Question 1

How natural do the conversations sound to my clients?

Accepted Answer

The conversations are friendly, calm, and professional. Insaio speaks clearly, allows for pauses, and responds thoughtfully to questions or concerns. The goal is a natural appointment-setting conversation that feels service-oriented for clients. Many clients perceive the calls as pleasant and unobtrusive.

Question 2

Are clients informed that they are speaking with a digital assistant?

Accepted Answer

Yes. At the beginning of each call, it is communicated transparently that the call is being made by a digital assistant on behalf of the respective advisor. This ensures clients always know who they are speaking with and in what context the call is taking place.

Question 3

How does Insaio handle objections or hesitation from clients?

Accepted Answer

Insaio responds respectfully and empathetically to objections such as lack of time, uncertainty, or no current interest. The benefit of a short advisory appointment is explained calmly, without applying pressure. If there is no interest, this is accepted and the call is ended politely. The door remains open at all times.

Question 4

What happens if a client cannot talk at the moment?

Accepted Answer

If a client does not have time at the moment, Insaio asks for a suitable time to call back. If the client does not wish to schedule an appointment at that time, this is respected. Upon request, contact can be attempted again at a later point – or the contact is closed.

Question 5

Does my client receive an appointment confirmation after scheduling?

Accepted Answer

Yes – provided an email address is available or is shared by the client during the call. In this case, the appointment is confirmed by email, including date, time, duration, and format. If no email address is available, no automatic email confirmation is sent.

Question 6

What happens if a client asks questions unrelated to appointment scheduling?

Accepted Answer

Insaio is exclusively responsible for appointment coordination. For technical questions, contract details, or individual concerns, Insaio refers the client directly to the responsible advisor. All advisory content remains entirely with the human advisor.

Question 7

How do I, as an advisor, stay in control of appointments, timing, and content?

Accepted Answer

You decide which clients are contacted, which time slots are available, and when appointments take place. In addition, you can configure the call script, tone of voice, and conversation framework in the settings. Insaio strictly follows these specifications, ensuring you retain full control over your calendar and client communication at all times.

Question 8

What happens if a client is not reachable or does not answer multiple times?

Accepted Answer

If a client cannot be reached, Insaio automatically attempts to make contact again at later times. Care is taken to avoid appearing intrusive. This increases reachability without disturbing clients.

Question 9

How do clients react to speaking with a digital assistant?

Accepted Answer

Most clients respond openly and neutrally as long as the call is transparent, polite, and relevant. Skepticism is taken seriously and handled respectfully. Clients who prefer to speak directly with a human are routed accordingly.

Question 10

Can I see calls, reached clients, or scheduled appointments?

Accepted Answer

Yes. You receive a clear overview of calls, reached clients, and scheduled appointments. This allows you to track how your client outreach is progressing and how many appointments have been arranged at any time.

Question 11

Is Insaio GDPR-compliant, and how is client data processed?

Accepted Answer

Yes. Insaio is GDPR-compliant and processes data exclusively for existing client care and appointment scheduling. Data processing and any potential sharing with third parties are handled transparently and described in detail in the privacy policy. Client data is processed securely and not used for any other purposes.

Question 12

What is Insaio used for – and what is it explicitly not used for?

Accepted Answer

Insaio is used exclusively for appointment scheduling with existing clients. It does not provide advice, does not sell products, and does not perform cold outreach. All advisory work and substantive decisions always remain with the advisor.

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