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DirectIQ

Send transactional email from your AgentCalls agent with DirectIQ.

Connect your DirectIQ account and your agent can send one transactional email during or after a call. Use it to send a booking confirmation, a payment receipt link, or a summary of what was discussed, to the caller or a staff member. Each email goes from a sender you have verified in DirectIQ to one recipient. Connect DirectIQ from the tools section of your AgentCalls dashboard using your own DirectIQ settings, and the agent will only send what your rules allow.

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What your agent can do with DirectIQ

  • Send a booking confirmation email to a caller right after the call ends
  • Email a payment link or receipt to a customer who asked for it on the phone
  • Send a call summary to a staff member's inbox for follow-up
  • Use only senders you have verified in DirectIQ, so messages come from your own domain

DirectIQ exposes 1 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking confirmation after a call

  1. Caller

    Can I book a cleaning for Thursday at 3 pm? My name is Dana Price.

  2. Agent

    Thursday at 3 pm is open, Dana. I have booked it under your name. Would you like a confirmation sent to your email?

  3. Caller

    Yes, dana.price@example.com please.

  4. Agent

    Done. The confirmation is on its way to your inbox now. Thanks for calling, Dana.

Sending a receipt link during a call

  1. Caller

    I paid the deposit yesterday but I never got the receipt. Can you send it again?

  2. Agent

    I can see your deposit of 75 dollars from yesterday. I am sending the receipt to the email on your account now.

  3. Caller

    Great, thank you. It was the old address, the one with my company name.

  4. Agent

    Understood. I sent it to the address on file. If you need it sent somewhere else, I can update that for you.

Follow-up summary to the owner

  1. Agent

    Hi, this is calling for Mr. Haddad's team about the quote you requested for the kitchen repair.

  2. Caller

    Yes, I am still interested. Can you email me the revised quote for 2,400 pounds?

  3. Agent

    Of course. I am sending the revised quote to your email now, and I will let the team know you are ready to go ahead.

  4. Caller

    Perfect, thank you.

How to connect DirectIQ

  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 DirectIQ

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

  3. 3

    Choose the actions

    In the agent editor, enable the DirectIQ 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 send email during the call or after it?

Both. It can send an email while you are still on the phone, for example a confirmation or receipt, or it can send a call summary once the call ends. Each send is one email to one recipient.

What do I need to connect DirectIQ?

You need a DirectIQ account with at least one verified sender. Sign in to your AgentCalls dashboard, open the tools section, and connect DirectIQ with your own settings from DirectIQ.

Which plan includes the DirectIQ integration?

Tool integrations, including DirectIQ, are included from the Growth plan. You can view plan details in your AgentCalls dashboard.

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

Put your agent to work with DirectIQ.

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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