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Generate PDFs from your templates during a call with CraftMyPDF.

Connect CraftMyPDF to your AgentCalls agent and it can produce the documents your business already sends. Your agent can look up the template you need, fill it with the caller's details, and generate the PDF while the call is still open. Quotes, booking confirmations and service summaries can be ready in moments, not hours. Connect with your CraftMyPDF credentials from the tool's settings, and your agent works within the templates you have already designed.

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What your agent can do with Craftmypdf

  • Browse your PDF templates so the agent picks the right document for the request
  • Generate a PDF from a template using the caller's details
  • Queue a PDF in the background and deliver it when it is ready
  • Create an editor session so you can adjust a template from a link

Craftmypdf exposes 12 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote requested by phone

  1. Caller

    Hi, I'd like a quote for a kitchen tile installation at 14 Alder Road.

  2. Agent

    Thanks, Maria. I have that down. Give me a moment to prepare your quote using our standard template.

  3. Agent

    Done. I've generated the quote and sent the PDF to maria.lopez@example.com. The total for the 22 square metres is 1,840 dollars.

  4. Caller

    Perfect, thank you.

Booking confirmation document

  1. Caller

    Can you confirm my appointment on Thursday at 10 and send me something in writing?

  2. Agent

    Yes. Thursday the 14th at 10:00 with Dr. Patel is booked. I'm generating your confirmation sheet now.

  3. Agent

    Your confirmation PDF is on its way to your email, including the clinic address and what to bring.

Service summary after a visit

  1. Caller

    Hello, I need the service summary from my last visit for my insurance claim.

  2. Agent

    Of course. I'll generate your service summary from our visit template. Can you confirm the date of service?

  3. Caller

    It was the 3rd of March.

  4. Agent

    Got it. The summary for 3 March is ready and has been sent to your inbox. It usually arrives within a minute.

How to connect Craftmypdf

  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 Craftmypdf

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

  3. 3

    Choose the actions

    In the agent editor, enable the Craftmypdf 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 generate PDFs during the call or afterward?

Both. Your agent can generate a PDF while the caller is still on the line and send it right away. For larger documents, it can queue the PDF in the background and deliver the result once it is ready.

What do I need to connect CraftMyPDF?

You need an active CraftMyPDF account and your credentials from its settings. Sign in from the AgentCalls dashboard, add the connection, and choose which templates your agent can use.

Which plan includes this integration?

Integrations, including CraftMyPDF, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Craftmypdf.

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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