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Connect BSC Designer and let your agent look up scorecard KPIs on every call.

BSC Designer keeps your balanced scorecards, KPIs and strategy maps in one place. With AgentCalls connected, your agent can answer callers and staff questions about current indicator values, targets and goals while the call is live. It can list the scorecards you share, pull the latest result for a KPI, and summarize the trend over a period you choose. Changes to weights stay on approved scorecards only, so routine calls never touch your strategy data.

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What your agent can do with BSC Designer

  • Look up the current value, target and range for any KPI during a call
  • Find the scorecards you own or share and read their key items
  • Summarize indicator trends by week, month, quarter or year
  • Send a scorecard Excel report to a caller or team member after the call
  • Adjust balanced indicator weights on scorecards you have approved

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

Example calls

Board member asks for a KPI update

  1. Caller

    Hi, this is Daniel Brooks from the board. What is our customer retention indicator sitting at this month?

  2. Agent

    Good to hear from you, Daniel. Retention is at 91.4 percent for March, against a target of 93 percent. That is up from 89.8 percent in February.

  3. Caller

    Good. Can you send me the full scorecard report for the quarter?

  4. Agent

    Of course. I am sending the Q1 Excel report to your email now. It should arrive within a few minutes.

Sales lead asks about a goal on the go

  1. Caller

    This is Priya from the Dubai team. How are we tracking on the new revenue goal for the year?

  2. Agent

    Hi Priya. The revenue goal is at 2.8 million dirhams year to date, with a target of 4 million for the year. You are about 70 percent of the way there.

  3. Caller

    And how did last month compare?

  4. Agent

    April closed at 410 thousand dirhams, which is 12 percent above March. I can email the monthly breakdown if you would like it.

Outbound check-in with a department lead

  1. Agent

    Hello, Marcus. This is your agent calling from the operations team about the on-time delivery indicator.

  2. Caller

    Go ahead. We had a rough week with the carrier.

  3. Agent

    On-time delivery is at 88 percent for this week, below the 95 percent target. Would you like me to note this for the next review meeting?

  4. Caller

    Yes, please add it. I will have a recovery plan by Friday.

How to connect BSC Designer

  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 BSC Designer

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

  3. 3

    Choose the actions

    In the agent editor, enable the BSC Designer 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 only afterwards?

It works during the call. Your agent reads current scorecard data from BSC Designer while the caller is on the line and can send reports or notes once the call ends.

What do I need to connect BSC Designer?

You need an account in BSC Designer and its credentials. Enter them once in the AgentCalls dashboard. The connection is set up by you and can be removed at any time.

Which plan includes this integration?

Integrations, including BSC Designer, 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 BSC Designer.

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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