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Connect Coda to your AgentCalls voice agent and act on your docs and tasks during live calls.

Coda turns documents into shared tables, tasks and project trackers. With Coda connected, your AgentCalls voice agent can look up the information in your docs, copy a template for a new client or project, and manage permissions when a caller needs access. Your team sees the update in Coda straight away, and nobody has to pause a call to find the right page.

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What your agent can do with Coda

  • Look up rows, tasks and status in your Coda docs while a caller waits on the line
  • Copy a template document for a new client, project or onboarding in the same call
  • Add permissions so a caller or team member can open the right doc after the call
  • Export page content on request and confirm when it is ready to share

Coda exposes 109 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for project status

  1. Caller

    Hi, this is Dana Whitfield. Can you tell me where the Kessler kitchen project stands?

  2. Agent

    Of course, Dana. Let me check the project tracker. The cabinets were delivered on Tuesday, and the countertop template is booked for Thursday at 10 in the morning.

  3. Caller

    Great, thanks. Can you make sure the tile order is marked as confirmed?

  4. Agent

    Done. I have updated the tile line to confirmed and added a note with today's date.

New client onboarding

  1. Caller

    Hello, I'm Omar Haddad. I just signed up for your bookkeeping service and I need access to my onboarding folder.

  2. Agent

    Welcome, Omar. I'm creating your onboarding document from our standard template now, so it's ready for you.

  3. Agent

    I have added your email address with view and comment access. You'll get the link in your inbox within a few minutes.

  4. Caller

    Perfect, that's exactly what I needed. Thank you.

Follow-up on an outstanding task

  1. Agent

    Hi Priya, this is calling from Brightline Studio about the brand refresh. Do you have two minutes to confirm the logo files?

  2. Caller

    Yes, I sent them yesterday. Did they come through?

  3. Agent

    They did. I've marked the logo review task as complete in the project doc and let the team know the files are in.

  4. Caller

    Good. Please let them know I'll review the colour options by Friday.

How to connect Coda

  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 Coda

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

  3. 3

    Choose the actions

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

Both. Your agent can look up information and make changes while the call is live. It can also handle follow-up actions after the call ends, such as sharing a doc or sending a summary.

What do I need to connect Coda?

You need an account in Coda and access to the workspace you want to use. Sign in from the AgentCalls dashboard, open the tools section and connect Coda with your own credentials from its settings.

Which plan includes Coda?

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

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Put your agent to work with Coda.

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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