Create customer records when chat support is handed off

When a conversation is handed off in Beside, automatically create or update a customer record in Clulo to prepare for their upcoming meeting.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Clulo Explore Clulo →

Triggers

New booking made

Fires when a new booking or appointment is made in Clulo.

Booking rescheduled or canceled

Fires when a booking in Clulo is changed or canceled.

New customer

Fires when a new customer books for the first time in Clulo.

Actions

Create a booking

Creates a new booking or appointment in Clulo.

Cancel or reschedule a booking

Cancels or moves a booking in Clulo.

Create or update a customer

Creates or updates a customer record in Clulo.

Add the booking to a calendar

Adds a booking from Clulo to a connected calendar.

Beside Explore Beside →

Triggers

New conversation started

Fires when a new chat or conversation begins in Beside.

Lead captured in chat

Fires when Beside captures a lead during a conversation.

Conversation handed off

Fires when Beside escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Beside.

Generate an answer

Asks Beside a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Beside to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Beside conversation.

Create customer bookings directly from chatbot conversations When a lead is captured in chat by Beside, automatically create a booking in Clulo to reserve a consultation slot without agent intervention. See details

Send confirmation messages in chat after new bookings When a new booking is made in Clulo, automatically send a message in Beside to confirm appointment details with the visitor. See details

See all Clulo + Beside integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create customer records when chat support is handed off” between Clulo and Beside?

Yes — describe it in the box above and Knit's Integrations Agent researches Clulo and Beside's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do AI chatbots work with online booking systems?

Integrating Beside with Clulo allows virtual assistants to engage website leads and immediately book calendar slots or register customer details.

Can a chatbot follow up with users after they book an appointment?

Yes, when a booking is made in Clulo, Beside can send a follow-up chat message with confirmation details.