1. Feature Overview During LOS loan disbursal, credit managers review applicants’ credit reports to assess their creditworthiness. These reports can be lengthy and contain a large amount of information. Bureau Insights uses AI to analyse the report and generate a one-page summary with only the key information. A default AI prompt is available, which you […]
1. Feature Overview Invorto Voice Bot is LeadSquared’s AI voice agent platform. It holds phone conversations for you, and it turns those conversations into structured data your team can act on. A voice bot listens to the person on the call, decides what to say next, and speaks back in a natural voice. It follows […]
1. Feature Overview An Invorto Voice Bot is what your campaigns use to make calls. It stores everything a call needs: who the bot is, what it says, the AI model it uses, the language and voice it speaks in, how it understands the contact, and the data it collects after each call. You build […]
1. Feature Overview The Phone Numbers module on the Invorto Voice Bot is where you register the DID numbers your organization uses, set how each one routes calls, and copy the identifier you need when you call Invorto from another system. How you set a number up depends on its direction. Direction How the number […]
1. Feature Overview A voice campaign is how you make an Invorto Voice Bot call a list of contacts from the Invorto portal. You create the campaign once, select the bot and the phone number the calls go out from, and then upload your contacts as a CSV file. Invorto queues each number and dials […]
1. Feature Overview Invorto Voice Bot supports two campaign types: Voice and Insight. Use an Invorto Insight campaign when the conversation already happened and you want structured data out of it. For example: A health system uploads recordings of appointment reminder calls its agents made, and checks how many patients confirmed. A collections team uploads […]
1. Feature Overview On the Invorto Voice Bot, without tools, a bot can only talk. It follows its system prompt, answers from its knowledge base, and records what it learned. Anything that has to happen as a result of the call, such as booking a slot or sending a link, happens afterward in your CRM. […]
1. Feature Overview The Knowledge Base module on the Invorto Voice Bot is where you store the reference content your bots use to answer questions. A bot’s system prompt tells it how to behave. The knowledge base gives it the facts. Content is organized in two levels. A folder holds sources, and a source is […]
1. Feature Overview The Users module lists everyone in your Invorto Voice Bot organization. Use it to add colleagues, check who has admin rights, copy a user’s identifier for a support ticket, and deactivate someone who has left the team. Each row shows one member of your organization along with the role and status that […]
1. Feature Overview The Call History & Logs module on Invorto Voice Bot is the record of every individual call your organization has made or received. Analytics tells you how a campaign performed as a whole. Call History tells you what happened on one specific call. Use Call History & Logs to: Trace a single […]
1. Feature Overview The Analytics module on the Invorto Voice Bot is where you review what your bots and campaigns actually did (it aggregates the data across all Insight and Voice campaigns). It is a group in the left navigation with three pages, and each page answers a different question. All three pages are read-only. […]
1. Feature Overview The Consumption module on the Invorto Voice Bot breaks your organization’s usage down by product and by campaign. The Dashboard tells you the totals. Consumption tells you where those totals came from. Use Consumption to: Check how many minutes each voice campaign consumed. Check how many recordings each Insight campaign processed. Compare […]
1. Feature Overview The Dashboard is the first screen you see after you sign in to Invorto Voice Bot. It gives you a single view of how your organization is using Invorto right now. Use the Dashboard to answer four questions quickly: How many talk minutes has my organization used? What has that usage cost […]
1. Feature Overview The Settings module on the Invorto Voice Bot holds the details that apply to your whole Invorto Voice Bot organization. Use it to check your plan, control how much of the organization’s activity members can see, manage API keys for integrations, and review what has happened to those keys. The page has […]
1. Feature Overview Activity Heatmaps in Field Force Insights provide a geographic view of where your field teams perform activities over a selected period. By transforming activity data into a color-coded density map, the feature helps managers quickly identify high-activity hotspots, coverage gaps, and under-served areas. With summary metrics, activity insights, top contributors, and timeline […]
1. Feature Overview The Data Purge feature allows you to automate a bulk deletion process of entities such as system & core activities, custom activities and tasks from your account in a single action. This feature lets you efficiently manage your storage by systematically removing older data that your business no longer requires. Note: All purge […]