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Connect ActiveMerge so your agent can generate documents and check credits during calls.

Connect ActiveMerge to AgentCalls and your agent can work with the documents your business already produces. During a call it can check how many credits you have left, find out which fields a template needs, and start a document from a template with the details the caller gives. It can also look up the status of a document that is still being generated and tell the caller when it is ready. Your agent works with the tools you connect, and you stay in control of which templates it can use.

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What your agent can do with ActiveMerge

  • Check remaining ActiveMerge credits before a document is generated
  • Look up the fields a template needs and collect them from the caller
  • Start a document generation from a template with the caller's details
  • Check the status of a generation job and report back when it is done
  • Look up a file from cloud storage and send a download link after the call

ActiveMerge exposes 13 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound quote request

  1. Caller

    Hi, I need a service agreement for a new client. Can you put one together?

  2. Agent

    Sure. I can start that now. What is the client's company name and the start date?

  3. Caller

    Brightline Dental, starting March 3rd, monthly fee of 1,200 dollars.

  4. Agent

    Thanks. I have started the agreement from your template. It usually takes about two minutes. I can text you the link when it is ready.

Checking on a document

  1. Caller

    Did the lease for Unit 4B go out yet?

  2. Agent

    Let me check. The lease for Unit 4B finished generating about ten minutes ago.

  3. Caller

    Great, can you send it to me?

  4. Agent

    Yes. I will send the download link to your email on file now. The link stays active for a set time, so save it when you receive it.

Outbound follow-up on credits

  1. Agent

    Hi Marcus, this is calling from Harbor Property Group. I wanted to let you know the monthly contract template is ready to go for the renewal.

  2. Caller

    Okay, but are we running low on document credits?

  3. Agent

    We have about 340 credits left this month, so there is plenty for the renewals. Do you want me to start the batch for the six tenants on your list?

  4. Caller

    Yes, go ahead.

How to connect ActiveMerge

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect ActiveMerge

    From Integrations in the dashboard, choose ActiveMerge and enter the connection details from your ActiveMerge account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the ActiveMerge actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Documents, notes & files integrations

Questions, answered.

Does it work during the call or after it?

Both. During a call your agent can check credits, collect template details, and start a document. It can also check progress later and send the finished file or link once it is ready.

What do I need to connect ActiveMerge?

You need an ActiveMerge account. Copy your credentials from the ActiveMerge settings and add them in the AgentCalls dashboard under Integrations. Then choose the templates your agent can use.

Which plan includes this integration?

Integrations, including ActiveMerge, are included from the Growth plan. Downloading files from ActiveMerge cloud storage requires an ActiveMerge Pro plan or higher with cloud storage enabled.

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Put your agent to work with ActiveMerge.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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