Start free

Check your Daffy fund and log donations over the phone with your AgentCalls agent.

Connect Daffy to your AgentCalls agent and it can read your donor-advised fund balance, look up recent gifts and contributions, and find a nonprofit by its EIN while a caller is on the line. Your agent can also create a new charitable gift when you have the recipient and amount ready. Use it for client questions, donation follow-ups and quick checks, all without leaving the call.

Start freeSee pricing

What your agent can do with Daffy

  • Look up the current fund balance when a client asks how much is available to give
  • Retrieve recent donations and contribution history to answer questions about past giving
  • Find a nonprofit by its nine-digit EIN and confirm its name before a gift is made
  • Create a new charitable gift once the recipient and amount are confirmed on the call
  • Pull a specific gift by its code to confirm its status for a caller

Daffy exposes 12 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Balance check from a client

  1. Caller

    Hi, this is Dana Whitfield. Can you tell me how much is left in my giving fund?

  2. Agent

    Of course, Dana. Let me pull that up for you. Your fund currently has a balance of $12,480.25 available to give.

  3. Caller

    Great. Did the March contribution come through?

  4. Agent

    It did. A contribution of $2,000 posted on March 3, so it is included in that balance.

Gift to a local nonprofit

  1. Caller

    I want to send $500 to the Riverside Food Bank. Their EIN is 94-1234567.

  2. Agent

    Let me confirm that organization first. The EIN matches Riverside Community Food Bank, a registered public charity. Is that the one you mean?

  3. Caller

    Yes, that's the one.

  4. Agent

    Thanks. I have created a $500 gift to Riverside Community Food Bank from your fund. You will get a confirmation by email shortly.

Follow-up on a past gift

  1. Caller

    Hello, I gave a gift last week but I want to make sure it went through. The code should be G-88421.

  2. Agent

    Thanks for calling, let me check that code for you. Gift G-88421 is marked as completed. The $250 went to Hope Street Shelter on the 14th.

  3. Caller

    Perfect, thank you so much.

  4. Agent

    You are welcome. Is there anything else I can check for you today?

How to connect Daffy

  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 Daffy

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

  3. 3

    Choose the actions

    In the agent editor, enable the Daffy actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

NetsuiteE-commerce & paymentsNetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for…ApaleoCalendars & bookingApaleo is a cloud-based property management platform handling reservations, billing, and daily operations for…Zoho BooksFinance & invoicingZoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations…Zoho InventoryE-commerce & paymentsZoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels…BlackbaudCRM & salesBlackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising…FreshBooksFinance & invoicingFreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering…

All Finance & invoicing integrations

Questions, answered.

Does the agent work with Daffy during the call or only afterwards?

Both. During a call your agent can look up balances, donations and nonprofits and create a new gift in real time. It can also check past records whenever a caller asks.

What do I need to connect Daffy?

You need an active Daffy account. Enter your Daffy credentials from the tool's settings in the AgentCalls dashboard, then save the connection. No technical setup is required.

Which AgentCalls plan includes Daffy?

Tool integrations, including Daffy, are included from the Growth plan onward.

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

Put your agent to work with Daffy.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing