Before you start
You have at least one contact.
1. Open a contact
Open Manage › Contacts and click a contact. Under Overview you find Contact details, Address, Demographics and Professional.
2. Set consent
Under Communication preferences you set whether and how the customer may be contacted, for example Do not call. An objection applies per channel and is logged.
Note
For campaign calls, Insaio checks objections and allowed calling times right before each call. This check does not apply to test calls.
3. Form of address and time zone
In campaigns your agent calls each contact at their local time. Whether it uses the informal “du” or the formal “Sie”, you set in your agent's Tone, see .
Frequently asked questions
In the Last Contacted column and in the history on the contact.
Under Interact › Interactions with Log interaction.