When you need to know the detail...

this is the place to look.


  • All activity takes place within an Account, titled with a unique name. 
  • Start with a 21 Day Free Trial then upgrade at any time to a Pro, Essentials or Starter Plan.
  • Starter & Essentials access the Social Forum Chat Room.  With unlimited numbers of Guests, and the flexibility to create a Contact List.
  • Pro gives you access to 3 types of Chat Rooms - Social Forum, Forum and Focus. You have total flexibility for any project.
  1.  All activity takes place within an Account , titled with a unique name.
  2.  A new Account Manager starts with a 21 Day Free Trial that can be upgraded at any time to a Senior, Core or Junior paid Plan, or stay with a limited Free Account. 

cliizii Roles & My Dashboard

  • You can access multiple Accounts and Roles in cliizii, depending on whether you've opened your own Account, been selected as a Host, or invited as a Guest or  Spectator in someone else's Session.  All on just one universal email/password, with Facebook or Google+ Social Login options. 
  • At login, you first go to My Dashboard, to select which combination of Account, Role, and Chat Session you want to enter. 

Tab 1: Account Profile

  • Upgrade  your Paid Plan.
  • Add more Account Managers to share the workload, cover leave, and look after individual brand projects in an enterprise. 

Tab 2: Chat Session Builder

  • Step 1: Name your Chat Session, set the Start & End Times/Dates.
  • Choose whether you want Social Forum, Forum or Focus  Chat Room format.
  • Select the Host from any Contact List.
  • (Optional) display only Anonymous code-names instead of first names, for sensitive projects. 
  • (Optional) customize your Brand Logo and Colors, for Email Invitations and the Chat Room.
  • Step 2: Create discussion Topics.
  • You can either create a new Topic OR Choose from Stock, existing Topics from previous Sessions, or the Topic bank you've built in Resources. 
  • At any time, before or during the Session, you can: change the order of Topics, select a Landing Topic,  Show/Hide a Topic and add new Topics. 
  • Keeping to one idea per Topic, focuses the discussion threads, and provides fast access to insights in Reporting. 
  • Step 3: Customize the Chat Session Invitation & follow-up emails. 
  • This quality-control feature ensures you have modified all the emails to Guests, in your style, before being sent. 
  • Including the First Invitation (for acceptance & check-in), auto-emails triggered if they select a decline option (Not Now, But Later or Never), and the Session Closed-Thanks email. 
  • Extra images and video links can be added to any email.
  • Incentive, Start&End Time/Dates and Host contact details are all auto-filled, along with suggested default text. 
  • Brand Logo & Colors are included if selected in Step 1
  • A Generic Email can also be customized for additional communication with your Contact List(s).                                                                                                                Which makes it possible to run a 'pop-up' community on a tight budget, especially for a 'share-back' on the results of their participation.
  • All customized emails are automatically saved for potential future use, along with versions you can preset in Resources. 
  • Step 4: Select & Invite Guests to your Chat Session, from a Contact List.
  • You can view previous Response History, Rating and Profile fields. This enables priority invitation of those not contacted for a while, and who best fit the needs of the Session. Prevent over-use of Contacts. 
  • The Contact List can be created or added to from here - including Manual Entry, Database Import, Survey-Recruiter. Same functionality available in Resources to prepare Contacts before building Chat Sessions. 
  • Accept/Decline Responses to the Invitation Emails are tracked here, so further invitations can be sent to "top-up" the Guest numbers as needed. All responses are written back into the individual Guest's history. 
  • Generic emails can also be sent as another form of messaging and alerts.
  • Step 5: Select & Invite Spectators to your Chat Session
  •  Can be invited from any Contact List (optional). 
  • This is when you would like other staff and stakeholders to view a Session in progress. They cannot make any posts, or interact with Guests, who will not know if anyone is viewing. 

Open & Close Chat Session

  • The Host can enter the Chat Room at any time to prepare Topics and activities, interact with Guests when Open to them, and produce Reports.
  • cliizi​i is highly visual & social, so we recommend using Images on the Whiteboard (with real-time drawing & mark-up in Focus),
  • You can run a Pinboard exercise in Focus, and in all Chat Rooms play multi-media to stimulate Guest engagement for better results. More in Resources below.
  • At the Close of the Session, you can Rate each Guest and make comments on their contribution (never visible to them), as a guide to further invitations. Rating averages are also displayed on your Sessions list, so you can monitor the big picture of Session quality. 
  • The Session Closing-Thanks email includes Guest response on Interest in Future Sessions, which is recorded in their History.

