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Getting started: Consio phone revenue platform

Set up Consio Phone Revenue Platform CRM in minutes: connect your store, configure numbers, invite teammates, and track calls, texts, and revenue.

Updated this week

Welcome to your Consio Campaigns overview!

Here you will have access to all your campaigns and performance Data including

  • Connection rates

  • Conversion rates

  • Revenue Generated

Navigate to : https://app.consio.ai/


Create your first campaign!

Consio campaigns dashboard showing total calls completed, conversion rate, attributed revenue, and a list of active call campaigns.

1. Integrate your Shopify and Klaviyo accounts

Under Settings/Integrations, use the 1-click integrations installs for both Shopify and Klaviyo. Those are required to sync customer details and customer segments.

Both Shopify and Klaviyo segments can be used to build Consio call campaigns

Consio Settings → Integrations page with connected Shopify and Klaviyo apps used to sync customer data and segments for call campaigns.

2. Access the configuration panel of your campaign​

A. Select any Klaviyo or Shopify segments


B. Select how many dial attempts you want on a segment


C. Define the hours at which your campaign can be executed. We consider the time of the recipient based on their local timezones


D. You will be able to assign a voicemail to be dropped automatically, by campaign step

Campaign configuration tab in Consio showing contact list and execution settings for choosing which Klaviyo or Shopify segment to call.

Start by building an abandoned checkout campaign.

Consio will automatically create a segment in your Shopify instance, called Consio - Abandoned Checkouts - 15 days

3. Select the number of attemps to be made on contacts within that campaign

Campaign configuration view focused on Dial attempts, with the Max call attempts per contact field highlighted to set retry limits.

4. You can select a specific voicemail for each call attempt of your campaign

Campaign configuration view focused on Voicemail drop, with per-attempt voicemail selection highlighted for each call attempt.

Drop the right voicemail for each call attempt as soon as you detect voicemail, then move seamlessly to the next call.

5. Build AI-Generated cue cards specific to your campaign

Craft the perfect opener and closer cards for agents to have access at all time

Guidelines & Cue cards tab of a Consio campaign showing AI-generated opener script text and campaign guidelines side by side.

6. Review your Queued calls and Completed calls lists

Open the dialer to start executing your call campaign.

Let Consio prioritize calls in real-time, ensuring you focus on the contacts with the highest revenue or connection potential.

Queued calls tab of a Consio campaign listing contacts, call status, and local time, with the Open dialer button highlighted.

7. Within the Consio Dialer you will have acess to all your customers information including their active cart content, past orders, discount used, etc

Consio dialer view showing current cart details on the left, cue card script in the center, and call logging options on the right.

8. Use the Timeline view to review all past interactions leading to a sale with your clients

Timeline tab in the Consio dialer showing a customer’s past orders and call outcomes, including a closed sale on the checkout campaign.

9. Review your completed calls and call recording to provide Quality Assurance for your agents

Completed calls tab of a Consio campaign listing past calls with duration, disposition, and attributed revenue highlighted for QA review.

10. Search and access any customer in your database to review past interactions and initiate off campaigns calls

Consio Customers page showing a searchable table of customers with name, phone, email, location, orders, and totals for off-campaign calls.

11. Review your agent performance and revenue generated

Consio Agents view displaying per-agent stats for calls completed, calls connected, sales, revenue, and conversion rate, with the revenue column highlighted.

Use your agents revenue to incentivize them with a bonus!

12. Create a phone number for your organization

You will be prompted to provide advanced business information in order to whitelist your phone number with the network carriers.

Phone numbers settings page in Consio showing a verified business banner, a Sales line phone number, and the option to add a new phone number.

13. Define your inbound call routing settings to send the right calls to the right agents

Phone number detail view for “Sales line 1” in Consio with inbound settings, greeting message, and routing behavior options for forwarding incoming calls.

14. Consio provides fully whitelisted phone numbers and Caller ID (CNAM)

Complete your business verification after you provisioned a phone number on your account.

Consio General settings page showing Business verification as completed and Caller ID name (CNAM) set, confirming phone numbers are verified and trusted by carriers.

15. Define your desired attribution models for calls connected

By default, Consio attributes any sales made within 7 days of a connected call with a customer.

Attribution settings page in Consio highlighting the attribution model for call conversions, with a dropdown set to 30-day attribution.

16. Upload voicemail audio files in the audio library

Those files can be assigned within each campaigns to the section 'voicemail per call attempt'

Audio library view in Consio listing uploaded voicemail audio files with their duration and upload date, plus an option to add new audio files.


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