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CRM & sales

GorillaDesk

Connect GorillaDesk so your agent can look up customers, jobs and invoices on the phone.

GorillaDesk runs the day-to-day work of many pest control and field service businesses. Connect it to your AgentCalls agent and it can find a customer, check the status of a job or estimate, look up an invoice balance, and create a new customer with a service location while the call is still open. Your team stays in control of what gets booked and billed, and every record appears in GorillaDesk as normal.

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What your agent can do with GorillaDesk

  • Find a customer by name, phone or account number and read their details during the call
  • Check the status of a job, estimate or invoice and tell the caller where it stands
  • Look up an invoice balance or a customer credit before answering a billing question
  • Create a new customer with a primary service location when a new caller books
  • Add a note to a customer record so your team sees what was said on the call

GorillaDesk exposes 13 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound billing question

  1. Caller

    Hi, I got an invoice from you last week for my kitchen treatment. Can you tell me if it's been paid?

  2. Agent

    Sure. Can I have the name or the phone number on the account?

  3. Caller

    It's Maria Lopez, 555 0142 8801.

  4. Agent

    Thanks, Maria. Invoice 4417 for 186 dollars was issued on the 3rd. It shows as unpaid, with a 40 dollar credit already applied. You owe 146 dollars.

New customer books a service

  1. Caller

    I need someone to look at termites in my house on Elm Street. I've never used you before.

  2. Agent

    We can set that up. What's your full name and the best number to reach you?

  3. Caller

    Daniel Okafor, 555 0198 3320.

  4. Agent

    Got it, Daniel. I've created your customer record with the service address on Elm Street. Our team will call you to confirm a time for the inspection.

Estimate status follow-up

  1. Caller

    I'm calling about the estimate for the backyard rodent work. Did you send it yet?

  2. Agent

    Let me check. Your estimate for 240 dollars was sent on Tuesday and is still waiting for your signature.

  3. Caller

    Oh, I thought I'd missed it. Can you resend it?

  4. Agent

    I've added a note to your file asking for a resend. The team will send it again this afternoon.

How to connect GorillaDesk

  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 GorillaDesk

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

  3. 3

    Choose the actions

    In the agent editor, enable the GorillaDesk 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 use GorillaDesk during the call or only after it?

During the call. Your agent can look up customers, jobs, estimates, invoices and credits while the caller is on the line, and it can create a customer or add a note when you have allowed it to.

What do I need to connect GorillaDesk?

A GorillaDesk account with access to the settings where you create its credentials. Sign in to the AgentCalls dashboard, open Integrations, and enter the credentials from GorillaDesk. The connection takes a few minutes.

Which plan includes this integration?

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

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

Put your agent to work with GorillaDesk.

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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