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Connect Brex to your AgentCalls number and handle spend questions by phone.

Connect Brex to your AgentCalls number and your agent can answer finance questions and take routine actions during a call. It can create expenses, set up budgets, add departments or users, and issue cards for your team. Callers get answers without waiting for someone to check the dashboard. You connect your Brex account from its settings, and your agent works inside the permissions you choose.

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What your agent can do with Brex

  • Create expenses from details a caller gives during the call
  • Set up budgets for a department or project on request
  • Add new users, departments, locations, or job titles
  • Issue a new card and assign it to a team member
  • Create vendor cards for suppliers or contractors

Brex exposes 84 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Logging a team expense by phone

  1. Caller

    Hi, it's Maya from the sales team. I need to log a client dinner from last night, about 240 dollars.

  2. Agent

    Got it, Maya. Which client was it, and which card did you use?

  3. Caller

    Hartwell Group. I used the team card ending in 4471.

  4. Agent

    Done. I created a 240 dollar expense for the Hartwell dinner on the card ending 4471. Anything else you need?

Setting up a budget for a new project

  1. Caller

    We're starting a website redesign next month. Can we set up a budget for it?

  2. Agent

    Sure. What amount should the budget cover, and which department owns it?

  3. Caller

    Marketing, 18,000 pounds, running until the end of March.

  4. Agent

    The Website Redesign budget is set up for Marketing at 18,000 pounds through March 31. The team will see it in Brex.

Issuing a card to a new hire

  1. Caller

    We hired Priya Nair as an account manager this morning. She needs a card for travel.

  2. Agent

    I can set that up. Do you want me to add Priya as a user first, and which department should she join?

  3. Caller

    Yes, add her to Customer Success. Please give her a card as well.

  4. Agent

    Priya Nair is added to Customer Success and a new card is assigned to her. Her card details will reach her through Brex.

How to connect Brex

  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 Brex

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

  3. 3

    Choose the actions

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

Both. During a call your agent can create expenses, budgets, users, and cards as the caller asks. You can also review every action afterward in your AgentCalls call log.

What do I need to connect Brex?

You need a Brex account with access to its settings, where you generate the credentials to link it. Then sign in to the AgentCalls dashboard and add Brex under your integrations.

Which plan includes the Brex integration?

Integrations, including Brex, are included from the Growth plan.

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Put your agent to work with Brex.

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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