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Connect Iterate to your phone agent for survey follow-ups and recipient lists.

Iterate is a customer feedback platform for sending surveys and reviewing responses. With AgentCalls connected to Iterate, your agent can check how a survey is performing during a call, add a caller to the recipient list for a later send, and import a batch of recipients from a list you provide. Changes that delete or anonymize personal data are handled through the tool's own safeguards and are not run casually from a phone call. Your team stays in control of what goes out and when.

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What your agent can do with Iterate

  • Check a survey's details and questions when a customer asks about it
  • Look up delivery, response count and response rate for a survey
  • Add a caller's email to a survey recipient list for a later send
  • Import a batch of recipients to a survey without sending it now
  • Return duplicate, failure and success counts after an import

Iterate exposes 13 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks how a survey is doing

  1. Caller

    Hi, I'm calling about the spring service survey we got last week. Do you know how many people have answered so far?

  2. Agent

    Yes, I can check that for you. The spring service survey has been delivered to 1,240 recipients, with 318 responses so far, a response rate of about 26 percent. Would you like me to send you a summary by email?

  3. Caller

    That would be great, thanks.

Adding a new contact to the feedback list

  1. Caller

    I'd like to be included in your next customer feedback survey. My name is Sarah Mitchell, and my email is sarah.mitchell@example.com.

  2. Agent

    Thanks, Sarah. I've added sarah.mitchell@example.com to the recipient list for the next survey. It won't go out until our team schedules the send, so you'll hear from us when it's ready.

  3. Caller

    Perfect, thank you.

Confirming a survey before a campaign

  1. Caller

    Can you tell me what questions are in the June product survey? I want to make sure it's the latest version before we launch.

  2. Agent

    The June product survey has six questions. The first asks how often you use the product each week, and the last asks whether you would recommend it to a colleague. Would you like me to go through all six?

  3. Caller

    No, that's enough. It's the version we want.

How to connect Iterate

  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 Iterate

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

  3. 3

    Choose the actions

    In the agent editor, enable the Iterate 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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All Forms & surveys integrations

Questions, answered.

Does the agent work with Iterate during the call or after it?

Both. During a call, your agent can look up survey details and statistics and add a caller to a recipient list. After a call, you can review what was recorded in your AgentCalls dashboard.

What do I need to connect Iterate?

You need an Iterate account. Add your Iterate credentials from the tool's settings, then connect it from the AgentCalls dashboard. Integrations are included from the Growth plan.

Can the agent delete or anonymize customer data through Iterate?

Permanent deletion and anonymization of user data are not run from a phone call. Those requests are better handled by your team inside Iterate, where confirmations and records are kept.

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Put your agent to work with Iterate.

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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