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CRM & sales

Engage Platform

Connect Engage Platform so your agent can add customers and manage lists during calls.

Engage Platform holds the customer records, accounts and lists that your business relies on. With AgentCalls, your agent can look up a customer by their application ID, create a new customer when a caller is not yet on file, add a caller to the right list, or update a custom field after the call. Connect your Engage Platform account with your own credentials from the tool settings, and your agent works within the permissions you set. Archived lists are not offered to callers, so new subscribers only join active lists.

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What your agent can do with Engage Platform

  • Look up a customer or account by its application ID while the caller is on the line
  • Create a new customer record for a first-time caller with their name, email and number
  • Add a caller to one or more Engage lists, such as a newsletter or a promotions list
  • Create or update a list, and archive lists you no longer use
  • Remove a custom attribute from a customer record when a detail is out of date

Engage Platform exposes 18 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New caller asks to join a promotions list

  1. Caller

    Hi, I called last month about your spring offers. Can I get on your promotions list?

  2. Agent

    Of course. Can I take your name and the best email address to add you?

  3. Caller

    It's Maria Lopez, maria.lopez@example.com.

  4. Agent

    Thanks Maria. I've added you to the spring promotions list. You'll get the next offer by email this week.

Existing customer checks their account details

  1. Caller

    I want to make sure my account is still under my old email, james.hart@example.co.uk.

  2. Agent

    Let me look that up. I can see your account, James. It's active and subscribed to the monthly updates.

  3. Caller

    Good. Can you change my number to the one I'm calling from?

  4. Agent

    Done. I've updated your phone number on the account. Anything else I can help with?

Adding a customer to an account after a sale

  1. Agent

    Hi Sam, this is a follow-up on your order from Tuesday. Is the new team member ready to be set up?

  2. Caller

    Yes, please add my colleague Priya Nair to our company account.

  3. Agent

    I can do that. I'll create her customer record and add her to your account with the team member role.

  4. Caller

    Perfect, thank you.

How to connect Engage Platform

  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 Engage Platform

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

  3. 3

    Choose the actions

    In the agent editor, enable the Engage Platform 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 use Engage Platform during the call or after it?

Both. Your agent can look up customers, create records and add people to lists while the caller is on the line. It can also log follow-up changes after the call ends.

What do I need to connect Engage Platform?

An Engage Platform account with your own credentials. Generate them in the tool's settings, then connect them from the AgentCalls dashboard. You can disconnect at any time.

Which AgentCalls plan includes this integration?

Integrations, including Engage Platform, are included from the Growth plan.

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

Put your agent to work with Engage Platform.

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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