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Create and look up Workiom records by phone, during the call.

Connect Workiom to your AgentCalls number and your agent can work with your project lists while it talks to a caller. It can check the lists in your workspace, find the records a caller is asking about, and add new records such as a service request, a lead or a task with the details it collects. Your team sees each new record in Workiom as soon as the call ends. Connect your Workiom account from the tools section of your AgentCalls settings. Integrations are included from the Growth plan.

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What your agent can do with Workiom

  • Find existing records in your Workiom lists by name, status or date
  • Create a new record with the caller's details, such as a request, lead or task
  • Check which lists exist in your workspace so the agent routes information correctly
  • Give callers an accurate status update from the records your team already maintains

Workiom exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Taking a new service request

  1. Caller

    Hi, our office printer on the second floor stopped working this morning.

  2. Agent

    Sorry to hear that. I can log it for the team now. What is your name and which office are you in?

  3. Caller

    It's Daniel Ortiz, at the Brickell office.

  4. Agent

    Thanks, Daniel. I've created a request in the Facilities list marked urgent. Someone will reach out within two hours.

Checking the status of an open task

  1. Caller

    Can you tell me if the website redesign proposal has been done?

  2. Agent

    Let me check. I'm looking at the open tasks for the Website Redesign project.

  3. Agent

    The proposal is marked in progress, due this Friday, April 18. Priya is the owner on that task.

  4. Caller

    Great, please ask her to send me a copy when it's ready.

  5. Agent

    I'll add a note to the task for Priya. Anything else?

Logging a sales lead after hours

  1. Caller

    I'm interested in the 12-seat plan. My name is Hannah Clarke and my number is 555 0148.

  2. Agent

    Thanks, Hannah. Would you like the sales team to call you tomorrow morning, or send an email?

  3. Caller

    Call me, around 10 please.

  4. Agent

    Done. I've added you to the Leads list with a call-back request for tomorrow at 10 AM.

How to connect Workiom

  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 Workiom

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

  3. 3

    Choose the actions

    In the agent editor, enable the Workiom 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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All Projects & tasks integrations

Questions, answered.

Does the agent work with Workiom during the call or after it?

Both. During a call your agent can look up records and create new ones while the caller is on the line. Anything it creates appears in Workiom straight away, so your team can act on it the same day.

What do I need to connect Workiom?

You need a Workiom account with access to the lists you want the agent to use. Sign in from the tools section of your AgentCalls dashboard and enter your Workiom credentials. Your agent only reaches the lists and records your account can see.

Which AgentCalls plan includes this integration?

Workiom is included from the Growth plan. Integrations are not available on the Starter plan.

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Put your agent to work with Workiom.

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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