What’s new

An overview of the newest Consio phone features, AI Voice Agent enhancements, UI refinements, and bug fixes.

What’s new

An overview of the newest Consio phone features, AI Voice Agent enhancements, UI refinements, and bug fixes.

What’s new

An overview of the newest Consio phone features, AI Voice Agent enhancements, UI refinements, and bug fixes.

Your AI voice agents have always been able to act as an interactive voice agent on inbound calls. Plenty of you asked for the classic version too, so we added it: a keypad IVR menu you set up at the phone number level, with a prompt that reads out the options and each digit mapped to a destination, either another Consio number or any external number.

Set it up in your phone number settings

Product images and redesigned order cards

Consio now displays product images across the app, so reps and AI agents can see what a customer bought. The order, checkout, and draft cards also got a refresh, with clearer status badges and the variant name shown under the product name. If images are missing for a workspace, a quick Shopify reconnect resyncs them.

→ Open your inbox

Call transcripts now include external transfers

When a call is transferred to an external number, that portion of the conversation is no longer a black box. The external transfer leg now appears in the transcript, under its own external phone number section in the Transcript tab.

Open call history

Other improvements

  • Customer timeline: new Linked and Merged events show when profiles are connected (a new Shopify or Klaviyo profile) or combined (two customers sharing an email or phone), each with a snapshot of what triggered it.

  • Attribution: you can now use a 3-day attribution window for attributable events, for a more accurate read on what drove conversions.

  • Call transcripts: the external transfer leg now appears in the transcript, under its own section in the Transcript tab.

  • AI transfers: call transfers initiated by AI agents are more reliable, with fewer dropped or malformed attempts.

  • Messages: links in SMS are now styled and clickable, opening in a new tab when tapped.

  • Inbox: MMS attachments (images, GIFs, and PDFs) now show previews in the conversation list.

  • Call hold: hold music no longer plays on the agent's side, only the caller hears it.

  • AI agents: order lookups now accept valid 4-digit zip codes, such as Australian postcodes.

  • AI agents: agents now get cleaner context from previous calls and SMS exchanges, with the current call no longer duplicated and past interactions sorted most recent first.

  • AI agents: fixed a case where agents texted the wrong product link.

  • Phone numbers: mobile numbers are now labeled correctly instead of showing as toll free.

  • Inbound calls: calls now route correctly even when a workspace has no Shopify integration connected.

  • Dialer: fixed a freeze that could happen after sending a call to voicemail.

  • Shopify sync: product syncs handle Shopify rate limits gracefully instead of failing.

  • Customer profiles: you can now change your user name in your personal preferences.

Your AI voice agents have always been able to act as an interactive voice agent on inbound calls. Plenty of you asked for the classic version too, so we added it: a keypad IVR menu you set up at the phone number level, with a prompt that reads out the options and each digit mapped to a destination, either another Consio number or any external number.

Set it up in your phone number settings

Product images and redesigned order cards

Consio now displays product images across the app, so reps and AI agents can see what a customer bought. The order, checkout, and draft cards also got a refresh, with clearer status badges and the variant name shown under the product name. If images are missing for a workspace, a quick Shopify reconnect resyncs them.

→ Open your inbox

Call transcripts now include external transfers

When a call is transferred to an external number, that portion of the conversation is no longer a black box. The external transfer leg now appears in the transcript, under its own external phone number section in the Transcript tab.

Open call history

Other improvements

  • Customer timeline: new Linked and Merged events show when profiles are connected (a new Shopify or Klaviyo profile) or combined (two customers sharing an email or phone), each with a snapshot of what triggered it.

  • Attribution: you can now use a 3-day attribution window for attributable events, for a more accurate read on what drove conversions.

  • Call transcripts: the external transfer leg now appears in the transcript, under its own section in the Transcript tab.

  • AI transfers: call transfers initiated by AI agents are more reliable, with fewer dropped or malformed attempts.

  • Messages: links in SMS are now styled and clickable, opening in a new tab when tapped.

  • Inbox: MMS attachments (images, GIFs, and PDFs) now show previews in the conversation list.

  • Call hold: hold music no longer plays on the agent's side, only the caller hears it.

  • AI agents: order lookups now accept valid 4-digit zip codes, such as Australian postcodes.

  • AI agents: agents now get cleaner context from previous calls and SMS exchanges, with the current call no longer duplicated and past interactions sorted most recent first.

  • AI agents: fixed a case where agents texted the wrong product link.

  • Phone numbers: mobile numbers are now labeled correctly instead of showing as toll free.

  • Inbound calls: calls now route correctly even when a workspace has no Shopify integration connected.

  • Dialer: fixed a freeze that could happen after sending a call to voicemail.

  • Shopify sync: product syncs handle Shopify rate limits gracefully instead of failing.

  • Customer profiles: you can now change your user name in your personal preferences.

Your AI voice agents have always been able to act as an interactive voice agent on inbound calls. Plenty of you asked for the classic version too, so we added it: a keypad IVR menu you set up at the phone number level, with a prompt that reads out the options and each digit mapped to a destination, either another Consio number or any external number.

Set it up in your phone number settings

Product images and redesigned order cards

Consio now displays product images across the app, so reps and AI agents can see what a customer bought. The order, checkout, and draft cards also got a refresh, with clearer status badges and the variant name shown under the product name. If images are missing for a workspace, a quick Shopify reconnect resyncs them.

→ Open your inbox

Call transcripts now include external transfers

When a call is transferred to an external number, that portion of the conversation is no longer a black box. The external transfer leg now appears in the transcript, under its own external phone number section in the Transcript tab.

Open call history

Other improvements

  • Customer timeline: new Linked and Merged events show when profiles are connected (a new Shopify or Klaviyo profile) or combined (two customers sharing an email or phone), each with a snapshot of what triggered it.

  • Attribution: you can now use a 3-day attribution window for attributable events, for a more accurate read on what drove conversions.

  • Call transcripts: the external transfer leg now appears in the transcript, under its own section in the Transcript tab.

  • AI transfers: call transfers initiated by AI agents are more reliable, with fewer dropped or malformed attempts.

  • Messages: links in SMS are now styled and clickable, opening in a new tab when tapped.

  • Inbox: MMS attachments (images, GIFs, and PDFs) now show previews in the conversation list.

  • Call hold: hold music no longer plays on the agent's side, only the caller hears it.

  • AI agents: order lookups now accept valid 4-digit zip codes, such as Australian postcodes.

  • AI agents: agents now get cleaner context from previous calls and SMS exchanges, with the current call no longer duplicated and past interactions sorted most recent first.

  • AI agents: fixed a case where agents texted the wrong product link.

  • Phone numbers: mobile numbers are now labeled correctly instead of showing as toll free.

  • Inbound calls: calls now route correctly even when a workspace has no Shopify integration connected.

  • Dialer: fixed a freeze that could happen after sending a call to voicemail.

  • Shopify sync: product syncs handle Shopify rate limits gracefully instead of failing.

  • Customer profiles: you can now change your user name in your personal preferences.

Your AI voice agents have always been able to act as an interactive voice agent on inbound calls. Plenty of you asked for the classic version too, so we added it: a keypad IVR menu you set up at the phone number level, with a prompt that reads out the options and each digit mapped to a destination, either another Consio number or any external number.

Set it up in your phone number settings

Product images and redesigned order cards

Consio now displays product images across the app, so reps and AI agents can see what a customer bought. The order, checkout, and draft cards also got a refresh, with clearer status badges and the variant name shown under the product name. If images are missing for a workspace, a quick Shopify reconnect resyncs them.

→ Open your inbox

Call transcripts now include external transfers

When a call is transferred to an external number, that portion of the conversation is no longer a black box. The external transfer leg now appears in the transcript, under its own external phone number section in the Transcript tab.

Open call history

Other improvements

  • Customer timeline: new Linked and Merged events show when profiles are connected (a new Shopify or Klaviyo profile) or combined (two customers sharing an email or phone), each with a snapshot of what triggered it.

  • Attribution: you can now use a 3-day attribution window for attributable events, for a more accurate read on what drove conversions.

  • Call transcripts: the external transfer leg now appears in the transcript, under its own section in the Transcript tab.

  • AI transfers: call transfers initiated by AI agents are more reliable, with fewer dropped or malformed attempts.

  • Messages: links in SMS are now styled and clickable, opening in a new tab when tapped.

  • Inbox: MMS attachments (images, GIFs, and PDFs) now show previews in the conversation list.

  • Call hold: hold music no longer plays on the agent's side, only the caller hears it.

  • AI agents: order lookups now accept valid 4-digit zip codes, such as Australian postcodes.

  • AI agents: agents now get cleaner context from previous calls and SMS exchanges, with the current call no longer duplicated and past interactions sorted most recent first.

  • AI agents: fixed a case where agents texted the wrong product link.

  • Phone numbers: mobile numbers are now labeled correctly instead of showing as toll free.

  • Inbound calls: calls now route correctly even when a workspace has no Shopify integration connected.

  • Dialer: fixed a freeze that could happen after sending a call to voicemail.

  • Shopify sync: product syncs handle Shopify rate limits gracefully instead of failing.

  • Customer profiles: you can now change your user name in your personal preferences.

Send images and files over MMS

You asked, we listened. Sending a photo, a return label, or a PDF during a conversation used to mean stepping outside Consio entirely. Now agents can send files directly from the message composer, without breaking their flow. Upload via the paperclip icon, drag and drop, or paste from clipboard. Supported formats are JPG, PNG, GIF, and PDF, with a 5 MB limit per file and up to 10 files at a time.

→ Open a conversation to try it

Put a call on hold

Sometimes an agent needs a moment — to check something, loop in a colleague, or just gather their thoughts — without dropping the call or leaving the customer in silence. Agents can now put any live call on hold: the customer hears hold music, the state is logged, and the agent resumes when ready. Works on both inbound and outbound calls.

Recording controls: pause, resume, delete

The recording button during a call now pauses and resumes the recording rather than stopping it permanently. This matters in practice: agents often need to step away from recording mid-call without losing everything. And for cases where a recording needs to be removed after the fact (like a customer opting out) a delete option is now available directly from the recording menu.

Other improvements

  • Shopify customer notes: you can now edit a customer's Shopify note directly in Consio, and changes sync back to Shopify in real time.

  • Overmerge protection: customer records are no longer merged based on phone numbers that appear across too many profiles, reducing false merges from shared or dummy numbers.

  • Emoji picker: agents can now insert emojis from an in-app picker in the message composer.

  • Outbound call dispositions: "Issue resolved" is now available as a disposition on outbound calls.

  • Sales funnel: loading time on large workspaces has been reduced significantly.


Send images and files over MMS

You asked, we listened. Sending a photo, a return label, or a PDF during a conversation used to mean stepping outside Consio entirely. Now agents can send files directly from the message composer, without breaking their flow. Upload via the paperclip icon, drag and drop, or paste from clipboard. Supported formats are JPG, PNG, GIF, and PDF, with a 5 MB limit per file and up to 10 files at a time.

→ Open a conversation to try it

Put a call on hold

Sometimes an agent needs a moment — to check something, loop in a colleague, or just gather their thoughts — without dropping the call or leaving the customer in silence. Agents can now put any live call on hold: the customer hears hold music, the state is logged, and the agent resumes when ready. Works on both inbound and outbound calls.

Recording controls: pause, resume, delete

The recording button during a call now pauses and resumes the recording rather than stopping it permanently. This matters in practice: agents often need to step away from recording mid-call without losing everything. And for cases where a recording needs to be removed after the fact (like a customer opting out) a delete option is now available directly from the recording menu.

Other improvements

  • Shopify customer notes: you can now edit a customer's Shopify note directly in Consio, and changes sync back to Shopify in real time.

  • Overmerge protection: customer records are no longer merged based on phone numbers that appear across too many profiles, reducing false merges from shared or dummy numbers.

  • Emoji picker: agents can now insert emojis from an in-app picker in the message composer.

  • Outbound call dispositions: "Issue resolved" is now available as a disposition on outbound calls.

  • Sales funnel: loading time on large workspaces has been reduced significantly.


Send images and files over MMS

You asked, we listened. Sending a photo, a return label, or a PDF during a conversation used to mean stepping outside Consio entirely. Now agents can send files directly from the message composer, without breaking their flow. Upload via the paperclip icon, drag and drop, or paste from clipboard. Supported formats are JPG, PNG, GIF, and PDF, with a 5 MB limit per file and up to 10 files at a time.

→ Open a conversation to try it

Put a call on hold

Sometimes an agent needs a moment — to check something, loop in a colleague, or just gather their thoughts — without dropping the call or leaving the customer in silence. Agents can now put any live call on hold: the customer hears hold music, the state is logged, and the agent resumes when ready. Works on both inbound and outbound calls.

Recording controls: pause, resume, delete

The recording button during a call now pauses and resumes the recording rather than stopping it permanently. This matters in practice: agents often need to step away from recording mid-call without losing everything. And for cases where a recording needs to be removed after the fact (like a customer opting out) a delete option is now available directly from the recording menu.

Other improvements

  • Shopify customer notes: you can now edit a customer's Shopify note directly in Consio, and changes sync back to Shopify in real time.

  • Overmerge protection: customer records are no longer merged based on phone numbers that appear across too many profiles, reducing false merges from shared or dummy numbers.

  • Emoji picker: agents can now insert emojis from an in-app picker in the message composer.

  • Outbound call dispositions: "Issue resolved" is now available as a disposition on outbound calls.

  • Sales funnel: loading time on large workspaces has been reduced significantly.


Send images and files over MMS

You asked, we listened. Sending a photo, a return label, or a PDF during a conversation used to mean stepping outside Consio entirely. Now agents can send files directly from the message composer, without breaking their flow. Upload via the paperclip icon, drag and drop, or paste from clipboard. Supported formats are JPG, PNG, GIF, and PDF, with a 5 MB limit per file and up to 10 files at a time.

→ Open a conversation to try it

Put a call on hold

Sometimes an agent needs a moment — to check something, loop in a colleague, or just gather their thoughts — without dropping the call or leaving the customer in silence. Agents can now put any live call on hold: the customer hears hold music, the state is logged, and the agent resumes when ready. Works on both inbound and outbound calls.

