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Your phone agent, reading and writing your ApptiveGrid records during the call.

Connect ApptiveGrid and your agent can look up records, check a grid's fields, and add new entries while the caller is on the line. A customer asks about an order, a lead gives their details, a request needs logging. Your agent finds the right record or creates a new one in the grid you choose, so the information is saved before the call ends and nobody has to re-key it later.

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What your agent can do with ApptiveGrid

  • Look up a record by customer name, reference or any field in your grid
  • Create a new record from details the caller gives during the call
  • Check a grid's fields and options so new entries are filled in correctly
  • Find the right space and grid for a request without manual setup
  • Return the current status of a record the caller asks about

ApptiveGrid exposes 7 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound order status

  1. Caller

    Hi, I placed an order last week under the name Dana Whitfield. Can you tell me where it is?

  2. Agent

    Of course, Dana. I found your order. It was packed yesterday and is with the courier now. You should have it by Thursday.

  3. Caller

    Perfect, thanks.

New sales lead logged on the call

  1. Caller

    I'm interested in the spring package for our café. Can someone get back to me?

  2. Agent

    Happy to help. May I take your name, business name and a good number to reach you?

  3. Caller

    Omar Haddad, Bloom Café, 0161 496 0327.

  4. Agent

    Thank you, Omar. I've added you to the leads grid with the spring package noted. Our team will call you Monday morning.

Outbound appointment reminder check

  1. Agent

    Hello, this is a quick call from Harbor Dental about your visit on Tuesday at 10:30. Is that still good for you?

  2. Caller

    Actually I need to move it to Wednesday afternoon.

  3. Agent

    No problem. I've updated your record to Wednesday at 2:15 pm. Is there anything else you need?

How to connect ApptiveGrid

  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 ApptiveGrid

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

  3. 3

    Choose the actions

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

During the call. Your agent can look up and create records while the caller is still on the line, so the information is current and saved straight away.

What do I need to connect ApptiveGrid?

An ApptiveGrid account and its credentials from your ApptiveGrid settings. Sign in from the AgentCalls dashboard, enter the connection details, and choose which spaces and grids the agent can use.

Which plan includes this integration?

Tool integrations, including ApptiveGrid, are included from the Growth plan.

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Put your agent to work with ApptiveGrid.

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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