You need a booked appointment, for example from a test call.
1. Find appointments
When your agent books an appointment, an entry with the channel Meeting appears under Interact › Interactions. You see the time, event type, duration and status, for example Scheduled. For online appointments the video link is shown as well.
2. Track emails
When Insaio sends an appointment confirmation, you see it as an interaction with the channel Email. If an email is not delivered, for example because of a typo in the address, you see that there too.
3. See everything about a customer
Open a customer under Manage › Contacts. In the Interactions tab you see their calls, appointments and emails together.
Frequently asked questions
No, here you see the emails Insaio sends for you.
If you move the appointment in your connected Google or Outlook calendar, Insaio takes over the new time. If you delete it there, it shows in Insaio as Cancelled in calendar, but it is not cancelled.
Under Interact › Results or on the dashboard under Appointments & callbacks.