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Beeminder goals and charges, handled over the phone.

Beeminder keeps you on track by putting money behind your goals. With AgentCalls connected to Beeminder, your agent can look up a customer's active and archived goals, pull account details such as timezone and goal urgency, and create a charge when a billing item falls outside regular goal pledges. Your agent can answer questions about a client's progress during the call, and confirm any charge before it is created.

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What your agent can do with Beeminder

  • Look up a user's active goals and their current status during a call
  • Check archived goals to answer questions about past commitments
  • Retrieve account details such as timezone and goal urgency
  • Create a one-off charge for a billing item outside goal pledges, with a dry run first

Beeminder exposes 4 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client checks their active goals

  1. Caller

    Hi, I want to know which of my Beeminder goals are due this week.

  2. Agent

    Sure, can I have the email address on your Beeminder account?

  3. Caller

    It's dana.reyes@example.com.

  4. Agent

    Thanks, Dana. You have three active goals. Running is due Thursday at 9 PM, reading is due Saturday, and the budget goal is due Sunday.

Inbound question about an archived goal

  1. Caller

    I think I archived a goal called no sugar last spring. Can you check?

  2. Agent

    Let me look at your archived goals. Yes, no sugar was archived on April 12. It was completed with a final result of 28 days.

  3. Caller

    Great, that's what I needed. Thanks.

Confirming a charge before it is made

  1. Caller

    Please bill my client Tom Hale for the coaching session on June 3, forty-five dollars.

  2. Agent

    I can set that up. I'll first run a dry run to confirm the amount and account, then create the charge. Shall I go ahead?

  3. Caller

    Yes, go ahead.

  4. Agent

    Done. The forty-five dollar charge for Tom Hale is created and you'll get the confirmation by email.

How to connect Beeminder

  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 Beeminder

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

  3. 3

    Choose the actions

    In the agent editor, enable the Beeminder 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 Beeminder integration work during the call or after it?

It works during the call. Your agent can look up goals and account details while the caller is on the line, and can create a charge when the caller asks for one. Your agent confirms the details before anything is created.

What do I need to connect Beeminder?

You need a Beeminder account with its own credentials. Sign in from the AgentCalls dashboard and connect Beeminder from the tools settings, then choose which actions your agent can use.

Which plan includes this integration?

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

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Put your agent to work with Beeminder.

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