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CRM & sales

Smartlead

Connect Smartlead to your phone agent. Check campaigns and book follow-ups while you talk.

Smartlead runs your cold email campaigns, leads and sending accounts. Connect your Smartlead account to AgentCalls and your agent can look up campaign results, check how a prospect is doing, and log next steps during a call. Your agent works with your own Smartlead settings and only uses the actions you allow, so a call can answer a question about a campaign without anyone opening a dashboard.

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What your agent can do with Smartlead

  • Look up the status and performance of a campaign while on the phone
  • Check lead and campaign details for a prospect who calls about an email
  • Review sending account and deliverability status before answering a question
  • Confirm usage and remaining credits for Smart Prospect searches
  • Create a draft campaign from a call when a client asks for a new outreach

Smartlead exposes 33 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

A prospect asks about a campaign they received

  1. Caller

    Hi, I got an email from your team last week about outsourced bookkeeping. Who is running that campaign?

  2. Agent

    Thanks for calling. Let me check. The campaign was sent from our Q3 services list. Can I take your name and company so I can match the contact?

  3. Caller

    It's Dana Whitfield, at Brightpath Dental.

  4. Agent

    Thanks, Dana. I found the contact and noted your reply. I'll pass it to our account lead, Marcus, and he'll call you by Thursday at 10 AM. Does that work?

Client checks campaign performance

  1. Caller

    This is Omar from Halden Logistics. How are the freight broker campaign numbers looking this week?

  2. Agent

    Hi Omar. The campaign has sent 1,240 emails with 46 replies so far, and reply rate is 3.7 percent. It's running on 4 sending accounts with no deliverability warnings.

  3. Caller

    Good. Can you pause it if reply rate drops below 3 percent?

  4. Agent

    I can note that as a request for your team to review. I won't change the campaign from this call, but I'll flag it to your account manager today.

Outbound follow-up on a new draft

  1. Agent

    Hello, this is calling for Priya at Westgate Realty. Am I speaking with Tom?

  2. Caller

    Yes, this is Tom.

  3. Agent

    Great. Priya asked us to set up a new outreach campaign for your Denver listings. Would Tuesday at 2 PM be a good time to review the draft together?

  4. Caller

    Tuesday at 2 works. Send me the draft beforehand.

  5. Agent

    Done. I've created a draft campaign and booked Tuesday at 2 PM. You'll get the details by email this afternoon.

How to connect Smartlead

  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 Smartlead

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

  3. 3

    Choose the actions

    In the agent editor, enable the Smartlead 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 Smartlead work during the call or after it?

Both. Your agent can look up campaign and lead details while the caller is on the line, and it can log notes or create draft records once the call ends.

What do I need to connect Smartlead?

A Smartlead account with the credentials you use in its settings. Sign in to the AgentCalls dashboard, open Tools, choose Smartlead, and enter your credentials to connect.

Which plan includes Smartlead?

Tool integrations, including Smartlead, 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 Smartlead.

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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