Start free

Chaser on your phone line: check balances, log customers and raise invoices during the call.

Connect Chaser and your agent can work with your receivables while it talks to customers. When a client calls about an unpaid bill, the agent looks up their account and balance. It can add a new customer, update contact details, or raise an invoice or credit note once the caller confirms the amount. Your accounts stay current without anyone switching screens mid-call. Connect with the credentials from your Chaser settings and set your rules in the AgentCalls dashboard.

Start freeSee pricing

What your agent can do with Chaser

  • Look up a customer and their status in Chaser by external ID during the call
  • Create and update customer records when a caller gives new contact details
  • Raise an invoice after the caller confirms the items and amount
  • Issue a credit note for a confirmed adjustment, with the record saved straight away
  • Pull organization details such as currency and timezone before quoting figures

Chaser exposes 30 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Payment query from a client

  1. Caller

    Hi, I'm calling about invoice account cust 2041. Can you tell me what's still outstanding?

  2. Agent

    Of course. I can see Brightline Dental on account 2041. The balance is 1,240 dollars across two open invoices, the older one is 31 days past due.

  3. Caller

    Oh, I thought the first one was paid. Can you send me the details by email?

  4. Agent

    Yes, I'll note that and ask Chaser to send the statement to the billing address on file. Is billing@brightlinedental.com still the right one?

New customer and first invoice

  1. Caller

    We'd like to set up an account. We're Harbor Print Co, and we want to be invoiced for the spring order.

  2. Agent

    Thanks. I'll add Harbor Print Co as a new customer. What's the best contact email and the billing address?

  3. Caller

    accounts@harborprint.co, 88 Quay Street, Bristol.

  4. Agent

    Got it. I've created the customer. The spring order was 36 banner units at 22 pounds each, so the invoice comes to 792 pounds. Shall I raise it now?

Credit note after a double charge

  1. Caller

    We were billed twice for March. Invoice 5530 and 5531 are the same job.

  2. Agent

    I can see both invoices. Invoice 5531 for 480 dollars duplicates 5530. Do you want me to issue a credit note against 5531 for the full amount?

  3. Caller

    Yes, please. Full amount.

  4. Agent

    Done. I've created a credit note for 480 dollars against invoice 5531. Your balance is now updated, and the remaining invoice is 5530.

How to connect Chaser

  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 Chaser

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

  3. 3

    Choose the actions

    In the agent editor, enable the Chaser actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

NetsuiteE-commerce & paymentsNetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for…ApaleoCalendars & bookingApaleo is a cloud-based property management platform handling reservations, billing, and daily operations for…Zoho BooksFinance & invoicingZoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations…Zoho InventoryE-commerce & paymentsZoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels…BlackbaudCRM & salesBlackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising…FreshBooksFinance & invoicingFreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering…

All Finance & invoicing integrations

Questions, answered.

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

Both. During a call your agent can look up customers, balances and invoices and make changes once the caller confirms them. You can also set it to log call notes to the customer record afterwards.

What do I need to connect Chaser?

You need a Chaser account with access to its settings. Copy the credentials from Chaser, then sign in to your AgentCalls dashboard and add them under Integrations. No coding is needed.

Which plan includes the Chaser integration?

Integrations, including Chaser, 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 Chaser.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing