Start free

Let your agent pull marketing and business numbers from Windsor.ai during the call.

Windsor.ai connects your marketing and business data sources in one place. With AgentCalls, your agent can look up the figures a caller asks about, such as campaign results, spend and lead counts, and answer them in plain language. It can also check which data sources are connected and what a given report contains. Your agent reads only the fields you allow, returns short answers, and never shares raw data beyond what the call needs.

Start freeSee pricing

What your agent can do with Windsor.ai

  • Answer a caller's question about campaign performance, spend or leads from your Windsor.ai data
  • List the data connectors you have connected and check which are active
  • Check which fields and options are available for a specific source before answering
  • Look up linked accounts for a connector when a client asks about their own data
  • Pull a blended summary across all connected sources for a quick management update

Windsor.ai exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Owner asks for last week's ad spend

  1. Caller

    Hi, it's Daniel from Brightleaf Dental. What did we spend on Google Ads last week?

  2. Agent

    Hi Daniel. Let me pull that from Windsor.ai for last week.

  3. Agent

    Google Ads spend for last week was 1,842 dollars across 14 campaigns. The largest share went to your Invisalign campaign at 960 dollars.

  4. Caller

    Perfect, thanks. Is that up or down from the week before?

  5. Agent

    It is down about 9 percent from the week before, which was 2,024 dollars.

Client checks lead numbers from a call

  1. Caller

    Hello, this is Sarah from Oakridge Realty. How many leads came in from our Meta campaigns this month?

  2. Agent

    Hi Sarah. Checking Meta for this month now.

  3. Agent

    Your Meta campaigns have produced 87 leads so far this month, with a cost of 14 dollars per lead.

  4. Caller

    Great. Can you send me that summary by email?

  5. Agent

    I can have the summary sent to your address on file. Would you like it sent now?

Manager asks for a blended update before a meeting

  1. Caller

    It's Priya. I'm heading into a board call in ten minutes. Give me a quick overall number on total marketing spend this month.

  2. Agent

    Sure, Priya. Pulling a blended total across all connected sources.

  3. Agent

    Total marketing spend this month is 38,520 dollars across paid search, paid social and email. Paid social is the largest share at 21,300 dollars.

  4. Caller

    Thanks. Is anything over budget?

  5. Agent

    Paid social is 6 percent above its monthly target. Everything else is within budget.

How to connect Windsor.ai

  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 Windsor.ai

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

  3. 3

    Choose the actions

    In the agent editor, enable the Windsor.ai actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

Google SheetsVerifiedSpreadsheets & databasesGoogle Sheets is a cloud-based spreadsheet tool enabling real-time collaboration, data analysis, and integration with…SupabaseSpreadsheets & databasesSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and real-time…AirtableSpreadsheets & databasesAirtable merges spreadsheet functionality with database power, enabling teams to organize projects, track tasks, and…Code InterpreterSpreadsheets & databasesCodeInterpreter extends Python-based coding environments with integrated data analysis, enabling developers to run…SerpApiSpreadsheets & databasesSerpApi provides a real-time API for structured search engine results, allowing developers to scrape, parse, and…ExaSpreadsheets & databasesExa focuses on data extraction and search, helping teams gather, analyze, and visualize information from websites…

All Spreadsheets & databases integrations

Questions, answered.

Does the agent use Windsor.ai during the call or after it?

During the call. When a caller asks for a figure, your agent queries Windsor.ai and answers in the same conversation. It only reads the fields and sources you have connected.

What do I need to connect Windsor.ai?

You need your own Windsor.ai account with the data sources already set up. Enter your credentials from the Windsor.ai settings in the AgentCalls dashboard, under Tools. Integrations are included from the Growth plan.

Can the agent change data in Windsor.ai?

Only where a supported write action is enabled for your account. Your agent can check which actions are available before using them, and you control which ones it can run from the dashboard.

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

Put your agent to work with Windsor.ai.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing