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Create invoices, look up contacts and email clients from your phone calls with Elorus.

Connect Elorus to AgentCalls and your agent can work with your invoicing during a call. It can look up a client, check open bills or estimates, create a new invoice from your product catalog, and email it to the right contact before the call ends. You connect Elorus with your own credentials from its settings, so the agent only sees the records you allow. Your team keeps the paperwork in one place, and callers get answers without waiting for someone to check.

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What your agent can do with Elorus

  • Look up contacts and check a client's recent estimates, bills or credit notes while on the call
  • Create an invoice from your product catalog after confirming the details with the caller
  • Email an existing invoice to the contacts you choose, then confirm it was sent
  • Add new products or services to your catalog when a caller asks for something new

Elorus exposes 19 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for an invoice to be sent

  1. Caller

    Hi, this is Dana from Brightline Studio. Can you send me a copy of last month's invoice?

  2. Agent

    Of course, Dana. I found the invoice for March, number 1048, for 2,400 dollars. Should I send it to dana@brightlinestudio.com?

  3. Caller

    Yes, that's the one. Thanks.

  4. Agent

    Done. It's on its way to your inbox now.

Booking a new invoice during the call

  1. Caller

    I need to get invoiced for two website audits this week.

  2. Agent

    Sure. Which client should I bill, and is the rate the standard 350 dollars per audit?

  3. Caller

    Bill Northwind Foods, and yes, the standard rate.

  4. Agent

    Invoice created for Northwind Foods, two audits, 700 dollars total. Do you want me to email it to their accounts contact now?

Outbound reminder about an open estimate

  1. Agent

    Hello, this is calling for Marco at Harbor Dental. I'm following up on estimate 221 for the new patient software setup.

  2. Caller

    Oh right, we were still deciding. What's the total again?

  3. Agent

    It's 1,850 dollars, valid until the end of the month. I can resend the estimate to your email while we talk.

  4. Caller

    Yes, please send it over.

How to connect Elorus

  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 Elorus

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

  3. 3

    Choose the actions

    In the agent editor, enable the Elorus 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 Elorus during the call or after it?

Both. During a call your agent can look up records and create or email invoices in real time. It can also log follow-ups for your team to review afterwards.

What do I need to connect Elorus?

You need an Elorus account. Sign in to your AgentCalls dashboard, open Integrations, choose Elorus and enter your Elorus credentials from its settings. Once connected, you choose which actions the agent can use.

Which AgentCalls plan includes Elorus?

Tool integrations, including Elorus, are included from the Growth plan.

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Put your agent to work with Elorus.

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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