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Let your phone agent look up and update MOCO time, projects and invoices during the call.

Connect MOCO and your agent can work with the same projects, time entries and contacts your team uses every day. A client can ask where a project stands, a team member can log hours by phone, and your agent can find the right contact before it passes a message on. Your agent works with 218 MOCO actions, so calls can go beyond taking a message. Connect MOCO with your own credentials from the tool's settings, and your agent starts using the data you already keep.

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What your agent can do with Moco

  • Look up activities and logged time by date range, user, project or billing status
  • Check project details and status when a client calls to ask about progress
  • Create or update time entries when a team member reports hours by phone
  • Find contacts and companies so the agent can identify the caller before it answers

Moco exposes 218 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks about project progress

  1. Caller

    Hi, this is Rachel Moreno from Brightline Studio. Can you tell me where the website redesign stands?

  2. Agent

    Of course, Rachel. I'm looking at the project now. Design is signed off, and development is about sixty percent complete.

  3. Caller

    Good. Is the launch still on track for the 14th?

  4. Agent

    Yes, the schedule shows the 14th as the planned go-live. I'll note that you asked, and the team will confirm by email.

Team member logs hours by phone

  1. Caller

    It's Tom. I need to log three and a half hours on the Harbor Road project from this morning.

  2. Agent

    Got it, Tom. Which task should I attach them to, the site survey or the client review?

  3. Caller

    Site survey, and mark it as billable.

  4. Agent

    Done. Three and a half hours billable on the site survey, Harbor Road, logged for today.

Outbound check-in on an invoice

  1. Agent

    Hello, this is calling for Lena Fischer at Northgate Dental. Is this a good time for a quick question about your account?

  2. Caller

    Sure, go ahead.

  3. Agent

    Your March retainer is listed as open. Would you like me to have the billing team send a fresh copy of the invoice to your email?

  4. Caller

    Yes, please send it today.

How to connect Moco

  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 Moco

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

  3. 3

    Choose the actions

    In the agent editor, enable the Moco 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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All Projects & tasks integrations

Questions, answered.

Does the agent work with MOCO during the call or after it?

Both. Your agent can look up or update MOCO data while the caller is on the line, and it can also run actions after the call ends, such as logging a note or creating a record.

What do I need to connect MOCO?

You need an active MOCO account. Enter your own MOCO credentials from the tool's settings in the AgentCalls dashboard, and your agent can start using the connection.

Which AgentCalls plan includes the MOCO integration?

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

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Put your agent to work with Moco.

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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