Scale Customer Operations with
Intelligent Agent Interactions

Develop, train and evaluate AI & human agents that deliver on customer objectives

Google Meet

Zoom

Google Voice

Microsoft Teams

RingCentral

Webex

Nextiva

+50 more integrations

Google Meet

Zoom

Google Voice

Microsoft Teams

RingCentral

Dialpad

Webex

Nextiva

+50 more integrations

Safari Mockup – Lottie

insight7.io

4.9 rating on G2

Trusted by 1000+ high-growth businesses

HIPAA & SOC 2 compliant

One platform to scale customer operations

Win-back · Cohort 4Running

46 of 100 picked up. 18 qualify, 9 booked.

43 talked 3 short call 54 not reached yet

355Calls made

17No answer

3m 28sLongest call

Callbacks · handed to your team

6:51pmRuth AdamsAsked to be called back tomorrow morning

7:00pmKwame AsanteDriving, prefers a call after 7pm

7:15pmSofia LindWants to talk once payday clears

Engage customers at scale

Intelligently handle inbound and outbound interactions across calls, email and chat.

Calls today160 handled

Amara OkaforOutbound call · 2m 14sAppointment booked

Daniel ReyesInbound call · 3m 02sPayment taken

Kemi AdeyemiOutbound call · Phone company refusedCan’t be dialled

Priya NairWebsite chat · 1m 40sRequest closed in CRM

Grace MensahInbound call · 1m 52sPayment taken

Tomás SilvaOutbound call · 15sNo answer

Leo MartinsOutbound call · 2m 31sAppointment booked

Hannah ColeOutbound call · They hung upDeclined

Automate customer operations

Book appointments, process payments, and close out requests in your CRM.

Campaigns / ReviewTest, then launch

Caller and rules

Saying it is an AIAlways, at the start

Recording disclosureOn

Calling window09:00 to 21:00

Do-not-call checkOn

Test before launch 500 simulated conversations

Accuracy96%

Meets your 92% threshold

Test call to your own phone passed

Versions

v5Changed the questionsTested

v4Changed the offerTested

v3Added a compliance ruleTested

v2Changed the voiceTested

v1First draftNot tested

Test and govern

Simulate customer interactions, set compliance rules, and go live when agents meet your accuracy threshold.

CallerOverall ScoreGreeting & IntroductionEngagement & Active Listening

Sarah Stone80%100%75%

Mark Greyson55%30%40%

Emily Weinstein60%40%40%

John Tarantino75%100%50%

Rachel Shore60%100%70%

Chance Fortune55%40%40%

Daniel Okoro85%100%80%

Lena Park65%60%50%

Ama Boateng70%100%60%

Victor Hale50%30%50%

Nadia Petrova90%100%85%

Auto-review every interaction

Score every interaction against your quality benchmarks.

Sarah(Your Co-pilot)

Tony just asked

“This feels like a big investment. How do I justify the cost to my team?”

Suggested Response

“That’s a great question to be asking. It means you’re thinking like a buyer. Most teams we work with find the easiest way to make the case is to calculate what one missed insight costs them per quarter. We can walk through that together right now if you’d like.”

Live agent guidance

Give agents real-time prompts and next steps during customer interactions.

Sales Representative Guided ScreeningPreview Screening

Screening Details

TypeVoice Call

DifficultyIntermediate

Duration15 minutes

CreatedSep 21, 2026

JEJordan Ellis67%Completed Sep 22

Summary

Jordan excelled in ‘Discovery and Qualification’ with a score of 85, asking sharp questions about budget and timeline. The weakest area was ‘Objection Handling’, scoring 20, conceding on price too early when the prospect pushed back.

Performance

0%25%50%75%100%

Discovery and Qualification

Product Knowledge

Communication Skills

Objection Handling

Closing

Hire and train for performance

Screen candidates and train your team with simulated customer voice and chat scenarios.

What changes when every conversation counts

These teams went from hours of manual review to instant, structured insights. Here’s what that unlocked.

It’s fast and accurate

“It’s fast, accurate, and saves our team hundreds of hours every week, giving us confidence to keep scaling hiring without sacrificing quality or fairness”