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Turn HTML into PDF and Excel files from your phone calls with DocRaptor.

Connect DocRaptor and your agent can create PDF and Excel documents while it talks to a customer. It can build an invoice, a quote or a statement from HTML templates, send it on, and check when a longer job is finished. The agent uses the credentials you enter in DocRaptor's settings, so every document is created under your own account. Integrations are included from the Growth plan.

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What your agent can do with DocRaptor

  • Create a PDF or Excel document from your HTML template during a call
  • Generate invoices, quotes and statements on request and send them to the caller
  • Start large documents in the background and check their status later
  • Look up past documents to answer questions about what was sent and when
  • Retrieve a finished document file once it is ready for download

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

Example calls

Inbound invoice request

  1. Caller

    Hi, this is Dana Whitfield from Whitfield Print. I need a copy of invoice 4471 for my accountant.

  2. Agent

    Of course, Dana. I found invoice 4471 for $1,280.00, dated March 3. I'll generate the PDF now and email it to dana@whitfieldprint.com.

  3. Caller

    Perfect, thank you.

  4. Agent

    It's on its way. You should see it in your inbox within a minute.

Quote created during a booking call

  1. Caller

    We need a quote for 40 kitchen cabinet installs, probably next month.

  2. Agent

    Happy to help. I'll build the quote from our standard template with 40 units at $185 each, which comes to $7,400 before tax.

  3. Caller

    Can you send it as a PDF and an Excel sheet so our finance team can review the numbers?

  4. Agent

    Done. Both files are created and I've sent them to your email on file. I'll check back tomorrow morning to confirm they opened.

Outbound statement follow-up

  1. Agent

    Hello, this is Ahmed calling from Crescent Dental. Am I speaking with Lina Haddad?

  2. Caller

    Yes, that's me.

  3. Agent

    Your monthly statement is ready. The balance is $315.50, with the last payment received on April 2. Would you like me to send the full statement to you?

  4. Caller

    Yes, please send it over.

How to connect DocRaptor

  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 DocRaptor

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

  3. 3

    Choose the actions

    In the agent editor, enable the DocRaptor 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 the agent create documents during the call or afterwards?

Both. Short documents such as a single invoice are created during the call. Larger files run in the background, and the agent can check their status and send them when they are ready.

What do I need to connect DocRaptor?

You need a DocRaptor account and your credentials from its settings. Enter them in the AgentCalls dashboard under Integrations, then choose the actions your agent may use.

Which plan includes this integration?

Integrations are included from the Growth plan. Smaller plans can connect a limited number of tools.

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

Put your agent to work with DocRaptor.

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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