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Connect Stormboard so your agent can open Storms, post messages and add ideas during calls.

Stormboard is an online whiteboard for meetings, brainstorms and creative projects. With AgentCalls connected to Stormboard, your agent can work with your Storms while it talks to customers and team members. It can create a new Storm for a planning session, add ideas and connectors, post a message to a Storm's chat, or accept a Storm invitation. Your team gets a clear record of what was discussed, without anyone typing during the call. Connect your Stormboard account once from the settings in the tool and your agent handles the rest.

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What your agent can do with Stormboard

  • Create a new Storm for a planning session or brainstorm during a call
  • Post a message to a Storm's chat so the team sees the call outcome
  • Add ideas, tags and line connectors to a Storm board
  • Accept a Storm invitation or add a Storm to favorites
  • Close a Storm to make it read-only once a project is signed off

Stormboard exposes 41 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: a client asks to start a workshop board

  1. Caller

    Hi, we're planning a product workshop next Tuesday. Can you set up a board for it so my team can add ideas beforehand?

  2. Agent

    Of course. Who should I invite to the board, and what should I call it?

  3. Caller

    Call it Q3 Product Workshop and add Priya and James from our team.

  4. Agent

    Done. I've created the Q3 Product Workshop Storm and sent the invitations. Priya and James can start adding ideas today.

Follow-up: a team lead wants the call summary in the Storm

  1. Caller

    Can you put a note in the Storm for the onboarding redesign? We agreed to cut the setup step to two screens.

  2. Agent

    Sure. I'll post that to the onboarding redesign chat now and tag it for the design group.

  3. Caller

    Perfect, thanks. And add a tag called Priority.

  4. Agent

    Posted, and the Priority tag is added to that Storm. The team will see both when they open the board.

Outbound: wrapping up a finished project board

  1. Agent

    Hi Sara, this is calling from your team's office about the spring campaign board. Is the brainstorm complete?

  2. Caller

    Yes, we've finished. You can lock it now.

  3. Agent

    Understood. I'll close the Spring Campaign Storm so it is read-only, and add a closing note to the chat.

  4. Caller

    Great, thanks for handling that.

How to connect Stormboard

  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 Stormboard

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

  3. 3

    Choose the actions

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

Both. Your agent can act during the call, such as creating a Storm or posting a message, and it can also follow up later with an outbound call.

What do I need to connect Stormboard?

You need a Stormboard account. Sign in to the AgentCalls dashboard, open the Stormboard integration and enter your Stormboard credentials from the tool's settings.

Which plan includes the Stormboard integration?

Integrations, including Stormboard, are included from the Growth plan.

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Put your agent to work with Stormboard.

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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