Getting started
Step by step to Insaio: every interaction with your clients in one place – AI agent or team, call, appointment or email.
- Set up your accountCreate your account and set up your organization. Your AI agent is then available right away on your own Insaio number.
- Forward your phone numberForward your usual number to your Insaio number. Your AI agent then answers your customers’ calls.
- Calendar & event typesDecide when and which appointments your AI agent may book for you.
- Configure your AI receptionYour AI agent already answers calls. Here you decide how it talks and whether it books callbacks and appointments.
- Set up an AI call campaignYour AI agent calls a list of contacts and books appointments in your calendar.
- InteractionsUnder Interactions you see every conversation your AI agent had and what came out of it.
- EngagementsWork through what your AI agent recorded for you: requests, callbacks and appointments.
Can't find what you need? Write to support@insaio.com.