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Let your AI voice agent look up and work with your EspoCRM records during calls.

EspoCRM is an open-source CRM that many small teams run themselves. Connect your EspoCRM account to AgentCalls and your voice agent can pull the right user context and system settings while it's on the phone. It can confirm who it's speaking with, respect the permissions your team already set, and keep answers consistent with how your CRM is configured. Setup takes a few minutes from the AgentCalls dashboard, and the connection is included from the Growth plan.

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What your agent can do with Espocrm

  • Check the current user's profile and preferences before answering a call
  • Respect your existing EspoCRM roles and access rules during the conversation
  • Read system configuration so the agent uses your field names and settings correctly
  • Use your own EspoCRM login, so the agent only sees what your team can see

Espocrm exposes 2 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question about an account manager

  1. Caller

    Hi, I'm calling from Brightline Dental. Who is handling our account this month?

  2. Agent

    Hello, thanks for calling. Let me check our records for Brightline Dental. One moment please.

  3. Agent

    Your account is handled by Maya Ortiz. Would you like me to pass a message to her?

  4. Caller

    Yes, please ask her to call me back about the renewal on Thursday.

  5. Agent

    Done. I've noted that for Maya and she'll call you back about the renewal.

Lookup before a sales call

  1. Caller

    Hi, this is James Whitfield from Northgate Logistics. I'm following up on our quote.

  2. Agent

    Good to hear from you, James. I can see your company in our system. Which quote are you referring to?

  3. Caller

    The one for twelve seats we discussed in March.

  4. Agent

    Got it. I'll let the sales team know you called about the twelve-seat quote and that you'd like a call back this afternoon.

Outbound follow-up after a demo

  1. Agent

    Hello, may I speak with Priya Shah? This is AgentCalls calling on behalf of Carver Studio.

  2. Caller

    Speaking. What's this about?

  3. Agent

    You booked a product demo last Tuesday. I'm calling to check whether you'd like to pick a time for a follow-up walkthrough.

  4. Caller

    Yes, Friday morning would work well, around ten.

  5. Agent

    Perfect. I've noted Friday at ten and the team will send you a confirmation.

How to connect Espocrm

  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 Espocrm

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

  3. 3

    Choose the actions

    In the agent editor, enable the Espocrm 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 EspoCRM during the call or only afterward?

During the call. Your agent can look up user context and system details while the caller is on the line, so it can answer questions accurately in real time.

What do I need to connect EspoCRM?

An EspoCRM account with the username and password your team uses. Sign in to your AgentCalls dashboard, open Tools, choose EspoCRM and enter your credentials. The connection is included from the Growth plan.

Can the agent change data in EspoCRM?

This integration covers reading your user profile, permissions and system configuration. It does not create or edit CRM records on its own.

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

Put your agent to work with Espocrm.

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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