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Give your phone agent access to OneDrive files and folders during calls.

Connect OneDrive to AgentCalls and your agent can find files, check sharing settings, and create share links while it is on the phone. Callers can ask for a document and get a link sent by text or email. Your agent can also tidy up by copying or removing items when you ask. Sign in once from the AgentCalls dashboard and the connection is ready.

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What your agent can do with OneDrive

  • Find a file or folder by its id and read its details during a call
  • Create a sharing link for a document and send it to the caller
  • Check who has access to a file before sharing it
  • Copy a document to another folder for a new client or job
  • Move an outdated file to the recycle bin after you approve it

OneDrive exposes 93 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks for a signed estimate

  1. Caller

    Hi, this is Dana Price. Could you send me the estimate we signed last week?

  2. Agent

    Of course, Dana. I'll find it in your folder now. Give me a moment.

  3. Agent

    I found the signed estimate from March 14. I've created a share link and I'm sending it to your email on file.

  4. Caller

    Perfect, thanks.

Client needs access to a project folder

  1. Caller

    Hello, I'm Marcus Reid from Northside Dental. Can I get the site plans for the Elm Street project?

  2. Agent

    Sure, Marcus. Let me check the sharing settings on that folder first.

  3. Agent

    The Elm Street plans are set to view only. I'll create a read-only link for you and text it to this number.

  4. Caller

    That works. I only need to look at them, not edit.

Follow-up after a site visit

  1. Agent

    Hi Sofia, this is calling from Harbor Roofing about your inspection photos.

  2. Caller

    Oh good, are they ready?

  3. Agent

    They are. I've copied the photos into your Maple Avenue folder so you can find them easily. Want me to send the link now?

  4. Caller

    Yes, please send it to my phone.

How to connect OneDrive

  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 OneDrive

    From Integrations in the dashboard, choose OneDrive and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the OneDrive 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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All Documents, notes & files integrations

Questions, answered.

Does the agent work with OneDrive during the call or after it?

Both. During a call your agent can look up files, check sharing settings, and create links while the caller is still on the line. It can also run tasks after the call, such as copying or tidying up items.

What do I need to connect OneDrive?

You need a Microsoft account with access to OneDrive. Open the AgentCalls dashboard, choose OneDrive, and sign in. The connection takes one click.

Which plan includes OneDrive?

Tool integrations, including OneDrive, are included from the Growth plan.

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Put your agent to work with OneDrive.

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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