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Connect Persona so your agent can check and update verifications during calls.

Connect Persona to AgentCalls and your voice agent can look up a customer's verification status, review account details, and add tags or list entries while the caller is on the line. Your agent works from the same identity records your team uses, so answers match your back office. Setup takes a few minutes from the AgentCalls dashboard.

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What your agent can do with Persona

  • Look up a customer's verification status during the call
  • Add tags to an account to label callers or flag follow-up
  • Archive email or name list entries when a customer asks to remove them
  • Check account records before the agent answers a question

Persona exposes 69 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Verification status check

  1. Caller

    Hi, I uploaded my ID last week. Has it been approved yet?

  2. Agent

    Let me check that for you. Can you confirm the email address on your account?

  3. Caller

    It's maya.r@brightlane.co.

  4. Agent

    Thanks. Your identity check was completed on Tuesday and it passed. You don't need to do anything else.

Flagging an account for follow-up

  1. Caller

    I think my account got flagged by mistake. My name is Tom Keller.

  2. Agent

    I'm sorry about that. I'll add a note to your account so a team member reviews it today.

  3. Caller

    Thank you. When will I hear back?

  4. Agent

    Someone will contact you by email within one business day.

Removing an email from a list

  1. Caller

    Please take my old address, jon.old@mailbox.net, off your list.

  2. Agent

    Done. I've archived that address, so it will no longer be used for verification messages.

  3. Caller

    Great, thanks.

How to connect Persona

  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 Persona

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

  3. 3

    Choose the actions

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

Both. During a call, your agent can look up records and make approved updates. After the call, the activity is saved in Persona so your team can review it.

What do I need to connect Persona?

A Persona account with your own credentials. Sign in from the AgentCalls dashboard, open Integrations, choose Persona, and enter the details from your Persona settings.

Which plan includes Persona?

Integrations are included from the Growth plan. Persona is available on any plan that includes integrations.

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Put your agent to work with Persona.

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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