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Let your agent look up Billsby customers and subscriptions while on the phone.

Connect Billsby and your agent can answer billing questions during a call. It finds a customer by name, checks subscription status, billing dates and plan details, and reads the shipping address on file. It can also create a customer record for a new caller without starting any recurring billing. Your agent uses the same Billsby account you already run, so answers match what your team sees in the dashboard.

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What your agent can do with Billsby

  • Find a customer by name and read their billing and account status
  • Check a subscription's plan, price, status and next billing date
  • Confirm the shipping address on a subscription
  • List a customer's subscriptions and products
  • Create a new customer record for a caller without starting billing

Billsby exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks when they will be charged next

  1. Caller

    Hi, this is Maria Lopez. When is my next charge going through?

  2. Agent

    Hello Maria, I can check that for you. Can you confirm the email on your account?

  3. Caller

    It's maria.lopez@example.com.

  4. Agent

    Thanks. Your Essentials plan renews on March 14 at $49 a month, and your payment method is up to date.

Customer checks what plan they are on

  1. Caller

    I think I'm still on the basic plan. Can you check?

  2. Agent

    Sure. What name is the subscription under?

  3. Caller

    David Chen.

  4. Agent

    David, you're on the Growth plan billed annually at $588. The next renewal is on June 2. Would you like me to switch you to monthly billing?

New customer asks to sign up by phone

  1. Caller

    I'd like to set up an account with your shop. My name is Priya Shah.

  2. Agent

    Welcome, Priya. I'll create your customer record now. You won't be charged yet. Can I get a phone number and email address?

  3. Caller

    07700 900123, and priya.shah@example.co.uk.

  4. Agent

    Done. Your account is created, and I'll send you the link to choose a plan by email.

How to connect Billsby

  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 Billsby

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

  3. 3

    Choose the actions

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

During the call. The agent looks up customer and subscription details while the caller is on the line, and it can create a new customer record at the same time.

What do I need to connect Billsby?

A Billsby account with access to its settings, where you copy your credentials. Then sign in to the AgentCalls dashboard and add Billsby under tools. You can connect it in a few minutes.

Which AgentCalls plan includes Billsby?

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

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Billsby.

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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