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Cleverly's EIC Accelerator Project: Any Help Desk Against Zendesk

October 7, 20262,078 words11 min

Cleverly, a Lisbon start-up co-founded by Cristina Fonseca, who had earlier co-founded the contact centre software company Talkdesk, set out to give customer support agents an AI assistant that would work on any help desk. In the 3 April 2019 cut-off of the EIC SME Instrument Phase 2, the Horizon 2020 forerunner of today's EIC Accelerator, it won a grant for COALA, a "Cloud-based AI-driven and Language-agnostic Customer Support Assistant", according to the European Commission's list of selected companies, which names Cleverly, Lda as the only beneficiary of the project. CORDIS puts the EU contribution at €1,518,927.38 towards a total cost of €2,169,896.25, for a project planned to run from 1 September 2019 to 28 February 2022.

It did not run that long. On 26 August 2021 Zendesk announced that it had bought Cleverly, with the whole team joining on 30 August and the terms undisclosed, according to TechCrunch and ECO News. CORDIS records that COALA was "terminated on 7 September 2021", about six months early, and the final report says that from then on "only Zendesk customers will benefit from it".

€1.52MEU grant for COALA
€2.17MTotal project cost
24 of 30Months the project ran before termination
AcquiredBy Zendesk, August 2021

Company file

Legal entity
Cleverly, Lda, now listed as Cleverly, Unipessoal, Lda; NIF 515089320
Registered
9 October 2018, Lisbon
Address
Avenida da Liberdade 249, Lisbon (CORDIS lists Calçada do Lavra 22)
Founders
Cristina Fonseca and Pedro Coelho
Owner
Zendesk group, since August 2021
Share capital
€23,255, January 2025
EIC project
COALA, CORDIS 873904, EIC SME Instrument Phase 2, April 2019, grant only
Staff
"10+ jobs" created during the project, per CORDIS; no later figure public

What Cleverly Is Today

Cleverly still exists as a legal entity, but as a subsidiary, not as a product company. The Portuguese register, as shown by North Data, lists it as active, with Zendesk Inc. and Tymeshift Inc. named as shareholders in January 2025 and Zendesk International Ltd and Tymeshift Inc in September 2025; Zendesk completed its purchase of Tymeshift, a workforce management tool, in June 2023, according to IT Brief. The register summary on Racius shows filed accounts for every year from 2018 to 2024, two merger filings in September 2024, and a merger filing, a capital increase and a change of legal form in January 2025. eInforma gives the current name as Cleverly, Unipessoal, Lda and lists a 2025 balance sheet. The sources disagree in one respect: "Unipessoal" denotes a single-member company, while North Data names two shareholders. Which company merged with Cleverly, and the entity's revenue and staff, are behind paywalls and could not be verified.

The brand is gone. The cleverly.ai domain now shows a holding page from the brand-protection firm MarkMonitor. Zendesk itself was taken private on 22 November 2022 by a consortium led by Hellman & Friedman and Permira in a deal valuing it at about $10.2 billion, and remains headquartered in San Francisco, according to Zendesk and Permira.

Even the founding year is reported differently. The register gives 9 October 2018, with €20,000 of share capital and Pedro Luis de Faria as the first registered manager, removed on 14 September 2021, according to North Data; Racius also gives 9 October 2018. TechCrunch and ECO News wrote in 2021 that Cleverly was "founded in 2019", while Fonseca's speaker biography at MWC Barcelona says she co-founded it "in 2018". Her profile in Forbes Portugal confirms she founded Cleverly and became Zendesk's vice-president for product after the sale.

The Technology: Reading Tickets So Agents Do Not Have To

The CORDIS objective describes the problem in the company's numbers: support agents spend 20% of their time looking for information, which it put at €10,400 a year per agent. It dismissed the alternatives of the time as too narrow: deflection tools that send customers to help articles handle only simple questions, and template tools need constant manual upkeep. Cleverly instead promised a "generic recommendation model" trained in advance, so that a small support team could switch it on without data scientists, across industries and languages.

