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Connect MX Technologies to your AgentCalls voice agent and answer financial data questions on the phone.

Connect your MX Technologies account and your agent can look up and manage member and account records while it is on a call. It can create a member, add an account, check rewards, and send a secure widget link to a caller who needs to link a bank. Your team keeps full control in the MX settings, and you choose which actions the agent may use.

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What your agent can do with MX Technologies

  • Create a member and start aggregating a caller's financial accounts during the call
  • Look up a user and send a configurable widget link so the caller can link an institution by text
  • Add an external or test account to an existing user record
  • Start a rewards aggregation job for a member and confirm it when the caller asks
  • Disable a client account under a partner account when a request is confirmed

MX Technologies exposes 36 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller links a bank account

  1. Caller

    Hi, I'm trying to finish setting up my profile but my bank isn't showing up.

  2. Agent

    I can help with that. Can I have the email address you signed up with?

  3. Caller

    It's dana.reyes@brightleafcafe.com.

  4. Agent

    Thanks, Dana. I found your profile and sent a secure link to your phone. Open it and choose your bank, and the accounts will appear in a few minutes.

Rewards check for a member

  1. Caller

    I want to see whether my card rewards have posted yet.

  2. Agent

    Sure. I'll start a rewards refresh on your linked member record now.

  3. Caller

    Great, how long will it take?

  4. Agent

    It usually finishes within a few minutes. I can text you a summary once it's ready, is that okay?

Follow-up on a new account

  1. Agent

    Hi, this is Morgan from Hollins Tax Services calling about the account you asked us to add. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Your external savings account is now on your record, so your summary will include it from today. Do you want the full summary sent to your email?

  4. Caller

    Yes, please send it.

How to connect MX Technologies

  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 MX Technologies

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

  3. 3

    Choose the actions

    In the agent editor, enable the MX Technologies 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 look up records and make changes in MX. It can also run follow-up calls and send messages after a conversation ends.

What do I need to connect MX Technologies?

You need an MX Technologies account with the credentials from its settings page. Sign in to the AgentCalls dashboard, open Integrations, choose MX Technologies, and enter those credentials.

Which plan includes this integration?

Integrations, including MX Technologies, are included from the Growth plan.

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

Put your agent to work with MX Technologies.

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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