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Create tasks, add people and update projects in Breeze by phone.

Breeze keeps your projects, cards and team in one place. With AgentCalls, your agent can work inside Breeze during a live call. A customer can ask for a new job to be logged, your team can be added to a project, and a finished project can be archived, all without someone opening the app. Connect your Breeze account once from the AgentCalls dashboard and your agent can use these actions on every call. It only changes what you allow it to change.

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What your agent can do with Breeze

  • Create a new card with a name, due date and assignees while the caller is still on the line
  • Add team members or clients to a project by email address
  • Create a new list or stage in a project, such as a to-do or review column
  • Archive a completed or inactive project so it leaves your active views
  • Create a new project or workspace when a new client or job starts

Breeze exposes 18 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Logging a new job from an inbound call

  1. Caller

    Hi, I'm calling about the kitchen refit. Can you log a task for me to send the tile samples by Friday?

  2. Agent

    Of course. Which project is the kitchen refit under?

  3. Caller

    The Patel Kitchen project.

  4. Agent

    Done. I've created the card Send tile samples, due this Friday, and assigned it to Maria. Anything else you'd like added?

Adding a client to a project

  1. Caller

    Could you add my accountant, sarah.lewis@lewisbooks.co.uk, to the office relocation project?

  2. Agent

    Sure. I'll send Sarah an invitation to the office relocation project now.

  3. Caller

    Thanks. Is she able to see the budget list?

  4. Agent

    She's been added to the project. Budget access depends on the project's sharing settings, which I've left as they are.

Closing out a finished project

  1. Caller

    The Riverside signage job is finished. Can you archive it so it stops showing on the board?

  2. Agent

    I can archive the Riverside Signage project. Shall I go ahead?

  3. Caller

    Yes, please.

  4. Agent

    The Riverside Signage project is archived and no longer shows in your active projects.

How to connect Breeze

  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 Breeze

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

  3. 3

    Choose the actions

    In the agent editor, enable the Breeze 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 cards, add people and archive projects while the caller is on the line. It can also handle follow-up actions after the call ends.

What do I need to connect Breeze?

You need a Breeze account and its credentials from your Breeze settings. Enter them once in the AgentCalls dashboard and your agent can use the connected actions.

Which plan includes Breeze?

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

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Put your agent to work with Breeze.

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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