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Connect AlgoDocs so your agent can pull document data during a call.

AlgoDocs extracts data from business documents such as invoices, receipts and forms without templates or training. Connect your AlgoDocs account to AgentCalls and your agent can look up what a document says, check whether a record has been processed, and answer a caller's question about an invoice or form while the call is still open. Your team keeps control of the files and the connection, and you can change or remove it from the AgentCalls dashboard at any time.

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What your agent can do with Algodocs

  • Look up the status of a document a customer has submitted
  • Read back extracted fields such as invoice number, date and total
  • Confirm whether a receipt or form has been received and processed
  • Answer caller questions about a specific invoice or document

Algodocs exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Invoice question from a supplier

  1. Caller

    Hi, I sent you an invoice last week and want to know if it was received.

  2. Agent

    Sure, can I have the invoice number or the supplier name?

  3. Caller

    It's invoice 4821 from Hartwell Supplies.

  4. Agent

    Found it. It was received on Tuesday and processed. The total is $1,248.50, due on the 30th.

Customer checking a submitted form

  1. Caller

    I uploaded my onboarding form this morning. Did it go through?

  2. Agent

    Let me check. What name is it under?

  3. Caller

    Maria Lopez, Lopez Dental.

  4. Agent

    Yes, Maria. Your form was received at 9:14 and all the fields were read. Nothing else is needed from you.

Receipt follow-up for an expense claim

  1. Caller

    Calling about the expense claim for the team lunch in March.

  2. Agent

    I can see the claim. The receipt for 186 pounds is attached and was read successfully. Do you want me to note that it is approved?

  3. Caller

    No, just confirm it's on file.

  4. Agent

    Confirmed. It is on file and ready for your accountant.

How to connect Algodocs

  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 Algodocs

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

  3. 3

    Choose the actions

    In the agent editor, enable the Algodocs 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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Questions, answered.

Does it work during the call or after it?

It works during the call. Your agent can look up document status and extracted details while the caller is still on the line, and it can also be used in follow-up calls.

What do I need to connect AlgoDocs?

You need an AlgoDocs account. Sign in to AgentCalls, open the integrations page, and add your AlgoDocs credentials from its settings. Your agent can then use it on your number.

Which plan includes this integration?

Integrations, including AlgoDocs, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Algodocs.

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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