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Run Iterable campaigns and update contacts from your agent's calls.

Connect Iterable with your own credentials from its settings, and your agent can work with your marketing data during a call. It can look up a contact, check whether a campaign is running, update profile fields, or start a triggered campaign. Callers get answers from your real records, not from memory. Your team keeps full control of what the agent can change.

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What your agent can do with Iterable

  • Look up a contact's profile and recent activity during a call
  • Check the status of a campaign and tell the caller when it is scheduled
  • Update profile fields such as preferences, location or plan details
  • Cancel a scheduled email or in-app message for a specific contact
  • Start a triggered campaign, such as a welcome or win-back series

Iterable exposes 116 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about a subscription change

  1. Caller

    Hi, I signed up last week but I want to switch my reminders off. Can you do that?

  2. Agent

    Of course. Can I have the email address you signed up with?

  3. Caller

    It's maya.lopez@example.com.

  4. Agent

    Thanks, Maya. I've updated your preferences so you won't get reminder emails. You'll still receive your order confirmations.

Caller asks why a message has not arrived

  1. Caller

    I was told I'd get a promo email this morning. Nothing came through.

  2. Agent

    Let me check. The spring offer campaign is scheduled for 2 pm today, so it hasn't sent yet.

  3. Caller

    Okay, so I'll get it this afternoon?

  4. Agent

    Yes, around 2 pm. You'll receive it at the address on your account.

Outbound follow-up after a trial

  1. Agent

    Hi, this is calling from Harbor Fitness. Is this James?

  2. Caller

    Yes, speaking.

  3. Agent

    Your trial ends on Friday. I can start a welcome series with tips for getting the most from your plan. Would you like that?

  4. Caller

    Sure, go ahead.

  5. Agent

    Done. You'll get the first tip by email tomorrow morning.

How to connect Iterable

  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 Iterable

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

  3. 3

    Choose the actions

    In the agent editor, enable the Iterable 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 data and make changes while the caller is on the line, and it can log actions taken on a call for your team to review later.

What do I need to connect Iterable?

An Iterable account with the credentials for the project you want to use. Enter them in the AgentCalls dashboard under Tools. Your agent will only use the actions you allow.

Which plan includes this integration?

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

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Put your agent to work with Iterable.

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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