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Agency PSA Integration

Turn Every Client Call Into A MOCO Activity

Marlie AI answers calls from clients and prospects, qualifies the request, and logs activities against the right MOCO project — so billable time and new business never slip through the cracks.

Phone coverage built for agencies and consultancies on MOCO

Phone coverage built for agencies and consultancies on MOCO

MOCO is what small agencies and consultancies use to manage projects, time, and invoicing in one place. The challenge is that client calls arrive in the middle of deep work — and time spent answering them rarely gets logged, while new-business calls slip past entirely when the team is heads-down.

Marlie AI is the front desk MOCO doesn't include. Inbound calls are answered, qualified against the right client and project, and logged as activities in MOCO. New prospects become leads, existing client calls become billable activity entries, and your team stays focused on delivery.

What You Get with Marlie + MOCO

Everything you need to connect your phone calls with MOCO — fully automated, zero manual work.

Project Activity Logging

Calls from existing clients are logged as activities against the correct MOCO project with summary and call duration.

Auto-Create Leads

New prospects calling in are captured as leads in MOCO with qualifying details — service, scope, budget signal — pre-filled.

Client Identification

Marlie matches inbound callers to existing MOCO contacts by phone and email so context is ready before the conversation starts.

Call Notes & Recordings

Every call comes with a transcript, summary, and recording link attached to the MOCO record for easy review.

Smart Routing

Different intents — support, sales, billing — are tagged and routed to the right team or partner inside the agency.

Real-Time Sync

Activity entries and lead records appear in MOCO within seconds of the call ending — no batch jobs, no manual entry.

How It Works

Get up and running with MOCO in minutes — no coding required.

1

Connect MOCO

Authenticate MOCO in the Marlie dashboard using your MOCO API token. Setup takes minutes.

2

Map Projects & Contacts

Sync your MOCO contact list and active projects so Marlie can match incoming calls to the right record.

3

Marlie Handles The Call

Calls are answered, callers identified as clients or prospects, and qualifying details captured automatically.

4

MOCO Stays Updated

Activities are logged on the right project and new leads are created in MOCO — your delivery and finance views stay accurate.

Built for Real Scenarios

See how businesses use Marlie + MOCO to capture more leads and streamline operations.

Boutique Design Agency

Scenario

A design studio fields constant client calls but never gets around to logging them — billable time leaks every week.

Outcome

Marlie answers, identifies the client and project, and logs an activity entry in MOCO with call duration and summary, so billing reflects reality.

Consulting Practice

Scenario

A small consultancy has senior partners taking new-business calls between client work — and discovery details get forgotten.

Outcome

Marlie qualifies the prospect, captures scope and budget signal, and creates a clean lead in MOCO ready for the partner's first follow-up.

Multi-Project Client

Scenario

A retainer client calls about one of three active projects and the wrong consultant ends up answering.

Outcome

Marlie identifies the client, asks which project the call relates to, and routes the call to the right team while logging activity on the correct MOCO project.

Frequently Asked Questions

Common questions about the Marlie AI + MOCO integration.

Does MOCO have a public API?

Yes. MOCO publishes a developer API that supports contacts, projects, leads, and activities — Marlie connects through it directly.

Can Marlie log billable time against MOCO projects?

Marlie logs activity entries with call duration and summary against the correct project. Whether those entries become billable time follows the same rules your team uses today inside MOCO.

Will Marlie create duplicate contacts in MOCO?

No. Marlie matches callers to existing MOCO contacts by phone and email and updates that record instead of creating a duplicate.

Can Marlie capture new business inquiries as leads?

Yes. Prospect calls are captured as MOCO leads with qualifying details — services of interest, scope, timeline — pre-filled for the partner's follow-up.

Are call recordings stored inside MOCO?

Recordings live in Marlie. The transcript and summary are attached to the MOCO record, with a deep link back to the recording.

Can different team members get notified for different call types?

Yes. You can route support, sales, and billing calls to different team members by email or SMS based on call intent.

Ready to connect Marlie AI with MOCO?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”

Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”

Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”

SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”

Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”

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    Marlie AI + MOCO Integration | AI Receptionist For Agency PSA & Project Management