Nozbe Teams

Create tasks, comments and reminders in Nozbe Teams from a phone call.

Connect Nozbe Teams to AgentCalls and your agent can add tasks to the right project while a caller is still on the line. It can add comments to existing tasks, set reminders, tag work for easy sorting, and create new sections to keep a project organized. Your team sees every item in Nozbe Teams as soon as the call ends. Connect your account once with your own credentials from the Nozbe Teams settings.

What your agent can do with Nozbe Teams

  • Create a task in a project or personal list, with only a name required
  • Add a comment with notes or an update to a specific task
  • Set a reminder on a task for a time you choose
  • Tag tasks and create new project sections to keep work organized

Nozbe Teams exposes 48 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Taking a job request by phone

  1. Caller

    Hi, I need someone to look at our office heating before Friday. It's been making a loud noise.

  2. Agent

    Thanks for calling. I've logged that as a task in the Maintenance project. Can I get your name and a good number to reach you?

  3. Caller

    It's Maria Lopez, 555-0142.

  4. Agent

    Got it, Maria. The technician team will see the task today and call you to confirm a time before Friday.

Adding a note to an existing job

  1. Caller

    Hi, it's Daniel from Brightside Build. Can you add to the kitchen remodel task that the tile delivery is now Thursday?

  2. Agent

    Sure, Daniel. I've added a comment to the kitchen remodel task that the tile delivery moved to Thursday.

  3. Caller

    Perfect. Also, set a reminder for Wednesday at 9 so we confirm the truck.

  4. Agent

    Done. A reminder is set for Wednesday at 9:00 AM on that task.

Following up after a quote call

  1. Agent

    Hello, this is calling from Harbor Dental about your quote follow-up. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    I've created a task for our billing team to review the quote and send your final estimate. We'll tag it as urgent and set a reminder for tomorrow at 2 PM.

  4. Caller

    Great, thank you. Please make sure they send it by email.

How to connect Nozbe Teams

  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 Nozbe Teams

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

  3. 3

    Choose the actions

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

Both. Your agent can create tasks, comments and reminders while the caller is on the line, and each item appears in Nozbe Teams straight away.

What do I need to connect Nozbe Teams?

You need an active Nozbe Teams account. Sign in to the AgentCalls dashboard, choose Nozbe Teams and connect it with your own credentials from the Nozbe Teams settings.

Which plan includes this integration?

Integrations, including Nozbe Teams, are included from the Growth plan.

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Put your agent to work with Nozbe Teams.

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