Best for
- Sales teams who need first-touch calls on a long list without burning a rep’s morning.
- Founders doing outbound who want the meeting booked, not a queue of callbacks.
Connectors
Before you start
Have a Salesforce view with the prospects to call: name, company, phone number, email, and time zone. Know which calendar Agent should read and which hours you’re happy to offer. AgentPhone needs a number to call from, so buy one in your AgentPhone account or ask Agent to provision one on the first run. The number and the call minutes are billed by AgentPhone, so fund that account before the run. Agent bills on effort-based pricing, so the run spends Replit credits too. Keep a balance on your plan. These are real calls to real people. Start with a five-person test list you own, and listen to the recordings. Many places regulate AI-voiced calls. In the US, for example, they generally require the recipient’s prior consent. Only call prospects who agreed to be contacted this way, and check the calling, disclosure, and recording rules everywhere you dial.Prompt the agent
What to expect
1
Agent asks you to connect
Replit opens the AgentPhone sign-in so you can authorize the MCP server,
and asks for Salesforce and Google Calendar if they aren’t connected yet.
2
It reads the list and your calendar
It tells you how many prospects it found, and confirms the slots it’s
allowed to offer before it dials anything.
3
It calls one prospect at a time
Through AgentPhone, it holds the conversation and reports each outcome:
booked, declined, no answer, or wrong number.
4
Accepted calls become meetings
Agent creates the event and invites the prospect at the email on their
Salesforce record.
5
Declined calls go back to Salesforce
With the status, the reason, and the transcript. Agent summarizes the
whole run at the end.
Make it work for you
Troubleshooting
Everything goes to voicemail
Everything goes to voicemail
Set the calling window in the prospect’s time zone and cap retries. Ask
Agent to leave one short voicemail, then mark the record instead of
dialing again. Also check AgentPhone’s country coverage: it may not be
able to place calls to every country.
Meetings collide
Meetings collide
Agent has to read the calendar before it offers a slot. Ask it to hold a
tentative event while the call is live, then confirm or release it when the
call ends.
Invites never arrive
Invites never arrive
Check the email field on the Salesforce record. Tell Agent to skip and flag
prospects with no email rather than guessing an address.
Nothing is logged in Salesforce
Nothing is logged in Salesforce
Confirm the connector can write to the fields and status values you named,
and ask Agent to attach the transcript to the activity.
Related
Prepare for a customer call
Same Salesforce record, researched before a call that matters.
Find investors to pitch
Build the contact list before you work the phone.