Recording controls: pause, resume, delete

The recording button during a call now pauses and resumes the recording rather than stopping it permanently. This matters in practice: agents often need to step away from recording mid-call without losing everything. And for cases where a recording needs to be removed after the fact (like a customer opting out) a delete option is now available directly from the recording menu.

Other improvements

  • Shopify customer notes: you can now edit a customer's Shopify note directly in Consio, and changes sync back to Shopify in real time.

  • Overmerge protection: customer records are no longer merged based on phone numbers that appear across too many profiles, reducing false merges from shared or dummy numbers.

  • Emoji picker: agents can now insert emojis from an in-app picker in the message composer.

  • Outbound call dispositions: "Issue resolved" is now available as a disposition on outbound calls.

  • Sales funnel: loading time on large workspaces has been reduced significantly.


AI agents can now create draft orders during a call

When a customer calls ready to buy, your AI agent can now create a draft order on the spot, without a human agent stepping in. The AI agent selects the product requested by the customer, applies a discount code if configured, and generates a Shopify draft order that's ready for the customer to complete.

This is the first time Consio's AI agents go beyond support and into sales. Instead of ending a call with "I'll have someone follow up," the agent can move the customer directly toward a purchase — while they're still on the line and motivated.

This is a v0: we're monitoring calls closely and will improve product selection, variant matching, and failure handling in the next iteration.

→ Configure it in your AI agent settings

Smarter AI agent behavior

A few improvements to how AI agents handle calls:

  • Skip turn: the agent now waits for a customer response when needed, rather than filling silence with prompts.

  • Transfer announcements: agents always tell the customer before initiating a transfer.

  • No more 10-minute cutoff: calls are no longer automatically ended at 10 minutes.

Knowledge base improvements

Your AI agent's knowledge base now pulls from a wider range of sources. You can add any website: your help center, a third-party FAQ, a Shopify store page… and the agent will learn from it.

→ Update your knowledge base

Analytics: filters, granularity, and chart polish

Several improvements have landed since the analytics launch:

  • Filters: Revenue, Calls, and Messages pages can now be filtered by agent, phone number, and campaign. Filters carry over when switching tabs.

  • Granularity: charts now support hourly, daily, and weekly views, with smart defaults based on the selected date range.

  • Navigation: analytics sections are now accessible directly from the sidebar rather than buried under a single tab.

  • Chart improvements: hover states on the heatmap, snapping tooltips on line and area charts, and interactive bar chart highlighting.

  • Default sorting: Agent Performance sorts by total calls; Agent Availability sorts by work time.

→ Open Analytics

AI agents can now create draft orders during a call

When a customer calls ready to buy, your AI agent can now create a draft order on the spot, without a human agent stepping in. The AI agent selects the product requested by the customer, applies a discount code if configured, and generates a Shopify draft order that's ready for the customer to complete.

This is the first time Consio's AI agents go beyond support and into sales. Instead of ending a call with "I'll have someone follow up," the agent can move the customer directly toward a purchase — while they're still on the line and motivated.

This is a v0: we're monitoring calls closely and will improve product selection, variant matching, and failure handling in the next iteration.

→ Configure it in your AI agent settings

Smarter AI agent behavior

A few improvements to how AI agents handle calls:

  • Skip turn: the agent now waits for a customer response when needed, rather than filling silence with prompts.

  • Transfer announcements: agents always tell the customer before initiating a transfer.

  • No more 10-minute cutoff: calls are no longer automatically ended at 10 minutes.

Knowledge base improvements

Your AI agent's knowledge base now pulls from a wider range of sources. You can add any website: your help center, a third-party FAQ, a Shopify store page… and the agent will learn from it.

→ Update your knowledge base

Analytics: filters, granularity, and chart polish

Several improvements have landed since the analytics launch:

  • Filters: Revenue, Calls, and Messages pages can now be filtered by agent, phone number, and campaign. Filters carry over when switching tabs.

  • Granularity: charts now support hourly, daily, and weekly views, with smart defaults based on the selected date range.

  • Navigation: analytics sections are now accessible directly from the sidebar rather than buried under a single tab.

  • Chart improvements: hover states on the heatmap, snapping tooltips on line and area charts, and interactive bar chart highlighting.

  • Default sorting: Agent Performance sorts by total calls; Agent Availability sorts by work time.

→ Open Analytics

AI agents can now create draft orders during a call

When a customer calls ready to buy, your AI agent can now create a draft order on the spot, without a human agent stepping in. The AI agent selects the product requested by the customer, applies a discount code if configured, and generates a Shopify draft order that's ready for the customer to complete.

This is the first time Consio's AI agents go beyond support and into sales. Instead of ending a call with "I'll have someone follow up," the agent can move the customer directly toward a purchase — while they're still on the line and motivated.

This is a v0: we're monitoring calls closely and will improve product selection, variant matching, and failure handling in the next iteration.

→ Configure it in your AI agent settings

Smarter AI agent behavior

A few improvements to how AI agents handle calls:

  • Skip turn: the agent now waits for a customer response when needed, rather than filling silence with prompts.

  • Transfer announcements: agents always tell the customer before initiating a transfer.

  • No more 10-minute cutoff: calls are no longer automatically ended at 10 minutes.

Knowledge base improvements

Your AI agent's knowledge base now pulls from a wider range of sources. You can add any website: your help center, a third-party FAQ, a Shopify store page… and the agent will learn from it.

→ Update your knowledge base

Analytics: filters, granularity, and chart polish

Several improvements have landed since the analytics launch:

  • Filters: Revenue, Calls, and Messages pages can now be filtered by agent, phone number, and campaign. Filters carry over when switching tabs.

  • Granularity: charts now support hourly, daily, and weekly views, with smart defaults based on the selected date range.

  • Navigation: analytics sections are now accessible directly from the sidebar rather than buried under a single tab.

  • Chart improvements: hover states on the heatmap, snapping tooltips on line and area charts, and interactive bar chart highlighting.

  • Default sorting: Agent Performance sorts by total calls; Agent Availability sorts by work time.

→ Open Analytics

AI agents can now create draft orders during a call

When a customer calls ready to buy, your AI agent can now create a draft order on the spot, without a human agent stepping in. The AI agent selects the product requested by the customer, applies a discount code if configured, and generates a Shopify draft order that's ready for the customer to complete.

This is the first time Consio's AI agents go beyond support and into sales. Instead of ending a call with "I'll have someone follow up," the agent can move the customer directly toward a purchase — while they're still on the line and motivated.

This is a v0: we're monitoring calls closely and will improve product selection, variant matching, and failure handling in the next iteration.

→ Configure it in your AI agent settings

Smarter AI agent behavior

A few improvements to how AI agents handle calls:

  • Skip turn: the agent now waits for a customer response when needed, rather than filling silence with prompts.

  • Transfer announcements: agents always tell the customer before initiating a transfer.

  • No more 10-minute cutoff: calls are no longer automatically ended at 10 minutes.

Knowledge base improvements

Your AI agent's knowledge base now pulls from a wider range of sources. You can add any website: your help center, a third-party FAQ, a Shopify store page… and the agent will learn from it.

→ Update your knowledge base

Analytics: filters, granularity, and chart polish

Several improvements have landed since the analytics launch:

  • Filters: Revenue, Calls, and Messages pages can now be filtered by agent, phone number, and campaign. Filters carry over when switching tabs.

  • Granularity: charts now support hourly, daily, and weekly views, with smart defaults based on the selected date range.

  • Navigation: analytics sections are now accessible directly from the sidebar rather than buried under a single tab.

  • Chart improvements: hover states on the heatmap, snapping tooltips on line and area charts, and interactive bar chart highlighting.

  • Default sorting: Agent Performance sorts by total calls; Agent Availability sorts by work time.

→ Open Analytics

Consio has always had an analytics page. Over time, as the product grew, it became a comprehensive but dense table of numbers (useful for looking up a specific metric, but hard to read at a glance or spot a trend in). So we rebuilt it from scratch.

The new analytics section replaces it with three dedicated pages: Revenue, Calls, and Messages, each one built around the questions that actually matter to your team.

Revenue analytics

The question every team running outbound asks at some point is simple: is this actually working? Not in terms of calls made or messages sent, but in terms of money.

The Revenue page is built around that question. You can see how attributed revenue breaks down by channel and how it moves over time, with the current period and the previous one plotted together so trends and anomalies jump out immediately. Further down, a conversion funnel shows exactly where in the process people drop off, from customers contacted, to customers reached, to attributed sales — and with conversion rates at each step. If you're struggling to convert, it tells you whether the problem is reach or pitch.

→ View your revenue analytics

Calls analytics

Call activity generates a lot of numbers. The hard part is knowing which ones to pay attention to.

The Calls page surfaces what matters: answer rate, connection rate, average wait time, service level. A stacked bar chart breaks down your call volume day by day across the selected period, with outbound, answered inbound, and missed inbound color-coded. As a result, a day with a spike in missed calls is immediately visible. Inbound and outbound are then broken out into their own sections, because mixing the two into a single view rarely tells you anything useful.

Thanks our new weekly heatmap that shows call volume by hour across every day of the week, you'll now be able to answer the question teams always ask eventually: when are our customers actually calling, and are we available when they do?

→ View your calls analytics

Messages

SMS is often the part of the operation that gets the least scrutiny, partly because the data was always buried.

The Messages page brings it to the surface: delivery rate, reply rate, sent vs. received breakdown, all compared against the previous period. If your delivery rate is quietly dropping or your reply rate is lower than it should be, this is where you'll see it before it becomes a real problem.

→ View your messages analytics

AI agent voice upgraded

AI agents now use ElevenLabs V3 as their default voice model. The improvement is most noticeable when reading out order numbers, tracking codes, or other sequences of digits, which V3 handles significantly more clearly than V2. Overall voice quality is also cleaner and more natural.

AI agents answer order questions more naturally

AI agents now come into every call with recent order data already loaded in context. This means agents no longer need to run a tool call just to answer a basic question like "what's my order status?" — the information is already there. Calls feel more fluid, and agents spend less time doing unnecessary lookups.

Other improvements

  • Agent availability: time spent in each availability status is now displayed in hours and minutes instead of days, making the data easier to read at a glance.

  • Calls: fixed a reliability issue where conference calls would sometimes create a duplicate session, leaving a participant stuck in an empty conference.

Consio has always had an analytics page. Over time, as the product grew, it became a comprehensive but dense table of numbers (useful for looking up a specific metric, but hard to read at a glance or spot a trend in). So we rebuilt it from scratch.

The new analytics section replaces it with three dedicated pages: Revenue, Calls, and Messages, each one built around the questions that actually matter to your team.

Revenue analytics

The question every team running outbound asks at some point is simple: is this actually working? Not in terms of calls made or messages sent, but in terms of money.

The Revenue page is built around that question. You can see how attributed revenue breaks down by channel and how it moves over time, with the current period and the previous one plotted together so trends and anomalies jump out immediately. Further down, a conversion funnel shows exactly where in the process people drop off, from customers contacted, to customers reached, to attributed sales — and with conversion rates at each step. If you're struggling to convert, it tells you whether the problem is reach or pitch.

→ View your revenue analytics

Calls analytics

Call activity generates a lot of numbers. The hard part is knowing which ones to pay attention to.

The Calls page surfaces what matters: answer rate, connection rate, average wait time, service level. A stacked bar chart breaks down your call volume day by day across the selected period, with outbound, answered inbound, and missed inbound color-coded. As a result, a day with a spike in missed calls is immediately visible. Inbound and outbound are then broken out into their own sections, because mixing the two into a single view rarely tells you anything useful.

Thanks our new weekly heatmap that shows call volume by hour across every day of the week, you'll now be able to answer the question teams always ask eventually: when are our customers actually calling, and are we available when they do?

→ View your calls analytics

Messages

SMS is often the part of the operation that gets the least scrutiny, partly because the data was always buried.

The Messages page brings it to the surface: delivery rate, reply rate, sent vs. received breakdown, all compared against the previous period. If your delivery rate is quietly dropping or your reply rate is lower than it should be, this is where you'll see it before it becomes a real problem.

→ View your messages analytics

AI agent voice upgraded

AI agents now use ElevenLabs V3 as their default voice model. The improvement is most noticeable when reading out order numbers, tracking codes, or other sequences of digits, which V3 handles significantly more clearly than V2. Overall voice quality is also cleaner and more natural.

AI agents answer order questions more naturally

AI agents now come into every call with recent order data already loaded in context. This means agents no longer need to run a tool call just to answer a basic question like "what's my order status?" — the information is already there. Calls feel more fluid, and agents spend less time doing unnecessary lookups.

Other improvements

  • Agent availability: time spent in each availability status is now displayed in hours and minutes instead of days, making the data easier to read at a glance.

  • Calls: fixed a reliability issue where conference calls would sometimes create a duplicate session, leaving a participant stuck in an empty conference.

Consio has always had an analytics page. Over time, as the product grew, it became a comprehensive but dense table of numbers (useful for looking up a specific metric, but hard to read at a glance or spot a trend in). So we rebuilt it from scratch.

The new analytics section replaces it with three dedicated pages: Revenue, Calls, and Messages, each one built around the questions that actually matter to your team.

Revenue analytics

The question every team running outbound asks at some point is simple: is this actually working? Not in terms of calls made or messages sent, but in terms of money.

The Revenue page is built around that question. You can see how attributed revenue breaks down by channel and how it moves over time, with the current period and the previous one plotted together so trends and anomalies jump out immediately. Further down, a conversion funnel shows exactly where in the process people drop off, from customers contacted, to customers reached, to attributed sales — and with conversion rates at each step. If you're struggling to convert, it tells you whether the problem is reach or pitch.

→ View your revenue analytics

Calls analytics

Call activity generates a lot of numbers. The hard part is knowing which ones to pay attention to.

The Calls page surfaces what matters: answer rate, connection rate, average wait time, service level. A stacked bar chart breaks down your call volume day by day across the selected period, with outbound, answered inbound, and missed inbound color-coded. As a result, a day with a spike in missed calls is immediately visible. Inbound and outbound are then broken out into their own sections, because mixing the two into a single view rarely tells you anything useful.

