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Let your phone agent look up Wufoo form entries and reports while it talks to callers.

Wufoo collects the forms your customers fill in. With AgentCalls connected to your Wufoo account, your agent can check whether a caller has already submitted an intake form, count entries for a sign-up or request form, and read the latest responses from a report. It can also find the forms and reports you have, so callers get accurate answers without waiting for you to check. The agent reads your data during the call. It only looks things up and does not change your forms.

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What your agent can do with Wufoo

  • Look up whether a caller has submitted a form, using entries filtered by name or email
  • Count entries for a sign-up, booking or request form to answer 'how many have we had this week?'
  • Read the latest responses from a report so the agent can confirm details the caller already sent
  • Check form fields and their labels so the agent asks for the right information
  • Find form comments in Entry Manager to see if a team member has already followed up

Wufoo exposes 7 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks their intake form

  1. Caller

    Hi, I filled out your new patient form on Monday, but I never got a confirmation. Can you check?

  2. Agent

    Of course. Can I have the email address you used on the form?

  3. Caller

    It's dana.reyes@mail.com.

  4. Agent

    Thanks, Dana. I can see your form from Monday, March 3, at 4:12 PM. It's received and on file. Would you like me to book your first visit now?

Owner asks how many sign-ups came in

  1. Caller

    Can you tell me how many people signed up for the spring workshop form this week?

  2. Agent

    Sure. The spring workshop form has 38 entries since Monday. That's 11 more than last week.

  3. Caller

    Great. Can you send me the list of names?

  4. Agent

    I can text you a link to the report. Should I send it to this number?

Follow-up on a quote request

  1. Caller

    I asked for a quote for kitchen tiling last Friday. Do you have my details?

  2. Agent

    Let me check. I see your request from Friday, April 11, for 24 square meters of porcelain tile. Is that right?

  3. Caller

    Yes, that's the one.

  4. Agent

    Thanks. Our team has left a comment saying the quote will go out by Wednesday. I'll note that you called to ask.

How to connect Wufoo

  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 Wufoo

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

  3. 3

    Choose the actions

    In the agent editor, enable the Wufoo 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 Forms & surveys integrations

Questions, answered.

Does the agent read Wufoo data during the call or only after?

During the call. When a caller asks about a submission, a count or a report, your agent looks it up in Wufoo while the conversation is happening. It only reads your data and does not edit or delete entries.

What do I need to connect Wufoo?

A Wufoo account with access to the forms and reports you want the agent to use. You connect it from the AgentCalls dashboard by entering your Wufoo details from your Wufoo settings. Integrations are included from the Growth plan.

Can the agent see every form in my Wufoo account?

It can see the forms and reports available to the Wufoo user you connect. If you want to limit what the agent can read, connect a Wufoo user with access to only the forms you choose.

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

Put your agent to work with Wufoo.

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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