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CRM & sales

Bread & Butter

Bread & Butter lookups for your agent: leads, events and attribution on every call.

Connect Bread & Butter to AgentCalls and your voice agent can check lead and visitor profiles while it talks. A caller who gave an email address can be recognised, their recent activity can be looked up, and the agent can answer questions about lead status or where a visit came from. Attribution and insight reports are available too, so your agent can explain how your best leads found you. Your agent only reads from Bread & Butter. Connect the tool from your AgentCalls dashboard with your own Bread & Butter credentials and choose which lookups the agent can use.

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What your agent can do with Bread & Butter

  • Find a lead or visitor profile by email address during a call
  • Check recent tracked events for a known caller, such as a pricing page visit
  • Read lead-status definitions so the agent answers in your own terms
  • Pull attribution metrics by source and period for questions about performance
  • List saved lead lists and application plan details on request

Bread & Butter exposes 8 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Returning prospect asks about their demo

  1. Caller

    Hi, I filled in a form on your site last week. My email is maya.rosen@brightlane.co. Can you tell me where things stand?

  2. Agent

    Thanks, Maya. I can see your profile. You are marked as a qualified lead, and you viewed the pricing page twice on Tuesday.

  3. Caller

    Great. Can I still book the demo for Thursday?

  4. Agent

    Yes. Thursday at 2:30 pm is open. Shall I book it under your name and this number?

Marketing manager checks where leads came from

  1. Caller

    Which source brought the most sign-ups this month?

  2. Agent

    For the current month, organic search brought the most visitors who converted, followed by the LinkedIn campaign.

  3. Caller

    And how many did that come to in total?

  4. Agent

    Organic search produced 84 conversions from 1,920 visits so far this month. I can send the full report to your email if you want it.

Follow-up call to a lead who went quiet

  1. Agent

    Good morning, this is calling from Harbor Dental on behalf of Dr. Patel. Am I speaking with Jordan Ellis?

  2. Caller

    Yes, that's me.

  3. Agent

    You started a consultation request on our site on Friday. Would now be a good time to confirm a slot?

  4. Caller

    Sure, Tuesday morning would work.

  5. Agent

    Tuesday at 9:15 am is free. I have noted it on your profile, and you will get a confirmation text shortly.

How to connect Bread & Butter

  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 Bread & Butter

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

  3. 3

    Choose the actions

    In the agent editor, enable the Bread & Butter 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 use Bread & Butter during the call or after it?

Both. During a call the agent can look up a profile, recent events or a lead list in real time. After a call, it can record outcomes in the same tools it reads from, depending on the actions you enable.

What do I need to connect Bread & Butter?

You need a Bread & Butter account with credentials from its settings. Add them in your AgentCalls dashboard under Integrations, then choose which actions your agent may use.

Which plan includes this integration?

Tool integrations, including Bread & Butter, are included from the AgentCalls Growth plan.

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

Put your agent to work with Bread & Butter.

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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