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Pull call summaries and transcripts from Leexi into your phone agent.

Leexi records and summarises your calls and meetings. Connect it to AgentCalls and your agent can look up past calls, read transcripts and topics, check who is on your team, and schedule meetings in Leexi while it talks to a caller. Ask it what was agreed with a client last week, or book a follow-up meeting with the right participants and recording settings. Connect Leexi with your own credentials from its settings, and your agent works within the access you give it.

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What your agent can do with Leexi

  • Look up a past call or meeting and read its topics and transcript during a call
  • List recent calls and meetings to answer questions about your team's conversations
  • Check team and user details in your Leexi workspace before routing or booking
  • Schedule a meeting event with timing, participants and recording preferences
  • Retrieve or update a meeting event so follow-ups stay tracked in Leexi

Leexi exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Following up on a past client call

  1. Caller

    Hi, this is Dana Whitfield from Brightline Dental. We spoke on Tuesday about the new hygiene package. What did we agree?

  2. Agent

    Hello Dana. I can check that. Let me pull up Tuesday's call in Leexi.

  3. Agent

    You agreed to start the hygiene package on the first of next month, with a 10 percent discount for the first three patients you refer.

  4. Caller

    That's right. Thanks, that saves me digging through my notes.

Booking a follow-up meeting

  1. Caller

    Can we set up a call with the operations team next Thursday afternoon? I'd like it recorded.

  2. Agent

    Sure. Which team members should join?

  3. Caller

    Priya and Marcus. Around 2 pm Eastern would work.

  4. Agent

    Done. I have scheduled a meeting for next Thursday at 2 pm Eastern with Priya and Marcus, set to record. You will get the calendar invite shortly.

Outbound check-in after a meeting

  1. Agent

    Hello, this is calling from Halvorsen Logistics on behalf of Sam Reid. Is this Ms. Okafor?

  2. Caller

    Yes, speaking.

  3. Agent

    Sam asked me to confirm the shipment review you discussed on Monday. Our notes show the review is set for the twelfth. Does that still work?

  4. Caller

    Yes, the twelfth is fine. Please tell Sam I'll send the updated figures before then.

How to connect Leexi

  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 Leexi

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

  3. 3

    Choose the actions

    In the agent editor, enable the Leexi 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 use Leexi during the call or only afterwards?

Both. During a call your agent can look up past calls, transcripts and team details, and schedule meetings. It works with the records already in your Leexi workspace.

What do I need to connect Leexi?

A Leexi account with the credentials from its settings, and sign-in to the AgentCalls dashboard to add the connection.

Which plan includes Leexi?

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

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Put your agent to work with Leexi.

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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