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AI, search & research

Pipeless Recommendations

Connect Pipeless Recommendations so your agent can answer activity and suggestion questions on the call.

Pipeless Recommendations turns your app's event data into activity feeds and personalized suggestions. With Pipeless connected, your agent can look up what a customer has been doing, pull recent events, and suggest relevant content during a call. It can also record a new event when a caller does something that matters, like placing an order or showing interest in a topic. Your agent works only with the actions you allow. Connect Pipeless with your own credentials from its settings, and your agent starts using it on the next call.

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What your agent can do with Pipeless Recommendations

  • Check a customer's recent activity and what they have followed during the call
  • Suggest personalized content or products based on past behavior and tags
  • Find content related to an item a caller is asking about
  • Record an event such as an interest, purchase or follow, as the call happens
  • Review recent events from your app to answer status questions quickly

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

Example calls

Caller asks what to read next

  1. Caller

    Hi, I finished the beginner guide last week. What should I look at next?

  2. Agent

    Good to hear. Based on what you've been reading, I'd suggest the intermediate guide on setup and the checklist for teams. Want me to send both to your email?

  3. Caller

    Yes, the checklist first please.

  4. Agent

    Done. I've sent the team checklist to your inbox and noted your interest in setup topics.

Caller asks about recent account activity

  1. Caller

    Did my team look at the pricing page this month? Sarah Mitchell is the account owner.

  2. Agent

    Let me check. Sarah Mitchell's account shows three visits to the pricing page since the 3rd, and two of your team members followed the enterprise plan updates.

  3. Caller

    Great, that helps. Can you add a note that I want a call back on Thursday?

  4. Agent

    Noted. I've recorded that follow-up on the account for Thursday.

Caller asks for a related article

  1. Caller

    I just read your article on onboarding timelines. Is there anything similar?

  2. Agent

    Yes. The article on reducing onboarding drop-off covers the same ground from a different angle. Most readers of the timelines piece also open it.

  3. Caller

    Perfect, I'll read that tonight. Thanks.

  4. Agent

    Happy to help. I'll send the link to the email address on file.

How to connect Pipeless Recommendations

  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 Pipeless Recommendations

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

  3. 3

    Choose the actions

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

During the call. Your agent can look up activity, get suggestions and record events while the caller is on the line. It can also use the tool later in a follow-up call.

What do I need to connect Pipeless?

A Pipeless account with access to its settings, where you create the credentials for AgentCalls. Then sign in from the AgentCalls dashboard and enter them. It takes a few minutes.

Which plan includes this integration?

Integrations are included from the Growth plan. Pipeless Recommendations works on that plan and above.

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Put your agent to work with Pipeless Recommendations.

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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