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Let your phone agent look up, create and update Firmao records during the call.

Firmao holds your company, contact, offer and invoice data. With AgentCalls connected to Firmao, your agent can answer caller questions from those records, look up an existing offer or invoice, and create a new invoice once the details are confirmed on the call. It can also pull up a task so the caller hears the current status. Your team keeps full control: the agent only uses the actions you connect, and deletions are soft, so records can be restored from Firmao.

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What your agent can do with Firmao

  • Look up an offer or invoice by ID and read its status and amounts to the caller
  • Create an invoice during the call once the customer, items and totals are confirmed
  • Retrieve a task and tell the caller where it stands
  • Remove a contact or offer on request, marked as deleted in Firmao rather than erased

Firmao exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about an outstanding invoice

  1. Caller

    Hi, I'm calling about invoice number 2214. Has it been paid yet?

  2. Agent

    Let me check that for you. Invoice 2214 for Brightline Supplies is showing as unpaid, with a balance of 1,850 dollars due on the 30th.

  3. Caller

    Okay, I thought we settled that last week. Can you send me a copy?

  4. Agent

    Of course. I'll have a copy of invoice 2214 sent to your billing email on file right after this call.

Booking an invoice on a new order

  1. Caller

    I'd like to place an order for twelve units of the standard service package for Mark Owens at Oakridge Dental.

  2. Agent

    Got it. Twelve standard service packages for Oakridge Dental, billed to Mark Owens. Should I raise the invoice now at the listed rate of 240 dollars per unit?

  3. Caller

    Yes, please go ahead.

  4. Agent

    Done. The invoice for 2,880 dollars has been created in Firmao, and you'll receive it by email within a few minutes.

Following up on a task

  1. Caller

    Can you tell me if the site survey task for the Northgate job is finished?

  2. Agent

    Let me look that up. The site survey task is marked in progress, assigned to Priya, and due this Thursday.

  3. Caller

    Perfect. Please let her know I'll be available Thursday morning.

  4. Agent

    I'll add that note to the task so Priya sees it before Thursday.

How to connect Firmao

  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 Firmao

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

  3. 3

    Choose the actions

    In the agent editor, enable the Firmao 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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All CRM & sales integrations

Questions, answered.

Does the agent use Firmao during the call or after it?

Both. Your agent can look up records and create invoices while the caller is on the line, so answers are immediate. You can also set follow-up actions to run after the call ends.

What do I need to connect Firmao?

You need an active Firmao account and its connection credentials from the Firmao settings. You then add them in your AgentCalls dashboard under Integrations. You do not need to write any code.

Which plan includes the Firmao integration?

Integrations, including Firmao, are included from the Growth plan onward.

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

Put your agent to work with Firmao.

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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