Thanks our new weekly heatmap that shows call volume by hour across every day of the week, you'll now be able to answer the question teams always ask eventually: when are our customers actually calling, and are we available when they do?

→ View your calls analytics

Messages

SMS is often the part of the operation that gets the least scrutiny, partly because the data was always buried.

The Messages page brings it to the surface: delivery rate, reply rate, sent vs. received breakdown, all compared against the previous period. If your delivery rate is quietly dropping or your reply rate is lower than it should be, this is where you'll see it before it becomes a real problem.

→ View your messages analytics

AI agent voice upgraded

AI agents now use ElevenLabs V3 as their default voice model. The improvement is most noticeable when reading out order numbers, tracking codes, or other sequences of digits, which V3 handles significantly more clearly than V2. Overall voice quality is also cleaner and more natural.

AI agents answer order questions more naturally

AI agents now come into every call with recent order data already loaded in context. This means agents no longer need to run a tool call just to answer a basic question like "what's my order status?" — the information is already there. Calls feel more fluid, and agents spend less time doing unnecessary lookups.

Other improvements

  • Agent availability: time spent in each availability status is now displayed in hours and minutes instead of days, making the data easier to read at a glance.

  • Calls: fixed a reliability issue where conference calls would sometimes create a duplicate session, leaving a participant stuck in an empty conference.

Consio has always had an analytics page. Over time, as the product grew, it became a comprehensive but dense table of numbers (useful for looking up a specific metric, but hard to read at a glance or spot a trend in). So we rebuilt it from scratch.

The new analytics section replaces it with three dedicated pages: Revenue, Calls, and Messages, each one built around the questions that actually matter to your team.

Revenue analytics

The question every team running outbound asks at some point is simple: is this actually working? Not in terms of calls made or messages sent, but in terms of money.

The Revenue page is built around that question. You can see how attributed revenue breaks down by channel and how it moves over time, with the current period and the previous one plotted together so trends and anomalies jump out immediately. Further down, a conversion funnel shows exactly where in the process people drop off, from customers contacted, to customers reached, to attributed sales — and with conversion rates at each step. If you're struggling to convert, it tells you whether the problem is reach or pitch.

→ View your revenue analytics

Calls analytics

Call activity generates a lot of numbers. The hard part is knowing which ones to pay attention to.

The Calls page surfaces what matters: answer rate, connection rate, average wait time, service level. A stacked bar chart breaks down your call volume day by day across the selected period, with outbound, answered inbound, and missed inbound color-coded. As a result, a day with a spike in missed calls is immediately visible. Inbound and outbound are then broken out into their own sections, because mixing the two into a single view rarely tells you anything useful.

Thanks our new weekly heatmap that shows call volume by hour across every day of the week, you'll now be able to answer the question teams always ask eventually: when are our customers actually calling, and are we available when they do?

→ View your calls analytics

Messages

SMS is often the part of the operation that gets the least scrutiny, partly because the data was always buried.

The Messages page brings it to the surface: delivery rate, reply rate, sent vs. received breakdown, all compared against the previous period. If your delivery rate is quietly dropping or your reply rate is lower than it should be, this is where you'll see it before it becomes a real problem.

→ View your messages analytics

AI agent voice upgraded

AI agents now use ElevenLabs V3 as their default voice model. The improvement is most noticeable when reading out order numbers, tracking codes, or other sequences of digits, which V3 handles significantly more clearly than V2. Overall voice quality is also cleaner and more natural.

AI agents answer order questions more naturally

AI agents now come into every call with recent order data already loaded in context. This means agents no longer need to run a tool call just to answer a basic question like "what's my order status?" — the information is already there. Calls feel more fluid, and agents spend less time doing unnecessary lookups.

Other improvements

  • Agent availability: time spent in each availability status is now displayed in hours and minutes instead of days, making the data easier to read at a glance.

  • Calls: fixed a reliability issue where conference calls would sometimes create a duplicate session, leaving a participant stuck in an empty conference.

The call drawer now includes a detailed timeline of everything that happened during call routing: who was rung, for how long, whether they were available or declined, and when fallback was triggered. Useful for understanding exactly what happened on any call, without having to ask the team.

Round-robin routing

Before this change, inbound calls were assigned to agents at random, which in practice meant the same agent often got rung multiple times in a row while others sat idle. Calls are now distributed using a round-robin strategy: when no previous agent relationship exists, the agent who has waited longest since their last completed call is rung first. Fairer distribution, less burnout.

AI agents end silent calls sooner

When a customer picks up but doesn't engage (i.e. no response after the greeting, no reply to follow-up prompts), the AI agent now ends the call after roughly 20 to 25 seconds or 2 to 3 unanswered prompts. Previously, these calls would run for much longer, wasting time and credits. The agent gives the customer a chance to respond, warns once, then ends cleanly.

Other improvements

  • App load: the app now loads noticeably faster. You probably never noticed it was slow, but we did.

  • AI agents: fixed a bug where the scroll was blocked in the transfer calls configuration popup, preventing agents from saving new instructions.

  • Customer profile: fixed a regression where clicking to copy a customer field had stopped working.

  • Klaviyo: segments were sometimes created with the wrong event source. Now they always use the correct Shopify events and updated date ranges.

  • Klaviyo: fixed a bug where checkboxes in the Klaviyo widget edit mode were not responding to clicks.

  • Dialer: fixed a bug where an agent's phone kept ringing after the customer had already hung up.

The call drawer now includes a detailed timeline of everything that happened during call routing: who was rung, for how long, whether they were available or declined, and when fallback was triggered. Useful for understanding exactly what happened on any call, without having to ask the team.

Round-robin routing

Before this change, inbound calls were assigned to agents at random, which in practice meant the same agent often got rung multiple times in a row while others sat idle. Calls are now distributed using a round-robin strategy: when no previous agent relationship exists, the agent who has waited longest since their last completed call is rung first. Fairer distribution, less burnout.

AI agents end silent calls sooner

When a customer picks up but doesn't engage (i.e. no response after the greeting, no reply to follow-up prompts), the AI agent now ends the call after roughly 20 to 25 seconds or 2 to 3 unanswered prompts. Previously, these calls would run for much longer, wasting time and credits. The agent gives the customer a chance to respond, warns once, then ends cleanly.

Other improvements

  • App load: the app now loads noticeably faster. You probably never noticed it was slow, but we did.

  • AI agents: fixed a bug where the scroll was blocked in the transfer calls configuration popup, preventing agents from saving new instructions.

  • Customer profile: fixed a regression where clicking to copy a customer field had stopped working.

  • Klaviyo: segments were sometimes created with the wrong event source. Now they always use the correct Shopify events and updated date ranges.

  • Klaviyo: fixed a bug where checkboxes in the Klaviyo widget edit mode were not responding to clicks.

  • Dialer: fixed a bug where an agent's phone kept ringing after the customer had already hung up.

The call drawer now includes a detailed timeline of everything that happened during call routing: who was rung, for how long, whether they were available or declined, and when fallback was triggered. Useful for understanding exactly what happened on any call, without having to ask the team.

Round-robin routing

Before this change, inbound calls were assigned to agents at random, which in practice meant the same agent often got rung multiple times in a row while others sat idle. Calls are now distributed using a round-robin strategy: when no previous agent relationship exists, the agent who has waited longest since their last completed call is rung first. Fairer distribution, less burnout.

AI agents end silent calls sooner

When a customer picks up but doesn't engage (i.e. no response after the greeting, no reply to follow-up prompts), the AI agent now ends the call after roughly 20 to 25 seconds or 2 to 3 unanswered prompts. Previously, these calls would run for much longer, wasting time and credits. The agent gives the customer a chance to respond, warns once, then ends cleanly.

Other improvements

  • App load: the app now loads noticeably faster. You probably never noticed it was slow, but we did.

  • AI agents: fixed a bug where the scroll was blocked in the transfer calls configuration popup, preventing agents from saving new instructions.

  • Customer profile: fixed a regression where clicking to copy a customer field had stopped working.

  • Klaviyo: segments were sometimes created with the wrong event source. Now they always use the correct Shopify events and updated date ranges.

  • Klaviyo: fixed a bug where checkboxes in the Klaviyo widget edit mode were not responding to clicks.

  • Dialer: fixed a bug where an agent's phone kept ringing after the customer had already hung up.

The call drawer now includes a detailed timeline of everything that happened during call routing: who was rung, for how long, whether they were available or declined, and when fallback was triggered. Useful for understanding exactly what happened on any call, without having to ask the team.

Round-robin routing

Before this change, inbound calls were assigned to agents at random, which in practice meant the same agent often got rung multiple times in a row while others sat idle. Calls are now distributed using a round-robin strategy: when no previous agent relationship exists, the agent who has waited longest since their last completed call is rung first. Fairer distribution, less burnout.

AI agents end silent calls sooner

When a customer picks up but doesn't engage (i.e. no response after the greeting, no reply to follow-up prompts), the AI agent now ends the call after roughly 20 to 25 seconds or 2 to 3 unanswered prompts. Previously, these calls would run for much longer, wasting time and credits. The agent gives the customer a chance to respond, warns once, then ends cleanly.

Other improvements

  • App load: the app now loads noticeably faster. You probably never noticed it was slow, but we did.

  • AI agents: fixed a bug where the scroll was blocked in the transfer calls configuration popup, preventing agents from saving new instructions.

  • Customer profile: fixed a regression where clicking to copy a customer field had stopped working.

  • Klaviyo: segments were sometimes created with the wrong event source. Now they always use the correct Shopify events and updated date ranges.

  • Klaviyo: fixed a bug where checkboxes in the Klaviyo widget edit mode were not responding to clicks.

  • Dialer: fixed a bug where an agent's phone kept ringing after the customer had already hung up.

Consio contacts can now be linked to multiple Shopify profiles. Customers who have more than one Shopify account are automatically merged into a single Consio contact, giving you a complete view of their history across all their profiles. Agents can switch between linked Shopify and Klaviyo profiles directly from the sidebar, so nothing gets missed regardless of which account the customer used to place their last order.

This should significantly reduce duplicate contacts across your workspace, and improve attribution when a customer calls from a number associated with a different Shopify profile than the one they ordered with.

Agent availability breakdown

A new Availability tab on the Agents page shows how much time each agent spent in each availability status over a selected period. Managers can now identify agents who are frequently unavailable during business hours without having to dig through individual call logs.

→ View agent availability on Consio

AI agents can now see recent SMS exchanges with a customer

AI agents now have access to recent SMS exchanges with a customer at the start of every call. The context includes inbound and outbound messages from the last 90 days, capped at 10 messages. This gives agents much better continuity when a customer has already been interacting over text, without needing to ask what was already discussed.

Other improvements

  • AI agents: AI agents now use the new inbound call dispositions introduced last week, Warm lead and Spam.

  • Inbox: AI-sent SMS messages are now displayed with a different background color in the conversation timeline, making it easier to tell them apart from human-sent messages.

  • Dialer: Customers can now be added to the blocklist directly from the dialer screen, without leaving the call flow.

  • Dialer: Fixed a bug where deleted calls were showing up in the dialer queue, sometimes leaving agents with no callable number.

  • Login: The one-time login code is now included in the email subject line, making it faster to retrieve without opening the email body.

  • Onboarding: Several friction points in the sign-up and OTP flow have been fixed, including back navigation, a clearer workspace creation step, and better handling of edge cases.

  • Live monitoring: Suspended and invited users no longer appear in the live monitoring view.

  • Billing: Fixed a bug where resubscribing after a plan cancellation would fail.

Consio contacts can now be linked to multiple Shopify profiles. Customers who have more than one Shopify account are automatically merged into a single Consio contact, giving you a complete view of their history across all their profiles. Agents can switch between linked Shopify and Klaviyo profiles directly from the sidebar, so nothing gets missed regardless of which account the customer used to place their last order.

This should significantly reduce duplicate contacts across your workspace, and improve attribution when a customer calls from a number associated with a different Shopify profile than the one they ordered with.

Agent availability breakdown

A new Availability tab on the Agents page shows how much time each agent spent in each availability status over a selected period. Managers can now identify agents who are frequently unavailable during business hours without having to dig through individual call logs.

→ View agent availability on Consio

AI agents can now see recent SMS exchanges with a customer

AI agents now have access to recent SMS exchanges with a customer at the start of every call. The context includes inbound and outbound messages from the last 90 days, capped at 10 messages. This gives agents much better continuity when a customer has already been interacting over text, without needing to ask what was already discussed.

Other improvements

  • AI agents: AI agents now use the new inbound call dispositions introduced last week, Warm lead and Spam.

  • Inbox: AI-sent SMS messages are now displayed with a different background color in the conversation timeline, making it easier to tell them apart from human-sent messages.

  • Dialer: Customers can now be added to the blocklist directly from the dialer screen, without leaving the call flow.

  • Dialer: Fixed a bug where deleted calls were showing up in the dialer queue, sometimes leaving agents with no callable number.

  • Login: The one-time login code is now included in the email subject line, making it faster to retrieve without opening the email body.

  • Onboarding: Several friction points in the sign-up and OTP flow have been fixed, including back navigation, a clearer workspace creation step, and better handling of edge cases.

  • Live monitoring: Suspended and invited users no longer appear in the live monitoring view.

  • Billing: Fixed a bug where resubscribing after a plan cancellation would fail.

Consio contacts can now be linked to multiple Shopify profiles. Customers who have more than one Shopify account are automatically merged into a single Consio contact, giving you a complete view of their history across all their profiles. Agents can switch between linked Shopify and Klaviyo profiles directly from the sidebar, so nothing gets missed regardless of which account the customer used to place their last order.

This should significantly reduce duplicate contacts across your workspace, and improve attribution when a customer calls from a number associated with a different Shopify profile than the one they ordered with.

Agent availability breakdown

A new Availability tab on the Agents page shows how much time each agent spent in each availability status over a selected period. Managers can now identify agents who are frequently unavailable during business hours without having to dig through individual call logs.

→ View agent availability on Consio

AI agents can now see recent SMS exchanges with a customer

AI agents now have access to recent SMS exchanges with a customer at the start of every call. The context includes inbound and outbound messages from the last 90 days, capped at 10 messages. This gives agents much better continuity when a customer has already been interacting over text, without needing to ask what was already discussed.

