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Every enquiry.
A clear
next step.

The Customer Lifecycle
Execution OS.

Capture the enquiry. Understand the intent. Route the work and prepare the follow-up—with your team in control.

See CLEO in action

Intelligent execution. Human direction.

Customer context
Connected at every stage
Illustrative customer signalFollow up tomorrow.Source message stays attached
The customer lifecycle, connected.
Find Qualify Convert Serve Retain Grow

One enquiry.
See what happens next.

Follow the same customer message from first contact to an approved follow-up.

A customer asks for a conversationInteractive example · Illustrative data

The enquiry has a home.

CLEO connects the conversation to a customer record, keeping the original message available to your team.

EC
Example customerConversation / Customer context
Illustrative
Original customer message
“I’d like to talk this week. Can you follow up tomorrow?”

Conversation captured

Customer
Example customer
Source
Incoming conversation
Record
Conversation linked

Explore the workflow. This example does not contact a customer.

Context that stays together.

Keep the original conversation beside the customer record and the next step.

A clear owner. A clear action.

Turn customer intent into work your team can review, assign and follow through.

AI with your team in control.

Bring the evidence and approval policy to the person making the decision.

Explore all six lifecycle stages

The right next step, already connected.

Route the opportunity to the right location and team, with the context they need to move it forward.

RoutingAppointmentFollow-up
Interactive example · Illustrative data
CUSTOMER CONTEXTEXAMPLE
CCustomer conversation
Can we arrange a time to speak?
Qualified enquiry · Ready for follow-up
Routing policy evaluated
NEXT ACTIONPrepare an appointment follow-up

Pass the conversation forward without starting over.

Give AI a clear
approval boundary.

Choose which actions need review. Your team sees the proposed follow-up, its source message and the policy before deciding.

  • Permissions by role and location
  • Source evidence behind captured facts
  • Traceable proposals and approvals
Action reviewNeeds your approval
Interactive example

Ready for your review.

Prepare follow-up for a customer who asked to continue the conversation.

Source evidence

“Please follow up with me tomorrow.”

Approval policy

A team member must review this action.

Decision trace

Source, proposal and reviewer stay connected.

You decide when the next step is ready.

Your process.
Configured in CLEO.

Define the fields, stages and rules your team uses. Keep the same customer context throughout.

Workspace configurationInteractive preview

A workspace that speaks your language.

Choose the labels your teams recognise, so the product reflects how you work.

Customer records
Your terminology
Workspaces
Your language
Team vocabulary
Shared across the experience
Explore terminology. Your workspace defines the values.
Explore workspace setup

Scattered conversations.
Coordinated next steps.

See how customer context becomes a reviewed action—and a follow-up with a clear owner.

Shared context. Clear ownership. Human control.
Animation transcript

Messages, notes and team handoffs begin scattered. CLEO connects a conversation to a customer record, retaining the source. The proposed follow-up arrives with an assigned owner and a review policy. A person approves the example. The result: shared context, clear ownership and a traceable decision. This silent animation uses illustrative data; it does not send a message or demonstrate a live workspace.

Questions about CLEO

What is a Customer Lifecycle Execution OS?

CLEO connects customer records to the work that moves a relationship forward: conversations, scoring, routing, appointments and follow-ups. Your team and AI agents use the same context across the customer lifecycle.

Where does the human team stay in control?

Your roles, location scope and approval policies define what an agent can do. Actions requiring review wait for an authorised person, with source evidence available alongside the decision.

Can CLEO work across multiple locations?

Yes. CLEO supports shared customer context with location-scoped access and configured allocation. Front-line teams work within their location while authorised managers can review the wider operation.

Will it fit the way our business works?

Terminology, fields, stages, scoring and journeys are configured around your operating model. Available channels and integrations depend on the connectors enabled for your workspace. Talk to The Vertical team about your setup.

How do we get started?

Explore the setup preview or contact The Vertical AI to discuss your customer process, channels and rollout. Existing teams can sign in to their workspace from this page.

Let’s map your first
customer journey.

Bring your current process. We’ll discuss the channels, handoffs and approvals your team needs.

Discuss CLEO with our team A product by The Vertical AI ↗