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Chatforma on your phone line: your agent checks users and sends replies while you're busy.

Connect Chatforma and your agent can work with the bots you already run. During a call it can find a user, check a variable such as an order status or plan, and see the recent messages in that user's dialog. It can also send a predefined reply into the conversation, so a customer who called about a chat gets an answer on both channels. Your agent only uses the bots, segments and variables you set up in Chatforma, and it works only with the account you connect.

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What your agent can do with Chatforma

  • Look up a Chatforma user and read their current variable values during a call
  • Show the recent messages in a user's bot dialog so the agent knows the context
  • Send a predefined message from your bot into a user's dialog during or after a call
  • Pull users from a segment or open dialogs to follow up on a list of customers

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

Example calls

Caller asks about an order status from a chat

  1. Caller

    Hi, I chatted with your bot yesterday about my delivery but I never got a reply. My name is Sara Nolan.

  2. Agent

    Thanks Sara, let me pull up your conversation. I can see your message from yesterday afternoon. Your order status is shipped and it should arrive Thursday.

  3. Caller

    Oh good, can you send that to my chat too?

  4. Agent

    Done. I've sent the delivery update into your chat thread now, so you'll have it there as well.

Customer asks which plan they are on

  1. Caller

    I want to check my plan. The number on my account is 555 0142.

  2. Agent

    Got it. Your account is on the Standard plan, renewing on the 14th of next month.

  3. Caller

    Can I move up to Premium?

  4. Agent

    Yes. I'll send you the upgrade link in your chat now, and our team can confirm the change once you choose it.

Follow-up call to customers in a segment

  1. Agent

    Hello, this is a quick follow-up from Northline Dental. You asked about a cleaning appointment last week. Are you still looking to book?

  2. Caller

    Yes, a weekday morning if possible.

  3. Agent

    We have Tuesday at 9:30 or Thursday at 10:15. Which works better?

  4. Caller

    Thursday at 10:15 is fine.

  5. Agent

    Booked for Thursday at 10:15. I've sent the confirmation into your chat as well.

How to connect Chatforma

  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 Chatforma

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

  3. 3

    Choose the actions

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

Both. Your agent can read user data and send messages while a call is live, and it can follow up after the call. Each send is visible to the user in their Chatforma dialog.

What do I need to connect Chatforma?

You need a Chatforma account with access to your bots. Sign in from the AgentCalls dashboard, enter the credentials from your Chatforma settings, and choose which bots the agent can use.

Which plan includes Chatforma?

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

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Put your agent to work with Chatforma.

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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