Other improvements

  • AI agents: AI agents now use the new inbound call dispositions introduced last week, Warm lead and Spam.

  • Inbox: AI-sent SMS messages are now displayed with a different background color in the conversation timeline, making it easier to tell them apart from human-sent messages.

  • Dialer: Customers can now be added to the blocklist directly from the dialer screen, without leaving the call flow.

  • Dialer: Fixed a bug where deleted calls were showing up in the dialer queue, sometimes leaving agents with no callable number.

  • Login: The one-time login code is now included in the email subject line, making it faster to retrieve without opening the email body.

  • Onboarding: Several friction points in the sign-up and OTP flow have been fixed, including back navigation, a clearer workspace creation step, and better handling of edge cases.

  • Live monitoring: Suspended and invited users no longer appear in the live monitoring view.

  • Billing: Fixed a bug where resubscribing after a plan cancellation would fail.

Consio contacts can now be linked to multiple Shopify profiles. Customers who have more than one Shopify account are automatically merged into a single Consio contact, giving you a complete view of their history across all their profiles. Agents can switch between linked Shopify and Klaviyo profiles directly from the sidebar, so nothing gets missed regardless of which account the customer used to place their last order.

This should significantly reduce duplicate contacts across your workspace, and improve attribution when a customer calls from a number associated with a different Shopify profile than the one they ordered with.

Agent availability breakdown

A new Availability tab on the Agents page shows how much time each agent spent in each availability status over a selected period. Managers can now identify agents who are frequently unavailable during business hours without having to dig through individual call logs.

→ View agent availability on Consio

AI agents can now see recent SMS exchanges with a customer

AI agents now have access to recent SMS exchanges with a customer at the start of every call. The context includes inbound and outbound messages from the last 90 days, capped at 10 messages. This gives agents much better continuity when a customer has already been interacting over text, without needing to ask what was already discussed.

Other improvements

  • AI agents: AI agents now use the new inbound call dispositions introduced last week, Warm lead and Spam.

  • Inbox: AI-sent SMS messages are now displayed with a different background color in the conversation timeline, making it easier to tell them apart from human-sent messages.

  • Dialer: Customers can now be added to the blocklist directly from the dialer screen, without leaving the call flow.

  • Dialer: Fixed a bug where deleted calls were showing up in the dialer queue, sometimes leaving agents with no callable number.

  • Login: The one-time login code is now included in the email subject line, making it faster to retrieve without opening the email body.

  • Onboarding: Several friction points in the sign-up and OTP flow have been fixed, including back navigation, a clearer workspace creation step, and better handling of edge cases.

  • Live monitoring: Suspended and invited users no longer appear in the live monitoring view.

  • Billing: Fixed a bug where resubscribing after a plan cancellation would fail.

The Shopify customer sidebar has been redesigned from the ground up to make it easier to find the right information at a glance. The layout is cleaner and more structured, and we added a lot of new Shopify fields that were not visible before so agents have the full picture without having to open it in Shopify.

Consider this the end of "let me just check that in Shopify real quick".

Here's what was added:

  • Addresses: a new collapsible section showing all Shopify addresses, with individual field copy buttons and a one-click option to copy the full formatted address.

  • Tags: customer tags from Shopify, displayed read-only.

  • Customer note: the internal note attached to the customer in Shopify.

  • Marketing consent: SMS and email subscription status, so agents know whether a customer can be contacted on those channels.

  • Tax exempt: whether the customer is marked as tax exempt in Shopify.

  • Company: the customer's associated Shopify company, with a direct link to open it in Shopify admin.

New dispositions for inbound calls

Three new call dispositions are now available for all calls:

  • Issue resolved: for calls where the customer's request was fully handled.

  • Warm lead: for contacts who showed interest but didn't convert and no follow-up was scheduled yet.

  • Spam: for irrelevant inbound calls. Selecting it automatically adds the number to your blocklist.

Waiting music presets

Custom waiting music now includes a selection of built-in presets to choose from, in addition to uploading your own file. Your customers might actually enjoy being kept waiting for once 🪇

→ Configure it in your phone number settings

Other improvements

  • Dialer: Navigating away or closing the tab while a call is unlogged now triggers a warning, so calls are less likely to remain unlogged.

  • Dialer: Fixed a bug where call disposition notes couldn't be saved for contacts with a follow-up already scheduled.

  • Phone numbers: Fixed an issue where customer phone numbers were sometimes formatted incorrectly on outbound calls.

The Shopify customer sidebar has been redesigned from the ground up to make it easier to find the right information at a glance. The layout is cleaner and more structured, and we added a lot of new Shopify fields that were not visible before so agents have the full picture without having to open it in Shopify.

Consider this the end of "let me just check that in Shopify real quick".

Here's what was added:

  • Addresses: a new collapsible section showing all Shopify addresses, with individual field copy buttons and a one-click option to copy the full formatted address.

  • Tags: customer tags from Shopify, displayed read-only.

  • Customer note: the internal note attached to the customer in Shopify.

  • Marketing consent: SMS and email subscription status, so agents know whether a customer can be contacted on those channels.

  • Tax exempt: whether the customer is marked as tax exempt in Shopify.

  • Company: the customer's associated Shopify company, with a direct link to open it in Shopify admin.

New dispositions for inbound calls

Three new call dispositions are now available for all calls:

  • Issue resolved: for calls where the customer's request was fully handled.

  • Warm lead: for contacts who showed interest but didn't convert and no follow-up was scheduled yet.

  • Spam: for irrelevant inbound calls. Selecting it automatically adds the number to your blocklist.

Waiting music presets

Custom waiting music now includes a selection of built-in presets to choose from, in addition to uploading your own file. Your customers might actually enjoy being kept waiting for once 🪇

→ Configure it in your phone number settings

Other improvements

  • Dialer: Navigating away or closing the tab while a call is unlogged now triggers a warning, so calls are less likely to remain unlogged.

  • Dialer: Fixed a bug where call disposition notes couldn't be saved for contacts with a follow-up already scheduled.

  • Phone numbers: Fixed an issue where customer phone numbers were sometimes formatted incorrectly on outbound calls.

The Shopify customer sidebar has been redesigned from the ground up to make it easier to find the right information at a glance. The layout is cleaner and more structured, and we added a lot of new Shopify fields that were not visible before so agents have the full picture without having to open it in Shopify.

Consider this the end of "let me just check that in Shopify real quick".

Here's what was added:

  • Addresses: a new collapsible section showing all Shopify addresses, with individual field copy buttons and a one-click option to copy the full formatted address.

  • Tags: customer tags from Shopify, displayed read-only.

  • Customer note: the internal note attached to the customer in Shopify.

  • Marketing consent: SMS and email subscription status, so agents know whether a customer can be contacted on those channels.

  • Tax exempt: whether the customer is marked as tax exempt in Shopify.

  • Company: the customer's associated Shopify company, with a direct link to open it in Shopify admin.

New dispositions for inbound calls

Three new call dispositions are now available for all calls:

  • Issue resolved: for calls where the customer's request was fully handled.

  • Warm lead: for contacts who showed interest but didn't convert and no follow-up was scheduled yet.

  • Spam: for irrelevant inbound calls. Selecting it automatically adds the number to your blocklist.

Waiting music presets

Custom waiting music now includes a selection of built-in presets to choose from, in addition to uploading your own file. Your customers might actually enjoy being kept waiting for once 🪇

→ Configure it in your phone number settings

Other improvements

  • Dialer: Navigating away or closing the tab while a call is unlogged now triggers a warning, so calls are less likely to remain unlogged.

  • Dialer: Fixed a bug where call disposition notes couldn't be saved for contacts with a follow-up already scheduled.

  • Phone numbers: Fixed an issue where customer phone numbers were sometimes formatted incorrectly on outbound calls.

The Shopify customer sidebar has been redesigned from the ground up to make it easier to find the right information at a glance. The layout is cleaner and more structured, and we added a lot of new Shopify fields that were not visible before so agents have the full picture without having to open it in Shopify.

Consider this the end of "let me just check that in Shopify real quick".

Here's what was added:

  • Addresses: a new collapsible section showing all Shopify addresses, with individual field copy buttons and a one-click option to copy the full formatted address.

  • Tags: customer tags from Shopify, displayed read-only.

  • Customer note: the internal note attached to the customer in Shopify.

  • Marketing consent: SMS and email subscription status, so agents know whether a customer can be contacted on those channels.

  • Tax exempt: whether the customer is marked as tax exempt in Shopify.

  • Company: the customer's associated Shopify company, with a direct link to open it in Shopify admin.

New dispositions for inbound calls

Three new call dispositions are now available for all calls:

  • Issue resolved: for calls where the customer's request was fully handled.

  • Warm lead: for contacts who showed interest but didn't convert and no follow-up was scheduled yet.

  • Spam: for irrelevant inbound calls. Selecting it automatically adds the number to your blocklist.

Waiting music presets

Custom waiting music now includes a selection of built-in presets to choose from, in addition to uploading your own file. Your customers might actually enjoy being kept waiting for once 🪇

→ Configure it in your phone number settings

Other improvements

  • Dialer: Navigating away or closing the tab while a call is unlogged now triggers a warning, so calls are less likely to remain unlogged.

  • Dialer: Fixed a bug where call disposition notes couldn't be saved for contacts with a follow-up already scheduled.

  • Phone numbers: Fixed an issue where customer phone numbers were sometimes formatted incorrectly on outbound calls.

You can now view your entire call history across all inboxes and campaigns from a single page. Filter by date, agent, direction, campaign, or whether an order was attributed to the call, and export the results to CSV with all the call details and transcripts. Previously, calls were only visible at the inbox or campaign level, with no way to get a cross-workspace view or extract the data.

→ Open your call history

Custom waiting music for inbound calls

You can now choose what callers hear while they wait instead of the default audio. Pick any track from your audio library or upload your own file, and configure it per phone number.

→ Configure it in your phone number settings

Other improvements

  • AI agents: AI agents now return more accurate results when a customer asks about their order.

  • Dialer: Calls were sometimes automatically logged as "no answer" in cases where they shouldn't have been. This is now fixed.

  • Knowledge base: Tables in articles now render correctly in the editor.

  • Phone numbers: CNAM registration now shows the specific reason for rejection instead of a generic error message.

  • Phone numbers: Merchants outside the US and Canada can now register phone numbers without hitting a blocked trust registration step.

You can now view your entire call history across all inboxes and campaigns from a single page. Filter by date, agent, direction, campaign, or whether an order was attributed to the call, and export the results to CSV with all the call details and transcripts. Previously, calls were only visible at the inbox or campaign level, with no way to get a cross-workspace view or extract the data.

→ Open your call history

Custom waiting music for inbound calls

You can now choose what callers hear while they wait instead of the default audio. Pick any track from your audio library or upload your own file, and configure it per phone number.

→ Configure it in your phone number settings

Other improvements

  • AI agents: AI agents now return more accurate results when a customer asks about their order.

  • Dialer: Calls were sometimes automatically logged as "no answer" in cases where they shouldn't have been. This is now fixed.

  • Knowledge base: Tables in articles now render correctly in the editor.

  • Phone numbers: CNAM registration now shows the specific reason for rejection instead of a generic error message.

  • Phone numbers: Merchants outside the US and Canada can now register phone numbers without hitting a blocked trust registration step.

You can now view your entire call history across all inboxes and campaigns from a single page. Filter by date, agent, direction, campaign, or whether an order was attributed to the call, and export the results to CSV with all the call details and transcripts. Previously, calls were only visible at the inbox or campaign level, with no way to get a cross-workspace view or extract the data.

→ Open your call history

Custom waiting music for inbound calls

You can now choose what callers hear while they wait instead of the default audio. Pick any track from your audio library or upload your own file, and configure it per phone number.

→ Configure it in your phone number settings

Other improvements

  • AI agents: AI agents now return more accurate results when a customer asks about their order.

  • Dialer: Calls were sometimes automatically logged as "no answer" in cases where they shouldn't have been. This is now fixed.

  • Knowledge base: Tables in articles now render correctly in the editor.

  • Phone numbers: CNAM registration now shows the specific reason for rejection instead of a generic error message.

  • Phone numbers: Merchants outside the US and Canada can now register phone numbers without hitting a blocked trust registration step.

You can now view your entire call history across all inboxes and campaigns from a single page. Filter by date, agent, direction, campaign, or whether an order was attributed to the call, and export the results to CSV with all the call details and transcripts. Previously, calls were only visible at the inbox or campaign level, with no way to get a cross-workspace view or extract the data.

→ Open your call history

Custom waiting music for inbound calls

You can now choose what callers hear while they wait instead of the default audio. Pick any track from your audio library or upload your own file, and configure it per phone number.

→ Configure it in your phone number settings

Other improvements

  • AI agents: AI agents now return more accurate results when a customer asks about their order.

  • Dialer: Calls were sometimes automatically logged as "no answer" in cases where they shouldn't have been. This is now fixed.

  • Knowledge base: Tables in articles now render correctly in the editor.

  • Phone numbers: CNAM registration now shows the specific reason for rejection instead of a generic error message.

  • Phone numbers: Merchants outside the US and Canada can now register phone numbers without hitting a blocked trust registration step.

When a customer asks about a product, your AI agent can now text them its exact link (including the specific variant) while the call is live. Previously, agents could send tracking links but didn't always have access to accurate product URLs. That's now fixed, along with improved instructions for how the AI searches the catalog, so it handles edge cases (like empty search results) more reliably.

→ Enable SMS sending in your agent's configuration page

Contacts can now have multiple phone numbers

Consio now supports multiple phone numbers (and email addresses) per contact. Customer records pulled from Shopify and other integrations are matched and merged more accurately, and search across the contact list works across all numbers, not just the primary one.

Other improvements

  • Audio preview: you can now play and preview voice clips and music directly from the picker before selecting one.

  • SMS follow-up after dropping a voicemail: the dialer no longer jumps to the next contact automatically after dropping a voicemail, giving you time to send a follow-up SMS first.

  • Phone number in call details: the phone number associated with an agent is now visible in the call details.

  • Agent tools UI: updated labels and layout in the agent tools configuration screen.

