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Let your agent set up CSVBox importers and send spreadsheets during calls.

CSVBox lets your business build spreadsheet importers that clean and validate customer data before it reaches your systems. With AgentCalls connected to CSVBox, your agent can create a new importer sheet, update its settings, and submit a spreadsheet a caller has emailed or shared by link. It can also check that the connection is working, so you know it is ready before a call. Creating a sheet is permanent because CSVBox does not offer deletion, so your agent confirms details first.

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What your agent can do with CSVBox

  • Create a new CSVBox importer sheet with a title and optional columns and destinations
  • Update an existing importer sheet without changing settings you leave out
  • Submit a publicly accessible spreadsheet link to a sheet for processing
  • Verify that your CSVBox connection is active and show the linked profile

CSVBox exposes 4 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Setting up a new importer for a client

  1. Caller

    Hi, we need a new spreadsheet importer for our vendor price lists.

  2. Agent

    Sure. What would you like to call it, and which columns should it expect?

  3. Caller

    Call it Vendor Price Lists. Item code, unit price, and currency.

  4. Agent

    Done. I created the Vendor Price Lists sheet with those three columns. You can upload files to it straight away.

Sending a spreadsheet by link after a call

  1. Caller

    I'll send over the March orders file. It's at a shared link on our drive.

  2. Agent

    Thanks, Maya. Paste the link and I'll send it into the Orders import sheet.

  3. Caller

    Here it is: the link ending in march-orders.csv.

  4. Agent

    Got it. The file is submitted and will be processed shortly. You'll get a confirmation once the rows arrive.

Checking the connection before a busy morning

  1. Caller

    Can you make sure the importer connection is still working? We have a big upload at nine.

  2. Agent

    I checked the CSVBox connection. It's active and linked to your account, so the nine o'clock upload can go ahead.

How to connect CSVBox

  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 CSVBox

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

  3. 3

    Choose the actions

    In the agent editor, enable the CSVBox 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 this work during the call or after it?

Both. Your agent can create or update a sheet and submit a file while the caller is on the line, and processing continues afterward. You will see the result in CSVBox.

What do I need to connect CSVBox?

You need an existing CSVBox account. Add your CSVBox credentials in the tool settings from the AgentCalls dashboard, and your agent can verify the connection right away.

Which plan includes CSVBox?

Integrations, including CSVBox, are included from the Growth plan.

Will uploads skip the validation rules I set?

Yes. Submitting a file by link bypasses the sheet's validation rules and sends rows in raw form to the configured destination, so check your sheet settings before submitting.

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Put your agent to work with CSVBox.

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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