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CRM & sales

Contacts+

Look up and manage Contacts+ contacts and tags during a live call.

Connect Contacts+ and your agent can find customers, create new contacts, and organize them with tags while it is on the phone. When a caller asks whether they are already in your address book, the agent checks Contacts+ and answers in seconds. When a new lead gives their details, the agent saves them as a contact and tags them for follow-up. Your agent works only with the personal address book you connect, and it can update or remove a contact when you ask it to.

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What your agent can do with Contacts+

  • Look up a caller in your Contacts+ address book by ID or from the contacts list
  • Create a new contact with name, phone, email and profile details during the call
  • Add, create or remove tags so new leads can be grouped for follow-up
  • Read the current record for a contact before confirming any change to it
  • Check the connected Contacts+ account details to confirm which address book is in use

Contacts+ exposes 13 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New lead saved during an inbound call

  1. Caller

    Hi, I'm interested in the consultation package. My name is Dana Whitfield.

  2. Agent

    Thanks Dana. Can I take a phone number and email so we can send you the details?

  3. Caller

    It's 415 555 0182, and dana.whitfield@example.com.

  4. Agent

    Got it. I've saved you as a new contact and tagged you as a consultation lead. Someone from our team will reach out tomorrow morning.

Checking an existing customer

  1. Caller

    Can you check if my number is already on file? I think I signed up under Ahmed Karim.

  2. Agent

    I can see a contact for Ahmed Karim with this number, last updated in March. Do you want me to update the email address on that record?

  3. Caller

    Yes, please change it to ahmed.k@example.co.uk.

  4. Agent

    Done. The email on your record is now ahmed.k@example.co.uk.

Outbound follow-up for a tagged group

  1. Agent

    Hello, this is Sam calling from Harbor Dental. May I speak with Priya Shah?

  2. Caller

    Speaking.

  3. Agent

    Priya, I see you were on our spring cleaning list. Would Thursday at 4 pm suit you for your appointment?

  4. Caller

    Thursday works. Please book it.

  5. Agent

    Booked for Thursday at 4 pm. I've removed the spring cleaning tag from your contact so our list stays current.

How to connect Contacts+

  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 Contacts+

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

  3. 3

    Choose the actions

    In the agent editor, enable the Contacts+ 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 with Contacts+ during the call or only afterwards?

It works during the call. Your agent can look up, create and update Contacts+ records while the caller is on the line, so the caller hears the result right away.

What do I need to connect Contacts+?

You need an active Contacts+ account. In the Contacts+ settings, create the connection credentials, then enter them in the AgentCalls dashboard under Tools. Connecting is available from the Growth plan, where integrations are included.

Can the agent delete contacts?

Yes, it can delete a contact or tag, but only after reading its current record to avoid overwriting recent changes. You can limit which actions your agent is allowed to take in the dashboard.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Contacts+.

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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