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Look up customers, products and VAT rates from Altoviz during a call.

Connect Altoviz to AgentCalls and your agent can work with your billing data while it talks to callers. When a customer asks about an invoice, a price or a product, the agent can find the right record in Altoviz and answer from it. It can look up a customer by email, find a product by its number, and check the current VAT rates or units you use on invoices. Connect your Altoviz account from your settings, and the agent uses only the access you give it.

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What your agent can do with Altoviz

  • Find a customer in Altoviz by email during a call and confirm their details.
  • Look up a product by number and read back its name, description and price.
  • Check the current VAT rates and measurement units before quoting a price.
  • Find a contact by email so the agent can answer questions about an existing account.

Altoviz exposes 67 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks for a product price

  1. Caller

    Hi, I'm calling about product number PX-2040. What's the price for that one?

  2. Agent

    Let me check that for you. PX-2040 is the Ergonomic Desk Mat, priced at 48 pounds excluding VAT. Would you like a quote for a quantity?

  3. Caller

    Yes, twelve please, and can you confirm it includes the standard VAT rate?

  4. Agent

    Twelve units at 48 pounds comes to 576 pounds before VAT. The standard rate is 20 percent, so the total with VAT is 691.20 pounds.

Customer checks their account

  1. Caller

    I think I'm on your system under the email sarah.bennett@brightpath.co.uk. Can you find me?

  2. Agent

    Thanks, Sarah. I found your customer record under that email address. How can I help with your account today?

  3. Caller

    I just wanted to make sure my billing contact is still correct.

  4. Agent

    It shows Sarah Bennett at BrightPath Ltd, with the billing address on Harbour Road in Bristol. Would you like me to note a change?

Follow-up on a quote for a new client

  1. Agent

    Hello, this is Omar calling from Crestline Supplies. I'm following up on the quote we sent last week for the office furniture order.

  2. Caller

    Oh yes, I haven't had a chance to look at it yet.

  3. Agent

    No problem. The total is 1,850 pounds plus VAT at 20 percent. Would it help if I checked the unit and VAT details with you now?

  4. Caller

    Sure, go ahead.

  5. Agent

    Everything is set to standard VAT and the units are listed per item. I can resend the quote to your email whenever you're ready.

How to connect Altoviz

  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 Altoviz

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

  3. 3

    Choose the actions

    In the agent editor, enable the Altoviz 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 Altoviz during the call or after it?

Both. During a call the agent can look up customers, products and VAT rates in Altoviz and answer from that data. You can also set follow-up actions that run after the call ends.

What do I need to connect Altoviz?

You need an Altoviz account. Enter your Altoviz credentials in the tool settings of your AgentCalls dashboard. The agent then works with the access that account has.

Which plan includes the Altoviz integration?

Integrations are included from the Growth plan. Altoviz is available on Growth and above.

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Put your agent to work with Altoviz.

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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