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Look up and update your Copper CRM while your agent is on the phone.

Connect Copper and your agent can work with your contacts, companies, leads, opportunities and tasks during a call. It can find a customer by name or phone number, check where a deal stands, log a call note, create a new lead from a caller's details, or add a follow-up task for your team. Copper keeps the record. Your agent makes sure it is current before the call ends.

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What your agent can do with Copper

  • Find a person or company by name or phone number and read their details
  • Check the status of a lead or opportunity and tell the caller where things stand
  • Create a new lead or contact from the details a caller gives
  • Log a call activity and add a follow-up task for your sales team

Copper exposes 65 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: a returning customer checks on a quote

  1. Caller

    Hi, this is Dana Whitfield from Northgate Dental. I'm calling about the quote we asked for last week.

  2. Agent

    Hello Dana. Let me pull that up in Copper. I can see the proposal for the new imaging system, sent on Tuesday.

  3. Caller

    Has anyone looked at it yet? We need an answer by Friday.

  4. Agent

    It's been viewed once, but there's no reply logged. I've added a follow-up task for Mark on your sales team to call you by Thursday afternoon.

Inbound: a new lead asks about pricing

  1. Caller

    I'm looking for a cleaning service for my office, about 40 people. Who do I speak to about pricing?

  2. Agent

    Thanks for calling. May I take your name, company and best email so we can send you the right information?

  3. Caller

    It's Imani Okafor at Brightline Architects, imani@brightlinearch.com.

  4. Agent

    Thank you, Imani. I've created a new lead in Copper with your details and a note about the 40-person office. Someone from our team will email you pricing today.

Outbound: confirming a renewal before it lapses

  1. Agent

    Hello, this is calling from Harbor Logistics on behalf of your account manager. May I speak with Sam Reyes?

  2. Caller

    Speaking.

  3. Agent

    Sam, your annual support contract is due for renewal on the 30th. I can see it in Copper. Would you like to renew at the same plan?

  4. Caller

    Yes, same plan is fine. Please send the invoice to accounts@sreyes.co.

  5. Agent

    Done. I've updated the opportunity to renewed and logged this call. Your invoice will go to that address today.

How to connect Copper

  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 Copper

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

  3. 3

    Choose the actions

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

During the call. Your agent can look up records and make updates while the caller is still on the line, and it logs a summary of the call afterwards.

What do I need to connect Copper?

A Copper account and the connection details from its settings. You add them once in the AgentCalls dashboard, and you can change or remove them at any time.

Which plan includes this integration?

Copper is included from the Growth plan. Smaller plans can add it as part of an upgrade.

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

Put your agent to work with Copper.

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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