You need the Professional plan or the trial, an event type and a number for outgoing calls. Plus the review of your number.
1. Request a number for outgoing calls
Your Insaio number only receives calls. For a number for outgoing calls, your company is reviewed. So request it first.
Open Settings › Organization › Phone system and click Add phone number. Choose Local phone number or Mobile phone number, enter your business information and upload proof.
2. Import contacts
Open Manage › Contacts and click Add Contact. Add contacts one by one or upload a CSV or Excel file. Every contact needs a phone number.
3. Create a campaign
Open Interact › Call campaigns and click Create Call Campaign. Click Untitled campaign at the top left and enter a name, for example “Autumn policy review”.
4. Plan the campaign
Under Planning you set the start, call attempts, purpose and event type. You also choose whose calendar your agent books appointments in. Under Agent Settings you choose your number from step 1.
5. Select contacts
Under Contacts you choose who your agent should call. You can also create new contacts right here.
6. Test and publish
The Summary shows what is still missing. Click Make Test Call and your agent calls you. If everything fits, click Publish.
Frequently asked questions
Usually the number for outgoing calls or the campaign name is missing.
No. It only receives calls.
Up to 100 on the Professional plan and up to 250 on the Business plan.
