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Process Street

Start and close Process Street workflows from your phone line.

Connect Process Street and your agent can start the right checklist or SOP while a caller is still on the line. It can look up records in your data sets, find the workflow a customer needs, and mark a run as complete when the work is done. Your team gets the paperwork started without anyone leaving the call. Connect with your Process Street credentials from the tool settings in your AgentCalls dashboard.

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What your agent can do with Process Street

  • Start a new run from any workflow template during a call
  • Find matching rows in a Process Street data set by form field values
  • List your workflows so the agent picks the right process
  • Mark a workflow run as completed when the job is finished
  • Restore a workflow run that was deleted by mistake, within the recovery window

Process Street exposes 5 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound onboarding request

  1. Caller

    Hi, I'm Dana from Brightline Dental. We're switching to your clinic's new patient intake, can someone set that up for us?

  2. Agent

    Of course, Dana. I'll start the new patient intake workflow for Brightline Dental now. Can you confirm the best email for the onboarding checklist?

  3. Caller

    Use dana@brightlinedental.com.

  4. Agent

    Done. The checklist is on its way to dana@brightlinedental.com, and your coordinator Sam will follow up tomorrow morning.

Lookup for a returning customer

  1. Caller

    I'm calling about my equipment inspection. The reference is Northside Fleet, account 4471.

  2. Agent

    Thanks. Let me check the inspection records for Northside Fleet, account 4471.

  3. Agent

    Your inspection for the spring batch is listed as in progress, with the workflow last updated on Tuesday. Would you like me to note a question for the technician?

  4. Caller

    Yes, ask them to call me back after two on Thursday.

Outbound follow-up after a job

  1. Agent

    Hi, this is Maya from Coastal Plumbing calling for Mr. Hassan. Is now a good time for a quick check?

  2. Caller

    Sure, go ahead.

  3. Agent

    Thanks. Our team finished the boiler service on Monday. I've marked the job checklist as complete, and the record is saved for your files.

  4. Caller

    Great, thank you for letting me know.

How to connect Process Street

  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 Process Street

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

  3. 3

    Choose the actions

    In the agent editor, enable the Process Street 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 it work during the call or after it?

Both. Your agent can look up records and start workflows while the caller is on the line, and it can make follow-up calls that update your workflows afterwards.

What do I need to connect Process Street?

You need a Process Street account. In your AgentCalls dashboard, open the tool settings and sign in with your Process Street credentials.

Which plan includes this integration?

Process Street is included from the AgentCalls Growth plan and above.

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Put your agent to work with Process Street.

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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