Start free

Look up profiles and financial connections for your customers during the call. Works with Quiltt.

Connect Quiltt and your agent can find a customer's profile by phone call and answer questions about their connected accounts. It can search institutions by routing number, create new profiles with contact details, and check the webhook subscriptions that keep your records current. Your agent works from the same Quiltt Environment you already use, so the data on the call matches your records.

Start freeSee pricing

What your agent can do with Quiltt

  • Look up a customer's Quiltt Profile by ID while they are on the phone
  • Create a new Profile with name, contact details and address taken during the call
  • Search financial institutions by US routing number to help a customer confirm their bank
  • List and review webhook subscriptions so your callback setup is clear to your team
  • Retrieve Finicity remote data resource IDs for accounts you have provisioned

Quiltt exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks about a linked account

  1. Caller

    Hi, I'm calling about my profile. I think my checking account is not showing up.

  2. Agent

    I can help with that. Can I have the email address you signed up with?

  3. Caller

    It's dana.reyes@example.com.

  4. Agent

    Thanks, Dana. I found your profile. Your checking account is linked, but the last connection needs to be reauthorized. I can send you the secure link by text now.

New client registration by phone

  1. Caller

    I'd like to set up an account with your firm. My name is Tomas Adeyemi.

  2. Agent

    Welcome, Tomas. I'll create your profile now. What is the best phone number to reach you?

  3. Caller

    It's 555 201 4478. I'm at 88 Harbor Street, Bristol.

  4. Agent

    Got it. Your profile is created with your contact details and address. You'll get a confirmation email shortly.

Bank check before a payment plan

  1. Caller

    My bank is First Coastal, but I don't remember the routing number. Can you check it's supported?

  2. Agent

    Sure. What is the routing number on your check or statement?

  3. Caller

    It's 021000021.

  4. Agent

    That routing number matches an institution we support. You can go ahead and connect that bank to your profile.

How to connect Quiltt

  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 Quiltt

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

  3. 3

    Choose the actions

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

Related integrations

NetsuiteE-commerce & paymentsNetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for…ApaleoCalendars & bookingApaleo is a cloud-based property management platform handling reservations, billing, and daily operations for…Zoho BooksFinance & invoicingZoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations…Zoho InventoryE-commerce & paymentsZoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels…BlackbaudCRM & salesBlackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising…FreshBooksFinance & invoicingFreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering…

All Finance & invoicing integrations

Questions, answered.

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

Both. During a call your agent can look up profiles, search institutions and create new profiles. After the call it can keep your records in step with what was discussed.

What do I need to connect Quiltt?

You need an active Quiltt account and your own credentials from Quiltt's settings. Sign in to the AgentCalls dashboard, open Integrations and add Quiltt with those credentials.

Which AgentCalls plan includes this integration?

Integrations are included from the Growth plan. Quiltt works on Growth and above.

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

Put your agent to work with Quiltt.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing