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Connect Planly to your AI voice agent for calls that check and update your social posts.

Connect Planly and your agent can handle social media questions on the phone. Callers can ask what is scheduled for the week, have a new team set up, or check how many AI credits your team has left. Your agent can also pull media into your library from a link, so a photo or short video a customer sends can be ready for your next post. Access follows the credentials you set in Planly's settings, so your agent only does what your team is allowed to do.

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What your agent can do with Planly

  • Check how many AI credits a team has left before a campaign starts
  • Look up team details, including member counts, channel status and connected integrations
  • Create, rename or remove a team while you are on the phone
  • Import an image or video from a link straight into a team's media library
  • Generate a draft caption or post idea during a call for a customer to approve

Planly exposes 15 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about AI credits before a launch

  1. Caller

    Hi, I'm planning a spring sale campaign for Maple Street Bakery. Do we still have enough AI credits for that?

  2. Agent

    Let me check that for you. Which team should I look at, the main Maple Street account or the wholesale one?

  3. Caller

    The main account, please.

  4. Agent

    The main team has 340 AI credits left. That should cover the spring sale posts comfortably.

Customer sends a photo to add to the library

  1. Caller

    I just sent you a link to our new croissant photo. Can you get it into the Planly library?

  2. Agent

    Yes, I can import that image from the link into your media library now. What name should I save it under?

  3. Caller

    Call it Almond Croissant Spring.

  4. Agent

    Done. The image is in your library as Almond Croissant Spring and ready to attach to a scheduled post.

Outbound follow-up on a new client team

  1. Agent

    Hi Dana, this is the agent for Harbor Fitness calling to confirm your new studio team setup. Is the Harbor Fitness Downtown team still correct?

  2. Caller

    Yes, but please rename it to Harbor Fitness Downtown Studio.

  3. Agent

    I have renamed the team to Harbor Fitness Downtown Studio. Its Instagram and Facebook channels are still connected and active.

  4. Caller

    Perfect, thank you.

How to connect Planly

  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 Planly

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

  3. 3

    Choose the actions

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

Related integrations

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All Marketing & social integrations

Questions, answered.

Does the agent work with Planly during the call or after it?

Both. Your agent can look up teams, check credits and import media while the caller is still on the line. Changes like renaming or creating a team are made as soon as the call confirms them.

What do I need to connect Planly?

You need a Planly account. Connect it from the AgentCalls dashboard using the credentials from your Planly settings. Once connected, your agent works with the teams that account can access.

Is Planly included in my plan?

Tool integrations, including Planly, are included from the Growth plan. Smaller plans can connect them after upgrading.

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

Put your agent to work with Planly.

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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