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Help Center

Welcome to the Ipster help center. Our team has compiled an overview of frequently asked questions to get you up and running quickly.

Getting started

Up and running with Ipster quickly

Go to dashboard.ipster.nl and click 'Register'. Fill in your company details and choose a subscription. Your account is active immediately after registration.

In the dashboard navigate to Settings > Telephony. Enter your phone number there and follow the steps for number portability, or choose a new number through our system.

After setting up your agent and uploading your knowledge base, the agent is immediately active. The full setup process takes an average of 1 to 3 working days, depending on complexity.

Yes, you can start for free with up to 3 calling minutes to experience Ipster. No credit card required for the free version.

All onboarding documentation can be found in the dashboard under 'Getting started'. Your customer success manager will also help you during the implementation phase.

Account management

Settings for your organisation or account

In the dashboard go to Settings > Security. Click 'Change password' and follow the instructions. You will receive a confirmation email at the linked email address.

Via Settings > Team you can invite colleagues with their email address. You can set a role per team member: administrator, editor or view.

Yes, via the multi-location dashboard you manage all locations centrally. Each location has its own agent and settings, but you have one overview screen for everything.

Contact our support team at support@ipster.nl to cancel your account. We will ensure your data is deleted in accordance with GDPR.

Go to Settings > Telephony > Forwarding. Here you set which number calls are forwarded to outside the configured opening hours.

Phone agent

Setting up and managing your AI agent

Upload your knowledge base via the dashboard under Agent > Knowledge base. These can be PDFs, Word documents or plain text. The agent automatically learns from the provided information.

Yes, Ipster offers multiple voice options. With the optional Voice Cloning module you can even have your own voice cloned for a familiar feel for your customers.

Go to Agent > Settings > Opening hours. Here you specify per day the time slots during which the agent takes calls. Outside these times, calls are forwarded to an alternative number.

The agent indicates that it will forward the question to a staff member and transfers the call. You can also set the agent to note a callback request, including name and reason for the call.

Yes, via the integration with your calendar (Google Calendar, Outlook) the agent can directly schedule appointments based on availability. This works via the Smart Callflow & Triage module.

WhatsApp & Chat

Handling messages via WhatsApp Business

Go to Integrations > WhatsApp Business and follow the connection steps. You need a verified WhatsApp Business account. After connecting, Ipster processes incoming messages automatically.

Yes, the chat agent works 24/7. You can set which questions the agent answers independently and when a human agent is called in.

Via Agent > Communication style you can set the desired tone of voice. Choose between formal, informal or custom, and add example messages as reference.

WhatsApp Business is available from the Business subscription. In the Basis subscription you can add WhatsApp as an add-on. Check the pricing page for current rates.

Yes, all conversations are stored in the dashboard under Conversations. You can filter by date, agent and status. Data is stored on European servers in accordance with GDPR.

Integrations

Connect your favourite tools and systems

Ipster integrates with HubSpot and Zendesk (available in the Professional subscription). Via our open API you can also connect other systems. Contact us for custom integrations.

Yes, Google Calendar and Microsoft Outlook/Exchange can be connected directly via Integrations > Calendar. After connecting, the agent can check availability and schedule appointments.

Yes, Ipster provides a REST API for connecting your own systems. API documentation can be found at dashboard.ipster.nl/api-docs. Webhooks are also available for real-time events.

Ipster works together with Xelion and Voys. The integration runs via SIP trunking or a direct API integration. Our implementation team helps you with the technical setup.

Yes, every integration has a test mode. Activate the test mode via Integrations > [Name] > Enable test mode. Test calls or messages are logged separately and do not affect your production environment.

Billing

Invoices, payments and subscriptions

All your invoices are in the dashboard under Settings > Billing. Invoices are generated monthly or annually and are also available by email as PDF.

Go to Settings > Billing > Payment method. You can pay via SEPA direct debit or credit card. Changes take effect at the next invoice date.

Yes, you can switch to annual billing at any time and save 20%. Contact support@ipster.nl or change it via Settings > Subscription.

Via the dashboard you have real-time insight into your usage. Go to Analytics > Usage for an overview per day, week or month. You also receive a notification when you have used 80% of your bundle.

Extra calling minutes are billed per minute: €0.60 per minute on the Basic subscription, €0.50 on Business and €0.45 on the Professional subscription. This is settled on the monthly invoice.

Security & privacy

How we protect your data

Yes, Ipster is fully GDPR-compliant. All data is stored on secure European servers. We conclude a data processing agreement with you as soon as you take out a subscription.

By default, recordings are kept for 90 days. You can adjust this in Settings > Privacy > Retention period. After the set period, recordings are automatically and irreversibly deleted.

Yes, all calls and transcriptions are stored encrypted with AES-256. Connections always run via TLS 1.3. Ipster employees do not have access to the content of calls without explicit permission.

Yes, send an email to privacy@ipster.nl with your company name and Chamber of Commerce number. You will receive a signed data processing agreement within 2 working days.

Ipster operates in accordance with ISO 27001 guidelines and is in the process of certification. Contact us for the current status or for more information about our security measures.

Data & reports

Insights into your customer contact

The standard dashboard shows call duration, volume per day/week/month, most frequently asked questions and transfer percentage. With the Data Analysis Module you get extensive sentiment analysis and customer patterns.

Yes, go to Analytics > Export and choose CSV or PDF. You can also set up periodic reports that are automatically sent to an email address.

The Data Analysis Module is an add-on (€350/month) that provides in-depth insight into your customer contact: topic clustering, sentiment analysis, peak times and recommendations for agent optimisation.

Call data is available for a standard 12 months in the dashboard. With the Data Analysis Module this is extended to 24 months. Longer retention can be arranged in consultation.

Yes, via our API you can retrieve data in real-time or in bulk. We also support direct connectors for popular BI tools. Contact us for the possibilities.

Technical issues

Help with outages and problems

First check whether the opening hours are set correctly and whether the phone number is active (Settings > Telephony). If it still does not work, contact us directly at support@ipster.nl or call our support line.

Report outages via support@ipster.nl or via the chat in the dashboard. For critical outages, Business and Professional customers have access to priority support with a response time of maximum 1 hour.

The current system status and historical uptime can be found at status.ipster.nl. Here you can also see planned maintenance windows and the status of all system components.

Transcription problems are often related to background noise or an unfamiliar dialect. Send the incorrectly transcribed calls to support@ipster.nl and we will analyse it and improve the model.

Go to Agent > Settings > Advanced > Reset agent. Please note: this removes all customisations to your knowledge base and settings. First make an export via Agent > Knowledge base > Export.

Can't find your question?

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