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Email

SendGrid

Send confirmations, receipts and follow-ups by email during your calls.

Connect SendGrid and your agent can send emails while it is on the phone. A caller can ask for a booking confirmation, a receipt or a password reset, and the agent sends it to the address they give. Your agent can also add contacts to a mailing list and check whether a message was delivered. Connect with your SendGrid credentials from its settings, and the agent works within the permissions you set.

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What your agent can do with SendGrid

  • Send a booking confirmation or receipt to the email address the caller gives
  • Check whether a previously sent email was delivered, opened or bounced
  • Add a new caller to a mailing list with their consent
  • Send a follow-up email with a template you have already designed
  • Trigger a password reset or account notice for an existing customer

SendGrid exposes 359 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Booking confirmation during an inbound call

  1. Caller

    Hi, I'd like to book a cleaning for Thursday afternoon.

  2. Agent

    Of course. I have Thursday at 2:30 open. Shall I book that for you?

  3. Caller

    Yes, please. Can you send the confirmation to dana.reyes@brightmail.com?

  4. Agent

    Done. The confirmation for Thursday at 2:30 is on its way to that address now.

Checking a receipt that was already sent

  1. Caller

    I never got the receipt for my order last night.

  2. Agent

    Let me check. I can see the receipt was delivered at 9:14 last night. Would you like me to send it again?

  3. Caller

    Yes, please send it to my work address.

  4. Agent

    Sent. You should see it in your inbox within a few minutes.

Outbound follow-up after a quote

  1. Agent

    Hello, this is Omar calling from Haddad Trading about the quote we discussed on Monday.

  2. Caller

    Oh yes, I was still deciding on the second pallet.

  3. Agent

    No problem. I'll email the updated quote to accounts@haddadtrading.ae so your team has both options in one place.

  4. Caller

    Perfect, thank you.

How to connect SendGrid

  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 SendGrid

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

  3. 3

    Choose the actions

    In the agent editor, enable the SendGrid 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 send emails during the call or afterwards?

Both. Your agent can send an email while the caller is still on the line, or queue a follow-up after the call ends. You choose which actions it is allowed to take.

What do I need to connect SendGrid?

A SendGrid account and its credentials from the SendGrid settings. Sign in to your AgentCalls dashboard, open Integrations, and enter them. Your agent then uses only the permissions you grant.

Which plan includes this integration?

Integrations are included from the Growth plan. Smaller plans can view the integration but cannot connect it.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with SendGrid.

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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