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.
🔒Approval-gated by default
📋Full audit trail
🚫No silent production writes
1–5 day setup

Need a Custom Workflow?

Most setups are custom. Book a free Agent Ops Audit and we will design your workflow around your business, your tools, and your approval process before anything goes live.

Grounded workflow examples

What this looks like in a real local business

These are not silent automations. Each example keeps the business owner or staff in the approval loop before anything customer-facing is sent.

Dental office

Signal: A patient asks about appointments, insurance, or consultation availability.

Agent draft: Summarizes the request, prepares a front-desk response, and flags missing details.

Approval gate: Staff reviews before any reply is sent.

Furniture store

Signal: A buyer asks about delivery, availability, financing, or custom options.

Agent draft: Creates a sales follow-up, product/context summary, and next-step checklist.

Approval gate: Owner or sales staff approves the message.

Local contractor

Signal: A new lead submits a form with incomplete job details.

Agent draft: Builds a callback checklist and a clean follow-up asking for the missing info.

Approval gate: The contractor approves before sending.

Website owner

Signal: A broken link, form issue, or confusing page is found during review.

Agent draft: Creates a repair note, customer-safe explanation, and recommended next action.

Approval gate: No production change happens without review.

Cliphorium Q&A

Questions Business Owners Usually Ask

Clear answers about Cliphorium packages, API keys, approval-gated website fixes, security, and how AI workflows are handled before anything goes live.

Package Differences

Which Cliphorium package fits?

The packages are different starting scopes. They are not random AI bundles. Each one is based on how much workflow mapping, monitoring, tool access, approval handling, and ongoing support your business needs.

First Step

AI Workflow Audit

$1,500 one-time audit.

Best when you need the workflow mapped before building anything. We review your public site, intake flow, repeated questions, approval needs, and where AI can safely help.

Simple meaning: map the workflow before the agent is built.

Starter

Website Watch Agent

$4,999 setup, then $499/month.

Best when your main risk is the public website losing customers through broken links, broken buttons, form problems, booking issues, mobile problems, or checkout path issues.

Simple meaning: watch the storefront.

Most Popular

Custom Workflow Agent

Starting at $12,500 setup, then $1,500/month.

Best when one repeat business process needs AI-assisted drafts, summaries, routing, reports, or follow-up with human approval before important action.

Simple meaning: build one approval-first workflow.

Enterprise

Managed Agent Ops

Starting at $25,000 setup, then $3,000/month.

Best when the business needs multiple workflows, connected tools, backend/admin review, security review, repair plans, reporting, and ongoing operational support.

Simple meaning: support the operation, not just one task.

Buyer Questions

Common Questions

What does Cliphorium actually do?

Cliphorium helps businesses turn messy follow-up, repeated questions, missed leads, website issues, manual admin work, and disconnected tools into approval-gated AI workflows.

The goal is not to let AI randomly run your business. The goal is to map the workflow, prepare better drafts, reduce repeated work, and keep a human in control.

Why start with the AI Workflow Audit?

Because AI should not be added blindly. The audit defines what the agent is allowed to see, what it can draft, who approves the work, and what should never be automated.

The audit helps identify where the business is losing time, missing leads, repeating work, or creating risk before a custom agent is built.

Who handles API keys and connected tools?

API keys are handled only when they are needed for the approved workflow. Customers should not paste API keys, tokens, passwords, or private credentials into random chats, emails, or public forms.

Before any key is used, the workflow should define the connected tool, the permission level, whether read-only access is enough, who owns the account, where the key is stored, who can rotate or revoke it, and what the agent is allowed to do.

The safest default is least access needed. If an agent only needs to read form submissions, it should not receive broad admin or write access.

Do I need to give Cliphorium my passwords?

Not for the first audit. The first audit can start with public website review and owner-provided workflow details.

If later work needs access to forms, email, CRM, calendar, hosting, support inboxes, documents, or payment tools, that access should be scoped and approved first.

For sensitive tools, Cliphorium should use the safest available method: limited user roles, read-only keys, scoped API tokens, temporary access, or customer-controlled credentials.

Can Cliphorium patch a broken website?

Yes, when that work is included in the approved scope. Cliphorium can detect a problem, collect evidence, prepare a fix plan, list backup steps, list rollback steps, and provide test or verification steps.

The important rule is: no production patch should happen without approval.

What happens before a site patch is applied?

A safe patch process should detect the issue, explain what is broken, prepare the fix plan, back up affected files or configs, define rollback steps, request approval, apply only the approved change, verify the site still works, and log what changed.

This is safer than letting AI silently change production.

Will AI send messages to my customers automatically?

Not by default. Cliphorium’s safer standard is draft-first and approval-gated.

The system can prepare replies, summaries, checklists, reports, or next steps, but a person reviews before anything customer-facing is sent.

How does Cliphorium think about security?

Security starts with scope. The workflow should clearly define what the agent can read, what it can draft, what it can never touch, and what requires approval.

Good security rules include least-privilege access, read-only access when possible, no public exposure of API keys, no credential sharing in plain chat, backup before patches, rollback plans before changes, and an audit trail after work is done.

Is Website Watch the same as Managed Agent Ops?

No. Website Watch Agent is focused on the public website and customer-facing paths.

Managed Agent Ops is broader. It can include website monitoring plus workflows, backend/admin review, tool connections, alerts, reports, repair plans, risk review, and ongoing support.

Simple version: Website Watch watches the storefront. Managed Agent Ops watches the operation.

What package should I start with?

Most businesses should start with the AI Workflow Audit if the workflow needs to be mapped first.

Choose Website Watch Agent if the main risk is the public website losing customers. Choose Custom Workflow Agent if one repeat process needs help. Choose Managed Agent Ops if you need multiple workflows, connected tools, security review, repair planning, and ongoing support.