The agent can see who a caller is and what they owe. It reads; it doesn't write to your books.
What the agent does
- Find a contact by phone, name or email.
- Read a contact's outstanding balance.
- List a contact's invoices, and read one.
- List payments.
- Find an item in your products and services.
- Read your chart of accounts.
Each of these is switched on per customer. If you don't want the agent creating anything, it can look up and nothing more.
How it works with Xero
On its own, Xero is the answer for a business that doesn't run job software: the agent still knows who's ringing and can see the account. Next to Fergus or Simpro it's the money side — the same caller, with what they owe beside their open jobs. The agent reads figures out exactly as Xero holds them; it never works one out itself, and it never writes anything back.
What your team sees
Xero contacts appear in the app's contact search and on the ring screen, with the site address by default and the outstanding balance if you switch it on.
It’s the same lookup the agent uses, so the card on the ring screen and the customer the agent found are one and the same. More about H3llo Phone.
How it's connected
Click Connect to Xero in the portal and approve it in Xero — there are no credentials to paste. Your H3llo rep does this with you.
Run Xero? Get the agent on your number.
Tell us what you run and we’ll set it up with you. No self-serve sign-up, on purpose: a person connects it and checks it before the first call.