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CRM & sales

OpenFunnel Agent Primitives

Connect OpenFunnel to your phone agent for live company lookups and research.

OpenFunnel Agent Primitives gives your agent a way to look up and qualify companies while it is on the phone. Connect your OpenFunnel account in AgentCalls and your agent can resolve company names and domains, check firmographic details, research a company's recent hiring activity, and search for companies that use a specific technology. Your agent can answer a prospect's question about a company, qualify an inbound lead before handing it to your team, and log what it finds to your records.

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What your agent can do with OpenFunnel Agent Primitives

  • Resolve a company name, domain or LinkedIn URL to its matching record during a call
  • Research a known company from recent hiring activity and current team, with cited evidence
  • Search for companies whose job postings mention a specific technology
  • Check your remaining OpenFunnel credit balance before running paid searches
  • Find the live funding stages, locations and employee ranges your searches can filter on

OpenFunnel Agent Primitives exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead qualification

  1. Caller

    Hi, I'm Dana from Brightline Logistics. We're looking at your software for our warehouse team.

  2. Agent

    Thanks for calling, Dana. Can I confirm your company domain so I can pull up your details?

  3. Caller

    It's brightlinelogistics.com.

  4. Agent

    Got it. I see you have about 120 employees and you've been hiring warehouse staff this quarter. I'll note that for the sales team and have Marcus call you back tomorrow at 10 a.m. Does that work?

Account lookup before a meeting

  1. Caller

    Can you tell me if Northwind Dental has a team in Dubai?

  2. Agent

    Let me check. Northwind Dental lists an office in Dubai Healthcare City and has added two clinic operations roles in the past month.

  3. Caller

    Perfect. Can you send that to my email?

  4. Agent

    Sure. I'll send the summary to your inbox and add a note to the Northwind account.

Outbound prospect list follow-up

  1. Agent

    Hello, this is Sam calling for Keystone Analytics. Am I speaking with the operations lead at Harbor Freight Partners?

  2. Caller

    Yes, that's me. What's this about?

  3. Agent

    We noticed your team is hiring data engineers and recently began using Snowflake. Would Thursday at 2 p.m. be a good time for a short call about how we help teams like yours?

  4. Caller

    Thursday at 2 works. Send me the invite.

How to connect OpenFunnel Agent Primitives

  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 OpenFunnel Agent Primitives

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

  3. 3

    Choose the actions

    In the agent editor, enable the OpenFunnel Agent Primitives 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 or research a company while the caller is still on the line, and it can also run searches and update your records once the call ends.

What do I need to connect it?

An OpenFunnel account. Open the tool's settings in your AgentCalls dashboard, sign in with your OpenFunnel credentials, and your agent can start using the connected actions.

Which plan includes this integration?

Tool integrations are included from the Growth plan.

Do lookups and research use credits?

Yes. Paid searches and research calls draw from your OpenFunnel credits, and your agent can check your remaining balance before it runs one.

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

Put your agent to work with OpenFunnel Agent Primitives.

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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