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Finance & invoicing

Nusii proposals

Nusii proposals, drafted and sent by your agent during the call.

Your agent connects to your Nusii account and works with your proposals while the caller is on the line. It can find an existing client, create a new one with contact details, start a proposal, and add line items to the right section. It can also archive a proposal that is no longer active. Your team gets clean, client-ready proposals without anyone stopping to type them up after a call.

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What your agent can do with Nusii proposals

  • Look up an existing client and confirm their details during the call
  • Create a new client with name, contact and business details
  • Start a new proposal with a title and the client attached
  • Add sections and line items so the caller hears the scope and price as it is built
  • Archive a proposal that is no longer active when a caller asks to close it

Nusii proposals exposes 29 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request from a new client

  1. Caller

    Hi, I run a small design studio. I'd like a proposal for a brand refresh. Can you set that up?

  2. Agent

    Of course. I'll create your client record first. What's the studio name, and the best email to send the proposal to?

  3. Caller

    It's Harbor Lane Studio, and the email is hello@harborlanestudio.com.

  4. Agent

    Thanks. I've created the client and started a proposal called Brand Refresh. I'll add a discovery phase at 1,200 dollars and a logo and identity phase at 3,800 dollars. Does that match what you need?

Returning client asks for an added cost

  1. Caller

    This is Maria from Coastline Dental. We'd like to add the social media package to the proposal we looked at last week.

  2. Agent

    I found your Coastline Dental proposal. I'll open the Services section and add a social media package for 650 dollars per month.

  3. Caller

    Perfect. Can you also add a one-time setup fee of 300 dollars?

  4. Agent

    Done. Both line items are in the proposal now. The total has updated, and the setup fee is listed separately.

Caller asks to close an old proposal

  1. Caller

    Hi, this is James Okafor. We went with another agency, so please close out the proposal we sent in March.

  2. Agent

    I'm sorry to hear that, James. I'll archive the March proposal for you. It won't be deleted, just taken out of your active list.

  3. Caller

    That works. Thanks for handling it.

  4. Agent

    It's archived. If you need it again later, your team can restore it from the dashboard. Have a good day, James.

How to connect Nusii proposals

  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 Nusii proposals

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

  3. 3

    Choose the actions

    In the agent editor, enable the Nusii proposals 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 this work during the call or after it?

Both. Your agent can look up clients, create proposals and add line items while the caller is still on the line. It can also act on requests made after the call, such as archiving a proposal that is no longer needed.

What do I need to connect Nusii?

You need an active Nusii account. In the AgentCalls dashboard, open Integrations, choose Nusii, and connect it using your credentials from the Nusii settings. Sign-in is handled from the dashboard, so you do not need to set anything up in code.

Which AgentCalls plan includes this integration?

Tool integrations, including Nusii, are included from the Growth plan onward.

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

Put your agent to work with Nusii proposals.

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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