Documentation
Everything Inbeo does, explained step by step. No jargon. For freelancers, sales, consultants, and anyone who takes client calls.
New here?
Start with Getting started. Confused by a button? Read Feeling stuck.
Browse by topic below. Each guide includes dashboard UI previews that match the real Today, Clients, History, and Account screens.
Getting started
Dashboard
New Call: upload and process
Step by step: upload a client call to Inbeo, what happens during processing, and what you get: summary, tasks, and email drafts.
Read guideBackground processing
Keep the tab open only during upload. After that, AI runs on Inbeo servers. Track Website vs Webhook jobs on the Processing page.
Read guideToday: your follow up inbox
Today shows what needs you, what is scheduled, and what you finished this week across all calls. Never lose an open loop again.
Read guideClients: work grouped by person
See every client's open tasks, scheduled emails, and call history in one list. Light CRM without the setup.
Read guideHistory: all your calls
Every processed call saved with real status: open tasks, scheduled, or all done. Search and reopen anytime.
Read guide
Tasks & email
Automation
Integrations
Account
Language settings
Auto detect call language or pick from 35+ languages. Hindi call with English client emails, or any combination. Set in Account → Language.
Read guideBilling and plans
Free, Basic, and Pro plans: call limits, client emails, reminders, history, and what happens when you hit a limit.
Read guide
Help
Feeling stuck or confused?
Buttons greyed out? Don't know what Approve all does? Client email missing? Plain answers to the most confusing parts of Inbeo.
Read guideTroubleshooting
Fix call upload failures, emails not sending, webhook auto import errors, plan limits, and processing problems. Plain answers for everyday users.
Read guide