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Connect SegMetrics and let your voice agent manage contacts and products during calls.

SegMetrics tracks how customers move through your funnel. With AgentCalls connected, your voice agent can add or update a contact when a caller shares their details, delete a contact on request after confirming the record, and create a new product once the details are agreed on the call. Your team keeps SegMetrics as the single record of who your customers are and what you sell, and the agent keeps it current while it talks to them.

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What your agent can do with Segmetrics

  • Add a caller as a new contact, or update an existing one, when they share new details on the phone
  • Delete a contact by ID after confirming the record matches the caller
  • Create a new product in SegMetrics once the name, price and details are confirmed on the call
  • Keep contact records clean during data imports and follow-up calls

Segmetrics exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: new lead shares their details

  1. Caller

    Hi, I saw your ad for the bookkeeping package. My name is Maya Thompson and my email is maya.t@brightlinecafe.com.

  2. Agent

    Thanks, Maya. I have added you to our system with that email. Would you like to hear about the monthly plan or the annual one?

  3. Caller

    Monthly is fine for now. Can you also note that I run two locations?

  4. Agent

    Done. I have updated your contact with two locations. I will have a specialist call you tomorrow at ten.

Confirming a product before it goes live

  1. Caller

    We are adding a new service for walk-in bookkeeping reviews. Can you add it to the catalog?

  2. Agent

    Sure. The name is Walk-in Bookkeeping Review, priced at 85 dollars, one hour long. Is that correct?

  3. Caller

    Yes, that is right.

  4. Agent

    Thank you. The product is now created in SegMetrics and available for your team to use.

Outbound: removing a duplicate record

  1. Agent

    Hello, this is calling from Harbor Dental about the duplicate record on your account. Am I speaking with Daniel Reyes?

  2. Caller

    Yes, that is me. What do you need?

  3. Agent

    We see two entries under your name, one with the old number 555-0142. Shall I delete the older entry and keep the current one?

  4. Caller

    Yes, please delete the old one.

  5. Agent

    Confirmed. The older contact has been removed and your current record is kept.

How to connect Segmetrics

  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 Segmetrics

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

  3. 3

    Choose the actions

    In the agent editor, enable the Segmetrics 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 SegMetrics during the call or only after?

Both. Your agent can add, update or delete a contact and create a product while the call is in progress. It confirms the details with the caller before it makes any change.

What do I need to connect SegMetrics?

You need a SegMetrics account. Sign in to your AgentCalls dashboard, open Tools, choose SegMetrics and enter your own SegMetrics credentials from its settings.

Which plan includes this integration?

Tool integrations are included from the Growth plan onward.

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Put your agent to work with Segmetrics.

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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