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Productivity

Membervault

Enroll members in MemberVault courses while you're on the phone.

MemberVault brings your courses, memberships and digital products into one place. With AgentCalls connected to MemberVault, your agent can list the courses you offer, answer caller questions about them, and enroll a caller in a course during the call without creating duplicate accounts. When a member asks to be removed, the agent can also handle a permanent deletion request. Connect MemberVault with your own credentials from its settings, and your agent works inside the account you already run.

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What your agent can do with Membervault

  • List the courses and products available in your MemberVault account
  • Enroll a caller in a course during the call, without duplicating existing members
  • Answer questions about which courses are available and what they include
  • Process a permanent account deletion request when a member asks for it

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

Example calls

Enrolling a caller in a course

  1. Caller

    Hi, I'd like to sign up for the spring writing course. My email is priya.shah@example.com.

  2. Agent

    Of course. I can see the Spring Writing Workshop is open. Let me enroll you now.

  3. Agent

    Done. You're enrolled, and you'll get a welcome email with login details within a few minutes.

  4. Caller

    Great, thank you.

Listing courses for a prospect

  1. Caller

    What courses do you have for small business owners?

  2. Agent

    Let me check. We currently offer three courses: Pricing Basics, Email Marketing for Shops, and a six-week Bookkeeping Essentials course.

  3. Caller

    How long is the bookkeeping one?

  4. Agent

    Bookkeeping Essentials runs six weeks. Would you like me to enroll you, or send you the details?

Removing a member on request

  1. Caller

    I want my account deleted from your platform. My email is tom.reyes@example.co.uk.

  2. Agent

    I can help with that. Deleting the account removes all your data, progress and quiz answers, and this cannot be undone. Do you want me to go ahead?

  3. Caller

    Yes, please go ahead.

  4. Agent

    Your account and all related data have been deleted. You won't receive further course emails from us.

How to connect Membervault

  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 Membervault

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

  3. 3

    Choose the actions

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

Both. During a call, your agent can list courses, answer questions and enroll a caller right away. Actions are taken in your MemberVault account as the conversation happens.

What do I need to connect MemberVault?

You need a MemberVault account. Sign in to the AgentCalls dashboard, open Integrations, and add your MemberVault credentials from its settings. Integrations are included from the Growth plan.

Can the agent delete data by mistake?

Account deletion is permanent and removes all data, progress and quiz answers. The agent confirms with the caller before deleting. You can also limit which actions your agent is allowed to take.

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Put your agent to work with Membervault.

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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