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Projects & tasks

Kanban Tool

Create and update Kanban Tool tasks from your phone line.

Connect Kanban Tool and your agent can work with your boards while it talks to customers. It can check the status of a task, add a comment, create a new task on the right board with an owner and due date, and add subtasks. Callers get answers from your real workflow, and your team sees the update in Kanban Tool as soon as the call ends. Your agent only acts on boards it has permission to see.

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What your agent can do with Kanban Tool

  • Create tasks on a board with the right workflow column, owner, due date and tags
  • Look up a task's status, comments, subtasks and time tracking during a call
  • Add comments to an existing task so your team sees what the caller said
  • Create subtasks under a task, with optional assignment and completion state
  • Check board workflow and collaborators before routing a new request

Kanban Tool exposes 11 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound request becomes a task

  1. Caller

    Hi, this is Dana Brooks. Our kitchen sink is leaking again and we need someone out this week.

  2. Agent

    Sorry to hear that, Dana. I've logged it as a maintenance task on the service board with a due date of Friday. Can I confirm the address on file?

  3. Caller

    Yes, 48 Ridge Road, same as before.

  4. Agent

    Thanks. The task is created and assigned to the maintenance team. You'll get a call back by tomorrow afternoon.

Status check on an existing task

  1. Caller

    Can you tell me where the website redesign for Harbor Cafe stands?

  2. Agent

    Let me check. The task is in Review, last updated this morning by Priya, with two open subtasks for the menu photos.

  3. Caller

    Great. Can you add a note that we need the photos by Thursday?

  4. Agent

    Done. I've added the comment to the task so Priya sees it on her board.

Follow-up after a quote call

  1. Caller

    We talked yesterday about the spring catalogue. Can you add a task for sending the revised quote?

  2. Agent

    Of course. I'll create a task on the sales board for Marcus, due Tuesday the 14th, with a subtask to confirm the paper stock.

  3. Caller

    Perfect, thank you.

  4. Agent

    You're welcome. Marcus will see the task and the subtask in Kanban Tool.

How to connect Kanban Tool

  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 Kanban Tool

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

  3. 3

    Choose the actions

    In the agent editor, enable the Kanban Tool 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 Kanban Tool during the call or after it?

Both. During a call, your agent can look up tasks, add comments and create tasks or subtasks in real time. Changes appear in Kanban Tool straight away, so your team does not need to copy notes from call logs.

What do I need to connect Kanban Tool?

You need a Kanban Tool account with access to the boards you want the agent to use. Enter your credentials from the Kanban Tool settings in the AgentCalls dashboard. The agent can only see and change boards your Kanban Tool user can access.

Which AgentCalls plan includes this integration?

Kanban Tool is included from the Growth plan. Sign in to the AgentCalls dashboard to connect it to your number and choose which boards your agent can use.

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Put your agent to work with Kanban Tool.

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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