Can my AI agent update another system, like my own CRM or a student portal, during a call?

Yes. One of the most common ways is an API step: during the conversation the AI makes an API post or call to the other system, for example to mark a student absent in a third-party app. This works as long as the other system has an API.

All the same workflow steps you use elsewhere in the CRM are available during a call, whether the action is inside or outside the CRM, so an agent can also update custom values and contact fields live while it talks.

An agent can have as many workflows as you want, so the same agent that answers inbound calls can also make outbound calls and put people into a drip campaign (send an email, wait a day, send an SMS, and so on), with the steps chained together.

If you do not know how to set up an API step, ask the AI assistant to do it. With the Page Vision switch on, it can see your screen and help you fill in the API URL and fields.