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Loops.so

Find, add and update Loops.so contacts while you talk to a customer.

Your agent connects to your Loops.so account so it can look up contacts, create new ones and keep subscription details current during a call. A customer who asks to join your list can be added on the spot. A caller who wants to stop getting emails can be updated before the call ends. Your agent can also check which contact properties and mailing lists exist, so it only saves information your team uses. Connect your Loops.so account with its credentials from the tool's settings, and your agent works with the contacts you already manage.

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What your agent can do with Loops.so

  • Look up a contact by email or user ID and read their subscription status and custom properties
  • Create a new contact with name, email and custom attributes when a caller signs up
  • Check your mailing lists so callers can be added to the right one
  • Read your team's contact properties so the agent saves only fields you already use

Loops.so exposes 11 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New customer joins the newsletter

  1. Caller

    Hi, I bought a plan last month but I never got the product updates. Can you add me to your list?

  2. Agent

    Of course. What email address should I use for your Loops account?

  3. Caller

    It's priya.n@brightleaf.co.

  4. Agent

    Done. I've added priya.n@brightleaf.co to your product updates list. You'll get the next one this Thursday.

Caller checks their subscription status

  1. Caller

    I think I'm still getting marketing emails even though I unsubscribed. Can you check?

  2. Agent

    Sure, I can look that up. Which email address are you using?

  3. Caller

    marcus.hale@fernandoscafe.com.

  4. Agent

    I found your record. It shows you're unsubscribed from marketing, so you shouldn't get those. I'll flag it for the team to check the send logs and confirm this by tomorrow morning.

Follow-up call to update a contact

  1. Agent

    Hi Dana, this is calling from Orbit Fitness. I'm following up on your trial. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Thanks. I'm updating your record so we send you the right onboarding emails. You're on the Pro trial, starting on 14 March. Is that correct?

  4. Caller

    That's right.

  5. Agent

    Great, your record is updated. You'll get the setup guide by email today.

How to connect Loops.so

  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 Loops.so

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

  3. 3

    Choose the actions

    In the agent editor, enable the Loops.so 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 update Loops.so during the call or after it?

Your agent can look up and update contacts while the call is live. Each change is saved to your Loops.so account as soon as the agent confirms it with the caller.

What do I need to connect Loops.so?

You need a Loops.so account and the credentials from its settings page. Sign in to your AgentCalls dashboard, open Integrations, choose Loops.so and enter the credentials. Integrations are included from the Growth plan.

Can the agent send emails to my contacts?

This integration manages contacts and lists. It adds, finds and updates contact records and their subscription status. Sending campaigns and transactional emails is handled in your Loops.so account.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Loops.so.

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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