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CRM & sales

Reply.io

Reply.io in your phone calls: your agent finds contacts and books next steps for your team.

Connect Reply.io to AgentCalls and your agent can work with your sales outreach during a call. It can look up contacts, check which campaigns and sequences a lead is in, and add a lead to a campaign when the caller agrees to a follow-up. Your team sees the result in Reply.io straight away. Connect with the credentials from your Reply.io settings, and your agent acts only within the access you give it.

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What your agent can do with Reply.io

  • Look up a contact by name or email and read their current status in your outreach
  • List the campaigns and sequences a lead is enrolled in before answering a question
  • Add a contact to a campaign when the caller agrees to receive follow-up emails
  • Check which email accounts are active so your agent can confirm sending details

Reply.io exposes 35 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound lead asks about a demo

  1. Caller

    Hi, I got one of your emails last week about the outbound sequence. Is someone still following up?

  2. Agent

    Let me check. Could I have the email address you used to sign up?

  3. Caller

    It's dana.ruiz@brightkitchen.co.

  4. Agent

    Thanks, Dana. You're in the Spring Outreach campaign and your last step was sent on Tuesday. I'll add you to the demo request list and our team will email you a time today.

Lookup before a callback

  1. Caller

    This is James Okafor from Northline Logistics. Can you tell me where we are with your team?

  2. Agent

    Sure, James. Your contact record shows you're in two sequences, Q3 Warehouse Outreach and Follow-up Reminders. The next email is scheduled for Thursday at 10 a.m.

  3. Caller

    Please move me out of the reminders. I already spoke with Maria.

  4. Agent

    Done. I've removed you from Follow-up Reminders and left you in Q3 Warehouse Outreach. Maria will see the change in your record.

Outbound follow-up after a missed call

  1. Agent

    Hello, this is calling for Lucy at Harbor Dental. May I speak with Ahmed Hassan?

  2. Caller

    Speaking. What's this about?

  3. Agent

    You asked about our onboarding package last month. Would you like us to send the details by email, and add you to our onboarding sequence?

  4. Caller

    Yes, go ahead. Send it to ahmed.hassan@harbordental.com.

  5. Agent

    Perfect. You're added to the onboarding sequence, and the first email goes out this afternoon.

How to connect Reply.io

  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 Reply.io

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

  3. 3

    Choose the actions

    In the agent editor, enable the Reply.io 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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All CRM & sales integrations

Questions, answered.

Does the agent work with Reply.io during the call or after it?

Both. Your agent can look up contacts and add them to a campaign during the call. It can also pick up follow-up details afterward, so your team sees the same records in Reply.io.

What do I need to connect Reply.io?

You need a Reply.io account with access to your campaigns and contacts. Sign in from your AgentCalls dashboard and enter the credentials from your Reply.io settings.

Is this included in my plan?

Tool integrations, including Reply.io, are included from the Growth plan onward.

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

Put your agent to work with Reply.io.

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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