Look up organizations, users and memberships for your WorkOS account by phone.

Connect WorkOS to AgentCalls and your agent can work with your identity records during a call. It can look up an organization, check whether a user has active access, invite someone to an organization, or create a passwordless user record. Your agent can read connections and directories too, so a support caller can get a clear answer without waiting for your team. Destructive actions, such as deleting users or organizations, are available but should be kept to confirmed requests only.

What your agent can do with WorkOS

  • Look up an organization, connection or Directory Sync directory by ID during a call
  • Create an organization and grant an AuthKit user active membership in it
  • Create a passwordless AuthKit user record from details the caller confirms
  • Reactivate an existing membership or prefer deactivation over permanent removal

WorkOS exposes 29 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Support caller checks access

  1. Caller

    Hi, I'm Priya from Northgate Dental. Can you check whether my colleague Tom still has access to our account?

  2. Agent

    Of course. Can you give me the organization ID from your dashboard, or the email address on Tom's account?

  3. Caller

    The email is tom.reyes@northgatedental.com.

  4. Agent

    Tom has an active membership in Northgate Dental, so he still has access. Would you like me to send him an invitation to a different organization as well?

Invite a new team member

  1. Caller

    We just hired Aisha Khan and need her added to our workspace before Monday.

  2. Agent

    I can set that up. What is Aisha's work email, and which organization should she join?

  3. Caller

    aisha.khan@brightpathlaw.co.uk, organization is Brightpath Law.

  4. Agent

    Done. Aisha now has an active membership in Brightpath Law and will be able to sign in on Monday.

Outbound follow-up on a directory

  1. Agent

    Hello, this is the AgentCalls assistant calling on behalf of Al Noor Trading. Your directory sync setup needs a quick check. Is now a good time?

  2. Caller

    Yes, go ahead.

  3. Agent

    Your directory is connected and active, and the last sync completed this morning. Nothing else needs attention.

How to connect WorkOS

  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 WorkOS

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

  3. 3

    Choose the actions

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

Both. During a call your agent can look up records and take actions in WorkOS in real time. It can also follow up after a call, such as sending a summary or completing a task you have approved.

What do I need to connect WorkOS?

You need an active WorkOS account. Enter your credentials from the WorkOS settings in the AgentCalls dashboard, then choose which actions your agent may use.

Which plan includes the WorkOS integration?

Integrations, including WorkOS, are included from the Growth plan.

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