You need at least one interaction, for example your test call.
1. Open Interactions
Open Interact › Interactions. Each row is one contact with a customer. Among other things you see Occurred, Channel, Contact, Company, Direction, Status, Outcome and Duration.
Any contact with a customer, whatever the channel. Calls, appointments and emails from Insaio appear automatically. Conversations on other channels, for example in person, on WhatsApp or LinkedIn, you log yourself, see .
2. Find entries
Use Search, Filter and Sort to find specific entries, for example all inbound calls from today. In the All interactions menu you save your own views.
3. Open an interaction
Click an entry. For a call you see the recording, summary and transcript, for an appointment the time, event type and video link. Read more in .
Frequently asked questions
Check the advisor selection at the top. If a single advisor is selected, you only see their interactions.
Calls are now under Interactions, together with appointments and emails.
Today you log WhatsApp conversations yourself. An automatic connection for WhatsApp and SMS is in preparation.