In practice the software classified, prioritised and routed tickets by intent and suggested replies to agents. At the time of the sale it classified content "in over a dozen languages" and counted Vodafone, Dashlane and Decathlon as customers, according to VentureBeat; CX Today confirms the language range, but the customer names appear in only that one source. TechCrunch reported integrations with Zendesk and Salesforce, and ECO News also listed Freshdesk and Intercom.

"At Cleverly, our mission was to make machine learning scalable within the CX industry and we were able to accomplish that."

Cristina Fonseca, then VP of product at Zendesk, to VentureBeat, September 2022

What COALA Promised, and What the Record Shows

The grant agreement was signed on 9 October 2019, more than five weeks after the project's start date. The proposal's business case was ambitious: 20 to 30% annual cost savings for customers, agent turnover cut by 22%, 94 employees by 2025 and a "project ROI of 26". Its listed deliverables were concrete: a new website, listings on the Freshdesk, Zoho Desk, Salesforce and Intercom marketplaces, a dashboard that drafts knowledge base articles with AI, support for 10 new languages tested with at least one customer on Zendesk, and a final version that retrains its own models from user feedback, according to the CORDIS results page, which lists all eight as deliverables but publishes none of their content.

The final periodic report, covering 1 September 2020 to 28 February 2022, says the software was used by companies in Europe and the United States, with "productivity improvements of 2x and cost savings of 10% to 60%". These are the company's own figures; no customer case study with numbers could be found. The report also states that Cleverly had created "10+ jobs, all of them in Portugal" and still expected "90+ jobs" by 2025. No later headcount for Cleverly or for Zendesk's Lisbon team has been published.

  1. Pre-trained support assistant for SMEsDeliveredSold to paying customers before the sale, per CORDIS and VentureBeat.
  2. Multi-language supportDelivered"Over a dozen languages", per VentureBeat and CX Today.
  3. Listings on Freshdesk, Zoho Desk, Salesforce and IntercomPartly, then withdrawnFreshdesk, Salesforce and Intercom named by the final report; Zoho not; all but Zendesk dropped after the sale.
  4. 20 to 30% customer cost savingsNot verifiedCompany claims 10% to 60%; no independent figure.
  5. 94 employees by 2025Not achieved"10+ jobs" reported; no later figure announced.
  6. Full 30-month projectEnded earlyTerminated 7 September 2021, after 24 months.

COALA was not Cleverly's only EU project. From 2 November 2020 it also held a €128,750 Horizon 2020 grant under the European SME innovation Associate pilot, CCOALA, to hire a researcher to extend the assistant from email to live chat, according to CORDIS. Its report is unusually frank: the associate "left during the first month", the work done was "minimal" and "the majority of the work was not complete". It was terminated on 6 September 2021, a day before COALA.

After the Sale: Cleverly Inside Zendesk

The technology did reach the market, under another name. On 14 September 2022 Zendesk launched Intelligent Triage and Smart Assist, which detect "the intent, language and sentiment of each customer interaction" and guide agents in real time, included in Zendesk Suite Enterprise and initially aimed at retail and e-commerce, according to Zendesk's press release, which does not mention Cleverly. TechTarget and VentureBeat both report that the features were built on the Cleverly technology; TechTarget adds that the launch came with 313 pre-configured service events such as refunds and invoice disputes. Zendesk's help centre still documents intelligent triage today, now available on Suite and Support Professional plans and above.

That is a delivery, but a narrower one than the EU was told. COALA's case rested on a tool that any small support team could plug into whichever help desk it used; what exists now is a feature for one vendor's customers. How many companies use intelligent triage, and how much of today's product goes back to the code the EU co-funded, is not public.

What the company said

A language-agnostic assistant on Zendesk, Salesforce, Freshdesk, Intercom and Zoho, 94 staff and a project ROI of 26 by 2025.

