Connect DailyBot to your AgentCalls agent for standups, team lookups and kudos during calls.

DailyBot runs standups, reminders and polls inside the chat tools your team already uses. Connect your DailyBot account and your AgentCalls agent can find team members, check workflows, send messages to people or channels and give kudos while it handles a call. Callers get answers from your team's real records, and your staff get updates without anyone leaving what they are doing.

What your agent can do with Dailybot

  • Look up a team member by name or ID and share their role or status
  • Check the status of a workflow or standup before answering a caller
  • Send a message to a specific person or a team channel after a call
  • Give kudos to one or more team members on behalf of your business
  • List your active workflows and their current state on request

Dailybot exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about a project status

  1. Caller

    Hi, I'm calling about the Lakeside refurbishment. Is the crew still on schedule?

  2. Agent

    Let me check that for you. I'm looking up the Lakeside workflow now.

  3. Agent

    The workflow was updated this morning and the crew is marked on track for Thursday. Would you like me to send the foreman a note to call you back?

  4. Caller

    Yes please, ask him to call Maria Lopez on 555 0142.

  5. Agent

    Done. I've sent the message to the foreman in your team channel.

Staff member asks who to contact

  1. Caller

    Can you put me through to someone on the billing team?

  2. Agent

    Sure. I'm checking who is currently on the billing team.

  3. Agent

    Priya Shah is on the billing team and is active today. Shall I send her a message that you are waiting on the line?

  4. Caller

    Yes, my name is Tom Harris, it's about an invoice from last week.

  5. Agent

    Thanks Tom. I've let Priya know you're calling about last week's invoice. She will reply in the team chat shortly.

Outbound follow-up after a job

  1. Agent

    Hello, this is a call for Javier at the Harbour Street office, is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Thanks for your help on the site visit yesterday. I'd like to give the team kudos for finishing early. Would you like me to add that for the crew?

  4. Caller

    Absolutely, thank them for me.

  5. Agent

    Kudos sent to the crew. Have a good afternoon.

How to connect Dailybot

  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 Dailybot

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

  3. 3

    Choose the actions

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

Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up users and workflows during a call and answer from them. It can also send messages and give kudos while the call is in progress or once it ends.

What do I need to connect DailyBot?

A DailyBot account with access to the workspace you want to use. Sign in from your AgentCalls dashboard, open the Tools section, and add DailyBot with your own credentials from DailyBot's settings.

Which plan includes this integration?

Integrations are included from the Growth plan. You can connect DailyBot to any agent on that plan or higher.

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Put your agent to work with Dailybot.

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