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CRM & sales

TimelinesAI

Give your phone agent access to TimelinesAI chats and WhatsApp accounts.

TimelinesAI runs your WhatsApp conversations and connects them to your CRM. With AgentCalls, your agent can work inside that same workspace during a call. It can look up a customer's chat history, find open conversations, check which WhatsApp accounts are live, and pull up the files a customer has sent. After the call, it can leave the conversation in the right state so your team picks it up without asking the customer to repeat themselves.

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What your agent can do with TimelinesAI

  • Look up a caller's chat and read the most recent messages before answering
  • Find unread or assigned chats so the right person gets the follow-up
  • Check which WhatsApp accounts are connected and active in your workspace
  • Retrieve a file a customer sent, such as an invoice or photo, and read back its details
  • Confirm webhook subscriptions so your CRM stays in sync with new messages

TimelinesAI exposes 13 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks about a earlier WhatsApp order

  1. Caller

    Hi, I messaged your team on WhatsApp last week about a delivery. Can someone tell me where it is?

  2. Agent

    Of course. May I have the phone number you used on WhatsApp so I can find that conversation?

  3. Caller

    It's 07700 900 418.

  4. Agent

    Thank you, Mrs. Patel. I found your chat from Tuesday. The last message from our team said the parcel would ship on Thursday. I can have someone send you the tracking link on WhatsApp now.

Finding unread chats for a sales rep

  1. Caller

    Is anyone following up on the quote I asked for on WhatsApp yesterday?

  2. Agent

    Let me check. Your chat is still unread and is assigned to Daniel Osei. I've flagged it as urgent so he sees it first thing this morning.

  3. Caller

    Great, thanks. Can he call me before noon?

  4. Agent

    I've added that to the note on the chat. Daniel will call you before noon.

Customer sends a photo to confirm a repair

  1. Caller

    I sent you a photo of the damaged screen on WhatsApp. Did you get it?

  2. Agent

    Yes, I can see the file in your chat from this morning. It shows a cracked corner on the lower left. Would you like us to book the repair for tomorrow at 2 pm?

  3. Caller

    Yes, please.

  4. Agent

    Done. You're booked for tomorrow at 2 pm. You'll get the confirmation on WhatsApp in a moment.

How to connect TimelinesAI

  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 TimelinesAI

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

  3. 3

    Choose the actions

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

Both. During a call, your agent can look up chats, read recent messages and check file details. After the call, it can update the conversation so your team sees what was discussed.

What do I need to connect TimelinesAI?

You need an active TimelinesAI account. Sign in to the AgentCalls dashboard, open Integrations, and enter your TimelinesAI credentials from the tool's settings. Integrations are included from the Growth plan.

Can the agent send WhatsApp messages or delete data?

Your agent can read chats, accounts and files, and manage webhook subscriptions. Deleting files or webhooks only happens when you set it up that way in your workspace.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with TimelinesAI.

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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