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Book, look up and update field jobs with your phone agent on HelloTracks.

Connect HelloTracks to AgentCalls and your agent can take scheduling calls for your field team. It can look up a job, check which member is assigned, find a place for the next visit, and archive or update a job once the customer confirms. Your agent works inside the permissions of the HelloTracks account you connect, so the tools it can use stay under your control. Callers get answers from your live job list, not from a script.

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What your agent can do with HelloTracks

  • Look up a job by ID and tell the caller its status and assigned member
  • Find visible members and their assignments for scheduling questions
  • Find places by name so the agent can confirm the right address for a visit
  • Archive a job that a customer cancels, keeping it recoverable in HelloTracks
  • Check your account details and teams before answering account questions

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

Example calls

Customer asks when the technician arrives

  1. Caller

    Hi, I booked a boiler service for this morning. Is someone still coming?

  2. Agent

    Let me check that for you. Can I have the job number from your confirmation text?

  3. Caller

    It's JOB-2281.

  4. Agent

    Thanks, Mrs. Patel. Job 2281 is assigned to Daniel Reyes and is scheduled for 11:30 today. He is on his way, so you should see him within the hour.

Cancelling a job over the phone

  1. Caller

    I need to cancel the window cleaning on Thursday. We're going away.

  2. Agent

    No problem. I can find that job. Is the booking under the address on Harbor Road?

  3. Caller

    Yes, that's the one.

  4. Agent

    I've archived the Thursday window cleaning at Harbor Road. It's cancelled, and you won't be charged for that visit. Is there anything else I can do?

Confirming a visit for a new address

  1. Caller

    Can you send someone to our second office on Market Street next week?

  2. Agent

    I can help with that. I found Market Street in your saved places. Do you want the visit next Tuesday at 2 pm?

  3. Caller

    Tuesday works. Please make it the afternoon.

  4. Agent

    Booked for Tuesday afternoon at the Market Street office. I'll note it on the job, and you'll get a confirmation text shortly.

How to connect HelloTracks

  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 HelloTracks

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

  3. 3

    Choose the actions

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

Both. During a call your agent can look up jobs, check assignments and find places in real time. It can also archive a job when a customer cancels, and you can review every action in the call log afterward.

What do I need to connect HelloTracks?

You need an account with HelloTracks and its API access enabled. Enter your credentials from the HelloTracks settings in the AgentCalls dashboard, then choose the actions your agent may use.

Which AgentCalls plan includes HelloTracks?

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

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Put your agent to work with HelloTracks.

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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