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ActiveTrail

Add contacts, manage groups and check list growth on a phone call with ActiveTrail.

Connect ActiveTrail to your AgentCalls agent and it can work with your email lists while it talks to customers. Your agent can add a caller to the right group, create a new contact, or check how your contact list is growing over a date range. It can also create orders when a customer buys by phone. You connect ActiveTrail with your own credentials from its settings, and the agent uses only the actions you allow.

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What your agent can do with ActiveTrail

  • Add a caller to a specific group with their email and details
  • Create a new contact and capture name, email and phone during a call
  • Create or update a group member without duplicating existing records
  • Check contact growth over a date range before a campaign review
  • Record a phone order with customer details and products

ActiveTrail exposes 159 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New customer joins the newsletter

  1. Caller

    Hi, I bought a bag from you last week and I'd like to get your monthly newsletter too.

  2. Agent

    Glad to help. Can I take your name and the email address you'd like it sent to?

  3. Caller

    Sara Morgan, sara.morgan@example.com.

  4. Agent

    Thanks, Sara. I've added you to the Monthly Newsletter group. You'll start receiving it from next month.

Phone order for a returning customer

  1. Caller

    I'd like to order two of the 500 ml bottles and send them to my office.

  2. Agent

    Sure. Is this the same email as your account, mark.lee@example.co.uk?

  3. Caller

    Yes, that's right.

  4. Agent

    Got it. Two 500 ml bottles, delivered to your office on Harbour Road. Total is £24.00. I've recorded the order for you.

Owner checks list growth

  1. Caller

    Can you tell me how many new contacts we added in March?

  2. Agent

    Between March 1 and March 31, your contact list grew by 1,284 active contacts, with 96 contacts moving to inactive.

  3. Caller

    That's better than February. Thanks.

  4. Agent

    Happy to help. I can also add a new mailing list for the spring campaign if you'd like.

How to connect ActiveTrail

  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 ActiveTrail

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

  3. 3

    Choose the actions

    In the agent editor, enable the ActiveTrail 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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All Email integrations

Questions, answered.

Does the agent work with ActiveTrail during the call or after it?

Both. During a call your agent can add contacts, update group members and check contact growth as the conversation happens. Results are saved in ActiveTrail straight away.

What do I need to connect ActiveTrail?

You need an ActiveTrail account. Copy the credentials from its settings, then sign in to your AgentCalls dashboard and connect the tool. You choose which actions your agent may use.

Which plan includes ActiveTrail?

Integrations, including ActiveTrail, are included from the Growth plan.

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Put your agent to work with ActiveTrail.

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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