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Clientary on the phone: look up clients, log time and create invoices during a call.

Connect Clientary and your agent can work inside your account while it talks to customers. It can find a client, check an invoice or project, record an expense, create a lead, or add a task for your team. Your agent handles the routine steps during the call, so your staff can focus on the work that needs a person. You connect Clientary with your own credentials from its settings, and everything stays in your account.

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What your agent can do with Clientary

  • Look up a client and confirm their contact details during the call
  • Create new leads and client records from a caller's details
  • Record expenses and assign them to a client or project
  • Create tasks with a title and assignee for your team to follow up

Clientary exposes 57 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead from a new customer

  1. Caller

    Hi, I'm Dana from Harbor Print Co. We need a quote for a set of brochures.

  2. Agent

    Thanks for calling, Dana. I can start that for you now. What's the best email to send the details to?

  3. Caller

    It's dana@harborprint.com. And my number is 555 0142.

  4. Agent

    Got it. I've created a lead for Harbor Print Co. with your contact details and added a follow-up task for our sales team today.

Client checking an open invoice

  1. Caller

    Hello, can you tell me whether invoice 1184 has been paid yet?

  2. Agent

    Let me check. I can see invoice 1184 for Blue Fern Studio, for $2,400, which is still open. It was due on the 3rd.

  3. Caller

    Oh, I thought we settled that last week. Can you send me a reminder?

  4. Agent

    I've added a task for our accounts team to call you back about it this afternoon. They'll confirm the payment status with you.

Contractor logging a cost on a call

  1. Caller

    It's Marcus. I just bought materials for the Riverside job, about $380 at the hardware store.

  2. Agent

    Thanks, Marcus. I'll record that as an expense. Which project should I attach it to?

  3. Caller

    The Riverside renovation project.

  4. Agent

    Done. I've logged a $380 expense on the Riverside renovation project. The office will see it in your account.

How to connect Clientary

  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 Clientary

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

  3. 3

    Choose the actions

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

Both. During a call your agent can look up records, create leads, record expenses and add tasks as the conversation happens. It can also follow up after the call when you set up that workflow.

What do I need to connect Clientary?

You need an account in Clientary. Then sign in to the AgentCalls dashboard, open Tools, choose Clientary and enter your credentials from Clientary's settings.

Which plan includes Clientary?

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

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Put your agent to work with Clientary.

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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