Resource Planner for your voice agent
Resource Planner is a scheduling and resource management service for teams. Use it to assign people, track project time, and balance workloads.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Available
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With an API key. You create a key in Resource Planner and paste it on a secure page in Connected apps.
- What it reads
- 6 actions, such as get Project, get Resource and list Assignments.
- What it changes
- 10 actions, such as create Assignment, create Project and create Resource.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 16. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
Resource Planner actions
Reads 6
- Get Project
- Get Resource
- List Assignments
- List Projects
- List Resources
- List Time Entries
Changes 6
- Create Assignment
- Create Project
- Create Resource
- Update Assignment
- Update Project
- Update Resource
Deletes 4
- Delete Assignment
- Delete Assignments
- Delete Project
- Delete Resource
Resource Planner setup
Pasting a Resource Planner API key
Create an API key in Resource Planner, choose Resource Planner in Connected apps and paste the key on the secure page.
Choosing the actions
Choose which of the 16 actions the agent may use. Start with lookups and add the ones that change Resource Planner when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
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