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Projects & tasks

ITM Platform

Give your phone agent live access to ITM Platform projects and tasks.

Connect ITM Platform and your agent can look up projects, check task status, and create new projects and tasks while it is on the phone. A client asks when their project finishes, and the agent reads the schedule back from ITM Platform. A manager calls to add a task, and the agent creates it with the right priority and status already set. Your agent works with the status, priority and type names your account already uses, so records stay consistent with the rest of your team's work. Connect ITM Platform from the AgentCalls dashboard using your own credentials from the tool's settings.

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What your agent can do with ITM Platform

  • Look up the full details and schedule of any project by its ID
  • Search projects and tasks and read back status, owner and due dates
  • Create a new project with its schedule during a call
  • Create tasks using the priority, status and type names your account defines
  • Pull portfolio figures from ITM Platform analytics for quick status answers

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

Example calls

Client asks about project timing

  1. Caller

    Hi, this is Dana Whitfield from Northgate Build. Can you tell me when the Oak Street renovation is due to finish?

  2. Agent

    Of course, Dana. Let me pull up the Oak Street renovation project in ITM Platform.

  3. Agent

    It is currently scheduled to finish on Thursday, March 14, and it is marked in progress with about six tasks still open.

  4. Caller

    Great, that matches what I had. Thanks.

Manager adds a task by phone

  1. Caller

    Can you add a task to the Riverside onboarding project? Call it confirm site access, high priority, due Friday.

  2. Agent

    Sure. I'll set it as high priority with the status Not Started and a due date of this Friday.

  3. Agent

    Done. The task Confirm site access is now in the Riverside onboarding project in ITM Platform, assigned to the default owner.

  4. Caller

    Perfect, thank you.

Outbound status update

  1. Agent

    Hello, this is the project team calling for Marcus Hale about the Eastside network upgrade.

  2. Agent

    Quick update: the upgrade is on track, and the team completed 14 of 18 tasks this week.

  3. Caller

    That's good to hear. Can you create a new project for the warehouse expansion next month?

  4. Agent

    Yes, I can set that up now. What start date should I use, and what is the target completion date?

How to connect ITM Platform

  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 ITM Platform

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

  3. 3

    Choose the actions

    In the agent editor, enable the ITM Platform 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 Projects & tasks integrations

Questions, answered.

Does the agent work with ITM Platform during the call or after it?

Both. During a call your agent can look up projects and tasks and create new ones in real time. You can also review the records in ITM Platform afterward as usual.

What do I need to connect ITM Platform?

You need an account with ITM Platform. In the tool's settings, create your own credentials, then add them in the AgentCalls dashboard under Tools. Sign-in is required on the AgentCalls side to make the connection.

Which plan includes ITM Platform?

Tool integrations, including ITM Platform, are included from the Growth plan.

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Put your agent to work with ITM Platform.

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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