What the record shows

A working triage product, sold to Zendesk in 2021, relaunched as a Zendesk-only feature in 2022; the EU project cut short and no staff figure since "10+".

The Money and What Cannot Be Checked

Cleverly "has not been entirely public about the size of its funding", TechCrunch noted at the time of the sale, and no private round could be found; the only public money in its record is the two EU grants: €1,518,927.38 for COALA and €128,750 for CCOALA. The COALA award was grant only, and Cleverly does not appear in the EIC Fund portfolio. The purchase price was not disclosed by either side.

Open questions

How much of the €1.52M was paid out before termination, whether any of it was reclaimed after the change of ownership, what the EU-funded multi-platform work became once only Zendesk customers could use it, and how many people the Lisbon entity employs today are not public.

Why It Matters for Europe

The EU's Coordinated Plan on Artificial Intelligence, first agreed in 2018, aims for an environment where AI "excellence thrives from the lab to market". Cleverly fits that aim on the first half: a Portuguese team turned applied machine learning into a sellable product with EU support and found a buyer within three years. It also shows the familiar second half of the story. The buyer was a US-headquartered software group, later owned by two private equity firms, and the result is now one feature inside its product rather than an independent European supplier of customer service AI.

The Verdict

Built, sold, absorbed

Cleverly built the triage assistant the EIC paid for and found real customers, then sold itself to Zendesk two years into the grant. The open, multi-platform tool and the 94 jobs the proposal promised never materialised in public view; the technology lives on as a Zendesk feature.

Neither Zendesk nor Cleverly's founders were asked for comment for this article. It is based entirely on public records and published statements, linked throughout.

Industry

Digital and computingEnterprise software

Focus
  • Customer service software
Technologies
  • Artificial intelligence
  • Natural language processing
Keywords
  • Help desks
  • Support tickets
  • Agent assist

Start with the EIC Accelerator

Expert review for Step 1 and Step 2, suitability assessment and grant screening.

Eureka Network

Eureka Network offers multiple international collaborative R&D programs including Network Projects, Clusters, Eurostars, Globalstars, and Innowwide, with funding ranging from €50K to €6.75M per project depending on the specific program. The network focuses on market-driven innovation and deep-tech development across diverse technology sectors including ICT/Digital, Industrial/Manufacturing, Bio/Medical Technologies, Energy/Environment, Quantum, AI, and Circular Economy. Applicants include SMEs, large enterprises, research organizations, universities, and startups, with Eurostars specifically targeting R&D-performing SMEs.

EIC Transition

EIC Transition provides up to €2.5 million in funding to bridge the 'valley of death' between laboratory research and market deployment, focusing on technology maturation and validation. The program supports single legal entities or small consortia of 2-5 partners including SMEs, start-ups, spin-offs, and research organizations. Technology areas include Health/Medical Technologies, Green/Environmental Innovation, Digital/Microelectronics, Quantum Technologies, and AI/Robotics.

EIC STEP Scale-Up

EIC STEP Scale-Up offers substantial equity investments of €10-30 million for established deep-tech companies ready for hyper-growth and large-scale expansion. The program targets SMEs or small mid-caps with up to 499 employees who have secured pre-commitment from qualified investors. Focus areas include Digital & Deep Tech (Semiconductors, AI, Quantum), Clean Technologies for Net-Zero goals, and Biotechnologies.

EIC Pre-Accelerator

EIC Pre-Accelerator is a pilot program providing €300,000-€500,000 in funding for early-stage deep-tech development and preparation for the EIC Accelerator program. The initiative is exclusively available to single SMEs or small mid-caps from 'Widening countries' to support regional innovation development. The program covers deep-tech innovations across physical, biological, and digital domains.

