Indio

Personalize how you appear to your clients on Indio

Profiles for Agents

Granular Account Access Permissions

Agents can Customize Disclaimers

Add a custom email signature to all your client emails from Indio

Email Signatures for Agents

After setup, emails generated from Indio to be sent from your email address. The instructions below guide an individual user to enable it.

Email Integration for Agents

Find and access your clients with the Account List and view the history of client activities in Account Activity

Account List and Account Activity

Creating a New Client (No Integration)

Indio Communications

Michael bruns

Getting Started Features

Find answers and get help from Intercom Support and Community Experts

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