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Messaging & team chat

Project Bubble

Let your phone agent look up Project Bubble records while it talks with your customers.

Project Bubble connects your project data to AgentCalls. During a call, your agent can check the status of a job, pull up a record by ID, and list items that match what the caller asks for. Your team gets accurate answers without someone searching the app mid-call. Connect your Project Bubble account once from your AgentCalls dashboard, and your agent can use it on every call that needs it.

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What your agent can do with Project Bubble

  • Look up a specific record by ID while the caller is on the line
  • List projects or items that match filters such as status or owner
  • Read the fields of a record so the agent can answer detailed questions
  • Give callers a clear update on progress without a call back

Project Bubble exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks on a project status

  1. Caller

    Hi, I'm calling about the website redesign for Harbor Dental. Where are we with it?

  2. Agent

    Thanks for holding, Dana. I can see the project. Design sign-off is complete and development is in progress, due on May 14.

  3. Caller

    Great. Is anything blocking it?

  4. Agent

    Nothing is blocked. The only open item is the contact form copy, which is assigned to Tom and due Friday.

Listing open items for a team lead

  1. Caller

    Can you tell me how many tasks are still open for the Riverside project?

  2. Agent

    Sure. There are 7 open tasks. Four are in review and three are waiting to start.

  3. Caller

    Which ones are overdue?

  4. Agent

    Two are overdue: the invoice setup, which was due Monday, and the vendor contract review, due last Thursday.

Outbound update after a milestone

  1. Agent

    Hello, this is calling from Northgate Builders with a quick update on your kitchen remodel. The cabinet install is complete.

  2. Caller

    That's good news. When does the countertop work start?

  3. Agent

    Countertop templating is booked for Tuesday, June 3, between 9 and 11 in the morning. Would you like me to confirm that slot?

How to connect Project Bubble

  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 Project Bubble

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

  3. 3

    Choose the actions

    In the agent editor, enable the Project Bubble 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 Project Bubble during the call or only after it?

During the call. Your agent can look up records and list items while the caller is on the line, so answers are current when they are given.

What do I need to connect Project Bubble?

A Project Bubble account with access to the data you want the agent to use, and your connection details from the Project Bubble settings. Enter them in the AgentCalls dashboard. No coding is needed.

Which plan includes this integration?

Integrations are included from the Growth plan. You can review plans in your AgentCalls dashboard.

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

Put your agent to work with Project Bubble.

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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