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Look up contacts and companies for Onepage during every call.

Connect Onepage and your agent can search your Onepage data while it talks to a caller. It can find a contact or company by name, check details before it answers, and confirm the status of an access token your team relies on. Everything runs under the credentials you set in Onepage's settings, so your agent only sees what your account can see.

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What your agent can do with Onepage

  • Search Onepage by name or keyword while a caller is on the line
  • Read contact and company details so the agent can answer accurately
  • Check the status and expiry of an Onepage access token
  • Respect the permissions of the Onepage account you connect

Onepage exposes 2 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about an existing account

  1. Caller

    Hi, I'm calling about Brightline Dental. Do you have our account details on file?

  2. Agent

    Let me check. I can see Brightline Dental in your Onepage records. Who am I speaking with?

  3. Caller

    This is Dana Reyes, the office manager.

  4. Agent

    Thanks, Dana. Your account is active and the primary contact is listed under your name. Would you like me to note a change?

Verifying a token before a service call

  1. Caller

    Our integration stopped syncing this morning. Could something be wrong with the token?

  2. Agent

    I can check that. The token is still valid, and it expires on the 30th of next month, so it is not the cause.

  3. Caller

    Okay, then what should we look at?

  4. Agent

    Your sync settings may need a refresh. I can leave a note on the account for the technical team to review first thing.

Outbound follow-up on a company record

  1. Agent

    Hello, this is calling for Hollis Logistics. Am I speaking with Marcus?

  2. Caller

    Yes, speaking.

  3. Agent

    Thanks, Marcus. Our records show your team's last review was in March. Are you still working with the same contacts at your Dubai office?

  4. Caller

    Mostly, but Priya joined last month. Can you add her?

  5. Agent

    Done. I have added Priya to the Hollis Logistics contact list in Onepage, with her role noted.

How to connect Onepage

  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 Onepage

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

  3. 3

    Choose the actions

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

Both. During a call your agent can search Onepage and read details to answer the caller. It can also record notes or updates once the call ends, if you have set that up.

What do I need to connect Onepage?

You need an Onepage account and its credentials from the tool's settings. Sign in to the AgentCalls dashboard, open Integrations, choose Onepage, and enter your credentials. Your agent will only access data your Onepage account can see.

Which plan includes this integration?

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

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Put your agent to work with Onepage.

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