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Tally forms, read and updated by your agent during phone calls.

Connect Tally and your agent can work with your forms while it talks to a caller. It can look up a form, read its fields, check recent responses, and confirm settings. When a caller finishes an intake or booking request, the agent can record the answers in a form for you. Connect with your own Tally credentials from the Tally settings, and your agent uses only the forms you choose to share.

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What your agent can do with Tally

  • Read a form's fields so the agent can ask the right questions in order
  • Check recent form responses to confirm a caller already submitted their details
  • Create a new form on request, such as a short intake or feedback survey
  • Set up a webhook so your other tools hear about each new response
  • Review form settings and details before the agent quotes them to a caller

Tally exposes 18 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Patient intake before a visit

  1. Caller

    Hi, I'm booking a physio visit. I think I still need to fill in the intake form.

  2. Agent

    Thanks for calling. Let me check. I can see your intake form, Mr. Okafor. Did you submit it under this number?

  3. Caller

    I think so, on Monday. I used my email, the one with the Gmail address.

  4. Agent

    I found a response from Monday at 4:12 pm, so you're all set. Your appointment is Thursday at 10:30 am. Anything else?

Customer asks which fields are required

  1. Caller

    I want to send you a quote request, but I'm not sure what details you need.

  2. Agent

    Sure. The quote form asks for your company name, the number of units, and a delivery postcode. The rest is optional.

  3. Caller

    Okay, I have those. Can I give them to you now?

  4. Agent

    Go ahead. I'll add them to the request, and someone from our team will email your quote by end of day.

Follow-up on a feedback survey

  1. Agent

    Hello, this is Sana from Harbor Bakery. Do you have two minutes to answer a short survey about your last order?

  2. Caller

    Sure, why not.

  3. Agent

    Thank you. On a scale of one to five, how was the freshness of your bread?

  4. Caller

    Five. Really good.

  5. Agent

    Great, I've recorded that. Thanks for your time, and have a good weekend.

How to connect Tally

  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 Tally

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

  3. 3

    Choose the actions

    In the agent editor, enable the Tally 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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All Forms & surveys integrations

Questions, answered.

Does the agent use Tally during the call or after it?

Both. During a call, your agent can read form fields, check responses, and record answers. It can also trigger follow-up actions after the call ends.

What do I need to connect Tally?

You need a Tally account and your own Tally credentials. Sign in to AgentCalls, open Integrations, choose Tally, and follow the steps to link your account.

Which plan includes this integration?

Tally is included from the Growth plan. Starter plans can add it as an upgrade.

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Put your agent to work with Tally.

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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