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Turn your Word templates and customer data into PDFs during the call.

Connect DocuGenerate to AgentCalls and your agent can produce documents while it talks to a caller. It can fill a saved Word template with the details it has just collected, such as a name, address and order amount, and return a download link. It can also look up and rename existing documents, and check which templates you have available. Contracts, invoices, letters and certificates are created from the same template you already use, so every document keeps your branding and format.

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What your agent can do with Docugenerate

  • Generate a PDF from a Word template using details gathered on the call
  • Create invoices, quotes or letters and send the download link to the caller
  • List your templates and documents so the agent can find the right one
  • Rename an existing document after confirming its ID with the caller
  • Bundle several documents into a single ZIP for batch requests

Docugenerate exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote for a new kitchen fitting

  1. Caller

    Hi, I'd like a quote for fitting a new kitchen in my flat. I'm Maria Lopez, 14 Hallam Road, Sheffield.

  2. Agent

    Thanks, Maria. Roughly how many metres of worktop and cabinets are you planning?

  3. Caller

    About six metres of worktop and eight wall units.

  4. Agent

    Got it. I've prepared your quote for £4,850 and sent the PDF link to your email. Would you like to book a survey visit this week?

Invoice copy for an overdue client

  1. Caller

    This is Daniel from Redwood Dental. Can you send me a copy of invoice 2291?

  2. Agent

    Of course. I can see invoice 2291 dated 3 March for $1,240. Shall I generate a fresh PDF and text the link to your mobile?

  3. Caller

    Yes please, that works.

  4. Agent

    Done. The link is on its way to your phone now.

Outbound certificate for a course graduate

  1. Agent

    Hello, this is calling from Brightpath Training. Am I speaking with Priya Nair?

  2. Caller

    Yes, that's me.

  3. Agent

    Congratulations on completing the first aid course. Your completion certificate is ready, and I've emailed you the PDF. Can I help with anything else?

How to connect Docugenerate

  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 Docugenerate

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

  3. 3

    Choose the actions

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

Both. Your agent can generate documents while the caller is on the line and send the link straight away, or it can prepare documents for follow-up after the call ends.

What do I need to connect DocuGenerate?

You need an account with DocuGenerate. Sign in to the AgentCalls dashboard, open the Tools section, choose DocuGenerate and enter your credentials from the DocuGenerate settings.

Which AgentCalls plan includes this integration?

DocuGenerate is included from the Growth plan. Your agent needs your Word templates set up in DocuGenerate before it can produce documents.

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Put your agent to work with Docugenerate.

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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