Ascora jobs, customers and quotes, handled by your phone agent.

Ascora runs your field service work: jobs, scheduling, invoicing and customer records. With AgentCalls connected to Ascora, your agent can look up a customer during a call, check job status, and create a quotation from what the caller tells it. Your team sees the record in Ascora straight away, so nothing has to be re-entered after the call.

What your agent can do with Ascora

  • Look up existing customers by name or details while on the phone
  • Check the status of open and scheduled jobs and tell the caller what comes next
  • Create a quotation in Ascora from a quote request taken during the call
  • Remove a customer record in Ascora after confirming it, when you ask for it

Ascora exposes 23 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request from a new caller

  1. Caller

    Hi, I need a quote for replacing the hot water cylinder at my flat in Leeds.

  2. Agent

    Happy to help. Can I take your name and the best number to reach you?

  3. Caller

    It's Dana Whitfield, 07700 900123.

  4. Agent

    Thanks, Dana. I've created a quotation request in Ascora for the cylinder replacement. Our team will call you back with a price within one working day.

Caller checks on a scheduled job

  1. Caller

    Hello, I'm calling about the boiler service booked for Thursday. Is it still going ahead?

  2. Agent

    Let me check that for you. Can I have the name on the account?

  3. Caller

    Marcus Okafor.

  4. Agent

    Yes, Marcus. Your boiler service is scheduled for Thursday between 9 and 11 am, and the engineer is confirmed. Do you want me to leave a note about gate access?

Outbound follow-up on a customer record

  1. Agent

    Good morning, this is calling from Harbour Plumbing about the account for Priya Desai.

  2. Caller

    Oh, yes, that's me.

  3. Agent

    We have your old address on file from 2022. Can you confirm your current address so we can update it?

  4. Caller

    Sure, it's 14 Mill Road, Cambridge, CB1 2AD.

  5. Agent

    Thank you. I've updated your customer record in Ascora. Have a great day.

How to connect Ascora

  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 Ascora

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

  3. 3

    Choose the actions

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

Questions, answered.

Does the agent use Ascora during the call or after it?

Both. Your agent can look up customers, check jobs and create quotations while the caller is still on the line. Records appear in Ascora as soon as the action completes.

What do I need to connect Ascora?

An Ascora account with your own login credentials. Enter them in the Ascora settings in your AgentCalls dashboard, then choose which actions the agent can use.

Which plan includes the Ascora integration?

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

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Put your agent to work with Ascora.

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