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Documents, notes & files

Conversion Tools

Convert documents between Excel, PDF, Word, CSV and more during a call.

Conversion Tools turns files from one format into another. Your agent can convert Excel to CSV or HTML, Word to plain text, Markdown to HTML, and websites to PDF or PNG. Callers get the file they need, in the format they need, without waiting for someone to open a computer. Connect your Conversion Tools account in AgentCalls and your agent can run these conversions when a caller asks for them.

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What your agent can do with Conversion Tools

  • Convert Excel spreadsheets to CSV or HTML tables for a caller who needs the data in another format
  • Turn a Word document into plain text so your agent can read it back or send it on
  • Create a PDF or PNG snapshot of a web page when a client asks to see a page as it looks
  • Convert Markdown notes to HTML for a quick web-ready version
  • Convert a JPG to structured JSON with AI from an image the caller provides

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

Example calls

Accountant asks for a CSV export

  1. Caller

    Hi, I emailed you the March sales spreadsheet, but my import tool only accepts CSV. Can you send it that way?

  2. Agent

    Sure, Dana. I have the Excel file from your upload. I will convert it to CSV now and send the link to your email.

  3. Caller

    Perfect, thank you. Will it keep the column headers?

  4. Agent

    Yes, the headers stay in the first row. The file should reach your inbox within a couple of minutes.

Client needs a web page as a PDF

  1. Caller

    We are sending the new pricing page to a board member who does not have web access. Can you make a PDF of it?

  2. Agent

    I can do that. Please give me the page address and I will create a PDF snapshot.

  3. Caller

    It is northlinefoods.com/pricing.

  4. Agent

    Got it. The PDF is ready and I have sent it to your email. It may take a moment to finish, so let me know if it does not arrive.

Customer wants a contract as plain text

  1. Caller

    Our lawyer needs the service agreement as plain text, not the Word file. Can you help?

  2. Agent

    Yes. I will convert the Word document to plain text. Which contract should I use? The one from May 12?

  3. Caller

    That one, yes.

  4. Agent

    Done. The plain text version is attached to the confirmation email I just sent to you.

How to connect Conversion Tools

  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 Conversion Tools

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

  3. 3

    Choose the actions

    In the agent editor, enable the Conversion Tools 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?

Some conversions run during the call. Larger jobs, such as website snapshots, can take a little longer, and your agent will tell the caller when the file is ready and where it was sent.

What do I need to connect Conversion Tools?

You need a Conversion Tools account. Sign in to the AgentCalls dashboard, open the tools list, choose Conversion Tools, and enter the credentials from your Conversion Tools settings.

Which AgentCalls plan includes this integration?

Integrations are included from the Growth plan. Smaller plans can still take calls but do not include tool connections.

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Put your agent to work with Conversion Tools.

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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