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Connect Roam to your AgentCalls phone agent in one click.

With Roam connected, your agent can work with your team chat while it is on the phone. A caller can ask for a team member, and the agent can look up the right address. It can add a new hire to a Roam group, react to a message to confirm a request, or add a team member to an existing group. Sign in to Roam from the AgentCalls dashboard and the agent gets access to the actions you allow. No extra setup is needed.

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What your agent can do with Roam

  • Look up a team member or contact in Roam during a call
  • Add people to an existing Roam group or promote them to admin
  • Create and manage groups for new teams, projects or clients
  • React to a Roam message to confirm a request while the call is still open
  • Create, update or archive Roam users through SCIM provisioning

Roam exposes 39 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

A new hire is added to the team group

  1. Caller

    Hi, this is Maya Okafor. I start on Monday and I was told to ask to be added to the Ops group in Roam.

  2. Agent

    Welcome, Maya. Can you confirm the email address you will use for Roam?

  3. Caller

    It is maya.okafor@brightlane.co.

  4. Agent

    Thanks. I have added you to the Ops group. You should see the invite in Roam shortly.

A customer asks for a team member

  1. Caller

    I need to reach whoever handles billing for my account. Can you help?

  2. Agent

    Sure. Let me check who is on the billing team in Roam.

  3. Agent

    The billing contact is Daniel Reyes. I can send him a message on your behalf with your callback number. Would you like that?

  4. Caller

    Yes, please. My number is 020 7946 0182.

Confirming a request with a reaction

  1. Caller

    Hi, I was calling about the order change I messaged your team in Roam this morning.

  2. Agent

    I can see your message in the Sales chat from 9:14 am. I have marked it as seen so the team knows you called.

  3. Caller

    Great, thank you. When will the change go through?

  4. Agent

    The team will confirm by 3 pm today. I will add a note to the thread.

How to connect Roam

  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 Roam

    From Integrations in the dashboard, choose Roam and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Roam 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 Roam during the call or after it?

Both. During a call the agent can look up people, add members to groups and react to messages. You can also set it to take follow-up actions once the call ends.

What do I need to connect Roam?

You need a Roam account with access to the groups and users you want the agent to manage. Sign in to Roam from the AgentCalls dashboard and it is connected in one click.

Which plan includes the Roam integration?

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

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Put your agent to work with Roam.

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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