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Retently customer records and feedback, handled during your calls.

Connect Retently and your agent can look up customers, read recent feedback, and update records while it talks to a caller. Your team gets accurate account details without searching the dashboard, and feedback gets tagged and routed as it comes in. Connect with your own Retently credentials from its settings, then set what your agent can read and change in the AgentCalls dashboard.

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What your agent can do with Retently

  • Look up a customer by email or ID and read their details during the call
  • Create new customers or update names, companies, tags and properties after a call
  • Read recent feedback and tell callers what their team has already logged
  • Add tags and topics to feedback items so they reach the right owner
  • Pull the list of active campaigns when a caller asks about a survey

Retently exposes 15 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Account check before a support question

  1. Caller

    Hi, I'm calling about my account. The email is priya@brightlane.co.

  2. Agent

    Thanks, Priya. I see your account with Brightlane Co. Your last survey response came in on the 14th. What can I help you with today?

  3. Caller

    I want to update my company name to Brightlane Studio.

  4. Agent

    Done. I've updated the company name on your record. Anything else I can change?

Logging feedback from a complaint call

  1. Caller

    The delivery was late twice this month and nobody told me why.

  2. Agent

    I'm sorry about that. I've logged your feedback and tagged it as delivery delay so the operations team sees it today.

  3. Caller

    Good. Can someone call me back about it?

  4. Agent

    Yes, I've added a note to your record. Someone from the team will call you by Thursday morning.

Outbound follow-up after a survey

  1. Agent

    Hello, this is calling from Harbor Dental on behalf of the front desk. Am I speaking with Marcus?

  2. Caller

    Yes, that's me.

  3. Agent

    You rated your last visit four out of five and mentioned waiting time. I wanted to ask whether the new booking hours helped.

  4. Caller

    A bit, yes. Mornings are easier now.

How to connect Retently

  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 Retently

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

  3. 3

    Choose the actions

    In the agent editor, enable the Retently 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 Customer support integrations

Questions, answered.

Does the agent use Retently during the call or after it?

Both. Your agent can look up customers and read feedback while the caller is on the line, and it can write updates such as tags or new customer details as the call happens or once it ends.

What do I need to connect Retently?

You need a Retently account with access to your workspace. Enter your Retently credentials in the AgentCalls dashboard under integrations. You can limit which actions the agent is allowed to take.

Which plan includes the Retently integration?

Integrations, including Retently, are included from the Growth plan.

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Put your agent to work with Retently.

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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