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Let your agent look up and manage CloudPDF documents while it talks to your customers.

Connect CloudPDF and your agent can check on documents during a call. It can look up a document's status, read its file details, confirm your account usage, and set up webhooks so your team is notified when files are processed. Use it to answer 'where is my document' without a callback, or to track when a signed file is ready. Connection uses your own CloudPDF settings, and changes are made only with the permissions you grant.

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What your agent can do with CloudPDF

  • Look up a document's status and processing progress during a call
  • Check file version details so callers know if their PDF is ready
  • Set up and review webhooks to get alerted on document and file events
  • Confirm plan limits and current usage before promising a new upload

CloudPDF exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller checks on a document

  1. Caller

    Hi, I uploaded our service agreement this morning. Has it been processed yet?

  2. Agent

    Let me check that for you. Can you give me the document name or the reference from the confirmation email?

  3. Caller

    It's the Riverside Lease, reference RS-2281.

  4. Agent

    Found it. The Riverside Lease finished processing at 10:42 this morning and is ready to share. Would you like me to send the link to your email?

Booking follow-up after a signed form

  1. Caller

    I'm calling about the intake form Sarah sent. Did we get the signed copy back?

  2. Agent

    Let me look. I can see the intake form for Sarah Mitchell is still processing its latest file version.

  3. Caller

    Okay. Can you tell me when it will be done?

  4. Agent

    It usually finishes within a few minutes. I can ask our team to call you back at 3 PM if it's still pending, or you can call again later today.

Outbound check-in on a file request

  1. Agent

    Hello, this is Jordan from Parkview Dental. I'm calling about the X-ray records you requested.

  2. Caller

    Oh yes. Did you get them?

  3. Agent

    We have them. The file finished processing on Tuesday, and the copy is ready for you to collect at the front desk. Shall I note that you'll come by on Thursday?

  4. Caller

    Thursday works. Thank you.

How to connect CloudPDF

  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 CloudPDF

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

  3. 3

    Choose the actions

    In the agent editor, enable the CloudPDF 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?

Both. Your agent can look up document status and file details while on a call. It can also set up webhooks so your team is alerted when files finish processing after the call ends.

What do I need to connect CloudPDF?

You need an active CloudPDF account. In the AgentCalls dashboard, sign in and connect CloudPDF using your own credentials from the CloudPDF settings page. Permanent deletions are not made by the agent during calls.

Which plan includes this integration?

Integrations are included from the Growth plan. Your agent can also check your CloudPDF plan limits and current usage before promising a new upload.

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Put your agent to work with CloudPDF.

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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