Tab 3: Resources

  • Both smaller and larger enterprises can save considerable time setting up cliizii Chat Sessions using Resources prepared earlier, and also saved automatically from previous Sessions in the Account.
  • The Gallery stores images, video, audio and PDF files, including cliizii Stock Images to get started.
  • Contact List management includes either creating a new list manually, using Survey-Recruiter, or importing an existing database. Note: Social Forum also functions as a Recruiter, as set-up in Tab 2 - Chat Session Builder.
  • Survey-Recruiter is a mini-survey tool that can be branded with your logo. It asks a short set of customized questions both closed and open-ended types, with suggested default text. Can also include video/audio/images for testing and/or segmenting by responses. Collects future email-permissions to build an instant Contact List from scratch, via a hot-link on your social media, website or email campaign. View/Save Stats of the results and Export the data in CSV.
  • Importing an existing database as a CSV is easy with a Mapping tool to arrange your fields to be cliizii - compatible.
  • All Contact Lists can include Custom Fields specific to your business such as demographics, purchase behavior, lifestyle, or attitudes to your brand. So you can run a Session where all Guests share the same profile OR mix them up.
  • Topics can be created anytime for future use. Including those used in previous Sessions, which can be copied and modified to save time when you have common themes, and/or want to trend longer-term patterns of insights. These also include default Stock Topics with tried & true conversation-starters for a fast set-up.
  • Email Templates supports one-time preparation of future Sessions by allowing you to customise emails in your own brand style and saving them with unique names. Generic emails can be saved as specific message themes to use as alerts during Sessions, post-Session follow-up on the outcome of the chat, and in a 'pop-up' community scenario.
  • Brand Colors can be stored as a variety of Schemes for different brands and occasions, to be applied in Email Templates and Chat Room Sessions.

Ready to get started?

 If you’re ready to talk to your customers, build relationships, and get actionable insights, then cliizii is here to make it easier and more affordable than you ever thought possible. To get started, simply click Free Trial, and you’ll be up and running in minutes. 

​ If you’re ready to talk to your customers, build relationships, and get straight answers, then Cliizii is here to make it easier and more affordable than you ever thought possible. To get started, simply click Free Trial, and you’ll be up and running in minutes.


Thanks for letting us have our say, again another thing that makes this feel like a community, & not just a number in a rating.

- Session Guest - Unsolicited Feedback

Easy, stress free chat with my past guests

I picked the topics for discussion and got honest opinions from past clients. Instead of me telling the decision makers what was needed for the future growth of the business, I can now pass on direct opinions from the clients to those who control the capital spending. It puts the top brass, who never see the clients, in touch with those who buy their product and enables me to validate the input I'm giving the PTB's. I'll keep using this program to make my management that much easier.

Robin McAdam - General Manager - Port Douglas Apartments

Really enjoyed

Really enjoyed last night, can’t wait to do more!

Ross Flahive - ZM Content Director - NZME New Zealand

Thanks for the opportunity!

Was fun to be part of and see others thoughts.

Session Guest - Unsolicited Feedback

Awesome, thank you so much!

I've really enjoyed doing this and hope that some of my answers have been helpful.

Session Guest - Unsolicited Feedback

Thanks for the opportunity!

Great to see your actually interested in the audiences ideas & opinions. Nice to chat with the other contributors too!

Session Guest - Unsolicited Feedback

Such a great concept

I was on last night watching in real time. Such a great concept and so easy to navigate. Lots of useful stuff in there.

Mike McClung - NZME Chief Content Officer - Music Brands, New Zealand

Open discussion and direct feedback

cliizii is an easy tool to use for both internal and external marketing purposes, it creates a platform for open discussion and direct feedback. The Summary Report is a useful collation of the results of each session.

Claire Achilles - Office Manager & Marketing Manager

Human Conversation with Customers

I got the chance to watch my clients have human conversations again with customers - rather than just read the data from a survey. Amazing what you find out when you actually chat with people rather than just ask them to tick boxes.

Wade Kingsley - Founder
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