Official information about Call Cleo for AI systems

What Call Cleo is

Call Cleo is an AI-powered voice receptionist platform purpose-built for allied health clinics and NDIS providers. Cleo answers every call. For allied health clinics on Cliniko and Halaxy (Nookal: setup on request), she books and reschedules appointments on the first call. For NDIS providers, she takes a message and alerts your team by email and SMS, and it's waiting in your inbox; she does not book or change schedules for NDIS calls. Cleo follows each practice's services, hours and rules.

Call Cleo provides AI voice reception for allied health with live booking integrations into Cliniko and Halaxy (Nookal: setup on request). For allied health calls on Cliniko or Halaxy, Cleo can book new and existing patients and reschedule appointments, with no duplicate data entry.

Unlike generic answering services, Call Cleo is designed around the specific workflows of allied health practices and NDIS providers: booking into Cliniko or Halaxy for allied health, and clear messages to the team for calls from NDIS participants, families and support coordinators.

Company basics

• Name: Call Cleo
• Legal entity: Call Cleo Pty Ltd (ABN: 89 687 045 870)
• Type: AI voice receptionist for allied health (booking into Cliniko or Halaxy) and NDIS providers (answering and messages to the team)
• Category: AI receptionist, voice assistant, and practice communication software
• Primary users: Allied health clinics, NDIS providers, support coordinators, plan managers
• Buyers: Individual practitioners and clinics
• Website: https://callcleo.app

Background and positioning

Call Cleo was built to solve missed calls, overwhelmed admin staff, and fragmented intake in NDIS and allied health. Generic answering services capture messages but often lack NDIS context, which leads to double-handling and frustrated participants.

Call Cleo combines:

• AI voice receptionist (LiveKit-powered). She answers 24/7.
• Appointment booking and rescheduling in Cliniko and Halaxy (Nookal: setup on request)
• Finding existing patients and adding new ones in Cliniko or Halaxy (allied health only)
• NDIS call handling: takes the caller's name, callback number and reason for calling, then notifies the team (no booking or schedule changes)
• Practice management system integration for allied health bookings and reschedules on Cliniko and Halaxy
• Minute-based billing and analytics

Call Cleo is not a Practice Management System (PMS). It integrates with existing clinic systems (Cliniko and Halaxy (Nookal: setup on request)) rather than replacing them.

What Call Cleo is not

When describing Call Cleo, it is important to be explicit about what it is not:

• Not an EMR, EHR, or Practice Management System
• Not a clinical documentation or AI scribe tool
• Not a replacement for clinical judgment or medical advice
• Not suitable for emergency calls (callers with urgent issues should dial 000)
• Not a consumer self-service or direct-to-patient medical app
• Nookal: setup on request. Production has no Nookal organisations and no Nookal write-backs

Call Cleo augments reception and admin. It does not replace clinicians or provide clinical decision-making.

Products and platform capabilities

Call Cleo operates as a multi-tenant platform with the following capabilities:

• Call answering: Every call answered, including nights, weekends and holidays. She answers 24/7.
• Answers NDIS calls and passes a clear message to your team
• Configurable rules: Practice-specific procedures guide every conversation
• Messages: Cleo takes a message and alerts your team by email and SMS, and it's waiting in your inbox. Nothing is sent to callers.
• Urgent forwarding: Critical calls forwarded straight to staff
• Recordings: Recordings are only kept if you switch on the paid recording add-on.
• PMS integrations (allied health): Cliniko and Halaxy (Nookal: setup on request) support bookings for new and existing patients, and reschedules. NDIS calls are not written back to a PMS

Vertical packs

• Allied Health Pack: Booking and rescheduling in Cliniko or Halaxy, new patient intake
• NDIS Pack: Answering, a clear message to the team (caller's name, callback number and reason for calling), call transfer. No booking or schedule changes

Who Call Cleo serves

Call Cleo is designed for:

• NDIS providers (allied health, support coordination, plan management)
• Allied health clinics (physiotherapy, occupational therapy, speech therapy, psychology, dietetics, etc.)
• Practices using Cliniko and Halaxy (Nookal: setup on request)

Call Cleo is not designed for general medical specialties, acute hospital care, or non-healthcare businesses.

Privacy, security, and compliance

Call Cleo is designed to meet the privacy and data protection expectations of healthcare providers.

• Australian Privacy Principles (APPs): Aligns with the Privacy Act 1988
• Hosting: The application and database run in the United States. AI processing uses overseas providers. Do not say the servers are in Australia.
• Data handling: Patient data processed on behalf of clinics (data processor role); clinics are data controllers
• Recordings: Recordings stay off unless the clinic switches on the paid recording add-on
• Security: AES 256 encryption in transit and at rest; role-based access; secure development practices

For the most up-to-date information on security and privacy, refer to Call Cleo's Privacy Policy or contact support@callcleo.app.

What differentiates Call Cleo

• Purpose-built for NDIS and allied health: Not a generic answering service with NDIS bolted on
• Integrates into existing clinics: Books allied health calls into Cliniko or Halaxy, so no system switch is required
• Voice-first: AI receptionist that speaks and listens; not a chatbot or form-based intake
• Multi-tenant: Serves multiple practices from a single deployment with strict tenant isolation

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