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Let your phone agent check invoices and projects in FreshBooks while callers wait.

Connect FreshBooks to AgentCalls and your agent can answer billing and project questions during a call. It can look up your businesses and projects in FreshBooks so a caller gets a clear answer without waiting for a callback. Connecting takes one click from the AgentCalls dashboard. Integrations are included from the Growth plan.

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What your agent can do with FreshBooks

  • Look up the businesses on your FreshBooks account during a call
  • List projects for a confirmed business and read them back to the caller
  • Confirm which business or client a question is about before answering
  • Pass a clear summary to your team when a billing question needs a person

FreshBooks exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks about a project

  1. Caller

    Hi, I'm calling about the Brightline website project. Is it still active?

  2. Agent

    Sure. Which business is it under, Brightline Studio or your other company?

  3. Caller

    Brightline Studio.

  4. Agent

    Thanks. Brightline Studio has one active project, the website redesign, and it is listed as in progress. Do you want me to note a message for your account manager?

Owner checks which businesses are on the account

  1. Caller

    Can you tell me which businesses I have set up in FreshBooks?

  2. Agent

    I can. Your account has two businesses, Cedar Dental Supply and Cedar Home Care. Which one would you like to look at?

  3. Caller

    Cedar Dental Supply. What projects are open?

  4. Agent

    Cedar Dental Supply has three open projects, including the March restock and the clinic fit-out. Would you like the other two read out?

Outbound follow-up on a quiet project

  1. Agent

    Hello, this is calling for Nadia at Harbor Print. I'm checking on the signage project for the Riverside store. Is it still on track for the 14th?

  2. Caller

    Yes, we're still on track. The proofs go out Thursday.

  3. Agent

    Thanks, I'll note that the proofs are due Thursday. Have a good afternoon.

How to connect FreshBooks

  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 FreshBooks

    From Integrations in the dashboard, choose FreshBooks 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 FreshBooks 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 Finance & invoicing integrations

Questions, answered.

Does the agent work with FreshBooks during the call or after it?

During the call. Your agent can look up businesses and projects in FreshBooks while the caller is on the line, then answer from what it finds.

What do I need to connect FreshBooks?

A FreshBooks account and sign-in from the AgentCalls dashboard. Click connect, sign in to FreshBooks, and approve access. No technical setup is needed.

Which plan includes FreshBooks?

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

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Put your agent to work with FreshBooks.

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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