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Use cases

The rest of the docs explain Insighto.ai feature by feature. This section flips that around: pick a goal, follow the recipe.

Each page below is a self-contained walkthrough — scenario, the pieces of the platform you'll wire together, and click-by-click setup. Most recipes take 30–60 minutes start to finish. They're written so you can swap out the industry detail (a dental clinic becomes a law firm, a SaaS demo desk becomes a real-estate hotline) without changing the underlying flow.

Pick a recipe​

  • 24/7 phone receptionist with appointment booking — a voice agent answers every inbound call, qualifies the caller, and books straight into your Google Calendar with an automated SMS confirmation and 24-hour reminder.

  • WhatsApp sales assistant — a WhatsApp Business agent that answers product questions from your knowledge base, captures structured intake, and drops the lead into HubSpot or Zoho.

  • Outbound sales campaign — bulk-dial a cold list with an AI that re-qualifies leads and books demos onto the right rep's calendar. Concurrency-paced; outcomes auto-tagged by intent.

  • Knowledge-base chat agent — embed a web chat agent on your site that answers from crawled docs and PDFs. Routes unresolved questions to a Freshdesk ticket so nothing falls through.

  • After-hours voicemail flow — when the office is closed, the agent takes a voicemail, then a workflow follows up by SMS with a self-service rebooking link. No missed opportunities overnight.

  • Healthcare appointment reminders — every evening, dial tomorrow's appointment list. Confirm, reschedule, or cancel — and reroute freed slots back to a Calendar Pool so other patients can grab them.

Don't see your use case?​

These recipes share a small set of building blocks: an assistant, a data source, one or more widgets, and (optionally) workflows, calendar pools, forms, and intents. Anything you can compose from those is in scope. If you've got a flow you can't see how to assemble, ping us in Discord.