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Let your phone agent check tasks, find checklists, and look up your team in CheckFlow.

CheckFlow runs your repeatable processes as checklists, tasks, and templates. Connect it to AgentCalls and your agent can answer callers using live checklist data while the call is happening. It can look up the status of a job, find the right checklist for a customer, read the assignee on a task, or tell a caller who on the team is available. It works with the credentials from your CheckFlow settings, and it only reads and tags what you allow.

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What your agent can do with CheckFlow

  • Look up a checklist by template, name, or status and tell the caller where it stands
  • Read a task's controls, comments, and assignees to answer progress questions on the spot
  • Check the team directory and route a caller to the right person or group
  • Tag a checklist or team item by name so it is easy to find later
  • Pull activity analytics for a date range to answer volume questions

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

Example calls

Job status for a returning customer

  1. Caller

    Hi, I'm calling about the kitchen install we booked. Can you tell me where it's at?

  2. Agent

    Sure. Can I get the name on the booking, or the phone number it was under?

  3. Caller

    It's Maria Lopez, the number ends in 4417.

  4. Agent

    Thanks, Maria. Your kitchen install is in the final inspection step. The electrical task was signed off this morning by Dan Reyes.

Finding the right person to call back

  1. Caller

    I need someone who can look at a leaking pipe today.

  2. Agent

    I can help with that. Let me check who on the team is on the emergency group.

  3. Agent

    Priya Shah and Tom Ellis are both active right now. I can have one of them call you within the hour. What's the best number?

  4. Caller

    Use 555 0148, thanks.

Outbound check-in on a delayed checklist

  1. Agent

    Hi, this is calling from Harbor Facilities about the monthly safety walk-through for Unit 6. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    The fire exit check is still open and was due Friday. Can you tell me if it's been done?

  4. Caller

    It's done, I'll mark it in the system myself today.

How to connect CheckFlow

  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 CheckFlow

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

  3. 3

    Choose the actions

    In the agent editor, enable the CheckFlow 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 Projects & tasks integrations

Questions, answered.

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

During the call. Your agent can look up checklists, tasks, and team members while the caller is on the line, and it can tag items when a call needs a record.

What do I need to connect CheckFlow?

A CheckFlow account with the access you want the agent to use. Enter your CheckFlow credentials from the tool's settings in the AgentCalls dashboard. No technical setup is needed.

Which plan includes CheckFlow?

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

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Put your agent to work with CheckFlow.

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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