Add and update Engage customers, accounts and lists from your agent's calls.
Connect Engage to AgentCalls and your agent can act on your customer records during a call. It can create a new customer, add a caller to the right list, or update their details without you touching the dashboard. It can also archive a list to stop new sign-ups or archive a user who should no longer receive messages. Your agent works inside Engage with the tool's own settings, so the changes show up in your messaging the moment the call ends.
Engage exposes 22 actions. You choose which ones the agent may use and whether each runs during or after the call.
Hi, I'd like to join your loyalty list for the spring offers. My name is Dana Price.
Welcome, Dana. What's the best email address to send your offers to?
dana.price@mail.com
Thanks. I've created your customer record and added you to the Spring Offers list. You'll get the first message this week.
I keep getting your emails about the monthly newsletter. Can you take me off?
Of course. Can I confirm the email address on your account?
It's tom.reyes@studio-north.co.uk.
Done. I've removed you from the newsletter list. You won't receive it from now on.
We're a team of four now, so I'd like our contact moved to the business account.
Happy to help. Which contact should I convert to an account?
Aisha Rahman, her email is aisha@rahmandesign.ae.
I've converted Aisha to an account and she's now on the business list. Anything else you need updated?
Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.
From Integrations in the dashboard, choose Engage and enter the connection details from your Engage account settings.
In the agent editor, enable the Engage actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.
Both. Your agent can create or update Engage records while the caller is on the line, and it can run follow-up actions after the call ends.
You need an Engage account. Add your Engage credentials in the tools section of the AgentCalls dashboard, then sign in to finish the connection.
Integrations are included from the Growth plan onwards.
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