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CRM & sales

Nutshell

Connect Nutshell so your agent can find contacts and log leads during calls.

Nutshell holds your contacts, deals and pipeline. With AgentCalls connected, your agent can look up an existing contact when someone calls, check where a deal stands, and create a new lead or note while the conversation is still happening. Your team sees the record in Nutshell as soon as the call ends, with no manual entry. Connect your Nutshell account from the AgentCalls dashboard and choose which actions your agent can use.

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What your agent can do with Nutshell

  • Look up a caller in Nutshell by name, phone or email and greet them by name
  • Check the status of an open deal or the next step on a sales pipeline
  • Create a new contact or lead from details the caller gives during the call
  • Add a call note to the right contact so your team has context before the next follow-up

Nutshell exposes 78 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from an existing customer

  1. Caller

    Hi, this is Mark Delaney. I'm calling about the quote we talked about last week.

  2. Agent

    Hi Mark, thanks for calling. I can see your open proposal for the office refit in Nutshell. It's currently waiting on your sign-off. Would you like me to note that you'd like a call back on Thursday?

  3. Caller

    Yes, Thursday afternoon works.

  4. Agent

    Done. I've added the note and a follow-up task for Thursday at 2 pm for your account manager.

New enquiry from a first-time caller

  1. Caller

    Hello, I'm looking for someone to clean our dental clinic every week. Do you do that?

  2. Agent

    We do. May I take your name and a number to reach you on?

  3. Caller

    It's Priya Shah, 07700 900417. We have two sites in Leeds.

  4. Agent

    Thank you, Priya. I've created a new lead in Nutshell for two Leeds sites, weekly cleaning. Someone from our team will call you tomorrow morning.

Outbound follow-up after a missed visit

  1. Agent

    Good morning, this is a call from Harbor Plumbing. May I speak with Jen Alvarez?

  2. Caller

    Speaking.

  3. Agent

    Jen, we're following up on the water heater quote for $1,850 that was sent on the 3rd. Would you like to go ahead and book the install for next week?

  4. Caller

    Yes, next Tuesday would be good.

  5. Agent

    Great. I've moved the deal to scheduled in Nutshell and logged the Tuesday date against the job.

How to connect Nutshell

  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 Nutshell

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

  3. 3

    Choose the actions

    In the agent editor, enable the Nutshell 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 use Nutshell during the call or only after?

Both. During a call your agent can look up contacts and deals and create records as the conversation goes. You can also set it to log a summary once the call ends.

What do I need to connect Nutshell?

An active Nutshell account. Sign in from the AgentCalls dashboard, enter your Nutshell credentials when prompted, and choose the actions your agent is allowed to use.

Which AgentCalls plan includes Nutshell?

Integrations, including Nutshell, 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 Nutshell.

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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