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Let your phone agent look up, add and update rows in your Excel workbooks during a call.

Connect Microsoft Excel and your agent can work with the spreadsheets you already keep. During a call it can look up a price or stock level, add a new row to a tracker, or filter a table to answer a question. After the call it can log the outcome and share a workbook with the right person. Sign in to Excel once from the AgentCalls dashboard. No setup needed.

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What your agent can do with Excel

  • Look up values and rows in your workbooks while the caller is on the line
  • Add new rows to tables for leads, orders, bookings or call logs
  • Filter tables and add worksheets to answer questions or organise results
  • Share a workbook with a colleague after a call with the right access level

Excel exposes 56 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Checking stock during a call

  1. Caller

    Hi, do you still have the 20 mm copper fittings in stock? I need about 40.

  2. Agent

    Let me check the inventory sheet. Yes, we have 62 in the warehouse. Shall I put a hold on 40 for you under your name?

  3. Caller

    Yes please, it's Daniel Reyes.

  4. Agent

    Done. I've added a hold for 40 units to the orders table. Someone will confirm the pickup time by email today.

Logging a new booking

  1. Caller

    I'd like to book a cleaning for next Tuesday, around 10 in the morning.

  2. Agent

    Tuesday the 14th at 10:00 is free. What's your name and a number we can reach you on?

  3. Caller

    Priya Shah, 07700 900421.

  4. Agent

    Thanks Priya. I've added you to the bookings table for Tuesday at 10:00 with your number. You'll get a reminder the day before.

Following up on an overdue invoice

  1. Agent

    Hello, this is a call from Harbor Dental about invoice 1182. The sheet shows the balance of 340 dollars is 14 days overdue.

  2. Caller

    Oh, I thought that was paid. Can you check whether the transfer came through?

  3. Agent

    I've updated the status to pending review and added a note to the receivables table. Our accounts team will confirm the payment within one business day.

How to connect Excel

  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 Excel

    From Integrations in the dashboard, choose Excel and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Excel 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 Excel during the call or only afterwards?

Both. During a call your agent can look up values, filter tables and add rows. After the call it can log outcomes or share a workbook. Changes appear in Excel as soon as they are saved.

What do I need to connect Excel?

A Microsoft account with access to the workbooks you want the agent to use. Sign in to Excel from the AgentCalls dashboard and choose the files it can see.

Which plan includes this integration?

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

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Put your agent to work with Excel.

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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