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Parse documents on a call and send the results to your Affinda workspace.

Connect Affinda to your AgentCalls agent and it can work with your documents while it talks to a caller. Your agent can upload a file or a public link, extract the key fields, tag the document and store it in the right workspace. Customers can send a document during a call and have it processed before the conversation ends. Your team sees the parsed data in Affinda the same day. Connect your account once from the AgentCalls dashboard, using the credentials from your Affinda settings.

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What your agent can do with Affinda

  • Upload a document sent by a caller or linked in a text message and extract its structured data
  • Create collections and tags so documents land in the right group in your workspace
  • Record validation results for a parsed document so your team can review exceptions
  • Update parsed values across many annotations at once after a correction on the phone
  • Subscribe to document events so your own systems are notified when processing finishes

Affinda exposes 105 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: a customer sends an invoice during the call

  1. Caller

    Hi, I'm calling from Brightline Plumbing. I have an invoice from our supplier I need entered in the system.

  2. Agent

    Sure. Can you text me a photo or a PDF of the invoice? I'll send you a link to upload it.

  3. Caller

    Done, I just sent it.

  4. Agent

    Got it. The supplier is Northway Supply, total of 1,284.50 dollars, due March 14. I've filed it under your accounts payable tag in your Affinda workspace.

Lookup: a caller asks about a stored contract

  1. Caller

    This is Daniel Reyes at Oakridge Dental. Can you tell me when our lease renewal document was uploaded?

  2. Agent

    Of course. I found the lease renewal under your Premises folder. It was uploaded on February 2 and it's been parsed and checked.

  3. Caller

    Great, is the end date on it still June 30?

  4. Agent

    Yes, the extracted end date is June 30 of this year. Do you want me to email you a copy?

Follow-up: correcting a field after a call

  1. Agent

    Hello, this is calling from Harbor Bakery. We noticed the total on your delivery receipt for March 3 was read as 412.00. Can you confirm the correct amount?

  2. Caller

    It should be 421.00. Sorry about that.

  3. Agent

    Thanks for confirming. I've corrected the total to 421.00 and updated the record. Have a good day.

How to connect Affinda

  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 Affinda

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

  3. 3

    Choose the actions

    In the agent editor, enable the Affinda 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 the agent work with Affinda during the call or after it?

Both. Your agent can upload documents, look up parsed data and add tags while the caller is on the line. It can also make follow-up calls once processing has finished.

What do I need to connect Affinda?

An Affinda account with access to the workspace you want to use. Sign in to the AgentCalls dashboard, open Integrations, choose Affinda and enter the credentials from your Affinda settings.

Which AgentCalls plan includes this integration?

Integrations are included from the Growth plan. You can connect Affinda and any of our other 1,500+ tools from there.

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Put your agent to work with Affinda.

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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