  • Notification warning on Windows: if OS-level notifications are blocking browser alerts, a warning now appears in settings with instructions to fix it.

When a customer asks about a product, your AI agent can now text them its exact link (including the specific variant) while the call is live. Previously, agents could send tracking links but didn't always have access to accurate product URLs. That's now fixed, along with improved instructions for how the AI searches the catalog, so it handles edge cases (like empty search results) more reliably.

→ Enable SMS sending in your agent's configuration page

Contacts can now have multiple phone numbers

Consio now supports multiple phone numbers (and email addresses) per contact. Customer records pulled from Shopify and other integrations are matched and merged more accurately, and search across the contact list works across all numbers, not just the primary one.

Other improvements

  • Audio preview: you can now play and preview voice clips and music directly from the picker before selecting one.

  • SMS follow-up after dropping a voicemail: the dialer no longer jumps to the next contact automatically after dropping a voicemail, giving you time to send a follow-up SMS first.

  • Phone number in call details: the phone number associated with an agent is now visible in the call details.

  • Agent tools UI: updated labels and layout in the agent tools configuration screen.

  • Notification warning on Windows: if OS-level notifications are blocking browser alerts, a warning now appears in settings with instructions to fix it.

When a customer asks about a product, your AI agent can now text them its exact link (including the specific variant) while the call is live. Previously, agents could send tracking links but didn't always have access to accurate product URLs. That's now fixed, along with improved instructions for how the AI searches the catalog, so it handles edge cases (like empty search results) more reliably.

→ Enable SMS sending in your agent's configuration page

Contacts can now have multiple phone numbers

Consio now supports multiple phone numbers (and email addresses) per contact. Customer records pulled from Shopify and other integrations are matched and merged more accurately, and search across the contact list works across all numbers, not just the primary one.

Other improvements

  • Audio preview: you can now play and preview voice clips and music directly from the picker before selecting one.

  • SMS follow-up after dropping a voicemail: the dialer no longer jumps to the next contact automatically after dropping a voicemail, giving you time to send a follow-up SMS first.

  • Phone number in call details: the phone number associated with an agent is now visible in the call details.

  • Agent tools UI: updated labels and layout in the agent tools configuration screen.

  • Notification warning on Windows: if OS-level notifications are blocking browser alerts, a warning now appears in settings with instructions to fix it.

When a customer asks about a product, your AI agent can now text them its exact link (including the specific variant) while the call is live. Previously, agents could send tracking links but didn't always have access to accurate product URLs. That's now fixed, along with improved instructions for how the AI searches the catalog, so it handles edge cases (like empty search results) more reliably.

→ Enable SMS sending in your agent's configuration page

Contacts can now have multiple phone numbers

Consio now supports multiple phone numbers (and email addresses) per contact. Customer records pulled from Shopify and other integrations are matched and merged more accurately, and search across the contact list works across all numbers, not just the primary one.

Other improvements

  • Audio preview: you can now play and preview voice clips and music directly from the picker before selecting one.

  • SMS follow-up after dropping a voicemail: the dialer no longer jumps to the next contact automatically after dropping a voicemail, giving you time to send a follow-up SMS first.

  • Phone number in call details: the phone number associated with an agent is now visible in the call details.

  • Agent tools UI: updated labels and layout in the agent tools configuration screen.

  • Notification warning on Windows: if OS-level notifications are blocking browser alerts, a warning now appears in settings with instructions to fix it.

Your AI Voice Agent can now send a tracking link directly to a customer via SMS while the call is still live. When a customer asks where their order is, the AI resolves the inquiry and immediately texts them their tracking link; no handoff needed.

→ Enable it in your agent's tools configuration

Your AI now sends SMS messages

AI Voice Agent have just got smarter

We pushed a significant update to how AI agents reason and act during calls. Here's what changed:

  • Faster, more accurate product search: AI agents can now find your products much more reliably. Search works across product names and descriptions, so the AI surfaces the right item even when a customer uses different wording. Results are faster and more consistent.

  • Sales situations: the AI is more active in supporting conversions rather than just answering questions.

  • Call transfers at the wrong time: the AI no longer offers to transfer a call outside business hours.

  • Fewer wrong answers: overall reduction in hallucinations, especially around links and product information.

  • Transparency before acting: the AI now tells the customer before triggering a transfer or sending an SMS, so nothing happens without warning.

All agents are updated automatically.

Call routing improvements

Several fixes to make calls reach the right place more reliably:

  • Outbound call transfers: your agents can now transfer an outbound call just like an inbound one.

  • Queued calls: agents who just came online are now correctly assigned calls that were waiting in the queue.

  • Unavailable agents: callers are now sent to fallback immediately instead of waiting for agents marked as unavailable.

Other improvements

  • Better transcripts: transcripts are now more accurate and easier to read, with context cues like [laughs] to capture the tone of a conversation.

  • Refreshed onboarding: the sign-up and login flow has been updated with a cleaner design, working correctly in both light and dark mode.

  • Multi-currency support: Consio now automatically syncs with your Shopify store’s main currency. Revenue amounts display with the correct currency symbol. Existing workspaces just need to reconnect Shopify to update.

Your AI Voice Agent can now send a tracking link directly to a customer via SMS while the call is still live. When a customer asks where their order is, the AI resolves the inquiry and immediately texts them their tracking link; no handoff needed.

→ Enable it in your agent's tools configuration

Your AI now sends SMS messages

AI Voice Agent have just got smarter

We pushed a significant update to how AI agents reason and act during calls. Here's what changed:

  • Faster, more accurate product search: AI agents can now find your products much more reliably. Search works across product names and descriptions, so the AI surfaces the right item even when a customer uses different wording. Results are faster and more consistent.

  • Sales situations: the AI is more active in supporting conversions rather than just answering questions.

  • Call transfers at the wrong time: the AI no longer offers to transfer a call outside business hours.

  • Fewer wrong answers: overall reduction in hallucinations, especially around links and product information.

  • Transparency before acting: the AI now tells the customer before triggering a transfer or sending an SMS, so nothing happens without warning.

All agents are updated automatically.

Call routing improvements

Several fixes to make calls reach the right place more reliably:

  • Outbound call transfers: your agents can now transfer an outbound call just like an inbound one.

  • Queued calls: agents who just came online are now correctly assigned calls that were waiting in the queue.

  • Unavailable agents: callers are now sent to fallback immediately instead of waiting for agents marked as unavailable.

Other improvements

  • Better transcripts: transcripts are now more accurate and easier to read, with context cues like [laughs] to capture the tone of a conversation.

  • Refreshed onboarding: the sign-up and login flow has been updated with a cleaner design, working correctly in both light and dark mode.

  • Multi-currency support: Consio now automatically syncs with your Shopify store’s main currency. Revenue amounts display with the correct currency symbol. Existing workspaces just need to reconnect Shopify to update.

Your AI Voice Agent can now send a tracking link directly to a customer via SMS while the call is still live. When a customer asks where their order is, the AI resolves the inquiry and immediately texts them their tracking link; no handoff needed.

→ Enable it in your agent's tools configuration

Your AI now sends SMS messages

AI Voice Agent have just got smarter

We pushed a significant update to how AI agents reason and act during calls. Here's what changed:

  • Faster, more accurate product search: AI agents can now find your products much more reliably. Search works across product names and descriptions, so the AI surfaces the right item even when a customer uses different wording. Results are faster and more consistent.

  • Sales situations: the AI is more active in supporting conversions rather than just answering questions.

  • Call transfers at the wrong time: the AI no longer offers to transfer a call outside business hours.

  • Fewer wrong answers: overall reduction in hallucinations, especially around links and product information.

  • Transparency before acting: the AI now tells the customer before triggering a transfer or sending an SMS, so nothing happens without warning.

All agents are updated automatically.

Call routing improvements

Several fixes to make calls reach the right place more reliably:

  • Outbound call transfers: your agents can now transfer an outbound call just like an inbound one.

  • Queued calls: agents who just came online are now correctly assigned calls that were waiting in the queue.

  • Unavailable agents: callers are now sent to fallback immediately instead of waiting for agents marked as unavailable.

Other improvements

  • Better transcripts: transcripts are now more accurate and easier to read, with context cues like [laughs] to capture the tone of a conversation.

  • Refreshed onboarding: the sign-up and login flow has been updated with a cleaner design, working correctly in both light and dark mode.

  • Multi-currency support: Consio now automatically syncs with your Shopify store’s main currency. Revenue amounts display with the correct currency symbol. Existing workspaces just need to reconnect Shopify to update.

Your AI Voice Agent can now send a tracking link directly to a customer via SMS while the call is still live. When a customer asks where their order is, the AI resolves the inquiry and immediately texts them their tracking link; no handoff needed.

→ Enable it in your agent's tools configuration

Your AI now sends SMS messages

AI Voice Agent have just got smarter

We pushed a significant update to how AI agents reason and act during calls. Here's what changed:

  • Faster, more accurate product search: AI agents can now find your products much more reliably. Search works across product names and descriptions, so the AI surfaces the right item even when a customer uses different wording. Results are faster and more consistent.

  • Sales situations: the AI is more active in supporting conversions rather than just answering questions.

  • Call transfers at the wrong time: the AI no longer offers to transfer a call outside business hours.

  • Fewer wrong answers: overall reduction in hallucinations, especially around links and product information.

  • Transparency before acting: the AI now tells the customer before triggering a transfer or sending an SMS, so nothing happens without warning.

All agents are updated automatically.

Call routing improvements

Several fixes to make calls reach the right place more reliably:

  • Outbound call transfers: your agents can now transfer an outbound call just like an inbound one.

  • Queued calls: agents who just came online are now correctly assigned calls that were waiting in the queue.

  • Unavailable agents: callers are now sent to fallback immediately instead of waiting for agents marked as unavailable.

Other improvements

  • Better transcripts: transcripts are now more accurate and easier to read, with context cues like [laughs] to capture the tone of a conversation.

  • Refreshed onboarding: the sign-up and login flow has been updated with a cleaner design, working correctly in both light and dark mode.

  • Multi-currency support: Consio now automatically syncs with your Shopify store’s main currency. Revenue amounts display with the correct currency symbol. Existing workspaces just need to reconnect Shopify to update.

We've got great news to share: Consio is now integrated with Zendesk.

The goal of this integration is simple: bring your calls into Zendesk tickets, where your team already works, to save time and keep full context across every customer interaction.

Zendesk and Consio Integration

What you're getting, starting today

Automatic ticket creation: every completed call in Consio creates a Zendesk ticket (inbound or outbound)

Ticket updates:

  • when the customer is identified/linked in Zendesk,

  • when the call’s AI summary is generated (posted as an internal note: “Call was summarized on Consio.”),

  • when the call is logged (posted as an internal note: “Call was logged on Consio.” with disposition + notes),

  • the call details are posted as an internal note: “A new call was completed on Consio” (customer, agent, duration, direction, phone number),

Zendesk → Consio link: open the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

Everything in one place: calls now live in Zendesk alongside your other support tickets, so agents stay in one workspace.

Less friction: your team sees the full call context (details + disposition/notes + AI summary) directly inside the ticket.

More action: with AI summaries in Zendesk, agents know exactly what to do next without re-listening to calls.

We've got great news to share: Consio is now integrated with Zendesk.

The goal of this integration is simple: bring your calls into Zendesk tickets, where your team already works, to save time and keep full context across every customer interaction.

Zendesk and Consio Integration

What you're getting, starting today

Automatic ticket creation: every completed call in Consio creates a Zendesk ticket (inbound or outbound)

Ticket updates:

  • when the customer is identified/linked in Zendesk,

  • when the call’s AI summary is generated (posted as an internal note: “Call was summarized on Consio.”),

  • when the call is logged (posted as an internal note: “Call was logged on Consio.” with disposition + notes),

  • the call details are posted as an internal note: “A new call was completed on Consio” (customer, agent, duration, direction, phone number),

Zendesk → Consio link: open the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

Everything in one place: calls now live in Zendesk alongside your other support tickets, so agents stay in one workspace.

Less friction: your team sees the full call context (details + disposition/notes + AI summary) directly inside the ticket.

More action: with AI summaries in Zendesk, agents know exactly what to do next without re-listening to calls.

We've got great news to share: Consio is now integrated with Zendesk.

The goal of this integration is simple: bring your calls into Zendesk tickets, where your team already works, to save time and keep full context across every customer interaction.

Zendesk and Consio Integration

What you're getting, starting today

Automatic ticket creation: every completed call in Consio creates a Zendesk ticket (inbound or outbound)

Ticket updates:

  • when the customer is identified/linked in Zendesk,

  • when the call’s AI summary is generated (posted as an internal note: “Call was summarized on Consio.”),

  • when the call is logged (posted as an internal note: “Call was logged on Consio.” with disposition + notes),

  • the call details are posted as an internal note: “A new call was completed on Consio” (customer, agent, duration, direction, phone number),

Zendesk → Consio link: open the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

Everything in one place: calls now live in Zendesk alongside your other support tickets, so agents stay in one workspace.

Less friction: your team sees the full call context (details + disposition/notes + AI summary) directly inside the ticket.

More action: with AI summaries in Zendesk, agents know exactly what to do next without re-listening to calls.

We've got great news to share: Consio is now integrated with Zendesk.

The goal of this integration is simple: bring your calls into Zendesk tickets, where your team already works, to save time and keep full context across every customer interaction.

Zendesk and Consio Integration

What you're getting, starting today

Automatic ticket creation: every completed call in Consio creates a Zendesk ticket (inbound or outbound)

Ticket updates:

  • when the customer is identified/linked in Zendesk,

  • when the call’s AI summary is generated (posted as an internal note: “Call was summarized on Consio.”),

  • when the call is logged (posted as an internal note: “Call was logged on Consio.” with disposition + notes),

  • the call details are posted as an internal note: “A new call was completed on Consio” (customer, agent, duration, direction, phone number),

Zendesk → Consio link: open the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

Everything in one place: calls now live in Zendesk alongside your other support tickets, so agents stay in one workspace.

Less friction: your team sees the full call context (details + disposition/notes + AI summary) directly inside the ticket.

More action: with AI summaries in Zendesk, agents know exactly what to do next without re-listening to calls.

