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Your agent looks up and saves WhatsApp contacts from 2Chat during calls.

Connect 2Chat and your agent can work with the contacts behind your WhatsApp and text messaging. During a call it can look up a customer by phone number, check whether they are already on file, and save a new contact with their first name and a contact detail. It can also pull up your contact list to confirm a caller's details before a message goes out. Your agent only uses the actions you allow, and you can review each call in the AgentCalls dashboard.

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What your agent can do with 2chat

  • Look up an existing contact by phone number or email during a call
  • Create a new contact with first name and a phone or email from a caller
  • List your contacts to confirm a caller's details before follow-up
  • Check your 2Chat account and remaining usage before sending more messages

2chat exposes 5 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound caller who is already a contact

  1. Caller

    Hi, this is Maria Lopez. I want to check whether you have my number on file for WhatsApp updates.

  2. Agent

    Thanks Maria. Let me look that up. Yes, you are on file. Would you like me to send your order updates to this WhatsApp number?

  3. Caller

    Yes, please, same number.

  4. Agent

    Done. You will get your order updates on WhatsApp from now on.

New customer saved during a call

  1. Caller

    I'd like to get booking reminders on WhatsApp. My name is James Carter.

  2. Agent

    Happy to set that up, James. What is the best email address for your account?

  3. Caller

    james.carter@example.com.

  4. Agent

    Thanks. I have saved you as a new contact with that email. You will get your reminders on WhatsApp starting tomorrow.

Outbound check before a follow-up

  1. Agent

    Hello, this is Ahmed from Carter Dental calling about the cleaning you booked for Thursday at 10:30.

  2. Caller

    Oh yes, is that still on?

  3. Agent

    Yes, it is confirmed. I can also send the appointment details to your WhatsApp. Is this number still the right one?

  4. Caller

    Yes, that works. Thank you.

How to connect 2chat

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect 2chat

    From Integrations in the dashboard, choose 2chat and enter the connection details from your 2chat account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the 2chat actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with 2Chat during the call or after it?

Both. During a call your agent can look up or save a contact while the caller is still on the line. Contact changes made on a call are recorded in your AgentCalls dashboard so you can review them afterward.

What do I need to connect 2Chat?

You need an active 2Chat account. Enter your 2Chat credentials from the tool's settings in the AgentCalls dashboard, then choose which actions your agent may use.

Which plan includes this integration?

Integrations, including 2Chat, are included from the Growth plan.

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Put your agent to work with 2chat.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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