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Let your phone agent check invoices and create them with sevDesk during a call.

Connect sevDesk to AgentCalls and your phone agent can work with your accounting while it talks to customers. It can look up whether an invoice has been paid, check an open balance, and create a new invoice from details the caller gives. Your team stays in control of what the agent can access, and every change appears in sevDesk like any other entry. It works for freelancers and small businesses that run their books in sevDesk and want fewer billing calls to handle by hand.

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What your agent can do with Sevdesk

  • Look up whether a specific invoice is paid, open or overdue
  • Check a customer's outstanding balance during the call
  • Create a draft invoice from items and amounts the caller confirms
  • Add a new customer contact when a caller is billed for the first time
  • Record a payment reference the caller reads out for your bookkeeping

Sevdesk exposes 127 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about an unpaid invoice

  1. Caller

    Hi, I'm calling about invoice 2041 from March. Has that been paid yet?

  2. Agent

    Let me check that for you. Invoice 2041 for Alder Print Studio is still open. The amount due is 1,280 pounds, and the due date was March 28.

  3. Caller

    Oh, I thought I'd paid that. Can you send me the bank details again?

  4. Agent

    Of course. I'll send the payment details and the invoice link to the email on your account now.

Quote turned into an invoice on the call

  1. Caller

    We'd like to go ahead with the website redesign we discussed. Can you invoice us for the first phase?

  2. Agent

    Yes. I have Harbor Dental Group as the customer. The first phase is 2,400 dollars plus sales tax. Shall I create the invoice on that?

  3. Caller

    Yes, that's right. Send it to billing@harbordental.com.

  4. Agent

    Done. I've created draft invoice 2058 and sent it to billing@harbordental.com. It is due in 14 days.

Follow-up on an overdue balance

  1. Agent

    Hello, this is a call from Northfield Landscaping about your account. Is this a good time to talk about your balance?

  2. Caller

    Sure, I know we're behind. When is the next payment due?

  3. Agent

    Your balance is 640 pounds and the oldest invoice is 19 days overdue. Would you like me to note a payment date of Friday?

  4. Caller

    Friday works. Put that down.

  5. Agent

    Noted. I've added a payment promise for Friday to your account record.

How to connect Sevdesk

  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 Sevdesk

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

  3. 3

    Choose the actions

    In the agent editor, enable the Sevdesk 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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All Finance & invoicing integrations

Questions, answered.

Does the agent work with sevDesk during the call or after it?

During the call. When a caller asks about an invoice or balance, your agent looks it up in sevDesk while the conversation is happening. Actions such as creating a draft invoice are also made during the call.

What do I need to connect sevDesk?

You need an active sevDesk account. Sign in to the AgentCalls dashboard, open the sevDesk tool, and connect it using your own credentials from sevDesk's settings. You can disconnect it at any time.

Which plan includes the sevDesk integration?

Tool integrations, including sevDesk, are included from the Growth plan.

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

Put your agent to work with Sevdesk.

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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