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CRM & sales

Persistiq

Connect PersistIQ so your phone agent can log calls and keep outbound sequences moving.

PersistIQ runs your outbound email campaigns and sales tasks. When you connect it to AgentCalls, your voice agent can work with those same leads and sequences during a phone call. It can check where a prospect sits in a campaign, add them to a sequence, log the outcome of a call, and create follow-up tasks for your team. Your sales process stays in PersistIQ, and the calls feed back into it without manual entry.

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What your agent can do with Persistiq

  • Look up a prospect and see which email sequence they are in and where they are
  • Add a caller or lead to the right outbound sequence after a qualifying conversation
  • Log the outcome and notes of each phone call against the lead record
  • Create follow-up tasks for your sales team when a prospect asks for a callback
  • Pause a sequence automatically when a prospect asks not to be contacted by email

Persistiq exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound prospect asks about a demo

  1. Caller

    Hi, I got your email last week about the outbound tool. Can someone walk me through a demo?

  2. Agent

    Happy to help. Can I get your name and company email so I can find your record?

  3. Caller

    It's Daniel Reyes, daniel@brightlinehvac.com.

  4. Agent

    Thanks, Daniel. I see you're in the Q3 outreach sequence. I've logged your request and created a demo task for our team. Someone will email you two time slots by tomorrow morning.

Existing lead checks campaign status

  1. Caller

    I've been getting a lot of emails from you. Where are we in the process?

  2. Agent

    Let me check. You're on step four of the March partner sequence, with the next email scheduled for Thursday.

  3. Caller

    Okay. Can you take me off it? I'm not the right contact anymore.

  4. Agent

    Done. I've paused the sequence and noted that you asked to be removed. I've also created a task for the account owner to find the right contact at your company.

Outbound call after a missed follow-up

  1. Agent

    Hi, this is calling for Priya at Northgate Dental. Am I speaking with Priya?

  2. Caller

    Yes, this is Priya. I meant to reply to your email.

  3. Agent

    No problem. You were interested in pricing for a team of twelve. Would a call with our account manager on Wednesday at 2 pm work?

  4. Caller

    Wednesday at 2 works. Thanks.

  5. Agent

    Great. I've logged the call as interested, moved you to the meeting-booked stage, and added the Wednesday task for your account manager.

How to connect Persistiq

  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 Persistiq

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

  3. 3

    Choose the actions

    In the agent editor, enable the Persistiq 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 integration work during the call or after it?

Both. Your agent can look up leads and update sequences while the caller is still on the line, and it logs the call outcome and notes when the call ends.

What do I need to connect PersistIQ?

A PersistIQ account with access to its settings. You enter your credentials in the AgentCalls dashboard under Tools, and you can disconnect at any time.

Which plan includes this integration?

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

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Put your agent to work with Persistiq.

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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