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Connect Loomio so your agent can look up groups and polls during a call.

Loomio is where your group talks things through and makes decisions. With Loomio connected, your AgentCalls agent can check which groups exist, find open polls, and read the details of a specific poll or group while it is on the phone with a member or a partner. It answers accurately from your own records, so callers hear the current status instead of a guess. Connect Loomio 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 Loomio

  • Look up the groups your team uses in Loomio and read their details during a call.
  • Find active polls and tell a caller what is being decided and when voting closes.
  • Check the status of a specific poll so members hear whether a decision has been made.
  • Answer questions about a group's purpose and membership without anyone checking manually.

Loomio exposes 4 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

A member asks about an open vote

  1. Caller

    Hi, I'm calling about the venue decision. Is there still a vote open?

  2. Agent

    Yes, there is one open. The poll is called Venue for the June meetup, and voting closes on Friday at 5 pm.

  3. Caller

    Great, what options are on it so far?

  4. Agent

    There are three options: Riverside Hall, the Oak Room, and the library annex. Riverside Hall has the most votes right now.

A partner checks which group handles a topic

  1. Caller

    Which group in your Loomio handles supplier contracts?

  2. Agent

    That is the Procurement group. It has eight members and was created in March.

  3. Caller

    Can you tell me if they have a decision on the new courier?

  4. Agent

    Yes. The poll on the courier switch was closed last Tuesday and approved. I can send you the link.

Follow-up call about a closed decision

  1. Agent

    Hello, this is calling for Dana Whitfield. The board poll on the Q3 budget has closed. Do you have a minute to hear the result?

  2. Caller

    Yes, go ahead.

  3. Agent

    The budget was approved with a majority of five to two, and the decision was recorded on the 14th of July.

How to connect Loomio

  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 Loomio

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

  3. 3

    Choose the actions

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

During the call. Your agent can look up groups and polls while it is talking to a caller, so answers reflect the current state in Loomio.

What do I need to connect Loomio?

An account in Loomio with access to the groups you want the agent to see. Enter your credentials from Loomio's settings in the AgentCalls dashboard. You sign in to the dashboard to manage the connection.

Which plan includes Loomio?

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

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Put your agent to work with Loomio.

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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