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Create and manage proposals and clients with your agent on the phone.

Connect Bidsketch and your agent can work with your proposals while callers are on the line. It can add a new client from a call, look up an existing proposal, and tidy up old records when you ask. Your agent acts in Bidsketch as the conversation happens, so the details your client gives you are saved straight away, not left in a note to type up later. You stay in control: removals are limited to the clear requests you set up and confirm.

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What your agent can do with Bidsketch

  • Create a new client record while the caller is still on the line
  • Look up a client and check the status of their proposal
  • Add or remove fees and sections on a proposal during a call
  • Delete outdated clients, proposals or sections after confirming the ID
  • Keep Bidsketch records current without someone typing up call notes

Bidsketch exposes 38 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request

  1. Caller

    Hi, I'm Dana Whitfield from Whitfield Design. I'd like a proposal for a logo and brand guide.

  2. Agent

    Thanks, Dana. I'll set you up in our system now. Can I get an email address and a phone number for your company?

  3. Caller

    dana@whitfielddesign.co, and 555 0142.

  4. Agent

    Got it. Whitfield Design is saved as a new client. I'll put the logo and brand guide sections on a draft proposal and send it to you by Thursday.

Proposal status lookup

  1. Caller

    Hello, this is Omar Haddad. Did you send the proposal for the kitchen remodel?

  2. Agent

    Yes, Omar. The kitchen remodel proposal was sent on the 12th and is still waiting for your signature. Would you like me to resend it?

  3. Caller

    Yes please, I think it went to my old inbox.

  4. Agent

    Done. I've updated your email to omar@hadadbuild.com and resent the proposal to that address.

Clean up an old client

  1. Caller

    Hi, it's Priya from Northline Events. Can you remove our old account? We don't work together anymore.

  2. Agent

    I can do that. Removing Northline Events will also delete its two past proposals. Shall I go ahead?

  3. Caller

    Yes, that's fine.

  4. Agent

    Northline Events and its proposals have been deleted. You'll get a confirmation email shortly.

How to connect Bidsketch

  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 Bidsketch

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

  3. 3

    Choose the actions

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

Both. Your agent can create clients, look up proposals and update records while the caller is on the line. Changes are saved in Bidsketch right away.

What do I need to connect Bidsketch?

You need a Bidsketch account. Sign in from your AgentCalls dashboard, open the tools settings and connect Bidsketch using your own Bidsketch credentials.

Which plan includes this integration?

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

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Put your agent to work with Bidsketch.

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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