The essentials

Video Guides and Tips

Get the most out of intelliO with easy to follow video guides to the most used features.

To do notes

To Do Notes

Make sure important actions are never missed

To do notes are a great way of creating ad-hoc tasks to cases, customer/client files or just a general reminder.

To do notes can be assigned to yourself, a colleague or even a whole department to ensure a required action is carried out. Our handy video will show you how easy it is to create to do notes and personalised reminders.

Adding A Journal Note

All interactions in one place

Journal notes are an excellent way of viewing all communications with a customer/client or any particular entity in intelliO. 
Every email and SMS sent or received, every document created, every phone call, all stored in the journal. This ensures complete transparency in the business to ensure any employee can understand customer history ensuring you can provide the high level of service your customers deserve. 

See our video for more tips on using the journal effectively. 

Add Journal Note

My Tasks

Your whole day in front of you

Wouldn't it be great if you could come in to work and see a list of tasks that you need to do, telling you exactly what needs to be done and by when?

Well with My Tasks you can.

My tasks are linked to the workflow of the entire business, meaning as the customer journey reaches each stage, it will inform the user what needs to be done at that point and when it needs to be done by, in a colour coded visual with a clear description inside the task.

Keeping on top of your work couldn't be easier, click the video to see My Tasks in more detail.

Intelligent Forms

Make sure the data you need to capture, is easy to capture

Information can be displayed to various team members based on their role and the information they need to enter and view. Form capture can be dynamic, allowing different questions to be presented based on the answer the the previous, ensuring an intelligent data capture process.

See more examples of intelligent forms on our handy video guide by clicking the icon to the right. 

Intelligent Forms

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  • Intellisoft Ltd,
  • Floor 2, Manfield Chambers,
  • 17 St Sepulchre Gate, Doncaster DN1 1TD

  • Tel: +441302 430 874
  • email:

  • Company Number: 11994897
  • VAT number: GB 344104732

intelliO is the flagship product
of Intellisoft Ltd.

We are Cyber Essentials Certified

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