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Convert PDFs, Word files and spreadsheets by phone with your ConvertAPI account.

Connect ConvertAPI to AgentCalls and your agent can convert files during a call. A caller can ask for a PDF to be turned into an editable Word document, or request individual JPG pages from a PDF. Your agent can also upload a file from a link the caller provides and send back the converted result. Long conversions run in the background, and your agent can check on them and tidy up temporary files afterwards. Connect your own ConvertAPI credentials from the tool's settings to get started.

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What your agent can do with Convertapi

  • Convert a PDF to an editable Word (DOCX) file on request during a call
  • Turn PDF pages into JPG images and share the download link
  • Import a file from a link a caller gives you, then convert it
  • Run large conversions in the background and check their status later
  • Remove temporary files and finished jobs once they are no longer needed

Convertapi exposes 17 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: a client needs an editable contract

  1. Caller

    Hi, I was sent a signed lease as a PDF but I need to edit the terms. Can you help?

  2. Agent

    Yes, I can convert it to a Word document for you. Can you give me the link to the PDF, or should I text you an upload link?

  3. Caller

    Here's the link, it's in my email from the landlord's office.

  4. Agent

    Thanks. The conversion is done. I'm sending the Word file to your phone now, and you can open it on any device.

Inbound: a customer asks for pages as images

  1. Caller

    I need the menu from your catering PDF as images so I can post them on Instagram.

  2. Agent

    No problem. Which pages do you need?

  3. Caller

    All of them, there are six pages.

  4. Agent

    I have converted all six pages to JPG. I'm sending the download link by text message now, so you can save them to your phone.

Outbound: follow-up on a large file

  1. Agent

    Hello Priya, this is calling from Moreno Print. Your large brochure conversion for the Harbour event is ready.

  2. Caller

    Oh great, can you send it over?

  3. Agent

    Yes, I'm sending the converted file to your email now. I've also cleared the temporary upload so it won't clutter your account.

  4. Caller

    Perfect, thanks for following up so quickly.

How to connect Convertapi

  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 Convertapi

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

  3. 3

    Choose the actions

    In the agent editor, enable the Convertapi 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 convert files during the call or after it?

Both. Quick conversions can happen while the caller is on the line. Larger files run in the background, and your agent can check on them and send the result on a later call or by text message.

What do I need to connect ConvertAPI?

You need your own ConvertAPI account. Copy your credentials from the ConvertAPI settings and add them in the AgentCalls dashboard under Integrations. You then sign in to connect the account to your agent.

Which plan includes this integration?

Integrations, including ConvertAPI, are included from the AgentCalls Growth plan.

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Put your agent to work with Convertapi.

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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