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Connect Leverly and let your agent check and stop lead retries during calls.

Leverly is a CRM and sales platform that automates lead workflows. With AgentCalls connected to Leverly, your agent can review the retry history for leads and stop retries that are no longer needed. Connect your Leverly account once from its settings, and your agent uses those tools when a call needs them. Integrations are included from the Growth plan.

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What your agent can do with Leverly

  • List lead reattempts so your agent can see the retry history for a lead before a call
  • Stop ongoing reattempts for a lead when the customer asks not to be contacted again
  • Confirm to a caller that their follow-up has been halted before the call ends
  • Keep your Leverly pipeline accurate when calls change a lead's status

Leverly exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound caller asks to stop follow-up calls

  1. Caller

    Hi, I keep getting calls from your sales team. Can you stop them? My name is Daniel Brooks.

  2. Agent

    Of course, Daniel. Let me find your record. I can see automated follow-up attempts still running for your account.

  3. Agent

    I've stopped those retries. You won't receive any more follow-up calls from us about this request.

  4. Caller

    Thanks, that's exactly what I needed.

Staff member checks lead history before a callback

  1. Caller

    This is Priya from the front desk. Before the callback to Mark Ellison, can you check how many times we tried him this week?

  2. Agent

    Sure. Leverly shows three reattempts for Mark Ellison since Monday, the last one yesterday at 4:10 PM.

  3. Caller

    Okay, then I'll call him myself today instead. Please stop the remaining retries.

  4. Agent

    Done. The pending reattempts for Mark Ellison are stopped, so the automated calls won't go out.

Outbound check-in with a lead who already replied

  1. Agent

    Hello, this is Sam calling on behalf of Northline Dental. Am I speaking with Rachel Okafor?

  2. Caller

    Yes, but I already emailed you about booking. Didn't someone get back to me?

  3. Agent

    Thanks for your patience, Rachel. I can see that our automated reminders were still scheduled. I've stopped them so you won't get duplicate calls.

  4. Agent

    Would Thursday at 10 AM work for your appointment?

How to connect Leverly

  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 Leverly

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

  3. 3

    Choose the actions

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

Both. Your agent can look up reattempt history and stop retries while the caller is on the line, and it can also run checks after a call ends.

What do I need to connect Leverly?

You need an active Leverly account. Copy the credentials from your Leverly settings, then connect the tool from the AgentCalls dashboard. You can disconnect it at any time.

Which plan includes the Leverly integration?

Integrations, including Leverly, are included from the Growth plan.

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Put your agent to work with Leverly.

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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