Agiled

Connect Agiled so your agent can look up contacts and deals, and log leads during calls.

Agiled brings CRM, projects, finance and support into one place. With AgentCalls connected to Agiled, your agent can look up contacts and deals while a caller is on the line, check employee details, and create tasks, tickets or expenses from what was said. Your team sees the record as soon as the call ends, without retyping notes. Connect once from your Agiled settings and choose which actions your agent can use.

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What your agent can do with Agiled

Look up contacts and deals so the agent can answer account questions on the call
Check the employee directory to route callers to the right person
Create a task on a project board with an owner, priority and due date from the call
Open a support ticket with the caller's message and priority
Log an expense or pull the list of currencies for a quote

Agiled exposes 18 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question about an open deal

Caller
Hi, this is Dana Morales from Brightline Dental. Can you tell me where our renewal proposal stands?
Agent
Hello Dana. I can see the renewal deal for Brightline Dental in Agiled. It is in negotiation and was last updated on the 14th. Would you like me to note a call back from your account manager?
Caller
Yes, please ask Mark to call me Thursday afternoon.
Agent
Done. I have created a task for Mark to call Dana Morales on Thursday afternoon and linked it to the Brightline deal.

Support request turned into a ticket

Caller
The online booking page is showing the wrong time zone for our Leeds branch.
Agent
Sorry about that. Can I take your name and the best email to reach you?
Caller
Sam Okafor, sam@leedsfitnessclub.co.uk.
Agent
Thanks Sam. I have opened a high priority support ticket with your issue and your contact details. Our team will email you a reference number shortly.

Outbound follow-up on a new contact

Agent
Hello, may I speak with Priya Shah? This is calling from Northgate Consulting about the project kickoff.
Caller
Speaking. Oh yes, we are ready to start in early November.
Agent
Great. I have set up the project on the Agiled board with a start date of November 3rd and a task to draft the onboarding specs for Friday.
Caller
Perfect, thank you.

How to connect Agiled

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
Connect Agiled
From Integrations in the dashboard, choose Agiled and enter the connection details from your Agiled account settings.
3
Choose the actions
In the agent editor, enable the Agiled 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 Agiled during the call or after it?

Both. During a call your agent can look up contacts, deals and employees in Agiled. It can also create tasks, tickets and expenses as the conversation happens, so records are ready when the call ends.

What do I need to connect Agiled?

An Agiled account with access to its settings. Sign in to the AgentCalls dashboard, open Integrations, and connect Agiled using your credentials from the Agiled settings page.

Which plan includes the Agiled integration?

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

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Agiled.

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