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Postmark

Send confirmations and receipts by email while you talk to customers on the phone.

Postmark is a delivery service for transactional email, the messages your business sends automatically such as confirmations, receipts and reminders. When you connect Postmark to AgentCalls, your agent can send these emails during a call, so a customer hangs up with the details in their inbox. Your agent can also check whether a message was delivered, which helps when a caller says they never received something.

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What your agent can do with Postmark

  • Send an appointment confirmation or booking summary email during the call
  • Email a receipt or invoice link as soon as a payment is agreed
  • Resend a previous order or account email when a caller asks for it again
  • Check whether a sent email was delivered or bounced, and tell the caller what happened

Postmark exposes 46 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking confirmation by email

  1. Caller

    Can I book a haircut for Saturday morning?

  2. Agent

    Yes. I have 9:30 or 11:00 open on Saturday. Which works for you?

  3. Caller

    11:00 please. My name is Dana Reyes.

  4. Agent

    Booked, Dana, for Saturday at 11:00. I am emailing the confirmation to the address on your account now, so you will have it in your inbox shortly.

Missing receipt

  1. Caller

    I paid yesterday but I never got my receipt.

  2. Agent

    I can check that for you. Can I have the email address you used at checkout?

  3. Caller

    It is james.okafor@example.com.

  4. Agent

    Thanks, James. The receipt was delivered to that address this morning. I am sending a copy again now, so please check your inbox and spam folder.

Follow-up after a quote

  1. Agent

    Hi, this is calling from the plumbing team about the bathroom repair quote we discussed on Tuesday.

  2. Caller

    Oh yes, I was still thinking about it.

  3. Agent

    No problem. Would you like me to resend the quote so you can review the line items? It is the 1,250 pound estimate.

  4. Caller

    Yes, please send it again.

  5. Agent

    Done. The quote is on its way to your email now. Shall I hold a visit slot for Thursday in case you decide to go ahead?

How to connect Postmark

  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 Postmark

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

  3. 3

    Choose the actions

    In the agent editor, enable the Postmark 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 Postmark work during the call or only after?

Both. Your agent can send an email during the call, such as a confirmation, and check delivery status afterward if a caller reports a problem.

What do I need to connect Postmark?

You need a Postmark account and its server credentials from the Postmark settings. Sign in from the AgentCalls dashboard, add the credentials under Tools, and choose the sender address to use.

Which plan includes Postmark?

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

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Put your agent to work with Postmark.

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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