Arahi AI

Integration

AI Agents for Clientary

Arahi AI connects directly to Clientary to automate your most time-consuming workflows. From lead qualification to customer support, our AI agents work inside Clientary to handle repetitive tasks, sync data in real-time, and keep your team focused on high-value work — all without writing a single line of code.

How Clientary Works with Arahi AI

1

Connect Clientary

Authorize Clientary in one click using our secure OAuth integration. Your data stays encrypted and access can be revoked anytime.

2

Choose Your AI Agent

Select from 30+ pre-built AI agents — or customize one for your exact workflow. Each agent is designed to work natively with Clientary.

3

Automate & Monitor

Your AI agent starts working immediately. Track tasks completed, time saved, and ROI through a real-time analytics dashboard.

Top Use Cases for Clientary + AI

Lead Qualification

Automatically score and qualify leads that come through Clientary, routing hot prospects to sales instantly.

Email Outreach

Send personalized email sequences triggered by Clientary events — new contacts, deal stage changes, and more.

Customer Onboarding

Guide new customers through setup with automated workflows that pull data from Clientary and send timely nudges.

Data Entry

Eliminate manual data entry by letting AI extract, validate, and sync information between Clientary and your other tools.

Chat Support

Provide instant answers to common questions using AI that pulls context directly from Clientary records.

Industries Using Clientary + AI

Healthcare

Secure automation for patient scheduling, intake forms, and clinical communications.

Real Estate

Automate lead follow-up, showing coordination, and transaction management for brokerages.

Ecommerce

Streamline order management, cart recovery, and customer support for online stores.

Finance

Compliant automation for transaction monitoring, reporting, and client communication.

Legal

Accelerate document review, client intake, and deadline tracking for law firms.

Saas

Drive trial conversions, reduce churn, and automate customer success workflows.

Insurance

Speed up claims processing, policy management, and quote generation.

Education

Automate enrollment, student communication, and compliance reporting.

Manufacturing

Connect supply chain data, automate quality tracking, and streamline vendor communication.

Logistics

Optimize dispatch, route planning, and real-time shipment tracking.

Frequently Asked Questions

How do I connect Clientary to Arahi AI?

Click "Add Integration" in your Arahi AI dashboard, select Clientary, and authorize access via OAuth. The connection takes less than 60 seconds and no coding is required.

Is my Clientary data secure with Arahi AI?

Yes. Arahi AI is built with enterprise-grade security. All Clientary data is encrypted in transit and at rest, access is role-based, and you can revoke the connection at any time.

What tasks can I automate with Clientary and Arahi AI?

You can automate 30+ tasks including lead qualification, email outreach, data entry, customer onboarding, ticket routing, report generation, and more — all triggered by Clientary events.

Will the AI agent work in real-time with Clientary?

Yes. Arahi AI syncs with Clientary in real-time using webhooks and APIs, so your automations trigger instantly when data changes.

Can I customize the AI agent for my specific Clientary workflow?

Absolutely. You can configure triggers, conditions, and actions to match your exact workflow. Our no-code builder makes it easy to tailor every step.