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Projects & tasks

Hub Planner

Hub Planner on the phone: check schedules, book resources and log time during a call.

Connect Hub Planner and your agent can work with your resource plan while it talks to a client or team member. It can check who is free on a project, add a resource or client to a project, tag a project or resource, and keep your team's allocations up to date. Your agent handles these steps as the call happens, so the details are recorded before the conversation ends. Hub Planner's 122 actions cover projects, resources, groups and custom fields.

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What your agent can do with Hub Planner

  • Check resource availability and current project assignments during a call
  • Add clients or resources to a project as soon as they are confirmed
  • Tag projects or resources so new work is easy to find later
  • Add choices to project and resource custom fields when a new option is needed
  • Add projects to a project group when a new job is booked

Hub Planner exposes 122 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: a client asks to add a team member to their project

  1. Caller

    Hi, this is Dana Whitfield from Northline Build. Can you add Marcus Reid to our Riverside refurbishment project?

  2. Agent

    Of course. I can see the Riverside refurbishment project on our side. Is Marcus Reid the electrician you want on site from Monday?

  3. Caller

    Yes, Monday to Friday, eight to four.

  4. Agent

    Done. Marcus Reid is now added to the Riverside refurbishment project. Anything else you need for the team today?

Lookup: a manager checks who is free next week

  1. Caller

    Hi, it's Priya from operations. Who do we have free for a two-day site survey next Thursday and Friday?

  2. Agent

    Let me check the plan. Tomas Berg and Lena Ortiz both have no bookings on those days.

  3. Caller

    Put Lena on it, and tag the survey as urgent.

  4. Agent

    Lena Ortiz is added to the site survey and the project is tagged urgent. She is set for Thursday and Friday.

Outbound: confirming a new project group after a sales call

  1. Agent

    Hi Sam, this is calling on behalf of Crestview Consulting. I am following up on the three new projects we agreed on Tuesday.

  2. Caller

    Yes, can you put them under the Q3 Expansion group?

  3. Agent

    Added. Harbor Office Fit-out, Eastgate Signage and the Hollis Warehouse audit are now in the Q3 Expansion group.

  4. Caller

    Perfect, thank you.

How to connect Hub Planner

  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 Hub Planner

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

  3. 3

    Choose the actions

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

Both. During a call your agent can look up schedules, add resources or clients to projects and tag records as the conversation happens. Changes are saved in Hub Planner straight away.

What do I need to connect Hub Planner?

You need a Hub Planner account. Enter your Hub Planner credentials from its settings into the AgentCalls dashboard, and the connection is ready. Integrations are included from the Growth plan.

Can the agent change anything in my Hub Planner account?

It can perform the actions you allow, such as adding resources to projects, tagging, and adding custom field choices. You choose which actions the agent may use from the dashboard.

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Put your agent to work with Hub Planner.

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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