- Step1: Register for an InstaDesk account on their website.
- Step2: Configure your business settings and integrate necessary data.
- Step3: Set up communication channels and choose the appropriate AI chatbots.
- Step4: Train your team on using the knowledge base and ticketing system.
- Step5: Begin utilizing InstaDesk for telemarketing and customer service tasks.
- Step6: Monitor and refine strategies based on performance analytics.