Before you start
The advisor has a number assigned, see Assign numbers and call answering.
1. Choose the advisor
Open Manage › Agents. Each advisor has their own agent. At the top, choose the advisor whose agent you want to set up.
2. Choose call answering
Under Call answering, choose Insaio AI agent: your agent answers the calls on this number. With Call forwarding, the calls go to the verified phone number in the advisor's profile instead.
Click Save.
Frequently asked questions
The advisor doesn't have a number assigned yet. You do that under Configure › Organization › Phone system.
The confirmed phone number in the advisor's profile under Configure › Account › Profile.
With Call forwarding, Insaio forwards calls from your Insaio number to your phone. With , it's the other way round: you forward your existing number to Insaio.