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CRM & sales

Suitedash

Look up and add SuiteDash contacts and companies during your calls.

Connect SuiteDash to your AgentCalls agent and it can work with your client records while it talks to callers. Your agent can check whether a caller is already a contact, pull up their company and details, and create a new lead or client record when someone calls in for the first time. It can also search your company list and read custom field definitions, so it captures the right information for your business. Connect SuiteDash with the credentials from its settings, and the agent uses only the actions you allow.

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What your agent can do with Suitedash

  • Find a contact by email during a call and read their details back to the caller
  • Look up a company by name and confirm its contact details and tags
  • Create a new lead, client or prospect contact with name, role and email
  • Create a company record and attach a primary contact when a new business calls in
  • Read your custom field schema so the agent asks for the right information

Suitedash exposes 8 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New inbound lead

  1. Caller

    Hi, I'm Priya Shah from Shah Dental. I'd like to know if you can help with billing software.

  2. Agent

    Happy to help, Priya. Can I get your email address so I can set up your record?

  3. Caller

    It's priya@shahdental.com.

  4. Agent

    Thanks. I've added you as a prospect under Shah Dental, and our team will reach out by Thursday.

Returning client lookup

  1. Caller

    This is Tom Reilly. Can you check when my last invoice was sent?

  2. Agent

    Sure, Tom. Let me find your record. I can see you're with Reilly Plumbing, and your account is active.

  3. Caller

    Great, is my contact address still the one on Mill Street?

  4. Agent

    Yes, the address on file is 14 Mill Street. Would you like me to update it?

Outbound follow-up

  1. Agent

    Hello, this is calling for Maya Okafor at Northgate Studio. Is this a good time to talk about your project?

  2. Caller

    Yes, go ahead.

  3. Agent

    I've noted that your project kickoff is set for 12 May. I'll add a contact for your design lead so our team has the right person.

  4. Caller

    Sure, that's Jordan Lee, jordan@northgatestudio.co.

How to connect Suitedash

  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 Suitedash

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

  3. 3

    Choose the actions

    In the agent editor, enable the Suitedash 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 look up and create SuiteDash records while it is on the call, and it can also log details after the call ends.

What do I need to connect SuiteDash?

A SuiteDash account with the credentials from its settings. Sign in to the AgentCalls dashboard and add SuiteDash under tools.

Which AgentCalls plan includes this?

Integrations, including SuiteDash, 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 Suitedash.

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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