Let your phone agent check spend, invoices and purchase requests in Coupa during a call.
Connect Coupa to AgentCalls and your phone agent can look up purchase orders, check invoice status and answer supplier payment questions while the caller is on the line. Suppliers and staff get answers without waiting for a callback. Your agent can also create requisitions and log expense items from what the caller tells it, so routine requests are recorded as they happen. Your team keeps control of approvals inside Coupa.
Coupa exposes 384 actions. You choose which ones the agent may use and whether each runs during or after the call.
Hi, this is Dana from Northgate Supplies. I'm calling about invoice 40817. Has it been paid yet?
Let me check that for you. Invoice 40817 was approved on the 3rd and is scheduled for payment on the 14th of this month.
Perfect, thanks. Can you confirm the amount?
It's $4,260.00. I've also noted your call so the finance team can follow up if anything changes.
Hey, it's Marcus in the warehouse. We need two replacement scanners ordered this week.
Got it. Which supplier should I use, and do you have a rough cost per unit?
Use the usual one, about $310 each.
I've created a requisition for two scanners at $310 each, total $620, and sent it to your manager for approval.
Can you tell me how much we've spent on freight this quarter?
Freight spend for this quarter stands at $18,430 across 27 purchase orders.
And how many are still open?
Six purchase orders are still open. I can send you the list by email if you'd like.
Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.
From Integrations in the dashboard, choose Coupa and enter the connection details from your Coupa account settings.
In the agent editor, enable the Coupa actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.
Both. Your agent can look up records and create requests during the call, and it can log notes or tasks once the call ends.
You need an active Coupa account. Sign in from your AgentCalls dashboard and connect it using your own credentials from Coupa's settings.
Coupa is included from the Growth plan onward.
Page drafted from the tool's public description and reviewed automatically for accuracy of claims
Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.