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Let your agent read and update Grist tables while it's on the phone with a customer.

Grist is a relational spreadsheet platform where you build custom tables and small apps around your own data. Connect your Grist account and your agent can look up rows, add new records, and create tables or documents during a call. A caller can check an order status, log a request, or have a quote saved to the right table before the call ends. Your team keeps full control of the document structure and can review every change in Grist.

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What your agent can do with Grist

  • Look up rows and records in your Grist tables while a caller is on the line
  • Add new records, such as leads, service requests or bookings, to the right table
  • Create a new document or table when a workflow needs its own place to store data
  • Delete outdated rows or attachments on request, after the agent confirms the row IDs
  • Register webhooks so your Grist documents can notify other systems of changes

Grist exposes 30 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead captured in Grist

  1. Caller

    Hi, I run a small landscaping company and I'm looking for a quote for a backyard redesign.

  2. Agent

    Happy to help. Can I take your name, the property address and a good number to reach you?

  3. Caller

    It's Dana Morales, 42 Alder Lane, and my cell is 555 0184.

  4. Agent

    Thanks Dana. I've added your request to the Leads table in Grist and our crew will call you by Thursday morning.

Order status lookup

  1. Caller

    I ordered a set of replacement filters last week. Can you tell me where it is?

  2. Agent

    Sure. What's the order number, or the email address you used?

  3. Caller

    The email is tom.reyes@example.com.

  4. Agent

    I found it. Order 4471 shipped on Monday and is due to arrive Friday, April 18.

Outbound follow-up on a quote

  1. Agent

    Hi, this is calling for Brightline Dental. Is this Mr. Patel?

  2. Caller

    Yes, speaking.

  3. Agent

    We're following up on the teeth-whitening consult you requested. Would you like to book a slot this week?

  4. Caller

    Yes, Tuesday at 2 would work.

  5. Agent

    Booked for Tuesday at 2 pm and noted in your record. See you then.

How to connect Grist

  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 Grist

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

  3. 3

    Choose the actions

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

Both. During a call the agent can look up and add records in real time. It can also run actions after the call, such as logging a summary or updating a status in a table.

What do I need to connect Grist?

You need a Grist account with access to the documents you want the agent to use. Sign in with your Grist credentials from the AgentCalls dashboard, and the agent can then work with the documents your account can reach.

Which plan includes the Grist integration?

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

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Put your agent to work with Grist.

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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