Turn every conversation into
completed work.

After every call, someone still has to update the CRM, send the follow-up and close the ticket. Insight7 AI agents book appointments, process payments and close out requests in your systems during the conversation.

insight7.io

AdaCall with Nina · 04:12

Appointment bookedTue 10:30 00:48

Payment processed$120 02:15

Record updatedYour CRM 03:02

Follow-up sentBy email 04:12

NinaCustomer record

Next visitTue 10:30

Balance$120 duePaid

StatusOpenResolved

Follow-up—Sent

Features

Appointments booked on the call

Agents check availability, book the slot, and send confirmations and reminders.

Available this week

MonTueWedThu TakenTaken9:009:00 10:3010:30TakenTaken Taken2:002:00Taken

Leo booked Tue 10:30ConfirmedReminder set

Maya booked Wed 2:00ConfirmedReminder set

Sam booked Thu 9:00ConfirmedReminder set

Payments processed securely

Agents take payments and set up payment plans through your existing gateway.

Pay in fullPayment plan

Today$360.00 from EliPaid

CardEnding 4242Approved

ReceiptSent by emailSent

Today$120.00 from EliPaid

Nov 14$120.00Scheduled

Dec 14$120.00Scheduled

Through your existing payment gateway

Records updated automatically

Every outcome, note and next step is written to your CRM or ticketing system without manual entry.

Call with LeoEnded · 06:24

LeoWritten to your CRM

OutcomeRenewed for 12 months

NoteWants paperless billing

Next stepSend the contract by Friday

CRM updatedTicket closed

Follow-ups sent for you

Summaries, confirmations and next steps go out by email or chat as soon as the conversation ends.

Call summary to Leo · EmailSent

Booking confirmation to Maya · ChatSent

Payment receipt to Eli · EmailSent

Next steps to Ava · ChatSent

Appointment reminder to Noah · ChatSent

Contract to sign to Sam · EmailSent

Frequently Asked Questions

Which systems does it connect to?

Your CRM, calendars, payment gateway and ticketing tools.

Can we customize the workflows?

Yes. Set which actions agents can take, in what order, and which need approval.

What happens if an action fails?

The agent tells the customer, logs the issue, and routes it to your team.

Does it work for our human agents’ calls too?

Yes. Post-call summaries and record updates run on every conversation.

What do we need to get started?

Access to the systems you want automated and the workflows you want to start with. Most teams go live within 2 weeks.

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”