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Let your agent look up CardClan cards and generate personalized card links during a call.

CardClan helps teams personalize and send digital cards. Connect your CardClan account to AgentCalls and your agent can check which cards and workspaces you have, find card details, and generate a personalized viewing link for a caller. It can also look up integration configurations and workflow cards so callers hear accurate status. The agent does not send emails on your behalf through this connection, so links are shared on the call or followed up by your team.

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What your agent can do with CardClan

  • Find a card by name and read its title and required merge tags
  • Generate a personalized CardClan viewing link for a caller while they are on the line
  • Check whether a card has an active integration workflow and report its status
  • List your workspaces and cards so the agent can answer questions about what you offer

CardClan exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for a personalized thank-you card

  1. Caller

    Hi, I want to send my client Dana a thank-you card after her project. Can you help me set that up?

  2. Agent

    Sure. I can see your Client Appreciation card in CardClan. Do you want me to create a personalized link for Dana?

  3. Caller

    Yes, please. Her name is Dana Reyes.

  4. Agent

    Done. I have a personalized link for Dana Reyes ready. I can text it to your number so you can forward it when you are ready.

Customer checks on a card workflow

  1. Caller

    Is the welcome card still set up for new members?

  2. Agent

    Let me check. Yes, the New Member Welcome card has an active integration workflow in your Community workspace.

  3. Caller

    Great, thanks. Can you tell me which fields it needs?

  4. Agent

    It asks for the member's first name and their start date. Those are the merge tags it uses.

Team member asks what cards are available

  1. Caller

    What cards do we have in the Sales workspace right now?

  2. Agent

    Your Sales workspace has four cards. Thank-you after demo, Renewal reminder, Holiday greeting, and Referral thanks. Which one would you like to look at?

  3. Caller

    Tell me more about the renewal reminder.

  4. Agent

    The Renewal reminder card needs the customer name and the renewal date. I can create a personalized link for any customer you name.

How to connect CardClan

  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 CardClan

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

  3. 3

    Choose the actions

    In the agent editor, enable the CardClan 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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All Messaging & team chat integrations

Questions, answered.

Does the agent work with CardClan during the call or after it?

Both. The agent can look up cards, workflows and workspaces during the call and generate a personalized viewing link while the caller is on the line. Sending the card by email is handled in CardClan, not by the agent.

What do I need to connect CardClan?

You need a CardClan account with the cards and workspaces you want the agent to use. Enter your CardClan credentials from the tool's settings in the AgentCalls dashboard. Integrations are included from the Growth plan.

Can the agent send cards directly to customers?

The agent generates personalized links and can share them on the call. It does not send CardClan emails through this connection.

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

Put your agent to work with CardClan.

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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