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CRM & sales

Magnetic

Let your agent look up contacts, follow-ups and deal status during a call.

Magnetic runs projects, resources and finances for professional services firms. Connect your Magnetic account and your agent can work with the records your team already keeps. During a call it can find a client contact, check what follow-ups are due, read the status of an opportunity or grouping, and pull up a task. Your team sees the same records in Magnetic that the agent used, so nothing sits in a separate system. Connect Magnetic with your own credentials from its settings, then set what your agent is allowed to look up.

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What your agent can do with Magnetic

  • Find client contacts by name, field or client record during a call
  • Check your upcoming follow-ups and scheduled tasks
  • Read the status of opportunities and signed groupings
  • Look up tags and task details so callers get accurate answers

Magnetic exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client checks on a project task

  1. Caller

    Hi, this is Laura Mendes from Brightwater Consulting. Can you tell me where task 4471 stands?

  2. Agent

    Hi Laura. Task 4471 is in progress and was last updated yesterday. Would you like me to note a request on it for your account manager?

  3. Caller

    Yes, please ask them to confirm the review date.

  4. Agent

    Done. I have logged that and your account manager will confirm the review date by Thursday.

Follow-up before a site visit

  1. Caller

    Morning, it's Tom Reilly calling about our Thursday meeting.

  2. Agent

    Morning Tom. I can see you have a follow-up with Sarah at 10:30 on Thursday to review the site plan. Do you want me to move it?

  3. Caller

    Push it to 2 pm if she's free.

  4. Agent

    I have asked Sarah's team for 2 pm. I will confirm with you by email once it is set.

Outbound follow-up on an opportunity

  1. Agent

    Hello, this is calling for Northgate Architects about the office fit-out proposal. Am I speaking with Ahmed?

  2. Caller

    Yes, that's me. Where are we on it?

  3. Agent

    The proposal is currently marked as under review. Would you like to set a time for a short walkthrough this week?

  4. Caller

    Tuesday afternoon works.

How to connect Magnetic

  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 Magnetic

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

  3. 3

    Choose the actions

    In the agent editor, enable the Magnetic 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 this work during the call or after it?

Both. Your agent can look up contacts, follow-ups and task details while a caller is on the line. It can also log a note or request on a record after the call ends.

What do I need to connect Magnetic?

A Magnetic account with access to the records you want the agent to use. Sign in from your AgentCalls dashboard with your Magnetic credentials, which you can find in Magnetic's settings.

Which plan includes Magnetic?

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

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Put your agent to work with Magnetic.

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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