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Features · 37 articles
  • Agents
    • Call answering: AI agent or forwarding
    • Set up your agent
    • Agent skills: callback and advisory appointment
    • Notify team members
  • Calendar & scheduling
    • Use the calendar
    • Set your availability
    • Create an event type
    • Video room: Meet and Teams
    • Confirmation email
    • Let customers reschedule or cancel
  • Call settings
    • Recording and retention
    • No-call days
    • Pronunciation dictionary
    • Data survey questions
  • Campaigns
    • Create a campaign
    • Test call and publish
    • Data survey campaign
    • Manage campaigns
    • Evaluate a campaign
  • Contacts & companies
    • Add and import contacts
    • Contact details and consent
    • Organize contacts
    • Add companies
    • Tags, types and stages
  • Integrations
    • Connect your calendar
    • Connect Meet or Teams
    • Control AI access
  • Interactions & results
    • Interactions overview
    • Review a call
    • Meetings and emails on the timeline
    • Log an interaction
    • Work through results
    • Create and track engagements
  • Phone system
    • Insaio number
    • Local and mobile numbers
    • Connect a SIP number
    • Forward your number

Features

  • Agents
    • Call answering: AI agent or forwarding
    • Set up your agent
    • Agent skills: callback and advisory appointment
    • Notify team members
  • Calendar & scheduling
    • Use the calendar
    • Set your availability
    • Create an event type
    • Video room: Meet and Teams
    • Confirmation email
    • Let customers reschedule or cancel
  • Call settings
    • Recording and retention
    • No-call days
    • Pronunciation dictionary
    • Data survey questions
  • Campaigns
    • Create a campaign
    • Test call and publish
    • Data survey campaign
    • Manage campaigns
    • Evaluate a campaign
  • Contacts & companies
    • Add and import contacts
    • Contact details and consent
    • Organize contacts
    • Add companies
    • Tags, types and stages
  • Integrations
    • Connect your calendar
    • Connect Meet or Teams
    • Control AI access
  • Interactions & results
    • Interactions overview
    • Review a call
    • Meetings and emails on the timeline
    • Log an interaction
    • Work through results
    • Create and track engagements
  • Phone system
    • Insaio number
    • Local and mobile numbers
    • Connect a SIP number
    • Forward your number

Features

Every Insaio feature in detail: where to find it, how to set it up and what happens next.

Agents

  • Call answering: AI agent or forwarding
  • Set up your agent
  • Agent skills: callback and advisory appointment
  • Notify team members

Calendar & scheduling

  • Use the calendar
  • Set your availability
  • Create an event type
  • Video room: Meet and Teams
  • Confirmation email
  • Let customers reschedule or cancel

Call settings

  • Recording and retention
  • No-call days
  • Pronunciation dictionary
  • Data survey questions

Campaigns

  • Create a campaign
  • Test call and publish
  • Data survey campaign
  • Manage campaigns
  • Evaluate a campaign

Contacts & companies

  • Add and import contacts
  • Contact details and consent
  • Organize contacts
  • Add companies
  • Tags, types and stages

Integrations

  • Connect your calendar
  • Connect Meet or Teams
  • Control AI access

Interactions & results

  • Interactions overview
  • Review a call
  • Meetings and emails on the timeline
  • Log an interaction
  • Work through results
  • Create and track engagements

Phone system

  • Insaio number
  • Local and mobile numbers
  • Connect a SIP number
  • Forward your number

Can't find what you need? Write to support@insaio.com.