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Let your agent update Rocketlane projects, tasks and time entries during a call.

Rocketlane is where your onboarding and implementation work lives. With AgentCalls connected to Rocketlane, your agent can look up a project, create a task for a client request, or log time spent on a job while the caller is still on the line. Your team gets the record updated without anyone opening the tool. Your agent works from the actions your Rocketlane workspace allows, so permissions stay exactly as you set them.

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What your agent can do with Rocketlane

  • Create tasks from requests a client makes on the phone
  • Log time entries against tasks or projects after a call
  • Create new company records for prospects who call in
  • Archive a project when a client wraps up an engagement
  • Look up custom fields so the agent can answer status questions accurately

Rocketlane exposes 80 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client requests a new task

  1. Caller

    Hi, this is Dana Ortiz from Brightline Co. We need the data import checklist added to our onboarding project.

  2. Agent

    Of course, Dana. I can create that task now. What should the task be called, and when do you need it done by?

  3. Caller

    Call it Validate CSV exports, due this Friday the 14th.

  4. Agent

    Done. I've added Validate CSV exports to the Brightline onboarding project, due Friday the 14th. Anything else for today?

Logging time after a status call

  1. Caller

    Can you log the two hours we spent on the integration review yesterday?

  2. Agent

    Sure. I'll log two hours against the integration review task, dated yesterday. Should I add a note?

  3. Caller

    No, that's fine. Thanks.

  4. Agent

    Logged. Two hours on the integration review, yesterday's date.

Prospect calls in to get set up

  1. Caller

    Hello, I'm Marcus Hale from Oakridge Legal. We were referred to you for implementation support.

  2. Agent

    Welcome, Marcus. I'll create a company record for Oakridge Legal so our team can pick this up. Is there a best number to reach you on?

  3. Caller

    Yes, it's 555 0142.

  4. Agent

    Thanks. Oakridge Legal is set up, and someone from the onboarding team will call you back tomorrow morning.

How to connect Rocketlane

  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 Rocketlane

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

  3. 3

    Choose the actions

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

Both. Your agent can update Rocketlane while the caller is still on the line, such as creating a task or company record. It can also log time or make changes after the call ends.

What do I need to connect Rocketlane?

You need a Rocketlane account with the permissions you want the agent to use. Sign in from your AgentCalls dashboard and enter your Rocketlane credentials from the tool's settings. Your agent only uses actions your account can perform.

Which AgentCalls plan includes the Rocketlane integration?

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

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Put your agent to work with Rocketlane.

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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