the Ask Clio SDK

Ask Clio allows firms to fully white label the chat experience for their clients.

Once your Sandbox environment is established, the team will help walk you through how to setup the following in the Ask Clio Middle Office.

Uploading Your Firm Branding

• Personalize your bot:

  • Upload logos and visual branding assets in the Configuration tab.

  • Add message suggestions to guide interactions.

Establishing Your Bot Character

The Ask Clio team will help you define your bot character as part of onboarding.

• Define your bot’s personality and behavior:

  • Bot Name: Choose a unique and engaging name.

  • Bot Tone: Set the tone (e.g., professional, friendly, empathetic).

  • Topics to Avoid: Specify any sensitive topics to block.

Adding Data Integrations

• Clearing Integrations: Share details of your clearing firms for custom plugin support. Read more →

• Bespoke Data Needs: Identify unique data requirements for asset classes or data sets.

• Tools & Data Plugins: Specify tools or data sources you wish to integrate.

Compliance and Notifications

• Provide the following:

  • Compliance Email Address: Ensure it’s archivable by providers like Smarsh.

  • Group Email Address: General email for customer service alerts.

• Access the Testing Dashboard for accuracy and alignment verification.

Configuring Your Firm Knowledge

• Configure your bot with firm-specific knowledge:

  • Upload FAQs in the Middle Office portal.

  • Link hosted content via Web URLs.

  • Upload documents for ingestion.

• Manage resources in the Knowledge Center.

Legal Discussion

• Customize the Terms and Conditions page:

  • Include disclaimers about non-investment advice.

  • Provide your firm's specific legal language.