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Let your AgentCalls agent check projects and tasks in Worksnaps while it talks to your clients.

Worksnaps tracks time across remote teams and projects. Connect your Worksnaps account to AgentCalls and your voice agent can look up active projects, check task status and read time reports during a call. It can also create a new project or task when a client asks for one. Your team keeps the project data in one place, and callers get clear answers without waiting for someone to check.

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What your agent can do with Worksnaps

  • Look up active projects and their details by name or ID during a call
  • Check the status of a task and who it is assigned to
  • Read the logged hours for a project over a chosen date range
  • Create a new project or task after gathering the details from the caller

Worksnaps exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks where their project stands

  1. Caller

    Hi, this is Laura Mitchell from Brightline Design. Can you tell me how the website redesign is going?

  2. Agent

    Of course, Laura. I can see the Brightline website redesign project in Worksnaps. It has 14 of 18 tasks marked complete.

  3. Caller

    Great. How many hours have gone into it this week?

  4. Agent

    The team logged 31 hours on that project from Monday through today. Do you want me to send a summary to your email?

Caller asks to add a new task

  1. Caller

    Hi, it's Daniel Okafor. We need an extra task on the Harbor Road renovation for final inspection checks.

  2. Agent

    Sure, Daniel. I'll add a task called Final inspection checks to the Harbor Road renovation project. Should it be due this Friday?

  3. Caller

    Yes, Friday works.

  4. Agent

    Done. The task is created and set for Friday the 14th. Is there anything else you need on that project?

Follow-up call about an open task

  1. Agent

    Hello, this is the AgentCalls assistant for Northway Consulting, calling for Priya Shah. I'm checking on the client onboarding task in Worksnaps.

  2. Caller

    Oh, that's still in progress. I'm waiting on the contract signature.

  3. Agent

    Thanks, Priya. I'll leave it open and note that it's waiting on the signed contract. Would you like a reminder set for Thursday morning?

  4. Caller

    Yes, please. Thursday at nine would be good.

How to connect Worksnaps

  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 Worksnaps

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

  3. 3

    Choose the actions

    In the agent editor, enable the Worksnaps 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 use Worksnaps during the call or after it?

Both. During a call your agent can look up projects, tasks and time reports, and create new projects or tasks when the caller asks. Each action is logged in your AgentCalls dashboard so you can see what changed.

What do I need to connect Worksnaps?

You need a Worksnaps account with access to the projects you want the agent to use. Enter your Worksnaps credentials in the tool settings in your AgentCalls dashboard. Your credentials stay under your control and you can disconnect at any time.

Which plan includes this integration?

Worksnaps is included from the Growth plan and above.

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Put your agent to work with Worksnaps.

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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