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Pull live Klipfolio dashboard numbers and data into your phone calls.

Connect Klipfolio and your agent can answer questions about your dashboards during a call. It can check the latest figures, look up a data source, and add new rows of data when you tell it to. Your team gets the answer on the phone without logging in. The agent only works with the Klipfolio account you connect, using your own credentials.

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What your agent can do with Klipfolio

  • Look up dashboards and report the latest key figures during a call
  • Check when a data source last updated and whether it is current
  • Add new rows of plain-text or CSV data to an existing data source
  • List your klips and tell callers which dashboards hold the data they need

Klipfolio exposes 50 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for today's sales figure

  1. Caller

    Hi, can you tell me what our total sales were yesterday?

  2. Agent

    Sure. Yesterday's total on the Daily Sales dashboard was 14,280 dollars, up about 9 percent on the previous Monday.

  3. Caller

    Great, is that dashboard updated this morning?

  4. Agent

    Yes, the data source last refreshed at 7:05 this morning.

Warehouse manager adds a stock count

  1. Caller

    I need to log the stock count for the north warehouse.

  2. Agent

    Go ahead, read me the SKU, quantity and date, and I will add it to the inventory data source.

  3. Caller

    SKU 4471, 128 units, today's date.

  4. Agent

    Done. I added SKU 4471 with 128 units to the inventory data source. Anything else for the count?

Owner checks which dashboard has the numbers

  1. Caller

    Where can I find the customer churn numbers in Klipfolio?

  2. Agent

    Churn is on the Customer Health dashboard, in the Monthly Retention klip. The current rate is 3.2 percent.

  3. Caller

    Thanks. Can you send me the link by text?

  4. Agent

    I have sent the dashboard link to your mobile number now.

How to connect Klipfolio

  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 Klipfolio

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

  3. 3

    Choose the actions

    In the agent editor, enable the Klipfolio 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. During a call your agent can look up dashboards, check data sources and add data as you request. It works in real time on the Klipfolio account you connect.

What do I need to connect Klipfolio?

You need a Klipfolio account and its credentials, which you enter from the Klipfolio settings. Then sign in to the AgentCalls dashboard and connect the tool. No technical setup is needed.

Which plan includes Klipfolio?

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

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Put your agent to work with Klipfolio.

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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