Plain on the phone: your agent looks up customers and opens threads during the call.

Connect Plain with your own credentials from its settings, and your agent can work with your support data while it talks to a caller. It can find a customer, check their company and tier, pull linked issues, and open a new thread so your team picks it up without a callback. Plain offers 119 actions, so most routine support tasks have a matching step. Customers hear a clear answer, and your team sees the record in Plain.

What your agent can do with Plain

  • Look up a customer and their company during the call
  • Open a new thread for a caller who needs follow-up
  • Pull external issue links across a customer's threads
  • Add a new customer to a group, such as a priority support list
  • Check tier and company details before answering a billing or plan question

Plain exposes 119 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question about an open issue

  1. Caller

    Hi, I'm calling about the sync error we reported last week. My name is Dana Reyes from Brightline Foods.

  2. Agent

    Thanks, Dana. Let me pull up your account. I can see Brightline Foods and two linked issues from last week. One is marked in progress.

  3. Caller

    Can someone update me on the second one?

  4. Agent

    I've opened a new thread for you on that issue, so the team will reply in Plain. You'll hear back by Thursday afternoon.

New customer signing up by phone

  1. Caller

    We just signed up for your service and want support set up. I'm Tomás Herrera, email tomas@harbourlaw.co.uk.

  2. Agent

    Welcome, Tomás. I'm creating your customer record now with that email and name.

  3. Agent

    Done. I've added Harbour Law to the priority support group. Is there anything you need help with today?

Plan question with a tier lookup

  1. Caller

    Which support tier are we on? We're thinking about adding another seat.

  2. Agent

    Let me check your tier. You're on Tier 2, which includes shared inbox access and same-day response targets.

  3. Caller

    Good. Can I get a quote for two more seats?

  4. Agent

    I've opened a thread with our sales team, so they can send the quote to your billing contact today.

How to connect Plain

  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 Plain

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

  3. 3

    Choose the actions

    In the agent editor, enable the Plain actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up customers, companies, tiers and issues while the caller is on the line. It can also open threads and add customers to groups as the call happens, so follow-up starts right away.

What do I need to connect Plain?

You need an account in Plain and the credentials from its settings. Sign in to your AgentCalls dashboard, choose Plain, and enter them. Integrations are included from the Growth plan.

Can the agent delete customers or users?

Yes, deletion actions exist in Plain, but you control which actions your agent is allowed to take. Most teams keep deletion off for phone calls and limit the agent to lookups, threads and groups.

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

Put your agent to work with Plain.

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