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Connect Segment to your AgentCalls voice agent and keep customer data current from every call.

Segment collects customer data from your website, app and tools, then routes it where it is needed. With Segment connected, your agent can identify a caller, update their traits, add them to a group such as a company or plan, and record what happened on the call. It can also send events as they happen, for example a booking or a completed order. Your data stays in one clean profile. You connect Segment with your own credentials from its settings, and the agent works within the actions you allow.

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What your agent can do with Segment

  • Identify a caller and create or update their profile traits, such as name, email and preferred language
  • Associate a caller with a group, such as a company account or subscription plan
  • Send a track event when a call results in a booking, purchase or request
  • Merge an earlier anonymous identity into a known customer after verification
  • Look up a source or destination to confirm where call data is being sent

Segment exposes 17 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from an existing customer

  1. Caller

    Hi, this is Maria Lopez. I'm calling about my membership renewal.

  2. Agent

    Hello Maria, thanks for calling. I can see your account. Your renewal is due on June 3. Would you like to renew now?

  3. Caller

    Yes, please renew it for another year.

  4. Agent

    Done. I've renewed your plan and updated your record. You'll get a confirmation email shortly.

Updating contact details during a call

  1. Caller

    I moved offices. My company is now Northfield Dental, and my new email is ops@northfielddental.co.uk.

  2. Agent

    Got it. I'll update your email and link you to the Northfield Dental account.

  3. Agent

    I've saved both changes. Is there anything else you need today?

Outbound follow-up after a trial

  1. Agent

    Hi, this is calling from Brightline Studio. Am I speaking with Tom Reyes?

  2. Caller

    Yes, that's me.

  3. Agent

    Your free trial ends Friday. I see you booked a demo last week. Would you like to continue on the Growth plan at $89 a month?

  4. Caller

    Sure, let's do it.

  5. Agent

    Great. I've updated your plan and recorded the upgrade. Thanks, Tom.

How to connect Segment

  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 Segment

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

  3. 3

    Choose the actions

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

Both. Your agent can read and write customer data while the call is live, and it can send events at the end of a call to record the outcome.

What do I need to connect Segment?

A Segment account and the credentials created in Segment's settings. Enter them in the AgentCalls dashboard under Integrations. You choose which actions the agent may take.

Which plan includes this integration?

Integrations are included from the Growth plan. Segment connects alongside any other tool on that plan.

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Put your agent to work with Segment.

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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