Payments, Link and phone
Summaries and callbacks after every call
After every call Kio writes a summary; it is always in the Hub. Depending on your setting it also arrives as a notification in your inbox and in Slack; email and WhatsApp are not connected yet. You work through open callbacks under Call back.
At the end of every call Kio records what it was about, who called and whether anything needs doing.
Where to find the summary
- In the Hub: under Phone AI with the call, and under Settings › Calls. There you can also download the list As CSV.
- In your inbox: If Summary to is not set to Off, every summary arrives there as a notification. Enquiries for parties and promised callbacks always go to the inbox.
- In Slack: Under Settings › Handoff and hours, choose Slack at Summary to and enter your Slack webhook.
Delivery by Email or WhatsApp can be selected but is not connected yet. The call then shows not delivered; the summary is still in the Hub and in your inbox. With Off, summaries are only shown with the calls in the Hub.
Work through callbacks
When Kio has promised a callback, it is listed under Call back, at the bottom right of the Phone AI page.
- 1. Open Call back. You see one callback after another, with the caller and the time of their call.
- 2. Choose Call to dial the number.
- 3. Then Done. If it does not suit right now, take Later, next callback.
You can reverse a mistake with Undo. On your phone you see the calls and call back the same way.
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