Live Monitoring 

You can now monitor your call center in real time. The new Live Monitoring page gives you a live view of all calls happening today, with key metrics at a glance and a table ordered by most recent activity. Duration updates in real time so you always know what's in progress.

Go to: Consio → Live Monitoring

Live Monitoring 

AI Dialer Assistant

We have just launched the AI Dialer Assistant, a smart companion that helps human agents during calls. It surfaces the right campaign script at the right moment, helps agents stay on-track with what to say next, and makes it easy to follow a consistent pitch without tab-switching.
Campaign Scripts now replace Cue Cards as a simple, editable script document to guide outbound calls, easy to maintain, easy to use live.

AI Dialer Assistant

AI Voice Agents: much richer customer context + safer prompting

Two upgrades to how your AI Voice Agents handle calls:

  • More context, better answers. AI Agents now have access to a customer's full order history and previous call history, not just the most recent order. Most calls are order inquiries, and your AI can now handle them end to end with the full picture.

  • Safer, more reliable prompting. We've migrated to system prompt overrides, which means your agents' instructions are passed more reliably on every call. This fixes edge cases where dynamic variables caused calls to fail silently.

AI Voice Agents

Block inbound calls + SMS (new blocklist) 

We've replaced the DNC list with a unified Blocklist that works across all directions and channels. You can now block a customer for inbound calls, outbound calls, or both, and the same applies to SMS. One place to manage all blocking, no confusion about what's covered.

Go to: Consio → Blocklist

Blocklist

Other improvements

  • AI can now transfer to external numbers, route callers to any phone number, not just Consio-registered agents. Great for multi-location setups.

  • Customer auto-merging, duplicate profiles caused by mismatched phone numbers or emails are now automatically merged when Shopify webhooks confirm the correct contact info.

  • Campaign script improvements, AI-generated scripts, unsaved changes warnings, loading skeletons, and duplicating a campaign now copies its script.

  • Inbox improvements, hover actions on inbox items (move, close, mark as read) directly from the sidebar.

  • Calls & transfers, better call transfer UX, support for both call and voicemail recordings on the same call, and external transfers now show the customer's caller ID.

Live Monitoring 

You can now monitor your call center in real time. The new Live Monitoring page gives you a live view of all calls happening today, with key metrics at a glance and a table ordered by most recent activity. Duration updates in real time so you always know what's in progress.

Go to: Consio → Live Monitoring

Live Monitoring 

AI Dialer Assistant

We have just launched the AI Dialer Assistant, a smart companion that helps human agents during calls. It surfaces the right campaign script at the right moment, helps agents stay on-track with what to say next, and makes it easy to follow a consistent pitch without tab-switching.
Campaign Scripts now replace Cue Cards as a simple, editable script document to guide outbound calls, easy to maintain, easy to use live.

AI Dialer Assistant

AI Voice Agents: much richer customer context + safer prompting

Two upgrades to how your AI Voice Agents handle calls:

  • More context, better answers. AI Agents now have access to a customer's full order history and previous call history, not just the most recent order. Most calls are order inquiries, and your AI can now handle them end to end with the full picture.

  • Safer, more reliable prompting. We've migrated to system prompt overrides, which means your agents' instructions are passed more reliably on every call. This fixes edge cases where dynamic variables caused calls to fail silently.

AI Voice Agents

Block inbound calls + SMS (new blocklist) 

We've replaced the DNC list with a unified Blocklist that works across all directions and channels. You can now block a customer for inbound calls, outbound calls, or both, and the same applies to SMS. One place to manage all blocking, no confusion about what's covered.

Go to: Consio → Blocklist

Blocklist

Other improvements

  • AI can now transfer to external numbers, route callers to any phone number, not just Consio-registered agents. Great for multi-location setups.

  • Customer auto-merging, duplicate profiles caused by mismatched phone numbers or emails are now automatically merged when Shopify webhooks confirm the correct contact info.

  • Campaign script improvements, AI-generated scripts, unsaved changes warnings, loading skeletons, and duplicating a campaign now copies its script.

  • Inbox improvements, hover actions on inbox items (move, close, mark as read) directly from the sidebar.

  • Calls & transfers, better call transfer UX, support for both call and voicemail recordings on the same call, and external transfers now show the customer's caller ID.

Live Monitoring 

You can now monitor your call center in real time. The new Live Monitoring page gives you a live view of all calls happening today, with key metrics at a glance and a table ordered by most recent activity. Duration updates in real time so you always know what's in progress.

Go to: Consio → Live Monitoring

Live Monitoring 

AI Dialer Assistant

We have just launched the AI Dialer Assistant, a smart companion that helps human agents during calls. It surfaces the right campaign script at the right moment, helps agents stay on-track with what to say next, and makes it easy to follow a consistent pitch without tab-switching.
Campaign Scripts now replace Cue Cards as a simple, editable script document to guide outbound calls, easy to maintain, easy to use live.

AI Dialer Assistant

AI Voice Agents: much richer customer context + safer prompting

Two upgrades to how your AI Voice Agents handle calls:

  • More context, better answers. AI Agents now have access to a customer's full order history and previous call history, not just the most recent order. Most calls are order inquiries, and your AI can now handle them end to end with the full picture.

  • Safer, more reliable prompting. We've migrated to system prompt overrides, which means your agents' instructions are passed more reliably on every call. This fixes edge cases where dynamic variables caused calls to fail silently.

AI Voice Agents

Block inbound calls + SMS (new blocklist) 

We've replaced the DNC list with a unified Blocklist that works across all directions and channels. You can now block a customer for inbound calls, outbound calls, or both, and the same applies to SMS. One place to manage all blocking, no confusion about what's covered.

Go to: Consio → Blocklist

Blocklist

Other improvements

  • AI can now transfer to external numbers, route callers to any phone number, not just Consio-registered agents. Great for multi-location setups.

  • Customer auto-merging, duplicate profiles caused by mismatched phone numbers or emails are now automatically merged when Shopify webhooks confirm the correct contact info.

  • Campaign script improvements, AI-generated scripts, unsaved changes warnings, loading skeletons, and duplicating a campaign now copies its script.

  • Inbox improvements, hover actions on inbox items (move, close, mark as read) directly from the sidebar.

  • Calls & transfers, better call transfer UX, support for both call and voicemail recordings on the same call, and external transfers now show the customer's caller ID.

Live Monitoring 

You can now monitor your call center in real time. The new Live Monitoring page gives you a live view of all calls happening today, with key metrics at a glance and a table ordered by most recent activity. Duration updates in real time so you always know what's in progress.

Go to: Consio → Live Monitoring

Live Monitoring 

AI Dialer Assistant

We have just launched the AI Dialer Assistant, a smart companion that helps human agents during calls. It surfaces the right campaign script at the right moment, helps agents stay on-track with what to say next, and makes it easy to follow a consistent pitch without tab-switching.
Campaign Scripts now replace Cue Cards as a simple, editable script document to guide outbound calls, easy to maintain, easy to use live.

AI Dialer Assistant

AI Voice Agents: much richer customer context + safer prompting

Two upgrades to how your AI Voice Agents handle calls:

  • More context, better answers. AI Agents now have access to a customer's full order history and previous call history, not just the most recent order. Most calls are order inquiries, and your AI can now handle them end to end with the full picture.

  • Safer, more reliable prompting. We've migrated to system prompt overrides, which means your agents' instructions are passed more reliably on every call. This fixes edge cases where dynamic variables caused calls to fail silently.

AI Voice Agents

Block inbound calls + SMS (new blocklist) 

We've replaced the DNC list with a unified Blocklist that works across all directions and channels. You can now block a customer for inbound calls, outbound calls, or both, and the same applies to SMS. One place to manage all blocking, no confusion about what's covered.

Go to: Consio → Blocklist

Blocklist

Other improvements

  • AI can now transfer to external numbers, route callers to any phone number, not just Consio-registered agents. Great for multi-location setups.

  • Customer auto-merging, duplicate profiles caused by mismatched phone numbers or emails are now automatically merged when Shopify webhooks confirm the correct contact info.

  • Campaign script improvements, AI-generated scripts, unsaved changes warnings, loading skeletons, and duplicating a campaign now copies its script.

  • Inbox improvements, hover actions on inbox items (move, close, mark as read) directly from the sidebar.

  • Calls & transfers, better call transfer UX, support for both call and voicemail recordings on the same call, and external transfers now show the customer's caller ID.

AI IVR & smart call routing

Inbound calls are too valuable to send to a phone tree.

Consio AI Voice agent for Shopify can now answer instantly, understand what callers want, answer mst of it, and route them automatically to an AI agent, a human agent, the right team, or voicemail.

No “Press 1 for…”. Callers just speak naturally (“order status”, “returns”, “sales”, “VIP”) and Consio handles the rest.

Set call routing options directly from your AI agent, using natural language to determin which path of escalations conversations handed to.

Go to: Consio → Phone numbers → AI IVR & smart call routing

AI IVR

Attributed Orders 

If you run phone + SMS, you shouldn’t have to bounce between pages to answer one question: what actually drove revenue?

Attributed Orders gives you a clean snapshot for any date range (total revenue, total orders, AOV), then breaks it down order-by-order with the exact touchpoint (Connected call / Voicemail / SMS), plus the agent and campaign behind it.

Click into an order and you’ve got the context in seconds. No more guessing.

Go to: Consio → Attributed orders

Attributed Orders 

Call transfers & smarter inbound routing

Some calls shouldn’t stay with the first person who picks up, and now they don’t have to.

You can now transfer a live customer call to the right teammate, and admins can route inbound calls to a phone number.

Go to: Consio → AI agent → Call transfers

Call transfers

Other improvements

  • Multiple phone inboxes (Advanced inboxes v0) — a cleaner multi-inbox experience, plus new inbox actions (like bulk actions and quick access to inbox settings) to manage multiple numbers faster.

AI IVR & smart call routing

Inbound calls are too valuable to send to a phone tree.

Consio AI Voice agent for Shopify can now answer instantly, understand what callers want, answer mst of it, and route them automatically to an AI agent, a human agent, the right team, or voicemail.

No “Press 1 for…”. Callers just speak naturally (“order status”, “returns”, “sales”, “VIP”) and Consio handles the rest.

Set call routing options directly from your AI agent, using natural language to determin which path of escalations conversations handed to.

Go to: Consio → Phone numbers → AI IVR & smart call routing

AI IVR

Attributed Orders 

If you run phone + SMS, you shouldn’t have to bounce between pages to answer one question: what actually drove revenue?

Attributed Orders gives you a clean snapshot for any date range (total revenue, total orders, AOV), then breaks it down order-by-order with the exact touchpoint (Connected call / Voicemail / SMS), plus the agent and campaign behind it.

Click into an order and you’ve got the context in seconds. No more guessing.

Go to: Consio → Attributed orders

Attributed Orders 

Call transfers & smarter inbound routing

Some calls shouldn’t stay with the first person who picks up, and now they don’t have to.

You can now transfer a live customer call to the right teammate, and admins can route inbound calls to a phone number.

Go to: Consio → AI agent → Call transfers

Call transfers

Other improvements

  • Multiple phone inboxes (Advanced inboxes v0) — a cleaner multi-inbox experience, plus new inbox actions (like bulk actions and quick access to inbox settings) to manage multiple numbers faster.

AI IVR & smart call routing

Inbound calls are too valuable to send to a phone tree.

Consio AI Voice agent for Shopify can now answer instantly, understand what callers want, answer mst of it, and route them automatically to an AI agent, a human agent, the right team, or voicemail.

No “Press 1 for…”. Callers just speak naturally (“order status”, “returns”, “sales”, “VIP”) and Consio handles the rest.

Set call routing options directly from your AI agent, using natural language to determin which path of escalations conversations handed to.

Go to: Consio → Phone numbers → AI IVR & smart call routing

AI IVR

Attributed Orders 

If you run phone + SMS, you shouldn’t have to bounce between pages to answer one question: what actually drove revenue?

Attributed Orders gives you a clean snapshot for any date range (total revenue, total orders, AOV), then breaks it down order-by-order with the exact touchpoint (Connected call / Voicemail / SMS), plus the agent and campaign behind it.

Click into an order and you’ve got the context in seconds. No more guessing.

Go to: Consio → Attributed orders

Attributed Orders 

Call transfers & smarter inbound routing

Some calls shouldn’t stay with the first person who picks up, and now they don’t have to.

You can now transfer a live customer call to the right teammate, and admins can route inbound calls to a phone number.

Go to: Consio → AI agent → Call transfers

Call transfers

Other improvements

  • Multiple phone inboxes (Advanced inboxes v0) — a cleaner multi-inbox experience, plus new inbox actions (like bulk actions and quick access to inbox settings) to manage multiple numbers faster.

AI IVR & smart call routing

Inbound calls are too valuable to send to a phone tree.

Consio AI Voice agent for Shopify can now answer instantly, understand what callers want, answer mst of it, and route them automatically to an AI agent, a human agent, the right team, or voicemail.

No “Press 1 for…”. Callers just speak naturally (“order status”, “returns”, “sales”, “VIP”) and Consio handles the rest.

Set call routing options directly from your AI agent, using natural language to determin which path of escalations conversations handed to.

Go to: Consio → Phone numbers → AI IVR & smart call routing

AI IVR

Attributed Orders 

If you run phone + SMS, you shouldn’t have to bounce between pages to answer one question: what actually drove revenue?

Attributed Orders gives you a clean snapshot for any date range (total revenue, total orders, AOV), then breaks it down order-by-order with the exact touchpoint (Connected call / Voicemail / SMS), plus the agent and campaign behind it.

Click into an order and you’ve got the context in seconds. No more guessing.

Go to: Consio → Attributed orders

Attributed Orders 

Call transfers & smarter inbound routing

Some calls shouldn’t stay with the first person who picks up, and now they don’t have to.

You can now transfer a live customer call to the right teammate, and admins can route inbound calls to a phone number.

Go to: Consio → AI agent → Call transfers

Call transfers

Other improvements

  • Multiple phone inboxes (Advanced inboxes v0) — a cleaner multi-inbox experience, plus new inbox actions (like bulk actions and quick access to inbox settings) to manage multiple numbers faster.

