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Let your agent pull document data from Docsumo during a call.

Docsumo extracts and organizes data from invoices, bank statements, forms and other documents. With AgentCalls connected to Docsumo, your agent can check which document types your account supports, look up the status of documents you have already processed, and walk a caller through what has been received. When a caller asks about a bank statement analysis, your agent can pull the month-by-month summary of credits, debits and balances so the answer is specific and current. The agent works from your own Docsumo account and only sees what you allow it to see.

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What your agent can do with Docsumo

  • Check which document types your Docsumo account supports
  • Look up the status of documents already processed in Docsumo
  • Pull a month-by-month bank statement analysis of credits, debits and balances
  • Tell a caller which documents are still missing for their file

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

Example calls

Caller asks about a bank statement review

  1. Caller

    Hi, I sent my three bank statements last week. Did you get them?

  2. Agent

    Yes, Mr. Hernandez, all three were received and processed on Tuesday. Would you like a quick summary of the monthly credits and debits?

  3. Caller

    Yes, please. Just the totals for March.

  4. Agent

    In March, total credits were $48,300 and total debits were $41,750, with a closing balance of $12,460.

Caller checks which documents are still needed

  1. Caller

    I'm trying to finish my loan application. What else do you need from me?

  2. Agent

    Let me check your file. We have your ID and two of the three bank statements. The March statement is still missing.

  3. Caller

    Okay, I'll upload it tonight.

  4. Agent

    Thank you. Once it arrives I will confirm it on this line and you can submit the application.

Agent follows up on a pending invoice upload

  1. Agent

    Good morning, this is calling from Brightline Supplies. We're checking whether invoice 4471 from last Friday came through.

  2. Caller

    Oh, I think I uploaded it, but I'm not sure it went through.

  3. Agent

    Our records show it is still pending review. Could you upload it again, or reply with the PDF by email?

  4. Caller

    I'll send it right now. Thanks for checking.

How to connect Docsumo

  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 Docsumo

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

  3. 3

    Choose the actions

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

Both. During a call your agent can look up document status and summaries in real time. It can also run follow-up checks after a call ends, if you set that up.

What do I need to connect Docsumo?

You need an active Docsumo account. Sign in to the AgentCalls dashboard, open Integrations, choose Docsumo, and connect it with your own Docsumo credentials from the tool's settings.

Which plan includes Docsumo?

Tool integrations, including Docsumo, 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 Docsumo.

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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