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CRM & sales

Elastic Email

Connect Elastic Email to your phone agent. Add callers to lists and check contacts mid-call.

Elastic Email is where many small businesses keep their contacts and send their email. With Elastic Email connected, your agent can look up a caller's contact record, add a new caller to the right contact list, and record opt-outs when someone asks to stop receiving email. Your agent works from the tools you choose and only uses the actions you allow. You connect Elastic Email with your own credentials from its settings, and nothing else in your account changes.

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What your agent can do with Elastic Email

  • Look up a caller's contact record by email address during the call
  • Add new callers to an existing Elastic Email contact list
  • Record unsubscribe requests so the caller is suppressed from future email
  • Check whether a domain is restricted before sending a follow-up
  • Create a new contact list for a campaign you have planned

Elastic Email exposes 91 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question about a previous order

  1. Caller

    Hi, I signed up for your newsletter last month. Is my email on file under sarah.k@brightdesk.co?

  2. Agent

    Let me check that for you. Yes, Sarah, you're on our customer list and you joined the spring updates list in March. Is there anything else you need?

  3. Caller

    No, that's all. Thanks.

New caller asks to be added to the mailing list

  1. Caller

    I'd like to get your monthly price updates by email. My name is Omar Haddad and my email is omar@haddadlaw.ae.

  2. Agent

    Thanks, Omar. I've added you to the monthly updates list. You'll get the first one next week.

  3. Caller

    Perfect, thank you.

Caller asks to stop receiving email

  1. Caller

    Please remove me from your emails. I don't want them anymore. It's james.r@northgatehvac.com.

  2. Agent

    Done, James. You've been unsubscribed and won't receive any more marketing emails from us. You may still get order confirmations for anything you've purchased.

  3. Caller

    Okay, thanks.

How to connect Elastic Email

  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 Elastic Email

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

  3. 3

    Choose the actions

    In the agent editor, enable the Elastic Email 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 and add contacts while the caller is on the line. It can also record outcomes from the call so your lists are up to date afterwards.

What do I need to connect Elastic Email?

You need an Elastic Email account and its API credentials from your Elastic Email settings. Sign in from the AgentCalls dashboard and paste them into the Elastic Email connection. Integrations are included from the Growth plan.

Can the agent send email campaigns during a call?

No. Your agent can add and update contacts, but sending campaigns stays under your control in Elastic Email. The agent can only create campaigns when you explicitly allow it in your settings.

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

Put your agent to work with Elastic Email.

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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