You need the Professional or Business plan, a number for outbound calls, an event type, free times in your availability and contacts.
1. Set up the campaign
Open Interact › Campaigns and click Create campaign. Click Untitled campaign at the top left and enter a name, for example “Car insurance switch November”.
Your Insaio number only takes calls. For campaigns you need a local or mobile number, see .
2. Set the start and goal
Under Campaign start and Campaign settings you set when the campaign starts and how often your agent tries each contact. Under Campaign goal you choose the purpose, Appointment scheduling or Data survey, and under Appointments for whose calendar the appointments go into and which Event type is used.
3. Choose the agent and number
Under Agent settings you choose whose assistant makes the calls, the Phone number for outbound calls and the Tone.
4. Choose contacts
Under Contacts you choose who your agent should call. You can also add new contacts right here. Then continue with .
Frequently asked questions
Monday to Friday between 8 am and 7 pm in the contact's time zone, never on public holidays or no-call days.
There is no limit per campaign, but there is a monthly quota of reached contacts: 100 on the Professional plan, 250 on the Business plan. The Starter plan has no call campaigns.
If your availability has no times in the next 4 weeks, you can't publish. If your weekly schedule is empty later on, the campaign pauses automatically. If your times are only fully booked, your agent still calls.