EIC Advanced Innovation Challenges

EIC Advanced Innovation Challenges is a new pilot program offering €300,000 (Stage 1) and up to €2.5 million (Stage 2) for breakthrough deep-tech solutions through ARPA-style staged funding with demand-side integration. The program targets single entities or small consortia (2-3 partners) including SMEs, start-ups, and research organizations. Focus areas include Physical AI for autonomous robotics and New Approach Methodologies (NAMs) for animal-free biomedical testing, requiring TRL 4 entry with end-user commitment.

EIC Pathfinder

EIC Pathfinder offers up to €3 million for Open calls and up to €4 million for Challenge-based calls to support early-stage research and development with proof-of-principle validation. The program requires research consortia with a minimum of 3 partners from 3 different countries, including universities, research organizations, and SMEs. Technology focus areas include Health/Medical, Quantum Technologies, AI, Environmental/Energy, and Advanced Materials.

EIC Accelerator

EIC Accelerator provides flexible funding options including blended finance (€2.5M grant + €0.5M-€10M equity), grant-only (up to €2.5M), or equity-only arrangements for scale-up and market deployment of breakthrough innovations. The program targets SMEs, start-ups, and small mid-caps with up to 499 employees, with MedTech/Healthcare representing 35% of funded projects. Other technology areas include Biopharma, Energy, AI, Quantum, Aerospace, Advanced Materials, and Semiconductors.

Innovation Partnership

Innovation Partnership facilitates collaborative innovation between public and private sectors with typical funding of €1-5 million per project. The program supports cross-sectoral strategic technologies through public-private partnerships and consortia. Projects focus on addressing societal challenges through collaborative innovation approaches.

Innovation Fund

The EU Innovation Fund provides substantial funding of €7.5 million to €300 million for large-scale demonstration of innovative low-carbon technologies. The program targets clean energy, carbon capture, renewable energy, and energy storage technologies to accelerate the transition to a low-carbon economy. Applicants include large companies, consortia, and public entities capable of implementing large-scale demonstration projects.

Innovate UK

Innovate UK offers various programs with funding ranging from £25K to £10M depending on the specific initiative, supporting business-led innovation, collaborative R&D, and knowledge transfer. The organization funds projects across all sectors with particular focus on emerging technologies and supports UK-based businesses, research organizations, and universities. Programs are designed to drive economic growth through innovation and technology commercialization.

Industrial Partnership

Industrial Partnership provides €2-10 million in funding for industrial research and innovation partnerships focusing on manufacturing, industrial technologies, and digital transformation. The program supports industrial consortia and research organizations in developing collaborative solutions for industrial challenges. Projects aim to strengthen European industrial competitiveness through strategic partnerships.

Eurostars

Eurostars is a joint EU-Eureka program offering €50K-€500K for international R&D collaboration specifically led by SMEs. The program takes a bottom-up approach, accepting projects from all technology fields without predefined thematic restrictions. R&D-performing SMEs must lead the consortium and demonstrate significant R&D activities.

LIFE Programme

The LIFE Programme provides €1-10 million in funding for environmental protection, climate action, and nature conservation projects across the European Union. The program supports environmental technologies, climate adaptation strategies, and biodiversity conservation initiatives. Applicants include public authorities, private companies, NGOs, and research institutions working on environmental and climate challenges.

Neotec

Neotec is a Spanish program offering €250K-€1M in funding for technology-based business creation and development, supporting the growth of innovative Spanish SMEs and start-ups. The program covers all technology sectors and aims to strengthen Spain's technology ecosystem. Funding is specifically targeted at Spanish technology-based SMEs and start-ups to enhance their competitiveness and market presence.

Thematic Priorities

EU Thematic Priorities encompass various programs aligned with EU strategic priorities including green transition, digital transformation, health, and security initiatives. Funding amounts vary based on the specific program and call requirements, with projects designed to address key European challenges. Applicant eligibility varies by specific program and call, with different requirements for different thematic areas.
EIC AcceleratorBeneficiary Deep Dive#Cleverly#Zendesk#customer service#artificial intelligence#acquisition#Portugal
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