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Calendars & booking

Resource Planner

Connect Resource Planner so your agent can book, assign and look up schedules on the phone.

Resource Planner keeps your people, projects and bookings in one place. With AgentCalls connected, your agent can check who is free, create a new assignment for a date range, and look up a project while a caller is on the line. It can also add a new resource or project when a customer asks for one. Your agent works inside the permissions you set in Resource Planner, so deletions stay under your control.

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What your agent can do with Resource Planner

  • Check a project or resource during a call and read back its current details
  • Assign a team member to a project for a date range and confirm the assignment ID
  • Create a new project with a title and note when a customer asks to start one
  • Add a new resource with its capacity and workdays for a new team member
  • Keep deletion off the phone unless you choose to allow it in your settings

Resource Planner exposes 16 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking a crew for a new job

  1. Caller

    Hi, I need someone from your team for a kitchen install starting Monday the 14th and running through Friday.

  2. Agent

    Sure. Can I have the project name or the address so I can match it to the right job?

  3. Caller

    It's the Patel kitchen on Harbor Road.

  4. Agent

    Got it. Marcus Lee has an opening that week. I have assigned him to the Patel kitchen from the 14th to the 18th. You will get a confirmation by text.

Checking a project status

  1. Caller

    Can you tell me if the Greenfield office project is still on schedule?

  2. Agent

    Yes. The Greenfield office project is active. Two assignments are open for next week, and the final review is set for the 22nd.

  3. Caller

    Perfect, thanks. Can you add Priya to it for Thursday?

  4. Agent

    Done. Priya Shah is now assigned to Greenfield office on Thursday the 20th. The assignment is saved.

Adding a new team member

  1. Caller

    We just hired a new electrician, Tom Reyes. He works Tuesday to Saturday and can do about six hours a day.

  2. Agent

    Thanks. I have added Tom Reyes as a resource with a six hour daily capacity, working Tuesday through Saturday.

  3. Caller

    Great. Please put him on the Oak Street rewiring starting next Tuesday.

  4. Agent

    Tom is assigned to Oak Street rewiring from next Tuesday. Your team will see it on the schedule right away.

How to connect Resource Planner

  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 Resource Planner

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

  3. 3

    Choose the actions

    In the agent editor, enable the Resource Planner 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 this work during the call or after it?

It works during the call. Your agent can look up projects, check availability and create assignments while the caller is still on the line, then confirm the result.

What do I need to connect Resource Planner?

You need an account in Resource Planner. Enter its connection details from the tool's settings into your AgentCalls dashboard, then choose which actions your agent may use.

Which plan includes this integration?

Resource Planner is included from the Growth plan. Lower plans can use AgentCalls without this integration.

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

Put your agent to work with Resource Planner.

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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