What's new?

Over the past three months, we’ve rolled out a series of updates to make sure no call—and no customer—slips through the cracks. From inbound calling to AI fallback and searchable transcripts, here’s what’s new in Consio.

Inbound calls & Inbox

Your customers can now call you back. Inbound calls appear directly in Consio, so agents can answer live or follow up later. 

The new inbox brings all calls, missed and answered, into one place, alongside full customer context. From there your team can easily listen to voicemails, and customer context in one view. No more guessing who called or why—your team follows up faster, with the full story at hand.

AI Voice Agent

When agents are busy or offline, let AI take the call. 

The Voice Agent answers with a consistent tone, collects key details (like intent, product interest, or objections), and schedules follow-ups for your team. That means fewer missed opportunities, warmer leads, and faster resolutions—day or night.

Try it now: AI Agents settings

Call recording & transcript 

Every call can now be recorded and transcribed with turn-by-turn speaker labels.

Review conversations without replaying every minute. Search by keyword, coach your team with real examples, and understand what’s actually being said on the phone.

Enable it now under Settings → General

Improvements

• Klaviyo integration now available on Klaviyo App Store

• Track agents talk time and call engagement with advanced statistics

• Exclude Texas segments from top of funnel campaigns

Our second monthly Product Update installment is live! Several updates focusing on agent productivity and performance. Check it out!

Engage faster with our new Power Dialer (Beta)

The new predictive Power Dialer helps you reach more customers with fewer agents. Instead of manually calling, agents mark themselves as available, and the system automatically dials multiple numbers at once.

As soon as a customer picks up, the agent is connected. If no one answers, a voicemail is left as usual. This means higher call volume, reduced agent workload, and increased ROI by shifting costs from agent time to software.

Full context with customer timeline

Agents can now view the complete customer interaction history right from the call view. The timeline shows all past calls and orders made by the the customer. This makes it easy to track previous interactions and maintain context during follow-ups.

Track your stats with agent statistics

We’ve added a new Agents page that shows performance metrics for each agent, including completed calls, connected calls, sales, and revenue. This makes it easy for managers to track agent performance and optimize team efficiency.

Other improvements

• Dialer: Redesigned the dialer user interface to improve usability.

• Klaviyo: Added customer profile details to the dialer.

• Call algorithm update: First attempts are sorted by most recent first, while second or subsequent attempts are sorted by oldest first. This ensures fair distribution and consistent follow-up timing.

• Call scheduling: Manually scheduled calls now stay assigned to the agent who made the previous call.

This is Consio's first Product Update newsletter! 🎉

Find out how much $$ with Campaign Statistics

A set of statistics are now available across accounts and campaigns. Those stats present important metrics such as connected rates, conversion rates, and total revenue driven by both calls and voicemails.

Customers needed to validate the incrementality of the sales being driven by phone calls on Consio.

We see across multiple accounts that customers with a phone engagement convert 15% more than the control group. For example, calls for an outdoor equipment subscription box churned subscribers convert at 17% when leads that receive a voicemail convert at about 1%.

Customize your attribution to fit your motion 

You can now select different attribution windows for your calls, from 1 day to 90 days. This will update attributed revenue across the account.

 Larger AOV or B2B products might have longer consideration period or you might want to attribute all orders within an extended period of time in order to reflect the true impact of the interaction.

 Higher volume, more direct-response brands will want to use a short attribution window (1-day, 7 day) to have a clear picture on incrementality from calls.

More sales context with draft orders display

Draft orders are now available for agents to view just like completed orders from their sidebar.

 B2B customers often create draft orders when navigating through B2B front-ends or engaging with sales team. Now the content remains accessible until the purchase is completed.

 It's great to use for the sales team in conjunction with a segments of open drafts orders to keep re-engaging and closing.