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Holded on the phone: look up contacts and invoices, create records during the call.

Connect Holded to AgentCalls and your agent can work with your customer records while it talks. It finds a contact by name or phone number, reads an invoice back to the caller, and creates new contacts or sales invoices when a call needs them. Your agent works from the same Holded account your team uses, so nothing is copied into a separate system. Connect your Holded account from the tools section of your AgentCalls dashboard in a few minutes.

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What your agent can do with Holded

  • Find a customer or supplier by name, email, phone, or tax ID during the call
  • Read back invoice status, totals, and payment summary for a given invoice number
  • Create a new contact when a caller is not yet in your Holded account
  • Create a draft sales invoice for an existing contact after the call
  • Look up contact details so your agent can confirm who it is speaking with

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

Example calls

Invoice status request

  1. Caller

    Hi, I'm calling about invoice F-2024-0871. Has it been paid yet?

  2. Agent

    Let me check that for you. Can you confirm the company name on the invoice?

  3. Caller

    It's Northside Dental Group.

  4. Agent

    Thanks. Invoice F-2024-0871 for Northside Dental Group is issued and shows 1,240.00 dollars outstanding, due on the 14th. Would you like me to note that you called?

New client booking inquiry

  1. Caller

    I'd like to set up an account. My name is Priya Raman, from Raman Print Studio.

  2. Agent

    Welcome, Priya. What's the best email and mobile number for your account?

  3. Caller

    priya@ramanprint.co.uk, and 07700 900421.

  4. Agent

    Thanks. I've created your contact in Holded as a customer. Someone from our team will send your first quote this afternoon.

Outbound follow-up on an unpaid invoice

  1. Agent

    Hello, this is a call from Bluewater Plumbing about invoice F-2024-0812. Is this Mr. Haddad?

  2. Caller

    Yes, that's me.

  3. Agent

    The balance of 485.50 pounds is now 9 days past due. Can we arrange payment this week?

  4. Caller

    Yes, I'll pay on Friday.

  5. Agent

    Perfect, I've noted Friday on the invoice. Thank you, Mr. Haddad.

How to connect Holded

  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 Holded

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

  3. 3

    Choose the actions

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

Both. Your agent can look up contacts and invoices while the caller is on the line, and it can create contacts or draft invoices during or after the call, depending on how you set it up.

What do I need to connect Holded?

You need an active Holded account. Sign in to your AgentCalls dashboard, open the tools section, choose Holded, and enter your Holded credentials from your Holded settings. Nothing else is required.

Which plan includes Holded?

Integrations, including Holded, 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 Holded.

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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