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Connect Outline to your phone agent and let callers reach your team knowledge.

Connect Outline to AgentCalls with your own Outline credentials from the tool's settings. During a call, your agent can search your wiki to answer questions, find the right document, and share what a caller needs. It can also create and update documents, add people to collections, and archive outdated pages, so your knowledge base stays current without someone stepping away from the phone.

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What your agent can do with Outline

  • Search your Outline wiki and read answers to common questions during a call
  • Share the right document or link with a caller or team member by text
  • Add a user to a collection or document so a new hire gets access the same day
  • Activate a suspended user so a returning team member can sign in again
  • Archive an outdated page while keeping it searchable and restorable

Outline exposes 101 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for the current pricing sheet

  1. Caller

    Hi, I'm looking for the updated price list for the Harbor Street project. Can you send it?

  2. Agent

    Sure. I found the Harbor Street pricing document in your Sales collection, updated last Tuesday. I'll text you the link now. Is that the number to send it to?

  3. Caller

    Yes, that works. Thanks.

  4. Agent

    Done. The link is on its way to your phone.

New hire needs access before Monday

  1. Caller

    This is Dana from the front office. Our new receptionist, Maya Chen, starts Monday and needs access to the Onboarding collection.

  2. Agent

    Thanks, Dana. I can add Maya to the Onboarding collection with read access. What email address does she use for work?

  3. Caller

    maya.chen@brightleafdental.com

  4. Agent

    Maya now has access to Onboarding. She'll get an invite to sign in before her first day.

Outbound follow-up on a returned team member

  1. Agent

    Hello, this is the Ridge Plumbing assistant calling for Omar. Your Outline account was suspended last month. Would you like it reactivated today?

  2. Caller

    Yes, please. I need the job checklists this week.

  3. Agent

    Your account is active again. You can sign in now and your checklists are where you left them.

How to connect Outline

  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 Outline

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

  3. 3

    Choose the actions

    In the agent editor, enable the Outline 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 work during the call or only afterward?

Both. During a call your agent can search and share documents, and it can also make changes such as adding a user to a collection. Afterward it can send follow-up texts with the links it found.

What do I need to connect Outline?

You need an Outline account with the right permissions. Sign in to your AgentCalls dashboard, open Integrations, choose Outline, and enter your Outline credentials from its settings page.

Which plan includes this integration?

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

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Put your agent to work with Outline.

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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