We've got great news to share: Consio is now integrated with Richpanel.

The goal of this integration is simple: bring your calls into Richpanel, where your support team already manages customer conversations, to save time and keep full context across every channel.

What you're getting, starting today

Automatic conversation creation: every completed call in Consio creates a Richpanel conversation (inbound or outbound).

Conversation updates:

  • when the customer is identified/linked in Richpanel,

  • when the call’s AI summary is generated (added as a conversation message),

  • for any inbound voicemail, a message is posted in the conversation,

  • missed call transcripts are available directly in Richpanel.

Richpanel → Consio link: access the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

Everything in one place: calls now live in Richpanel alongside email, chat, social, and messaging conversations—so agents stay in a single workspace.

Less friction: support teams keep the full customer context (order, history, conversations, and now calls) without switching tools.

More action: with AI call summaries directly in Richpanel, agents know exactly what to do next without re-listening to calls.

We've got great news to share: Consio is now integrated with Richpanel.

The goal of this integration is simple: bring your calls into Richpanel, where your support team already manages customer conversations, to save time and keep full context across every channel.

What you're getting, starting today

Automatic conversation creation: every completed call in Consio creates a Richpanel conversation (inbound or outbound).

Conversation updates:

  • when the customer is identified/linked in Richpanel,

  • when the call’s AI summary is generated (added as a conversation message),

  • for any inbound voicemail, a message is posted in the conversation,

  • missed call transcripts are available directly in Richpanel.

Richpanel → Consio link: access the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

Everything in one place: calls now live in Richpanel alongside email, chat, social, and messaging conversations—so agents stay in a single workspace.

Less friction: support teams keep the full customer context (order, history, conversations, and now calls) without switching tools.

More action: with AI call summaries directly in Richpanel, agents know exactly what to do next without re-listening to calls.

We've got great news to share: Consio is now integrated with Richpanel.

The goal of this integration is simple: bring your calls into Richpanel, where your support team already manages customer conversations, to save time and keep full context across every channel.

What you're getting, starting today

Automatic conversation creation: every completed call in Consio creates a Richpanel conversation (inbound or outbound).

Conversation updates:

  • when the customer is identified/linked in Richpanel,

  • when the call’s AI summary is generated (added as a conversation message),

  • for any inbound voicemail, a message is posted in the conversation,

  • missed call transcripts are available directly in Richpanel.

Richpanel → Consio link: access the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

Everything in one place: calls now live in Richpanel alongside email, chat, social, and messaging conversations—so agents stay in a single workspace.

Less friction: support teams keep the full customer context (order, history, conversations, and now calls) without switching tools.

More action: with AI call summaries directly in Richpanel, agents know exactly what to do next without re-listening to calls.

We've got great news to share: Consio is now integrated with Richpanel.

The goal of this integration is simple: bring your calls into Richpanel, where your support team already manages customer conversations, to save time and keep full context across every channel.

What you're getting, starting today

Automatic conversation creation: every completed call in Consio creates a Richpanel conversation (inbound or outbound).

Conversation updates:

  • when the customer is identified/linked in Richpanel,

  • when the call’s AI summary is generated (added as a conversation message),

  • for any inbound voicemail, a message is posted in the conversation,

  • missed call transcripts are available directly in Richpanel.

Richpanel → Consio link: access the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

Everything in one place: calls now live in Richpanel alongside email, chat, social, and messaging conversations—so agents stay in a single workspace.

Less friction: support teams keep the full customer context (order, history, conversations, and now calls) without switching tools.

More action: with AI call summaries directly in Richpanel, agents know exactly what to do next without re-listening to calls.

Knowledge Base: Text & Website sources, powered by RAG

Create knowledge sources from rich-text or a website. Consio cleans and extracts the content and sends it to our RAG system, so your AI agents answer with brand-accurate information.
Tip: add policies, FAQs, shipping & returns, promos, anything your team references.

Go to: Consio → Knowledge Base → Add knowledge source

Knowledge Base

New Analytics: inbound, outbound & SMS in one place

Meet your dedicated Analytics page with clearer metrics: totals, answer/connection/conversion rates, average time in queue for inbound, and SMS volume & conversion. Campaign headers and filters were tightened up for more accurate stats.

Go to: Consio → Analytics

New Analytics

Revenue attribution & timeline badges

You’ll now see call & SMS attribution details and badges directly in the customer timeline, making it obvious which interactions drove sales and where revenue came from.

Go to: Consio → Customer

Revenue attribution & timeline badges

Other improvements

  • Shopify upgrades – Shopify presentment currency and shipping info now show in the customer panel.

  • Klaviyo upgrades : we display multiple profiles when they exist and create standard segments automatically on connect.

Knowledge Base: Text & Website sources, powered by RAG

Create knowledge sources from rich-text or a website. Consio cleans and extracts the content and sends it to our RAG system, so your AI agents answer with brand-accurate information.
Tip: add policies, FAQs, shipping & returns, promos, anything your team references.

Go to: Consio → Knowledge Base → Add knowledge source

Knowledge Base

New Analytics: inbound, outbound & SMS in one place

Meet your dedicated Analytics page with clearer metrics: totals, answer/connection/conversion rates, average time in queue for inbound, and SMS volume & conversion. Campaign headers and filters were tightened up for more accurate stats.

Go to: Consio → Analytics

New Analytics

Revenue attribution & timeline badges

You’ll now see call & SMS attribution details and badges directly in the customer timeline, making it obvious which interactions drove sales and where revenue came from.

Go to: Consio → Customer

Revenue attribution & timeline badges

Other improvements

  • Shopify upgrades – Shopify presentment currency and shipping info now show in the customer panel.

  • Klaviyo upgrades : we display multiple profiles when they exist and create standard segments automatically on connect.

Knowledge Base: Text & Website sources, powered by RAG

Create knowledge sources from rich-text or a website. Consio cleans and extracts the content and sends it to our RAG system, so your AI agents answer with brand-accurate information.
Tip: add policies, FAQs, shipping & returns, promos, anything your team references.

Go to: Consio → Knowledge Base → Add knowledge source

Knowledge Base

New Analytics: inbound, outbound & SMS in one place

Meet your dedicated Analytics page with clearer metrics: totals, answer/connection/conversion rates, average time in queue for inbound, and SMS volume & conversion. Campaign headers and filters were tightened up for more accurate stats.

Go to: Consio → Analytics

New Analytics

Revenue attribution & timeline badges

You’ll now see call & SMS attribution details and badges directly in the customer timeline, making it obvious which interactions drove sales and where revenue came from.

Go to: Consio → Customer

Revenue attribution & timeline badges

Other improvements

  • Shopify upgrades – Shopify presentment currency and shipping info now show in the customer panel.

  • Klaviyo upgrades : we display multiple profiles when they exist and create standard segments automatically on connect.

Knowledge Base: Text & Website sources, powered by RAG

Create knowledge sources from rich-text or a website. Consio cleans and extracts the content and sends it to our RAG system, so your AI agents answer with brand-accurate information.
Tip: add policies, FAQs, shipping & returns, promos, anything your team references.

Go to: Consio → Knowledge Base → Add knowledge source

Knowledge Base

New Analytics: inbound, outbound & SMS in one place

Meet your dedicated Analytics page with clearer metrics: totals, answer/connection/conversion rates, average time in queue for inbound, and SMS volume & conversion. Campaign headers and filters were tightened up for more accurate stats.

Go to: Consio → Analytics

New Analytics

Revenue attribution & timeline badges

You’ll now see call & SMS attribution details and badges directly in the customer timeline, making it obvious which interactions drove sales and where revenue came from.

Go to: Consio → Customer

Revenue attribution & timeline badges

Other improvements

  • Shopify upgrades – Shopify presentment currency and shipping info now show in the customer panel.

  • Klaviyo upgrades : we display multiple profiles when they exist and create standard segments automatically on connect.

Customer context for AI Voice Agent

The AI now has full Shopify customer context, including order and shipping and is able to solve full inquiries on it's own. It behaves like a true teammate. The AI agent appears as the agent who took the call and leaves a complete trail in the Inbox. This gives you better visibility into AI-handled calls. Also, you can now run multiple specialized AI agents, for example, one for support and one for sales.

Consio customer profile view showing past orders, current cart, and call outcome around an AI icon

Send and receive SMS in Consio

Send and receive SMS right in Consio. Messages appear in the customer timeline and the Inbox, with clear Sent/Delivered states and friendly error handling.

You can use Consio to track all revenue attributed to SMS handled by agents.
Enable SMS → Settings → Trust Center → Register your numbers for SMS

Consio conversation timeline showing closed sale call, SMS with a discount code, and an attributed order

Multiple phone numbers & smarter routing

 Add several numbers, set a default, and assign numbers per campaign. Spontaneous/outbound calls auto-pick the right number (reuse the last one used with that customer, otherwise the default). You can also link a phone number to each AI Agent and manage Caller ID name.

Consio phone numbers settings listing toll-free and local lines with active or inactive status

Other improvements

  • Gorgias Integration : Automatically create tickets for SMS and Connected calls

  • Kustomer Integration : Automatically create tickets for SMS and Connected calls

  • Interface & notifications: Browser alerts for inbound calls, “Missed”, “Voicemail”, “SMS ” filters, Read all, open-conversation badge.

  • Shopify Metafields : Consio now stores a last_connected_at customer metafield so you can segment by recent conversations

Customer context for AI Voice Agent

The AI now has full Shopify customer context, including order and shipping and is able to solve full inquiries on it's own. It behaves like a true teammate. The AI agent appears as the agent who took the call and leaves a complete trail in the Inbox. This gives you better visibility into AI-handled calls. Also, you can now run multiple specialized AI agents, for example, one for support and one for sales.

Consio customer profile view showing past orders, current cart, and call outcome around an AI icon

Send and receive SMS in Consio

Send and receive SMS right in Consio. Messages appear in the customer timeline and the Inbox, with clear Sent/Delivered states and friendly error handling.

You can use Consio to track all revenue attributed to SMS handled by agents.
Enable SMS → Settings → Trust Center → Register your numbers for SMS

Consio conversation timeline showing closed sale call, SMS with a discount code, and an attributed order

Multiple phone numbers & smarter routing

 Add several numbers, set a default, and assign numbers per campaign. Spontaneous/outbound calls auto-pick the right number (reuse the last one used with that customer, otherwise the default). You can also link a phone number to each AI Agent and manage Caller ID name.

Consio phone numbers settings listing toll-free and local lines with active or inactive status

Other improvements

  • Gorgias Integration : Automatically create tickets for SMS and Connected calls

  • Kustomer Integration : Automatically create tickets for SMS and Connected calls

  • Interface & notifications: Browser alerts for inbound calls, “Missed”, “Voicemail”, “SMS ” filters, Read all, open-conversation badge.

  • Shopify Metafields : Consio now stores a last_connected_at customer metafield so you can segment by recent conversations

Customer context for AI Voice Agent

The AI now has full Shopify customer context, including order and shipping and is able to solve full inquiries on it's own. It behaves like a true teammate. The AI agent appears as the agent who took the call and leaves a complete trail in the Inbox. This gives you better visibility into AI-handled calls. Also, you can now run multiple specialized AI agents, for example, one for support and one for sales.

Consio customer profile view showing past orders, current cart, and call outcome around an AI icon

Send and receive SMS in Consio

Send and receive SMS right in Consio. Messages appear in the customer timeline and the Inbox, with clear Sent/Delivered states and friendly error handling.

You can use Consio to track all revenue attributed to SMS handled by agents.
Enable SMS → Settings → Trust Center → Register your numbers for SMS

Consio conversation timeline showing closed sale call, SMS with a discount code, and an attributed order

Multiple phone numbers & smarter routing

 Add several numbers, set a default, and assign numbers per campaign. Spontaneous/outbound calls auto-pick the right number (reuse the last one used with that customer, otherwise the default). You can also link a phone number to each AI Agent and manage Caller ID name.

Consio phone numbers settings listing toll-free and local lines with active or inactive status

Other improvements

  • Gorgias Integration : Automatically create tickets for SMS and Connected calls

  • Kustomer Integration : Automatically create tickets for SMS and Connected calls

  • Interface & notifications: Browser alerts for inbound calls, “Missed”, “Voicemail”, “SMS ” filters, Read all, open-conversation badge.

  • Shopify Metafields : Consio now stores a last_connected_at customer metafield so you can segment by recent conversations

Customer context for AI Voice Agent

The AI now has full Shopify customer context, including order and shipping and is able to solve full inquiries on it's own. It behaves like a true teammate. The AI agent appears as the agent who took the call and leaves a complete trail in the Inbox. This gives you better visibility into AI-handled calls. Also, you can now run multiple specialized AI agents, for example, one for support and one for sales.

Consio customer profile view showing past orders, current cart, and call outcome around an AI icon

Send and receive SMS in Consio

Send and receive SMS right in Consio. Messages appear in the customer timeline and the Inbox, with clear Sent/Delivered states and friendly error handling.

You can use Consio to track all revenue attributed to SMS handled by agents.
Enable SMS → Settings → Trust Center → Register your numbers for SMS

Consio conversation timeline showing closed sale call, SMS with a discount code, and an attributed order

Multiple phone numbers & smarter routing

 Add several numbers, set a default, and assign numbers per campaign. Spontaneous/outbound calls auto-pick the right number (reuse the last one used with that customer, otherwise the default). You can also link a phone number to each AI Agent and manage Caller ID name.

Consio phone numbers settings listing toll-free and local lines with active or inactive status

Other improvements

  • Gorgias Integration : Automatically create tickets for SMS and Connected calls

  • Kustomer Integration : Automatically create tickets for SMS and Connected calls

  • Interface & notifications: Browser alerts for inbound calls, “Missed”, “Voicemail”, “SMS ” filters, Read all, open-conversation badge.

  • Shopify Metafields : Consio now stores a last_connected_at customer metafield so you can segment by recent conversations

We've got great news to share: Consio is now integrated with Kustomer.

The goal of this integration is simple: bring your calls into Kustomer conversations, where your team already works, to save time and keep full context across every customer interaction.

