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Let your agent look up, record, and route SharePoint work while callers are on the line.

Connect SharePoint to AgentCalls and your agent can work with your team's lists, folders and people during a call. It can confirm whether a person has access, add a new request to a SharePoint list, or create a folder for a new client file. Your team gets clean records in SharePoint without anyone typing notes after the call. Connect in one click from the AgentCalls dashboard, and the agent uses the tools your team already relies on.

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What your agent can do with SharePoint

  • Find a SharePoint user and confirm they are active before answering an access question
  • Create a new item in a SharePoint list, such as a service request or a lead
  • Create a folder for a new client or project while the call is still in progress
  • Add or remove a user from SharePoint when a new hire starts or a contractor leaves
  • Log call details to the right list so the next person has the full context

SharePoint exposes 119 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Access question from a new hire

  1. Caller

    Hi, I started on Monday and I still can't open the Operations site. Can you check my account?

  2. Agent

    Sure. Can I have your full name and work email?

  3. Caller

    Daniel Okafor, d.okafor@brightlinelogistics.com.

  4. Agent

    Thanks, Daniel. Your account is active, but you are not yet in the Operations group. I have added a request to IT for access and noted that you need it today.

New client intake

  1. Caller

    I'd like to start a project with you. We're a small architecture firm in Leeds.

  2. Agent

    Welcome. What is the company name and the best contact number?

  3. Caller

    Hollow Ridge Architects, 0113 496 2277.

  4. Agent

    Got it. I have created a new client folder for Hollow Ridge Architects and added your enquiry to the Leads list. Someone from our team will call you by 3 pm tomorrow.

Follow-up after a missed visit

  1. Caller

    Hi, this is Maria from Sunset Dental. Can you tell me if our onboarding documents were uploaded?

  2. Agent

    Let me check the Sunset Dental folder. Yes, the signed agreement and intake form are both there, uploaded on the 12th.

  3. Caller

    Perfect. Can you also add a note that we need the insurance forms before the 20th?

  4. Agent

    Done. I have added the note to the open item for Sunset Dental, marked for the 20th. Anything else?

How to connect SharePoint

  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 SharePoint

    From Integrations in the dashboard, choose SharePoint and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the SharePoint 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 Messaging & team chat integrations

Questions, answered.

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

Both. During a call your agent can look up people, lists and folders and create records as the conversation happens. It can also write a summary of the call to SharePoint once the call ends.

What do I need to connect SharePoint?

You need a SharePoint account with permission to the sites and lists the agent should use. Sign in to SharePoint from the AgentCalls dashboard. The connection takes one click.

Which plan includes SharePoint?

Integrations, including SharePoint, 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 SharePoint.

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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