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Mixmax on your phone line: your agent looks up contacts and logs follow-ups during calls.

Connect Mixmax and your agent can work with your sales contacts while it talks to callers. It can find a contact by email, add a new contact or move one into a group, and cancel a recipient from active sequences when they ask to stop. Sales calls and outreach calls can update the right records in Mixmax without anyone typing notes afterward. You connect Mixmax with your own credentials from its settings, and your agent uses only the actions you allow.

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What your agent can do with Mixmax

  • Look up a contact by email during a call and read their group and details
  • Create a new contact when a caller gives you their details, merging with an existing record
  • Add contacts to a group, such as a campaign or a region
  • Cancel a recipient from active sequences when they ask to stop follow-ups
  • Add an address to the unsubscribe list when a caller asks not to be contacted

Mixmax exposes 88 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from a prospect

  1. Caller

    Hi, I downloaded your pricing guide last week. My name is Dana Whitfield, dana@brightlinehr.com.

  2. Agent

    Thanks, Dana. I've added you to our Mixmax contacts under the Pricing Guide group. Would you like a call back from our sales team this week?

  3. Caller

    Yes, Thursday afternoon would work.

  4. Agent

    Thursday at 2 pm Eastern is noted. Someone from the team will reach out to you then.

Lookup before a return call

  1. Caller

    This is Marcus from Harbor Dental. Can you tell me where we are with our onboarding?

  2. Agent

    Let me find your record. I see marcus@harbordental.co in the Onboarding group, added on the 3rd.

  3. Caller

    Good. Is there a sequence running for us?

  4. Agent

    Yes, you're in the follow-up sequence. I can pause it for you if you'd like to talk first.

Stopping outreach after a request

  1. Caller

    Please stop sending me these emails. I'm not interested right now.

  2. Agent

    Understood. I'm removing you from all active sequences and adding your address to the unsubscribe list. You won't receive further messages from us.

  3. Caller

    Thank you.

  4. Agent

    Done. Have a good day.

How to connect Mixmax

  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 Mixmax

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

  3. 3

    Choose the actions

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

Both. Your agent can look up and update contacts while the caller is on the line, and it can record details from the call so your records stay current.

What do I need to connect Mixmax?

You need a Mixmax account. Enter your credentials from Mixmax's settings in the AgentCalls dashboard, and choose which actions the agent may use.

Which plan includes this integration?

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

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Put your agent to work with Mixmax.

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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