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Let your agent create invoices and log expenses in Harvest during the call.

Harvest is the time-tracking and invoicing tool many teams and freelancers use to bill for their work. Connect Harvest to AgentCalls and your agent can work with it while on the phone. It can look up a client, create a new one, record an expense against a project, or create an invoice and send it. Your team sees the result in Harvest straight away, with no data re-entry afterwards. Harvest has 57 actions available to your agent.

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What your agent can do with Harvest

  • Create new clients and client contacts from details given on the call
  • Record expenses against a project with units or total cost
  • Create invoices and estimates once the job details are confirmed
  • Create estimate and invoice item categories to keep line items organised
  • Send estimates and messages to clients as the call ends

Harvest exposes 57 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New client asks for an estimate

  1. Caller

    Hi, I'm Dana from Brightline Studio. We'd like a quote for a website refresh.

  2. Agent

    Welcome, Dana. I can set that up for you. What's the company name and the best email for billing?

  3. Caller

    Brightline Studio, billing at dana@brightlinestudio.co.uk.

  4. Agent

    Thanks. I've added Brightline Studio as a client and created an estimate for the website refresh. I'll send it to that address now.

Client checks an invoice balance

  1. Caller

    Can you tell me if invoice 1048 has been created for Northwind Clinic?

  2. Agent

    Yes. Invoice 1048 for Northwind Clinic was created on the 3rd for 2,400 dollars and is still open.

  3. Caller

    Great, please create a second invoice for the March follow-up visits.

  4. Agent

    Done. I've created the March invoice for Northwind Clinic and attached it to their account in Harvest.

Recording a travel expense

  1. Caller

    I'm back from the Riyadh site visit. I spent 412 riyals on the flight and hotel for the Al Noor project.

  2. Agent

    Got it. I'll record that as an expense on the Al Noor project. Do you want it marked as billable to the client?

  3. Caller

    Yes, billable please.

  4. Agent

    Recorded. The 412 riyal travel expense is now logged against Al Noor and marked billable.

How to connect Harvest

  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 Harvest

    From Integrations in the dashboard, choose Harvest 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 Harvest 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 Harvest during the call or after it?

Both. Your agent can look up clients and records, and create items such as expenses, estimates and invoices while the caller is still on the line. Anything it creates appears in Harvest right away.

What do I need to connect Harvest?

You need an existing Harvest account. Sign in to Harvest from the AgentCalls dashboard with one click, and the connection is set up for your agent.

Which plan includes the Harvest integration?

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

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Put your agent to work with Harvest.

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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