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Let your agent look up donors, donations and campaigns while it talks to supporters.

Connect Donately to AgentCalls and your agent can answer supporter questions by phone using your live fundraising data. It can look up a donor, check a recent gift, list active campaigns or share the status of a peer-to-peer fundraiser. Your agent reads from your Donately account during the call, so callers get accurate answers without waiting for a team member. Connect your account with your own credentials from Donately settings. Integrations are available from the Growth plan.

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What your agent can do with Donately

  • Look up a donor or contact by name or keyword and confirm their details during the call
  • Check a donation's status, amount and payment type when a supporter asks about a gift
  • List active campaigns and share goals and availability with callers
  • Find a peer-to-peer fundraiser and report its status for a campaign

Donately exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Donor checks a recent gift

  1. Caller

    Hi, I donated last week but I never got a receipt. Can you check?

  2. Agent

    Of course. Can I have the name or email on the donation?

  3. Caller

    It's Maria Chen, maria.chen@example.com.

  4. Agent

    Thanks, Maria. I see a donation of 150 dollars received on the 12th, marked completed. I'll make sure the receipt goes to that email today.

Asking about open campaigns

  1. Caller

    Which campaigns are you running right now?

  2. Agent

    We have three active campaigns. The spring food drive is at about 62 percent of its goal, and the youth scholarship fund is open until the end of the month.

  3. Caller

    I'd like to give to the scholarship fund.

  4. Agent

    Great. I can send you the donation page link by text now.

Peer-to-peer fundraiser status

  1. Caller

    My daughter is running a fundraiser for the school run. Is it live yet?

  2. Agent

    Let me check. I can see a fundraiser under the school run campaign in the name of Sophie Reyes. It's live and has raised 480 pounds so far.

  3. Caller

    Perfect, thank you.

How to connect Donately

  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 Donately

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

  3. 3

    Choose the actions

    In the agent editor, enable the Donately 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 look up donors, donations, campaigns and fundraisers while the call is live. It can also use the same data for follow-up tasks after the call.

What do I need to connect Donately?

You need an active Donately account. Copy your credentials from Donately settings and add them in the AgentCalls dashboard under Tools. You can revoke access at any time from the same place.

Which AgentCalls plan includes this integration?

Donately is included from the Growth plan and above. Lower plans can view the integration but cannot connect tools.

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Put your agent to work with Donately.

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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