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Folk CRM on your phone line. Look up and update contacts during every call.

Connect Folk and your agent can work with your contacts while it talks to customers. It can look up a person or company by name or ID, pull up their details, and check who is on your list before it answers. When a caller gives new information, the agent can create a company record, and it can remove records you have asked it to delete. Your team keeps full control of the workspace, and the agent only uses the actions you allow.

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What your agent can do with Folk

  • Look up a person or company during a call and read back their details
  • Create a new company record when a caller gives you their business information
  • Check current workspace user details so the agent knows who it is working for
  • List companies with filters, such as a region or a group, to answer questions quickly
  • Read the custom fields for a group so the agent records the right information

Folk exposes 25 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from an existing client

  1. Caller

    Hi, this is Dana Whitfield from Northgate Dental. Can you check whether my contact details are still on file?

  2. Agent

    Of course, Dana. I can see your record at Northgate Dental. The email and mobile number are both current. Is there anything you would like me to update?

  3. Caller

    Yes, we moved to a new office. The address is 214 Harbor Street, Suite 3.

  4. Agent

    Thanks. I have updated the address on your company record. Your team will see the change in Folk straight away.

Prospect asking about a company already in the list

  1. Caller

    We spoke last month about a trial. My company is Brightline Logistics. Is there a contact for us?

  2. Agent

    Yes, I have Brightline Logistics on your list with Omar Haddad as the main contact. Would you like me to connect you with him or leave a message?

  3. Caller

    Please leave a message that I called about the trial and I am free after two on Thursday.

  4. Agent

    Done. I have noted your call and your Thursday availability, and Omar will see it when he checks Folk.

New lead giving company details

  1. Caller

    I am calling from Cedar Print Works in Leeds. We are looking for a quote on forty banners.

  2. Agent

    Thank you. Could I take your name and the best number to reach you?

  3. Caller

    It is Tom Reilly, 0113 555 0142.

  4. Agent

    Thanks, Tom. I have created a new company record for Cedar Print Works with your contact details and the quote request, so your sales team can follow up today.

How to connect Folk

  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 Folk

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

  3. 3

    Choose the actions

    In the agent editor, enable the Folk 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 work with Folk during the call or after it?

Both. During a call your agent can look up people and companies and update records in real time. It can also log notes from the conversation so nothing is lost after the call ends.

What do I need to connect Folk?

You need an active Folk account. In the AgentCalls dashboard, open Integrations, choose Folk, and connect it with your own credentials from the Folk settings. Your team stays in control of which actions the agent can use.

Which plan includes the Folk integration?

Integrations, including Folk, are included from the Growth plan. Connecting Folk does not change your phone number or call pricing.

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

Put your agent to work with Folk.

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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