Connect NetSuite and let your agent check orders, stock and invoices during the call.

NetSuite holds your orders, inventory, invoices and customer records in one place. With AgentCalls connected to NetSuite, your agent can look up a customer's order status, confirm whether an item is in stock, check an open invoice balance, and log a call against the right customer record. Callers get accurate answers while they are on the phone, and your team sees a complete record afterwards. Connect with your own NetSuite credentials from its settings, and manage the link from your AgentCalls dashboard.

What your agent can do with Netsuite

  • Look up a customer and their recent sales orders by name, email or order number
  • Check live inventory levels so your agent can confirm stock before a sale
  • Read open invoice balances and payment status for account questions
  • Create a note or call record on the customer file after the call
  • Flag orders that need a person to follow up and route them to your team

Netsuite exposes 85 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Order status during an inbound call

  1. Caller

    Hi, I placed an order last Tuesday under the name Dana Whitfield. Has it shipped yet?

  2. Agent

    Let me check that for you. I can see order SO-20417 for Dana Whitfield. It was packed yesterday and is with the carrier now.

  3. Caller

    Great, do you have a tracking number?

  4. Agent

    Yes, the tracking number is 1Z 999 AA1 0123 4567 84. I have also added a note to your account about this call.

Stock check before a sale

  1. Caller

    Do you still have the navy canvas tote in medium?

  2. Agent

    Let me check. There are 14 navy canvas totes in medium in stock at the main warehouse.

  3. Caller

    Perfect. Can you hold two for me until Friday?

  4. Agent

    I have placed a hold on two units for you. I will send your team a note so they can confirm the order before Friday.

Outbound invoice reminder

  1. Agent

    Hello, this is a call from Harbor Supply about invoice INV-3381. Is this a good time to talk about the balance?

  2. Caller

    Yes, I thought we had paid that. What is outstanding?

  3. Agent

    The balance is 1,240 dollars and was due on the 3rd. If you have already sent payment, I can note that and ask our accounts team to confirm it.

  4. Caller

    I will check with my bank today and call back if needed.

How to connect Netsuite

  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 Netsuite

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

  3. 3

    Choose the actions

    In the agent editor, enable the Netsuite actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Questions, answered.

Does the agent work with NetSuite during the call or only after?

Both. During a call your agent can look up orders, stock and invoices in real time. After the call it can save a note or call record to the customer file in NetSuite.

What do I need to connect NetSuite?

You need a NetSuite account and a user role with permission for the records you want the agent to use. Enter your credentials from the NetSuite settings in your AgentCalls dashboard.

Which plan includes this integration?

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

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Put your agent to work with Netsuite.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.