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Lexoffice on your phone line: invoices, payments and customer lookups during the call.

Connect Lexoffice to your AgentCalls number and your agent can work with your invoices and customer records while it talks to callers. It can look up a customer, check whether an invoice is open or paid, and send a new invoice or reminder when you ask it to. Everything it creates or changes lands in your Lexoffice account, where you already keep your books. You connect the account once from the AgentCalls dashboard, and you control which actions your agent is allowed to take.

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What your agent can do with Lexoffice

  • Look up customers and check the status of open or paid invoices during a call
  • Create a new invoice from details the caller gives and send it to their email
  • Send payment reminders for overdue invoices
  • Record a customer contact or note so the next call starts with context
  • Keep every invoice and customer change in your Lexoffice account

Lexoffice exposes 43 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks if an invoice is paid

  1. Caller

    Hi, this is Dana Whitfield from Whitfield Design. Can you check whether invoice 2024-118 has been paid?

  2. Agent

    Of course, Dana. Invoice 2024-118 for 1,850 dollars is still open. It was due on the 12th. Would you like me to resend it to your email?

  3. Caller

    Yes please, and I'll pay it this afternoon.

  4. Agent

    Done. It's on its way to dana@whitfielddesign.com. Thanks for calling.

New client asks for an invoice

  1. Caller

    Hello, I'm Marcus Hale. I need an invoice for two hours of plumbing work from last Tuesday.

  2. Agent

    Happy to help, Marcus. Can I get the email address and the total you'd like to charge?

  3. Caller

    It's marcus@halerepairs.co.uk, and the total is 180 pounds.

  4. Agent

    Thank you. I've created the invoice for 180 pounds and sent it to marcus@halerepairs.co.uk. You'll see it in Lexoffice under his customer record.

Follow-up on an overdue payment

  1. Agent

    Good morning, this is a call from Fresh Table Catering about invoice 2024-094. Am I speaking with Leah Carter?

  2. Caller

    Yes, that's me. Sorry, I missed that one.

  3. Agent

    No problem. The balance is 640 dollars and it was due last week. Can you tell me when you expect to pay?

  4. Caller

    By Friday, I'll transfer it then.

  5. Agent

    Thank you, Leah. I've noted Friday as the expected date on the invoice and sent you a reminder.

How to connect Lexoffice

  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 Lexoffice

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

  3. 3

    Choose the actions

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

Both. During a call your agent can look up customers and invoices, create new invoices, and send reminders. It can also log a note on a customer record after the call ends.

What do I need to connect Lexoffice?

You need an existing Lexoffice account. Sign in to your AgentCalls dashboard, open Integrations, and connect Lexoffice using your own Lexoffice credentials from its settings. You choose which actions the agent may use.

Which AgentCalls plan includes this integration?

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

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Put your agent to work with Lexoffice.

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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