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Have your agent create invoices and letters in Docmosis during the call.

Docmosis turns your templates into PDF and Word documents. When you connect it to AgentCalls, your agent can generate a document from a template while it is on the phone with a customer. A caller can ask for an invoice, a booking confirmation or a letter, and your agent produces it from the details it has just collected, then sends it on. You connect Docmosis with your own credentials from its settings, so the documents stay in your account.

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What your agent can do with Docmosis

  • Generate an invoice or quote from a Docmosis template during the call
  • Create a booking confirmation or appointment letter from details the caller gives
  • Fill a standard letter template with the caller's name, account and order data
  • Produce a PDF or Word file that is ready to send or store after the call

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

Example calls

Invoice request during a call

  1. Caller

    Hi, I had a repair done last week and I need a copy of the invoice for my insurance.

  2. Agent

    Of course. Can I take your name and the date of the repair?

  3. Caller

    It's Daniel Reyes, on the 14th of May.

  4. Agent

    Thanks, Daniel. I've generated the invoice for the repair on the 14th. I'll email the PDF to the address on your account now.

Booking confirmation letter

  1. Caller

    I'd like to book a physiotherapy session for next Tuesday at 10.

  2. Agent

    Tuesday the 20th at 10:00 is free. Shall I book it under your name?

  3. Caller

    Yes, Priya Shah.

  4. Agent

    You're booked for Tuesday at 10:00, Priya. I've created your confirmation letter and sent it to your email.

Follow-up letter after a missed payment

  1. Agent

    Hello, this is a call from Hartwell Dental about your balance from March.

  2. Caller

    Oh, I thought that was paid. Can you send me something in writing?

  3. Agent

    Yes. I'll generate a statement showing the outstanding amount of 180 pounds and send it to you by email today.

How to connect Docmosis

  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 Docmosis

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

  3. 3

    Choose the actions

    In the agent editor, enable the Docmosis 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 Docmosis work during the call or after it?

Both. Your agent can generate a document while the caller is still on the line, and it can also create documents as part of a follow-up task after the call ends.

What do I need to connect Docmosis?

You need a Docmosis account with your templates set up. Sign in to the AgentCalls dashboard, open the tools section, and connect Docmosis using your own credentials from its settings.

Which plan includes this integration?

Tool integrations, including Docmosis, are included from the Growth plan.

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Put your agent to work with Docmosis.

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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