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Let your agent look up and update Flatfile records during a phone call.

Flatfile holds the structured data your team collects, checks, and shares. With AgentCalls connected, your agent can check the status of a file, look up sheet contents and record counts, insert new rows, and remove specific records while it talks to a caller. Your team keeps control of what the agent can reach, and every change is limited to the spaces and sheets you connect.

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What your agent can do with Flatfile

  • Look up sheet fields and record counts before answering a question
  • Insert new rows into a sheet, such as a new order or intake entry
  • Check whether an import or export file has finished processing
  • Find a space or environment and report its current state to the caller
  • Remove specific records by ID when a caller asks for a correction

Flatfile exposes 12 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks how many open intake forms there are

  1. Caller

    Hi, I submitted our new client intake sheet last week. Can you tell me if it has been received?

  2. Agent

    Sure. I can see the intake sheet for the Riverside clinic. It has 42 records, and the most recent one came in yesterday at 4:15 PM.

  3. Caller

    Great, that's the full batch. Thanks.

  4. Agent

    You're welcome. I'll note that you confirmed the batch is complete.

Customer adds a new order by phone

  1. Caller

    I'd like to add a second order to my account. Two cases of the blue mugs, delivered to the Austin warehouse.

  2. Agent

    Got it. Two cases of blue mugs, delivery to the Austin warehouse. Can I confirm your account number?

  3. Caller

    It's 88321.

  4. Agent

    Thanks. I've added the order to the orders sheet. You'll get a confirmation once it's processed, and the delivery date is Thursday.

Follow-up on a file import that is still running

  1. Caller

    Did the price list upload finish? Our sales team needs it before nine tomorrow.

  2. Agent

    The price list file is still processing. It is about 80 percent complete and should finish within the next 20 minutes.

  3. Caller

    Can you tell me when it's done?

  4. Agent

    Yes. I can call you back at this number as soon as it completes. Would that work?

How to connect Flatfile

  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 Flatfile

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

  3. 3

    Choose the actions

    In the agent editor, enable the Flatfile 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 Flatfile during the call or after it?

Both. During a call the agent can look up sheets, check file status, and add rows. It can also run follow-up actions after the call ends, such as checking a job's result.

What do I need to connect Flatfile?

You need a Flatfile account and an environment secret key from its settings. Add the key in your AgentCalls dashboard under Integrations. Connecting requires a sign-in to your AgentCalls account.

Which plan includes Flatfile?

Integrations, including Flatfile, are included from the Growth plan.

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Put your agent to work with Flatfile.

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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