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Userlist

Connect Userlist so your agent can update company and user records during calls.

Userlist helps SaaS teams send behavior-based email and in-app messages. With Userlist connected to AgentCalls, your agent can link a caller to their company record while you talk, so your messages reach the right people. When a customer asks to be removed from an account or a company leaves, your agent can also remove that company from Userlist after confirming the details. Your team keeps full control of the data, and every change is logged in your Userlist account.

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What your agent can do with Userlist

  • Link a caller to their company and update the relationship in Userlist during the call
  • Confirm a customer's company before changing anything in your records
  • Remove a company from Userlist after verifying its identifier
  • Keep account data current without waiting for someone to update it by hand

Userlist exposes 2 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Account update during a support call

  1. Caller

    Hi, I'm Dana Whitfield. I just joined the Brightline team as their operations lead.

  2. Agent

    Thanks, Dana. I can see Brightline on our side. I'll link your account to their company record in Userlist so you get the right product updates.

  3. Caller

    Perfect, thank you.

  4. Agent

    Done. You're now connected to Brightline and will receive their onboarding emails starting today.

Offboarding a closed account

  1. Caller

    Hello, this is Marcus Reid. We closed our account with Harbor Tech last month and I'd like them removed from your mailing list.

  2. Agent

    I'm sorry to hear that, Marcus. Can you confirm the company ID on your account so I can verify it?

  3. Caller

    Yes, it's HT-2041.

  4. Agent

    Thanks. I've confirmed Harbor Tech with ID HT-2041 and removed it from Userlist. You won't receive further campaign emails from them.

Outbound check-in after a trial

  1. Agent

    Hi, this is calling from Northfield Software. Is this Priya Raman? I'm following up on your trial.

  2. Caller

    Yes, speaking. The trial has been useful.

  3. Agent

    Great to hear. I've linked you to your company, Kestrel Labs, in our system so the team's recent updates reach you. Is there anything blocking you from upgrading?

  4. Caller

    Pricing for the team seats is the main question.

  5. Agent

    Understood. I'll note that and have someone send you the seat pricing by email this afternoon.

How to connect Userlist

  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 Userlist

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

  3. 3

    Choose the actions

    In the agent editor, enable the Userlist 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 update Userlist while the caller is on the line, and the change takes effect right away. You can also review the call summary afterward in your AgentCalls dashboard.

What do I need to connect Userlist?

You need an active Userlist account. Sign in to AgentCalls, open the tools section, and connect Userlist using your own credentials from the Userlist settings page.

Which plan includes this integration?

Userlist is included from the Growth plan. Tools are not available on the Starter plan.

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Put your agent to work with Userlist.

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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