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Send and track BoldSign signature requests from your business phone line.

Connect BoldSign to AgentCalls and your agent can handle signing requests while it talks to customers. A caller can ask for a contract or consent form, and the agent can send it for signature from your BoldSign account. It can also check whether a document has been signed and tell the caller what is still pending. Your team keeps full control of templates, signers and sign-off in BoldSign. Integrations are included from the Growth plan.

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What your agent can do with Boldsign

  • Send a document for e-signature from a template during the call
  • Check the status of a pending signature request by name or document
  • Let the caller know whether a contract or form has been signed
  • Resend a signing reminder to a signer who has not completed it
  • Route the signed document reference back into your records

Boldsign exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Sending a service agreement after an inbound inquiry

  1. Caller

    Hi, I spoke with your team last week about the monthly cleaning plan. Can you send me the agreement to sign?

  2. Agent

    Of course. I can see your request. Which email should I send the agreement to?

  3. Caller

    It's dana.reyes@brightfieldlaw.com.

  4. Agent

    Thanks, Dana. I've sent the monthly cleaning agreement to that address through BoldSign. You'll get a link within a couple of minutes.

Checking whether a signed form came back

  1. Caller

    I sent my patient consent form last Tuesday. Has it been signed yet?

  2. Agent

    Let me check. What's the name on the form?

  3. Caller

    Owen Patel.

  4. Agent

    Owen, your consent form was signed yesterday at 4:15 pm. Your appointment on Thursday at 10:30 is confirmed.

Following up on an unsigned quote

  1. Agent

    Hello, this is calling from Harbor Plumbing. I'm following up on the repair quote we sent you for the kitchen pipes.

  2. Caller

    Oh right, I haven't got round to signing it.

  3. Agent

    No problem. I can resend the signing link now, so you can approve it from your phone.

  4. Caller

    Yes, please send it again to the same email.

  5. Agent

    Done. The link is on its way. Let me know if you have any questions about the work.

How to connect Boldsign

  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 Boldsign

    From Integrations in the dashboard, choose Boldsign and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Boldsign 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 BoldSign during the call or after it?

Both. During a call your agent can send documents for signature and check their status in real time. It can also follow up later through outbound calls.

What do I need to connect BoldSign?

You need an active BoldSign account. Sign in to BoldSign from the AgentCalls dashboard and the connection is made with one click. You do not need to set anything up in code.

Which plan includes BoldSign?

BoldSign is included with AgentCalls integrations from the Growth plan.

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Put your agent to work with Boldsign.

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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