Create, track and review your KPIs by phone with SimpleKPI and AgentCalls.

Connect SimpleKPI and your agent can work with your key performance indicators during a call. It can look up a KPI, record a new value, assign a KPI or group item to a team member, and create new KPIs, categories, groups and units. Your agent answers the questions you already ask in the dashboard, so managers and staff get the numbers they need without logging in. Connect your SimpleKPI account once from the AgentCalls dashboard and it works across your phone line.

What your agent can do with Simplekpi

  • Answer questions about a KPI's current value and target during a call
  • Create a new KPI, category or unit when a caller asks to start tracking something
  • Assign a KPI or group item to a user with a custom target
  • Organise KPIs into groups for reporting
  • Log the details a caller gives you directly into SimpleKPI

Simplekpi exposes 51 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Manager checks sales target

  1. Caller

    Hi, this is Dana Ortiz. Can you tell me where we are on the monthly sales KPI?

  2. Agent

    Hi Dana. The monthly sales KPI is at 74 percent of target with eight days left in the month. Do you want the breakdown by team?

  3. Caller

    Not right now, thanks. Just send me the number by email.

  4. Agent

    Done. I'll email the current figure to dana@brightline.co within the hour.

Assign a KPI to a new hire

  1. Caller

    We just hired James Chen for the support team. Can you put him on the first response time KPI?

  2. Agent

    Of course. What target should James have for first response time?

  3. Caller

    Make it under 4 hours.

  4. Agent

    James Chen is now assigned to first response time with a target of under 4 hours.

Log a new customer satisfaction score

  1. Caller

    This is Rachel from Harbor Dental. We got 18 new survey responses this week and the average satisfaction score is 4.6 out of 5.

  2. Agent

    Thanks Rachel. Which KPI should I record that under?

  3. Caller

    Customer satisfaction, weekly.

  4. Agent

    Recorded. Customer satisfaction for this week is 4.6 out of 5 across 18 responses.

How to connect Simplekpi

  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 Simplekpi

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

  3. 3

    Choose the actions

    In the agent editor, enable the Simplekpi actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Questions, answered.

Does the agent work during the call or after it?

Both. During a call your agent can look up KPI values, record new figures and make assignments in SimpleKPI as the conversation happens. You can also set it to send summaries or follow-ups after the call ends.

What do I need to connect SimpleKPI?

You need a SimpleKPI account. Enter your SimpleKPI credentials in the Integrations section of the AgentCalls dashboard. Your agent then uses that connection for every call on your number.

Which plan includes this integration?

SimpleKPI is included from the Growth plan and above.

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Put your agent to work with Simplekpi.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.