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Let your agent look up and update Softr records during a call.

Softr turns your Airtable data into client portals, internal tools and web apps. Connect your Softr workspace to AgentCalls with your own credentials, and your agent can work with your databases while it talks to callers. It can add a new lead or client record as soon as someone calls, create the table fields you need for intake, and remove records that are no longer valid. Actions run inside the call, so the caller gets an answer and the data is already in your system.

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What your agent can do with Softr

  • Create a new lead or client record in a Softr database while on the call
  • Add tables and fields to capture intake details such as email, phone and preferred service
  • Delete outdated or duplicate records when a caller asks you to remove them
  • Set up a new database for a new team, project or client portal
  • Keep your Softr portal data current without anyone logging in after the call

Softr exposes 21 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client intake for a new portal user

  1. Caller

    Hi, I'm Rachel Mendes. I was referred to you by Tom at Brightline. I'd like access to the client portal.

  2. Agent

    Welcome, Rachel. I can set that up now. Can I take your email address and the company name?

  3. Caller

    It's rachel@mendesdesign.co, and the company is Mendes Design.

  4. Agent

    Thanks. I've added you to the Clients table in your Softr workspace. You'll get an invite at rachel@mendesdesign.co within a few minutes.

Removing a duplicate record

  1. Caller

    I think I was entered twice on your system. There's an old record with my old address, 14 Park Lane.

  2. Agent

    I can see two records under the name Daniel Ortiz. Which one should I remove?

  3. Caller

    The one with 14 Park Lane. The other one is the current one.

  4. Agent

    Done. The duplicate record for 14 Park Lane has been deleted. Your current details are unchanged.

Adding a field after a customer request

  1. Caller

    Can you start collecting our VAT number when we onboard a new supplier? We've been asking by email.

  2. Agent

    Yes. I can add a VAT number field to the Suppliers table now. Should it be a required field?

  3. Caller

    Make it text, and yes, required.

  4. Agent

    Added. The Suppliers table now has a required VAT number field. New supplier records will ask for it from today.

How to connect Softr

  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 Softr

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

  3. 3

    Choose the actions

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

Both. Your agent can create, look up or change Softr records while the caller is still on the line, or it can log information at the end of the call.

What do I need to connect Softr?

You need an account on Softr with access to the workspace you want to use. Sign in to your AgentCalls dashboard, open Tools, and connect Softr with your own credentials from the Softr settings.

Which plan includes Softr?

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

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Put your agent to work with Softr.

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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