Campayn

Campayn for phone calls: your agent adds contacts and checks your lists while you talk.

Connect Campayn and your AgentCalls agent can work with your email lists during a call. A caller can ask to join your newsletter, and the agent adds them to the right contact list on the spot. Your agent can also look up a contact, confirm how many people are on a list, or list the lists you have, so staff do not have to dig through the dashboard. Connect Campayn with your own credentials from its settings, then choose the lists your agent can use. Changes appear in Campayn right away.

What your agent can do with Campayn

  • Add a new contact to the right list during the call
  • Look up a contact's details when a caller asks about their subscription
  • Check a list's name, tags and contact count
  • List all your contact lists before choosing where a new contact goes
  • Remove a contact or list only after the caller confirms the change

Campayn exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Joining the newsletter after a booking

  1. Caller

    Hi, I booked a fitting with you last week. Can I also get your monthly newsletter?

  2. Agent

    Of course. Can I take your name and the best email address for it?

  3. Caller

    Hannah Brooks, hannah.brooks@mailbox.co.uk.

  4. Agent

    Thanks, Hannah. I have added you to the Customers list. You will get the next issue on Thursday.

Checking subscription status

  1. Caller

    I think I stopped getting your emails. Can you check my address?

  2. Agent

    Sure, what email address are you using?

  3. Caller

    omar.haddad@gmail.com.

  4. Agent

    I found your contact on the Spring Offers list. It is active, so you are still subscribed. Check your spam folder, and I can resend the welcome email if you like.

Outbound follow-up to a list

  1. Agent

    Hello, this is Sam from Northside Dental. I am calling about the new weekend hours you asked about.

  2. Caller

    Oh yes, go on.

  3. Agent

    We now open Saturday from nine to two. I can add you to our appointment reminder list so you hear about openings first. Would you like that?

  4. Caller

    Yes, please.

  5. Agent

    Done. You are on the Patient Reminders list now.

How to connect Campayn

  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 Campayn

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

  3. 3

    Choose the actions

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

Both. Your agent can add contacts and look up lists while the call is live, so the change is saved before the caller hangs up.

What do I need to connect Campayn?

A Campayn account with its own login credentials. Enter them from the Campayn settings in your AgentCalls dashboard, then choose which lists the agent can use.

Which plan includes the Campayn integration?

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

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

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