Connect Blooio so your agent can look up contacts, tag them and send messages during calls.

Blooio handles messaging, chats, contacts and groups. Connect it to AgentCalls and your agent can work with the same contact records you already keep. When a caller rings, the agent can find them by phone number or email, read their current tags and recent chat activity, and add a tag such as new-lead or vip. It can create a contact for someone it has not seen before and open a group for a team conversation. Your team sees every change in Blooio as it happens, so nothing happens out of view.

What your agent can do with Blooio

  • Find a contact by phone number or email and read their current tags during the call
  • Create a new contact from a caller's number, with their name if they give it
  • Add tags to a contact, such as new-lead, follow-up or returning-customer
  • Pull chat details and the latest message for a conversation to give the caller context
  • Create a group for a team thread when a request needs more than one person

Blooio exposes 26 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question from a returning customer

  1. Caller

    Hi, it's Dana Whitfield. I'm calling about my order from last week.

  2. Agent

    Hi Dana, good to hear from you. Let me pull up your record. I can see you're on our returning-customer list. What's going on with the order?

  3. Caller

    The delivery says it was signed for, but I never got it.

  4. Agent

    I've added a note to your contact so the team sees it first thing. I've also tagged you for follow-up. Someone will message you by four this afternoon with a trace.

New caller and lead tagging

  1. Caller

    Hello, I'm looking for someone to service my HVAC unit. My name is Marcus Ortega.

  2. Agent

    Thanks Marcus. I don't have you in our system yet, so I'm adding you now from this number. Are you calling about a repair or a service visit?

  3. Caller

    A repair. It's making a loud noise.

  4. Agent

    Got it. I've tagged you as new-lead and repair-request. The technician will text you a time window tomorrow morning.

Outbound reminder to a team thread

  1. Agent

    Hi, this is the clinic calling for Priya Nair. Your follow-up is booked for Thursday at 10:30. Can you still make it?

  2. Caller

    Yes, I'll be there. Actually, can you move it to 2 pm?

  3. Agent

    I can do that. I've noted the change on your contact and opened a group with the front desk so they confirm the new slot. You'll get a message once it's done.

How to connect Blooio

  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 Blooio

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

  3. 3

    Choose the actions

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

Both. During a call your agent can look up contacts, read tags and add notes or tags in real time. Changes are saved to Blooio straight away, so your team sees them without waiting for a summary.

What do I need to connect Blooio?

You need an active Blooio account. Sign in to your AgentCalls dashboard, open Integrations, choose Blooio and enter the credentials from your Blooio settings. It takes a few minutes.

Which AgentCalls plan includes this integration?

Blooio is included from the Growth plan. Smaller plans can see the integration but cannot connect it until you upgrade.

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

Put your agent to work with Blooio.

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