Give callers answers from your Heartbeat community, live on the phone.

Connect Heartbeat and your agent can look up members, channels, groups and upcoming events while it talks to a caller. Someone asks whether they still have access, which events are on this week, or which channel to join, and the agent answers from your community directly. It can also restore access for a member who was removed, so a returning customer is not stuck on hold. Your agent only reads and restores what you allow, using credentials you control from Heartbeat's settings.

What your agent can do with Heartbeat

  • Look up a member by ID and confirm their details and role during the call
  • Check whether a member is active and reactivate access for a previously removed user by email
  • List upcoming events so callers hear dates and times without waiting for a follow-up
  • Browse channels and groups to point a caller to the right space to join
  • Answer membership questions from live data, not from a script that goes out of date

Heartbeat exposes 7 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Member locked out after a renewal

  1. Caller

    Hi, I was removed from the community last month and I cannot get back in. My email is dana.lee@brightpath.co.

  2. Agent

    Thanks Dana, let me check that for you. I can see your account was deactivated. I am restoring your access now.

  3. Agent

    Your access is back. You should receive the sign-in link to dana.lee@brightpath.co in a few minutes.

Caller asks about this week's events

  1. Caller

    What events do you have coming up this Thursday?

  2. Agent

    Let me pull up the schedule. On Thursday at 6:30 pm there is a member Q&A with Maya Chen, and at 8:00 pm a workshop on onboarding new hires.

  3. Caller

    Great, can you put me down for the workshop?

  4. Agent

    I have noted your interest and I will send the details to your email on file. Anything else I can help with?

Finding the right channel for a new team

  1. Caller

    We are a five-person support team and want to join the community. Which channels should we look at?

  2. Agent

    Most support teams start in the Customer Care channel and the Tips and Tools channel. Both are open to all members.

  3. Agent

    Would you like me to check whether there is a group for small teams you can join as well?

  4. Caller

    Yes, please.

  5. Agent

    There is a Small Teams group with ten members. I can send you the join link by text while we finish up.

How to connect Heartbeat

  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 Heartbeat

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

  3. 3

    Choose the actions

    In the agent editor, enable the Heartbeat actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Questions, answered.

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

Both. During a call the agent can look up members, channels, groups and events and restore access for a removed user. Follow-up actions can run after the call ends.

What do I need to connect Heartbeat?

You need an active Heartbeat community and its connection credentials, which you add from Heartbeat's settings. Then sign in to the AgentCalls dashboard and attach the connection to your agent. Integrations are included from the Growth plan.

Can the agent change anything in my community?

It can read members, channels, groups and events, and it can reactivate a user who was previously deleted. It does not remove members or edit channels through this integration.

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

Put your agent to work with Heartbeat.

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