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Add, update and read Checkvist tasks during your customer calls.

Checkvist keeps your team's lists, tasks, due dates and assignees in one place. With Checkvist connected to AgentCalls, your agent can create a task when a caller asks for a follow-up, look up what is open on a checklist, and read task notes before it answers. Your team sees every call's to-dos in Checkvist as soon as the call ends.

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What your agent can do with Checkvist

  • Create tasks in a checklist with due dates, tags, priority and assignees, written from what the caller asks for.
  • Read open tasks and outlines from a checklist so the agent can answer status questions on the phone.
  • Check a specific task and its subtasks, including notes, before quoting progress to a caller.
  • Create new checklists for a new client or project when a caller starts something new.

Checkvist exposes 16 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for a follow-up task

  1. Caller

    Hi, this is Dana Reyes from Brightwater Co. Can someone send me the revised quote by Friday?

  2. Agent

    Of course, Dana. I've added a task to send the revised quote to you by Friday, and I've assigned it to Marcus on the sales team.

  3. Caller

    Perfect, thank you.

Lookup of an open project

  1. Caller

    Can you tell me where the website redesign is up to?

  2. Agent

    Yes. The Website Redesign checklist has 6 tasks still open. The homepage mockups are in review, and the content migration is due on the 14th.

  3. Caller

    Great. Is the content migration on track?

  4. Agent

    The task notes say the copy is with the client for approval, so it is on track for the 14th.

Outbound check-in with a team lead

  1. Agent

    Hello, Priya. This is the AgentCalls assistant calling for the Northside Clinic onboarding list. Are the intake forms signed off?

  2. Caller

    Not yet. We are waiting on two. Please mark it as blocked.

  3. Agent

    Done. I've set the intake form task to blocked and added a note that two forms are outstanding.

How to connect Checkvist

  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 Checkvist

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

  3. 3

    Choose the actions

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

Both. Your agent can read and create tasks while the caller is on the line, and it records any task changes as the call happens.

What do I need to connect Checkvist?

A Checkvist account with a PRO plan or an active PRO trial, and your Checkvist credentials entered under Connect tools in the AgentCalls dashboard.

Which AgentCalls plan includes Checkvist?

Tool integrations, including Checkvist, are included from the Growth plan.

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Put your agent to work with Checkvist.

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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