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Run your Inistate workflows and records from your AgentCalls phone agent.

Inistate runs your workflows, records and approvals. With AgentCalls connected, your phone agent can look up an entry during a call, create a new record, update several entries at once, and move a record to its next state. Callers get answers from live data, and your team sees every change in Inistate's audit trail. Connect Inistate with your own credentials from its settings, and the agent works only within the modules you choose.

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What your agent can do with Inistate

  • Look up a record by ID and read its current values, state and available activities during a call
  • Create a new entry in a module, such as a service request, intake form or order
  • Update fields on one or many entries in a module after the caller confirms the details
  • Move a record to its next state, for example from Pending to Approved, with low-confidence changes flagged for review
  • Read a record's history so the agent can tell a caller what has happened and when

Inistate exposes 12 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks the status of a service request

  1. Caller

    Hi, I'm calling about my request. The reference is SR-2281.

  2. Agent

    Thanks, Maria. I've found SR-2281. It's in the In Progress state, and a technician was assigned yesterday. Would you like me to note anything for them?

  3. Caller

    Yes, the access code for the side gate changed. It's now 4410.

  4. Agent

    Got it. I've added the new access code to the entry and flagged it for the technician. Anything else?

New intake from an inbound call

  1. Caller

    I need someone to look at my kitchen sink. It's leaking under the cabinet.

  2. Agent

    I can log that for you. What's your name and the address?

  3. Caller

    James Carter, 42 Harbor Road.

  4. Agent

    Thanks, James. I've created a repair request for a leaking sink at 42 Harbor Road. The first available slot is tomorrow at 9:30 AM. Does that work?

Outbound update to a batch of approved orders

  1. Agent

    Hello, this is calling from the Northside Print team about your proof approval. Is this Dana?

  2. Caller

    Yes, speaking.

  3. Agent

    Your order of 250 brochures has been approved and moved to production. Expected delivery is Thursday.

  4. Caller

    Great, thank you.

How to connect Inistate

  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 Inistate

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

  3. 3

    Choose the actions

    In the agent editor, enable the Inistate 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 records, create entries and update fields. After a call, it can log the outcome so your team sees it in Inistate's history.

What do I need to connect Inistate?

You need an Inistate account and its credentials. Sign in to your AgentCalls dashboard, open Integrations, and add Inistate using the connection details from your Inistate settings.

Which plan includes Inistate?

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

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Put your agent to work with Inistate.

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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