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Connect Egnyte so your agent can find and share files during phone calls.

Egnyte holds the documents your team relies on, from contracts and price lists to project folders. With AgentCalls connected to Egnyte, your agent can look up a file, confirm a document exists, and send a link to the caller by text or email while the call is still going. Your staff stop being the bottleneck for simple document requests, and callers get what they need in one conversation. You connect Egnyte with your own credentials from its settings, and access follows the permissions you already set there.

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What your agent can do with Egnyte

  • Look up a file or folder by name and confirm it is there before the call ends
  • Send a secure Egnyte link to the caller by text message or email
  • Find the latest version of a shared document such as a quote, contract or price list
  • Check who a folder is shared with before the agent confirms access to a caller
  • Log the request against the right client or project folder for your team to review later

Egnyte exposes 60 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for the signed contract

  1. Caller

    Hi, this is Dana Ruiz from Harbor Logistics. Can you resend the signed service agreement from March?

  2. Agent

    Of course, Dana. I found the signed agreement in your Harbor Logistics folder. Should I text the link to this number?

  3. Caller

    Yes, that works. Thanks.

  4. Agent

    Done. The link is on its way to your phone now. It stays active for seven days.

Customer checks the latest price list

  1. Caller

    I need the current pricing sheet for the spring catalogue. Do you have it?

  2. Agent

    Yes, the spring price list was updated on April 2. Would you like me to email it to you?

  3. Caller

    Please send it to priya@lakeviewdental.co.uk.

  4. Agent

    Sent. You should have it in your inbox within a minute. Anything else I can find for you?

Outbound follow-up on a shared project file

  1. Agent

    Hello, this is Sam calling from Brightwell Design. I'm following up on the site photos you uploaded last week.

  2. Caller

    Oh yes, did you get them all?

  3. Agent

    We have 42 of them. The folder is shared with your team, so nothing else is needed on your side. Thank you.

How to connect Egnyte

  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 Egnyte

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

  3. 3

    Choose the actions

    In the agent editor, enable the Egnyte 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 work with Egnyte during the call or after it?

Both. During a call your agent can look up files and send links straight away. It can also log requests so your team can follow up after the call.

What do I need to connect Egnyte?

You need an Egnyte account and its credentials. Sign in to the AgentCalls dashboard, open the Egnyte integration and enter your details. The agent only sees the files your Egnyte account can already access.

Which plan includes the Egnyte integration?

Integrations, including Egnyte, are included from the Growth plan onward.

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Put your agent to work with Egnyte.

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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