Check Wise balances, rates and recipients during your customers' calls.

Connect Wise to your AgentCalls agent and it can answer money questions on the phone. Your agent can check balances across your Wise profiles, look up the latest exchange rate for a currency pair, and confirm which currencies Wise supports. It can list your recipients, and it can prepare a transfer quote so a customer hears the exact cost before anything is sent. Quotes expire, and the agent does not create or fund transfers, so no money moves during a call.

What your agent can do with Wise

  • Read balances and savings jars for each of your Wise profiles
  • Quote the latest indicative exchange rate for any currency pair
  • Prepare a transfer quote and read out fees and the amount received
  • Confirm which currencies Wise supports and their decimal rules
  • List recipients and recent account activity for a profile

Wise exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks for a transfer quote

  1. Caller

    Hi, I want to send 2,000 euros to my supplier in Germany. How much will arrive?

  2. Agent

    Sure. I can prepare a Wise quote for 2,000 EUR from your GBP balance. One moment.

  3. Agent

    About 1,702 GBP is needed to send 2,000 EUR. The recipient would receive the full 2,000 EUR, and the fee is 4.80 GBP. The quote is valid for 20 minutes.

  4. Caller

    Perfect, thanks. I'll confirm from the app.

Balance check before a payment

  1. Caller

    Do we have enough in the USD account to cover the Chicago invoice this week?

  2. Agent

    Let me check your balances. Your USD balance is 8,430.15 dollars, so you have enough for an invoice up to that amount.

  3. Caller

    Good. What's the rate to pound sterling right now?

  4. Agent

    The indicative rate today is 0.7912 GBP per USD. This is a guide only, and the final quote will show the exact figure.

Recipient follow-up

  1. Caller

    Can you tell me if Maria Lopez is saved as a recipient for Mexico?

  2. Agent

    Checking your recipients. Yes, Maria Lopez is saved for MXN, and the recipient is active.

  3. Caller

    Great. Can you send her the 500 dollars we talked about?

  4. Agent

    I can prepare a quote for 500 USD to her. The transfer itself is sent from your Wise account, so I'll share the quote details now.

How to connect Wise

  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 Wise

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

  3. 3

    Choose the actions

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

Questions, answered.

Does the agent move money during a call?

No. The agent can read balances, rates, recipients and activity, and it can prepare a transfer quote. It does not create or fund transfers, so no money moves during a call. Transfers are completed in your Wise account.

What do I need to connect Wise?

You need a Wise Business account with a personal API token. Sign in from the AgentCalls dashboard, open Wise under Tools, and add your credentials. The connection takes a few minutes.

Is Wise included in my plan?

Tool integrations, including Wise, are included from the Growth plan.

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

Put your agent to work with Wise.

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