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Chartly: send charts and reports to customers during a call.

Chartly turns chart data into images and shareable links. Connect your Chartly account to AgentCalls and your agent can render a chart on request and text or email the image to the caller while you talk. It can also pull up a chart you already saved and send it again. Use it for sales figures, usage summaries, or monthly reports your customers ask about by phone. Your agent only works with the charts you have set up, and each saved chart stays live once it is created.

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What your agent can do with Chartly

  • Render a Chart.js configuration as a PNG or SVG image during the call
  • Create a permanent Chartly link for a chart and share it with the caller
  • Retrieve an existing saved chart and resend the image on request
  • Send chart images to the caller right after the conversation ends

Chartly exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for last month's sales chart

  1. Caller

    Hi, I need last month's sales by region for our board meeting. Can you send me something visual?

  2. Agent

    Of course. I'll build the bar chart now and text you a link. It will take about a minute.

  3. Agent

    Done. The chart is on its way to your phone. Would you like a copy by email as well?

  4. Caller

    Yes, please send it to m.harris@brightlane.co too.

Customer requests their usage report

  1. Caller

    Can you resend the usage chart from March? I lost the email.

  2. Agent

    I can see your March usage report. I'll send the image to the number you're calling from.

  3. Agent

    It should arrive in a few seconds. Anything else I can help with today?

Outbound follow-up with a quarterly summary

  1. Agent

    Hello Ahmed, this is calling from Coastline Dental. I'm following up on your quarterly visit numbers.

  2. Caller

    Sure, what do you have for me?

  3. Agent

    I've prepared a line chart of your patient visits over the last twelve weeks. I'll send you the link now so you can review it.

  4. Caller

    Perfect, send it over and I'll look at it this afternoon.

How to connect Chartly

  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 Chartly

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

  3. 3

    Choose the actions

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

Both. Your agent can render a chart while you are on the phone and send it straight away, or send it after the call ends as a follow-up.

What do I need to connect Chartly?

You need an active Chartly account. Enter your Chartly credentials from the tool's settings in the AgentCalls dashboard, then choose the actions you want your agent to use.

Can my agent delete a chart I created?

No. Permanent Chartly charts cannot be deleted, because Chartly does not provide a delete option. Your agent can only create new permanent charts or send ones you already have.

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

Put your agent to work with Chartly.

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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