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Playbooks

Jobs your software can do for every client, with AgencyPhone carrying the calls, texts and notifications. Set one up once, then turn it on for each client.

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Never miss a customer

Every call and text reaches your software, so no customer waits for an answer.

  • Text back missed calls

    When nobody picks up, the caller gets a text from the business within seconds.

    1. Step 1: A customer calls the business and nobody picks up.
    2. Step 2: Your software hears about it within seconds.
    3. Step 3: It texts them back from the business's number.

    Uses Missed call webhook, Texts API

    Read the guide

  • Reach new leads first

    A lead from a form, an ad or your CRM gets a text from the business right away.

    1. Step 1: Someone fills in a form on the client's website.
    2. Step 2: Your software texts them from the business and notifies your client.
    3. Step 3: Their reply reaches your client's phones.

    Uses Texts API, Notifications API

    Read the guide

  • Answer texts after hours

    A text that arrives after closing gets the business's hours and a way to book.

    1. Step 1: A customer texts the business after closing.
    2. Step 2: Your software checks your client's hours.
    3. Step 3: It replies from the number with the hours and a booking link.

    Uses Texts webhook, Texts API

    Read the docs

  • Turn voicemails into callbacks

    Each voicemail becomes a callback in your CRM, with the recording attached.

    1. Step 1: A caller leaves a voicemail.
    2. Step 2: Your software gets it with a link to the recording.
    3. Step 3: It adds a callback to your CRM and notifies your client.

    Uses Voicemail webhook, Notifications API

    Read the docs

Let software do the talking

Your AI agents and automations text from the business's number, and your client can step in at any point.

  • AI texting with a person in the loop

    Your agent holds the conversation and steps back the moment your client replies.

    1. Step 1: A customer texts the business.
    2. Step 2: Your agent reads the conversation and replies from the number.
    3. Step 3: When your client replies in the app, your agent steps back.

    Uses Texts webhook, Texts API

    Read the guide

  • Qualify leads by text

    Your agent asks a new lead your client's questions, then hands over the answers.

    1. Step 1: A new lead comes in from a form or an ad.
    2. Step 2: Your agent texts them your client's questions.
    3. Step 3: Your client gets a notification with the answers.

    Uses Texts API, Notifications API

    Read the docs

  • Answer the usual questions

    Hours, parking and directions get answered at once, and anything else goes to your client.

    1. Step 1: A customer asks a question by text.
    2. Step 2: Your agent answers from what it knows about the business.
    3. Step 3: Anything else goes to your client with a notification.

    Uses Texts webhook, Texts API, Notifications API

    Read the guide

Keep your clients in the loop

Notifications land on your clients' phones with your agency's name on them. They're free, and replies come back to you.

  • New lead alerts

    Your client hears about every new lead the moment it comes in.

    1. Step 1: A lead comes in from an ad, a form or your CRM.
    2. Step 2: Your software sends your client a notification.
    3. Step 3: It lands on their phones, and they can reply to you.

    Uses Notifications API

    Read the docs

  • Booking and review alerts

    A new booking or a new review shows up on your client's phones right away.

    1. Step 1: A customer books, or leaves a review.
    2. Step 2: Your software notifies your client with the details.
    3. Step 3: They see it wherever they are, and can reply to you.

    Uses Notifications API

    Read the docs

  • End-of-day summary

    Each evening, your client gets the day's calls, texts and missed calls in one notification.

    1. Step 1: At closing time, your software reads the day's calls and texts.
    2. Step 2: It counts the calls, missed calls and new conversations.
    3. Step 3: Your client gets the summary as a notification.

    Uses Calls API, Texts API, Notifications API

    Read the docs

  • Approvals by notification

    Ask your client to approve a reply, a quote or a post, and carry on when they answer.

    1. Step 1: Your software asks your client to approve something.
    2. Step 2: Your client replies in the app.
    3. Step 3: Your software reads the reply and carries on.

    Uses Notifications API, Chat webhook

    Read the docs

Bring customers back

Reminders and requests come from the business's own number, and replies go to your client.

  • Send appointment reminders

    Customers get a reminder from the business, and their replies reach your client.

    1. Step 1: Each morning, your software reads tomorrow's bookings.
    2. Step 2: Each customer gets a reminder from their business's number.
    3. Step 3: Replies land in your client's app and at your server.

    Uses Texts API, Texts webhook

    Read the guide

  • Ask for reviews after a visit

    After a job, the customer gets a text from the business with a link to leave a review.

    1. Step 1: A job is marked done in your CRM.
    2. Step 2: Your software texts the customer a review link from the business.
    3. Step 3: Any reply reaches your client in the app.

    Uses Texts API

    Read the docs

  • Follow up on quotes

    A customer who goes quiet after a quote gets a friendly note from the business.

    1. Step 1: A quote has had no answer for a few days.
    2. Step 2: Your software texts the customer from the business's number.
    3. Step 3: If they reply, your client takes it from there in the app.

    Uses Texts API

    Read the docs

Keep your records in step

Your CRM and your clients' phones agree on who's who and who said what.

  • Log every call and text in your CRM

    Calls, texts and voicemails land on the customer's record as they happen.

    1. Step 1: A call ends, a text comes or goes, or a voicemail is left.
    2. Step 2: Your software gets each one as it happens.
    3. Step 3: It adds them to the customer's record.

    Uses Call, text and voicemail webhooks

    Read the guide

  • Show CRM names on calls and texts

    Customers from your CRM show up by name when they call or text the business.

    1. Step 1: A contact is added or changed in your CRM.
    2. Step 2: Your software updates it through the API.
    3. Step 3: Your client sees the name on calls and texts.

    Uses Contacts API

    Read the docs

  • Keep opt-outs in sync

    When a customer texts STOP, your CRM stops too.

    1. Step 1: A customer texts STOP.
    2. Step 2: Texts to them from that business stop at once.
    3. Step 3: Your software hears it and updates your CRM.

    Uses Opt-out webhook

    Read the guide

  • Catch numbers that can't get texts

    When a text can't be delivered, your CRM learns why, so the next one goes another way.

    1. Step 1: A text fails, for example because the number is a landline.
    2. Step 2: Your software hears why it failed.
    3. Step 3: It marks the number, so next time you call or email.

    Uses Texts webhook

    Read the docs

Prove your results

Every call and text is something your agency can count and report.

  • Track which campaign made the phone ring

    Give each campaign its own number, and credit every call and text to the right one.

    1. Step 1: Each ad or campaign gets its own number, with a label.
    2. Step 2: Customers call and text the number they saw.
    3. Step 3: Every call and text says which number it came to.

    Uses Numbers, Call and text webhooks

    Read the docs

  • Monthly reports for clients

    The month's calls, missed calls and texts, in the report you already send.

    1. Step 1: At the end of the month, your software reads every call and text.
    2. Step 2: It adds the totals to your client's report.
    3. Step 3: Your client gets a notification with the link.

    Uses Calls API, Texts API, Notifications API

    Read the docs

Building something that isn't here?

These 20 are where most agencies start. The API and webhooks cover every call, text, voicemail and notification, so tell us what you have in mind and we'll help you build it.

Tell us what you're building