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Let your agent check projects and create tasks in Teamwork during a call.

Teamwork holds your projects, task lists, milestones and team. With AgentCalls connected, your agent can look up where a project stands, check what is due this week, and create a task for a client request while the caller is still on the line. It can also find the right person to assign work to, so a request reaches the team without a follow-up call. Connect Teamwork from your AgentCalls dashboard using your own Teamwork sign-in, and the agent only sees the projects your account can see.

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What your agent can do with Teamwork

  • Look up open tasks and what is due by project, task list or assignee
  • Check milestone dates and status for a project
  • Create a task in the right task list with an assignee, estimate and due date
  • Find team members to assign work to during the call
  • Tag tasks so they are easy to filter later

Teamwork exposes 12 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks for a status update

  1. Caller

    Hi, this is Dana Ortiz from Brightwater. Can you tell me where the website redesign stands?

  2. Agent

    Of course. The redesign is in the Build phase. Twelve tasks are still open and the launch milestone is set for March 14.

  3. Caller

    Is anything blocked on our side?

  4. Agent

    Two tasks are waiting on your content. I can list them for you and send the links to your email.

Request for a new task

  1. Caller

    We need the product photos resized for the new store page. Can someone pick that up?

  2. Agent

    Sure. I'll create a task in the Store Launch list and assign it to Marcus Lee. What due date works for you?

  3. Caller

    Friday would be great.

  4. Agent

    Done. The task is set for Friday and Marcus has been assigned. You'll get a confirmation by email.

Follow-up on a milestone

  1. Agent

    Hi Priya, this is calling from Halden Studio about the Q3 campaign. The asset delivery milestone is due tomorrow. Are you still on track?

  2. Caller

    Mostly. The copy is done but the video edits are a day behind.

  3. Agent

    Thanks. I'll note that and move the video task to Thursday so the milestone owner sees the change.

How to connect Teamwork

  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 Teamwork

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

  3. 3

    Choose the actions

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

Both. Your agent can look up and create Teamwork items while the caller is on the line, and it can make follow-up calls based on what is in Teamwork.

What do I need to connect Teamwork?

A Teamwork account with access to the projects you want the agent to use. Enter your Teamwork credentials in the AgentCalls dashboard. The agent only sees what your Teamwork user can see.

Which plan includes Teamwork?

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

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Put your agent to work with Teamwork.

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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