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Give your phone agent live org charts, people search and manager lookups from The Org.

Connect The Org to AgentCalls and your agent can answer account questions on the phone with company and people data. Callers ask who runs a team, and the agent looks up the org chart and the right manager. Your sales reps can ask for a prospect's manager or a list of decision makers before a call back. The agent can also check your remaining credits and usage, so you always know what your plan allows. Connect your account once from the dashboard and the agent uses only the actions you enable.

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What your agent can do with The Org

  • Look up a company's org chart and find who leads a team
  • Find a contact's manager by work email or LinkedIn profile URL
  • Search people and positions by company, role and location
  • Read saved people and lead lists, one page at a time
  • Check your current credit allowance and recent usage

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

Example calls

Prospect asks who to speak to

  1. Caller

    Hi, I'm calling about a demo. Who would be the right person to talk to at Brightline Logistics?

  2. Agent

    Happy to help. Brightline's operations team reports to their VP of Operations, Dana Whitfield. Would you like me to book a call with her team?

  3. Caller

    Yes, that would be great. Can you check if she's available Thursday?

  4. Agent

    Thursday at 2 PM works on her calendar. I'll send the invite to the email you gave me.

Rep asks for a manager lookup

  1. Caller

    I need the manager for jordan.reyes@corvexhealth.com before I call him back.

  2. Agent

    Jordan Reyes reports to Priya Nair, Director of Procurement at Corvex Health. Priya's team is in the London office.

  3. Caller

    Perfect, thanks. Can you email me her details?

  4. Agent

    Sent. You'll find her role and contact in your inbox in a minute.

Owner checks account usage

  1. Caller

    How many lookups do we have left this month?

  2. Agent

    You have 1,240 credits left out of 2,000, and the allowance resets on the 1st. You've used about 760 so far this month.

  3. Caller

    Good. Please hold off on any big position searches until next month.

  4. Agent

    Understood. I'll only run small lookups from now on.

How to connect The Org

  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 The Org

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

  3. 3

    Choose the actions

    In the agent editor, enable the The Org 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 The Org during the call or after it?

Both. During a call your agent can look up org charts, managers and people while the caller waits. It can also run lookups after a call, such as preparing a summary for your team.

What do I need to connect The Org?

You need an account with The Org and your own credentials from its settings. Sign in from the AgentCalls dashboard, add the credentials once, and choose which actions your agent can use.

Which AgentCalls plan includes this integration?

Integrations, including The Org, are included from the Growth plan. Searches and lookups use credits from your own The Org allowance, and the agent shows you the cost before any large search.

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Put your agent to work with The Org.

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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