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Let your phone agent check Recurly accounts, plans and invoices during a call.

Recurly runs your subscriptions, plans and billing. With AgentCalls connected, your agent can look up a customer account, check whether a subscription is past due, confirm a plan price, or find recent invoices while it is on the phone. It answers billing questions with the same figures your team sees in Recurly, so callers get a straight answer without waiting for someone to pull a report. Your agent reads from Recurly, using the sites and currencies you have enabled, and never changes invoice state. Connect Recurly with your own credentials from its settings.

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What your agent can do with Recurly

  • Look up a customer account by email or account code and read its status
  • Check whether a subscription is past due and what balance is open
  • Confirm the current price and billing terms of a plan or catalog item
  • List recent invoices with amounts, balances and linked subscriptions

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

Example calls

A customer asks about a past-due balance

  1. Caller

    Hi, I got an email saying my payment failed. Can you check my account?

  2. Agent

    Of course. What email address is on the account?

  3. Caller

    It's dana.reyes@brightleaf.co.

  4. Agent

    Thanks, Dana. Your account is active, but one invoice from March 3 for $84.00 is still open. Your card on file was declined. Would you like me to walk you through updating it?

Confirming a plan before a sign-up

  1. Caller

    What does the Gold plan cost, and is it billed monthly?

  2. Agent

    The Gold plan is $49.00 a month in US dollars, billed monthly on the first of each month. There is also an annual option at $490.00 a year.

  3. Caller

    Great, can you send that to me in writing?

  4. Agent

    I can ask our team to email you the plan details today. Could I take your address?

Finding recent invoices for a bookkeeper

  1. Caller

    I need the invoices for Hollis Print Co. from last month.

  2. Agent

    I found three invoices for Hollis Print Co. from last month, totaling $612.00. Two are paid and one has a $36.50 balance still open. Do you want the invoice numbers read out?

  3. Caller

    Yes, please.

  4. Agent

    The paid invoices are 1041 and 1043. Invoice 1042 has the open balance.

How to connect Recurly

  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 Recurly

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

  3. 3

    Choose the actions

    In the agent editor, enable the Recurly 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 work with Recurly during the call or after it?

During the call. Your agent can look up accounts, subscriptions, plans and invoices as the caller speaks. It reads information only and does not change invoice state or take payments on the call.

What do I need to connect Recurly?

You need a Recurly account and a private API key from its settings. Sign in to the AgentCalls dashboard, add Recurly under tools, and paste your credentials. Your agent uses the sites and currencies those credentials can see.

Which AgentCalls plan includes Recurly?

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

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Put your agent to work with Recurly.

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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