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Create and update Formilla contacts from your phone calls.

Formilla is where your live chat and marketing conversations start. With AgentCalls connected to Formilla, your agent can create a new contact or update an existing one during a call, matching by user ID first and then by email. A caller who gives you their name, email and preferred follow-up gets saved into Formilla while the conversation is still fresh. Your team sees the contact in Formilla the next time they open the workspace, ready for the next message or campaign.

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What your agent can do with Formilla

  • Create a new Formilla contact from a caller's name, email and phone details during the call
  • Update an existing contact's fields when a caller corrects or adds information
  • Match contacts by user ID first, then by email, so records are not duplicated
  • Keep marketing and live chat lists current from calls that come in by phone

Formilla exposes 1 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question from a new visitor

  1. Caller

    Hi, I saw your offer on the website. Can someone tell me how the trial works?

  2. Agent

    Of course. The trial runs fourteen days and you can cancel anytime. May I take your name and email so we can send the details?

  3. Caller

    It's Dana Morales, dana.morales@example.com.

  4. Agent

    Thanks, Dana. I've added you to our list, and the trial guide is on its way to your inbox today.

Existing customer updates their details

  1. Caller

    I changed companies last month. I need you to update my email to the new one.

  2. Agent

    Happy to help. Can you confirm your current account email so I can find your record?

  3. Caller

    It was tom.reid@example.com. The new one is tom.reid@brightlane.co.uk.

  4. Agent

    Got it. I've updated your contact details, Tom. Your marketing preferences stay the same.

Outbound follow-up after a missed call

  1. Agent

    Hello, this is calling from the team at Greenfield Dental. Am I speaking with Leila Haddad?

  2. Caller

    Yes, that's me.

  3. Agent

    We'd like to confirm your interest in the whitening package. Would you prefer email updates or text messages?

  4. Caller

    Email is fine, leila.h@example.com.

  5. Agent

    Perfect. I've saved your preference, and you'll get the details this week. Thank you, Leila.

How to connect Formilla

  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 Formilla

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

  3. 3

    Choose the actions

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

During the call. Once the caller gives the details, your agent creates or updates the contact in Formilla before the call ends.

What do I need to connect Formilla?

A Formilla account and the connection credentials from your Formilla settings. You enter them once in the AgentCalls dashboard, and the connection is then managed there.

Which AgentCalls plan includes Formilla?

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

Will the agent create duplicate contacts?

No. It looks for a match by user ID first, then by email, and updates that contact instead of creating a second one.

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