Kustomer and Consio

What you're getting, starting today

  • Automatic conversation creation: every completed call in Consio creates a Kustomer conversation (inbound or outbound)

  • Conversation updates:

    • when the customer is identified/linked in Kustomer,

    • when the call’s AI summary is generated (posted as a message: “Call was summarized on Consio.”),

    • when the call is logged (posted as a message: “Call was logged on Consio.” with disposition + notes),

    • the call details are posted as a message: “A new call was completed on Consio” (customer, agent, duration, direction, phone number).

  • Kustomer → Consio link: open the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

  • Everything in one place: calls now live in Kustomer alongside your other customer conversations, so agents stay in one workspace.

  • Less friction: your team sees the same call context (details + disposition/notes + AI summary) directly in the conversation thread.

  • More action: with the AI summary in Kustomer, you know what to do next without re-listening to the call.

Kustomer conversation showing a logged Consio call

We've got great news to share: Consio is now integrated with Kustomer.

The goal of this integration is simple: bring your calls into Kustomer conversations, where your team already works, to save time and keep full context across every customer interaction.

Kustomer and Consio

What you're getting, starting today

  • Automatic conversation creation: every completed call in Consio creates a Kustomer conversation (inbound or outbound)

  • Conversation updates:

    • when the customer is identified/linked in Kustomer,

    • when the call’s AI summary is generated (posted as a message: “Call was summarized on Consio.”),

    • when the call is logged (posted as a message: “Call was logged on Consio.” with disposition + notes),

    • the call details are posted as a message: “A new call was completed on Consio” (customer, agent, duration, direction, phone number).

  • Kustomer → Consio link: open the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

  • Everything in one place: calls now live in Kustomer alongside your other customer conversations, so agents stay in one workspace.

  • Less friction: your team sees the same call context (details + disposition/notes + AI summary) directly in the conversation thread.

  • More action: with the AI summary in Kustomer, you know what to do next without re-listening to the call.

Kustomer conversation showing a logged Consio call

We've got great news to share: Consio is now integrated with Kustomer.

The goal of this integration is simple: bring your calls into Kustomer conversations, where your team already works, to save time and keep full context across every customer interaction.

Kustomer and Consio

What you're getting, starting today

  • Automatic conversation creation: every completed call in Consio creates a Kustomer conversation (inbound or outbound)

  • Conversation updates:

    • when the customer is identified/linked in Kustomer,

    • when the call’s AI summary is generated (posted as a message: “Call was summarized on Consio.”),

    • when the call is logged (posted as a message: “Call was logged on Consio.” with disposition + notes),

    • the call details are posted as a message: “A new call was completed on Consio” (customer, agent, duration, direction, phone number).

  • Kustomer → Consio link: open the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

  • Everything in one place: calls now live in Kustomer alongside your other customer conversations, so agents stay in one workspace.

  • Less friction: your team sees the same call context (details + disposition/notes + AI summary) directly in the conversation thread.

  • More action: with the AI summary in Kustomer, you know what to do next without re-listening to the call.

Kustomer conversation showing a logged Consio call

We've got great news to share: Consio is now integrated with Kustomer.

The goal of this integration is simple: bring your calls into Kustomer conversations, where your team already works, to save time and keep full context across every customer interaction.

Kustomer and Consio

What you're getting, starting today

  • Automatic conversation creation: every completed call in Consio creates a Kustomer conversation (inbound or outbound)

  • Conversation updates:

    • when the customer is identified/linked in Kustomer,

    • when the call’s AI summary is generated (posted as a message: “Call was summarized on Consio.”),

    • when the call is logged (posted as a message: “Call was logged on Consio.” with disposition + notes),

    • the call details are posted as a message: “A new call was completed on Consio” (customer, agent, duration, direction, phone number).

  • Kustomer → Consio link: open the full call record in Consio in one click if you need to dig deeper.

Why it’s useful

  • Everything in one place: calls now live in Kustomer alongside your other customer conversations, so agents stay in one workspace.

  • Less friction: your team sees the same call context (details + disposition/notes + AI summary) directly in the conversation thread.

  • More action: with the AI summary in Kustomer, you know what to do next without re-listening to the call.

Kustomer conversation showing a logged Consio call

SMS now lives inside Consio so calls, AI, and messages stay in one place. Your team can follow up after missed calls without keeping customers on the line, speed up conversion with quick links, and work faster with a unified timeline and inbox that show clear send and delivery statuses.

SMS are now available in Consio

Why it matters

  • Native async support: reply after missed calls without playing phone tag.

  • Conversion lift: fast follow-ups with payment links, stock info, promo codes.

  • Productivity: one workspace with tracked messages and clear statuses.

What you can do today

  • Send 1-to-1 SMS from the dialer, the timeline, or the inbox.

  • Receive inbound SMS and keep the conversation going in the app.

  • See every message on the customer timeline with delivery status, and delete if needed.

Need help setting this up?
Check out our guide Getting started with SMS in Consio (US/CA toll-free).

SMS now lives inside Consio so calls, AI, and messages stay in one place. Your team can follow up after missed calls without keeping customers on the line, speed up conversion with quick links, and work faster with a unified timeline and inbox that show clear send and delivery statuses.

SMS are now available in Consio

Why it matters

  • Native async support: reply after missed calls without playing phone tag.

  • Conversion lift: fast follow-ups with payment links, stock info, promo codes.

  • Productivity: one workspace with tracked messages and clear statuses.

What you can do today

  • Send 1-to-1 SMS from the dialer, the timeline, or the inbox.

  • Receive inbound SMS and keep the conversation going in the app.

  • See every message on the customer timeline with delivery status, and delete if needed.

Need help setting this up?
Check out our guide Getting started with SMS in Consio (US/CA toll-free).

SMS now lives inside Consio so calls, AI, and messages stay in one place. Your team can follow up after missed calls without keeping customers on the line, speed up conversion with quick links, and work faster with a unified timeline and inbox that show clear send and delivery statuses.

SMS are now available in Consio

Why it matters

  • Native async support: reply after missed calls without playing phone tag.

  • Conversion lift: fast follow-ups with payment links, stock info, promo codes.

  • Productivity: one workspace with tracked messages and clear statuses.

What you can do today

  • Send 1-to-1 SMS from the dialer, the timeline, or the inbox.

  • Receive inbound SMS and keep the conversation going in the app.

  • See every message on the customer timeline with delivery status, and delete if needed.

Need help setting this up?
Check out our guide Getting started with SMS in Consio (US/CA toll-free).

SMS now lives inside Consio so calls, AI, and messages stay in one place. Your team can follow up after missed calls without keeping customers on the line, speed up conversion with quick links, and work faster with a unified timeline and inbox that show clear send and delivery statuses.

SMS are now available in Consio

Why it matters

  • Native async support: reply after missed calls without playing phone tag.

  • Conversion lift: fast follow-ups with payment links, stock info, promo codes.

  • Productivity: one workspace with tracked messages and clear statuses.

What you can do today

  • Send 1-to-1 SMS from the dialer, the timeline, or the inbox.

  • Receive inbound SMS and keep the conversation going in the app.

  • See every message on the customer timeline with delivery status, and delete if needed.

Need help setting this up?
Check out our guide Getting started with SMS in Consio (US/CA toll-free).

We've got great news to share: Consio is now integrated with Gorgias.

The goal of this integration is simple: bring your calls into your helpdesk, where your team already works, to save time and keep full context.

Gorgias and Consio logos side by side on a gradient background

What you're getting, starting today

  • Automatic ticket creation: every completed call in Consio creates a Gorgias ticket (inbound or outbound)

  • Ticket updates:

    • when the caller is identified/linked in Gorgias,

    • when the call’s AI summary is generated (added as a message),

    • for any inbound voicemail, a message is posted in the ticket,

    • Missed calls transcripts are available in Gorgias.

  • Gorgias → Consio link: access the call record in Consio in one click if you need to dig deeper.

Why it’s useful

  • Everything in one place: your emails, chats, social networks… and now your Consio calls are visible in Gorgias.

  • Less friction: support and sales share the same conversation history.

  • More action: with the AI summary in the ticket, you know what to do next without re-listening to the call.

Gorgias ticket showing a logged Consio call with customer details, disposition, and summary

We've got great news to share: Consio is now integrated with Gorgias.

The goal of this integration is simple: bring your calls into your helpdesk, where your team already works, to save time and keep full context.

Gorgias and Consio logos side by side on a gradient background

What you're getting, starting today

  • Automatic ticket creation: every completed call in Consio creates a Gorgias ticket (inbound or outbound)

  • Ticket updates:

    • when the caller is identified/linked in Gorgias,

    • when the call’s AI summary is generated (added as a message),

    • for any inbound voicemail, a message is posted in the ticket,

    • Missed calls transcripts are available in Gorgias.

  • Gorgias → Consio link: access the call record in Consio in one click if you need to dig deeper.

Why it’s useful

  • Everything in one place: your emails, chats, social networks… and now your Consio calls are visible in Gorgias.

  • Less friction: support and sales share the same conversation history.

  • More action: with the AI summary in the ticket, you know what to do next without re-listening to the call.

Gorgias ticket showing a logged Consio call with customer details, disposition, and summary

We've got great news to share: Consio is now integrated with Gorgias.

The goal of this integration is simple: bring your calls into your helpdesk, where your team already works, to save time and keep full context.

Gorgias and Consio logos side by side on a gradient background

What you're getting, starting today

  • Automatic ticket creation: every completed call in Consio creates a Gorgias ticket (inbound or outbound)

  • Ticket updates:

    • when the caller is identified/linked in Gorgias,

    • when the call’s AI summary is generated (added as a message),

    • for any inbound voicemail, a message is posted in the ticket,

    • Missed calls transcripts are available in Gorgias.

  • Gorgias → Consio link: access the call record in Consio in one click if you need to dig deeper.

Why it’s useful

  • Everything in one place: your emails, chats, social networks… and now your Consio calls are visible in Gorgias.

  • Less friction: support and sales share the same conversation history.

  • More action: with the AI summary in the ticket, you know what to do next without re-listening to the call.

Gorgias ticket showing a logged Consio call with customer details, disposition, and summary

We've got great news to share: Consio is now integrated with Gorgias.

The goal of this integration is simple: bring your calls into your helpdesk, where your team already works, to save time and keep full context.

Gorgias and Consio logos side by side on a gradient background

What you're getting, starting today

  • Automatic ticket creation: every completed call in Consio creates a Gorgias ticket (inbound or outbound)

  • Ticket updates:

    • when the caller is identified/linked in Gorgias,

    • when the call’s AI summary is generated (added as a message),

    • for any inbound voicemail, a message is posted in the ticket,

    • Missed calls transcripts are available in Gorgias.

  • Gorgias → Consio link: access the call record in Consio in one click if you need to dig deeper.

Why it’s useful

  • Everything in one place: your emails, chats, social networks… and now your Consio calls are visible in Gorgias.

  • Less friction: support and sales share the same conversation history.

  • More action: with the AI summary in the ticket, you know what to do next without re-listening to the call.

Gorgias ticket showing a logged Consio call with customer details, disposition, and summary

Inbound calls & Inbox

Call center interface with customer inbox on the left and an incoming call request in the center

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

Gradient hero banner with Consio icon and text introducing the AI Voice Agent beta

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 

Consio call transcript view showing dialogue between agent Alex Johnson and customer Guy Hawkins

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

Other 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

Inbound calls & Inbox

Call center interface with customer inbox on the left and an incoming call request in the center

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

Gradient hero banner with Consio icon and text introducing the AI Voice Agent beta

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 

Consio call transcript view showing dialogue between agent Alex Johnson and customer Guy Hawkins

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

Other 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

Inbound calls & Inbox

Call center interface with customer inbox on the left and an incoming call request in the center

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

Gradient hero banner with Consio icon and text introducing the AI Voice Agent beta

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 

Consio call transcript view showing dialogue between agent Alex Johnson and customer Guy Hawkins

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

Other 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

Inbound calls & Inbox

Call center interface with customer inbox on the left and an incoming call request in the center

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

Gradient hero banner with Consio icon and text introducing the AI Voice Agent beta

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 

Consio call transcript view showing dialogue between agent Alex Johnson and customer Guy Hawkins

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

Other 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

Engage faster with our new Power Dialer (Beta)

Video Consio - 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

Screenshot of Consio's customer timreline page with a completed call

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

Consio agents dashboard listing team members with completed calls, sales, and revenue

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.

Engage faster with our new Power Dialer (Beta)

Video Consio - 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

Screenshot of Consio's customer timreline page with a completed call

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

Consio agents dashboard listing team members with completed calls, sales, and revenue

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.

Engage faster with our new Power Dialer (Beta)

Video Consio - 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

Screenshot of Consio's customer timreline page with a completed call

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

Consio agents dashboard listing team members with completed calls, sales, and revenue

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.

Engage faster with our new Power Dialer (Beta)

Video Consio - 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

Screenshot of Consio's customer timreline page with a completed call

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

Consio agents dashboard listing team members with completed calls, sales, and revenue

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.

Find out how much $$ with Campaign Statistics

Consio abandoned carts dashboard showing call performance metrics and revenue attribution

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 

Consio settings page showing attribution model options for call conversions

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

Consio interface showing Shopify orders with payment status and delivery details

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.

Find out how much $$ with Campaign Statistics

Consio abandoned carts dashboard showing call performance metrics and revenue attribution

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 

Consio settings page showing attribution model options for call conversions

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

Consio interface showing Shopify orders with payment status and delivery details

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.

Find out how much $$ with Campaign Statistics

Consio abandoned carts dashboard showing call performance metrics and revenue attribution

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 

Consio settings page showing attribution model options for call conversions

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

Consio interface showing Shopify orders with payment status and delivery details

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.

Find out how much $$ with Campaign Statistics

Consio abandoned carts dashboard showing call performance metrics and revenue attribution

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 

Consio settings page showing attribution model options for call conversions

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

Consio interface showing Shopify orders with payment status and delivery details

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.

Time to turn conversations into sales

Chat with our team today and discover how Consio can help you close more sales.

Time to turn conversations into sales

Chat with our team today and discover how Consio can help you close more sales.

Time to turn conversations into sales

Chat with our team today and discover how Consio can help you close more sales.