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CRM & sales

SureContact

Give your phone agent direct access to SureContact contacts, deals and campaigns.

Connect SureContact and your agent can look up contacts, record calls as tasks, check campaign performance and pull reports while it talks to customers. Callers can ask where their order stands or which sales deal is open, and the agent answers from your live data. After a call, it can create follow-up tasks for your team and enroll a contact in an active sequence. Connect with your own SureContact credentials from its settings. Integrations are included from the Growth plan.

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What your agent can do with SureContact

  • Look up a contact by email or ID during the call and confirm who is calling
  • Create workspace tasks linked to the right contacts, assigned to the right person
  • Enroll a contact in an active sequence after a qualified call
  • Check campaign performance and live sending progress when a customer asks
  • Pull analytics reports for a chosen date range for quick answers to owners

SureContact exposes 26 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question from an existing customer

  1. Caller

    Hi, I'm calling about my account. It's Laura Mendes, laura.mendes@brightbakery.co.

  2. Agent

    Thanks, Laura. Let me pull up your record. I can see your account is active and your last order was on March 4.

  3. Caller

    Great. Can you tell me if my contact details are still correct?

  4. Agent

    They are. Your phone number and address are on file. Would you like me to update anything?

Callback request turned into a task

  1. Caller

    I need someone to call me back about a wholesale order. My name is Daniel Okafor.

  2. Agent

    Got it, Daniel. I'll create a follow-up task for our sales team and link it to your contact. What's the best time to reach you?

  3. Caller

    Tomorrow morning, before 11.

  4. Agent

    Noted. The task is assigned to Priya on the sales team, with your callback window. She'll reach out tomorrow morning.

Outbound follow-up after a demo

  1. Agent

    Hello, this is calling from the Harbor Dental team. May I speak with Michael Chen?

  2. Caller

    Speaking.

  3. Agent

    Thanks for joining the demo last Thursday. I've enrolled you in our onboarding sequence so you get the setup guide and a short checklist by email.

  4. Caller

    That's helpful, thank you.

How to connect SureContact

  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 SureContact

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

  3. 3

    Choose the actions

    In the agent editor, enable the SureContact 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 contacts and check reports during a call, and it can create tasks or enroll contacts once the call ends or as part of the conversation.

What do I need to connect SureContact?

A SureContact account with your own credentials. Sign in to your AgentCalls dashboard, open the SureContact integration and enter the details from your SureContact settings.

Which plan includes SureContact?

Integrations 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 SureContact.

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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