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Let your phone agent pull up BoloForms documents while you talk to callers.

Connect BoloForms and your agent can look up the documents on your account during a call. A caller asks whether their signed agreement came back, and the agent checks the list and tells them the status. It reads back document names, dates and signing status so callers get answers without waiting for a callback. Connect it with your own BoloForms sign-in from the AgentCalls dashboard. Integrations are included from the Growth plan.

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What your agent can do with Boloforms

  • Pull the list of your BoloForms documents during a live call
  • Confirm whether a contract or form has been sent, signed or is still waiting
  • Read back document names and dates so callers can match what they sent
  • Give callers quick answers without a callback from your team

Boloforms exposes 1 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checking on a signed agreement

  1. Caller

    Hi, I signed the service agreement last week. Did it go through on your end?

  2. Agent

    Let me check that for you. I can see the Service Agreement for Hannah Brooks, sent on the 3rd and signed on the 4th.

  3. Caller

    Perfect, thanks. Nothing else is needed from me?

  4. Agent

    Nothing else is needed. Your signed copy is on file, and the team will be in touch about the start date.

Lead asking which forms are outstanding

  1. Caller

    I got an email about some forms to fill in. Which ones are still open?

  2. Agent

    I see two documents waiting for your signature: the New Client Intake Form, sent on Monday, and the Liability Waiver, sent yesterday.

  3. Caller

    Can you resend the waiver? I can't find the email.

  4. Agent

    I have passed that request to the team, and they will resend the waiver to your email today.

Outbound follow-up on an unsigned quote

  1. Agent

    Hi, this is Sam calling from Greenline Landscaping. Am I speaking with Marcus?

  2. Caller

    Yes, that's me.

  3. Agent

    I'm following up on the quote we sent for the backyard renovation on the 12th. I can see it is still waiting for your signature. Would you like me to resend it?

  4. Caller

    Yes, please send it again to my work email.

How to connect Boloforms

  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 Boloforms

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

  3. 3

    Choose the actions

    In the agent editor, enable the Boloforms 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 use BoloForms during the call or after it?

During the call. When a caller asks about a document, your agent looks it up on the spot and answers from your live BoloForms account.

What do I need to connect BoloForms?

An active BoloForms account. Sign in with your BoloForms credentials from the AgentCalls dashboard, under Integrations. Your agent can then read the documents on that account.

Which plan includes this integration?

Integrations are included from the Growth plan. Check the pricing page to compare plans before you connect.

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Put your agent to work with Boloforms.

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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