Carbone

Turn call data into PDFs and Word files with Carbone, from your phone agent.

Connect Carbone to AgentCalls and your agent can generate documents during or after a call. It fills your templates with live data and returns invoices, quotes, confirmations and reports in PDF, DOCX, XLSX or ODT. Your agent can also check that the Carbone server is running before it sends anything, so callers get their documents when they expect them.

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What your agent can do with Carbone

Generate a PDF invoice or quote from a template and the caller's order details
Create a booking confirmation in DOCX and send it on after the call
Build an XLSX report from call data for your team
Check Carbone server status before a document is requested
Use the template you already maintain, with the right API version applied

Carbone exposes 11 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote request on an inbound call

Caller
Hi, I need a quote for six kitchen cabinets, installed, for a house in Leeds.
Agent
Thanks, Sarah. I have that down. I can email you a PDF quote now. Is sarah.hughes@example.co.uk the right address?
Caller
Yes, that's it.
Agent
Done. The quote is on its way to your inbox, with the total of 2,840 pounds and the 14 day validity.

Invoice lookup and resend

Caller
I never got the invoice for March. Can you send it again?
Agent
Of course. I can see invoice 4417 for 620 dollars, dated March 12. Shall I send the PDF to the email on file?
Caller
Yes, please.
Agent
Sent. You should see it in the next few minutes.

Outbound appointment confirmation

Agent
Hello, this is Maya calling from Brightline Dental to confirm your visit on Thursday at 10:30.
Caller
Oh good, can you send me the details too?
Agent
Yes. I am generating a one page confirmation with the time, the address and what to bring, and sending it to your phone as a PDF now.

How to connect Carbone

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
Connect Carbone
From Integrations in the dashboard, choose Carbone and enter the connection details from your Carbone account settings.
3
Choose the actions
In the agent editor, enable the Carbone 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. Your agent can generate a document while the caller is still on the line and send it straight away, or create one after the call ends.

What do I need to connect Carbone?

You need a Carbone account with your own credentials. Add them in the Carbone settings, then sign in from the AgentCalls dashboard to connect. Your templates stay in your Carbone account.

Which plan includes this integration?

Integrations are included from the Growth plan onward.

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Put your agent to work with Carbone.

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